Asana Integration

Bring projects, tickets, hours and activity records from Asana into our products, so the numbers match your records.

Why connect Asana

Asana tasks and projects help link people to research work.

What syncs

Time and projects. Exact fields depend on your setup.

Product	What can sync with Asana
R&D Tax Credit AI agent	Used as supporting evidence of who worked on what
TaxTrex (white-label)	Source data for the cost and time workpapers
creditARMOR (white-label)	Supporting records for mock-audit checks
Custom AI work	Data needed for agents and automations we build for you

Setup steps

1
Tell us your setup
Share how you use Asana and which products you want connected.
2
We confirm the connection
We check what is possible and agree it in writing.
3
Connect and test
We link the systems and check the numbers against your records.

Security note

Access is limited to what the work needs and is agreed with you in writing. We do not claim certifications we do not hold. See the Trust Center for where things stand.

Integrations are proposals until confirmed for your setup. Tell us which system you use and we will confirm what is possible before you commit.