Neo Tax

What it is Overview

Neo.Tax is AI-driven tax-credit and tax-compliance automation for startups, accountants, controllers, and finance teams, not practitioner-facing legaltech. Current public materials center on eliminating interviews, connecting to operational data sources, and generating audit-ready R&D tax credit and software-capitalization outputs in days rather than months. Search results and partner pages reinforce the same buyer and workflow: startup finance teams and tax professionals using Neo.Tax to qualify, substantiate, and file R&D tax credits, sometimes through distribution or integration channels such as Mercury and Thomson Reuters ONESOURCE. It touches legal and regulatory rules, but the work being sold is tax automation and substantiation, not contract drafting, review, negotiation, or repository management. This is a real venture-backed tax-fintech company, but it does not belong in contract lifecycle.

Company Info

Founded: 2019
Team size: 11-50 employees
Funding: $13M
HQ: United States
Sector: Transactions, Tax

What We Haven’t Verified

This page was assembled from publicly available information. Feature claims and workflow mappings are based on what the vendor and third-party listings publish — not hands-on testing or practitioner feedback.

Integrations 6 platforms

Platforms Neo Tax integrates with. Depth — where curated — reflects how native the connection is. Uncurated entries render without a depth dot.

Databricks
Gusto
Jira
Snowflake
Thomson Reuters ONESOURCE
Workday

Deep — bi-directional API Medium — one-way sync / webhook Shallow — middleware / Zapier-class

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