Done-For-You R&D Agent
We build, host and maintain the agent. You and your reviewer use it. This is the route with the least ongoing effort for your team.
What it is
Done-for-you is for businesses that want the benefit of the agent without taking on the work of building or running it. We agree what the agent should capture and which systems it should connect to, then we configure it, host it and keep it working. Your people add short notes when asked, your finance team checks coding and your reviewer reviews the drafts. Everything technical is ours to look after.
How it works
- 1
Scope
We agree your systems and what the agent should capture, and write down who does what.
- 2
We build and host
We configure the agent and run it for you, including updates and fixes.
- 3
You use it
Your team adds notes and your reviewer reviews drafts. We watch for problems and keep it working.
Best for
- Businesses without technical staff.
- Teams that want the least ongoing effort.
- Firms that prefer to pay for a service rather than manage a tool.
- Companies whose technical people are busy with their own work.
Who does what
The exact split is agreed in writing. Contact us for pricing.
| Task | You | Us |
|---|---|---|
| Connect and configure systems | Do it | |
| Host and maintain the agent | Do it | |
| Add notes when prompted | Do it | |
| Check cost coding | Finance checks | Provides the coded costs |
| Review drafts and sign | Your reviewer | Not involved |
| File returns | Authorized provider | We do not file returns |
A worked example (illustrative)
This scenario is invented. A professional services firm builds software tools for its clients but has no one to look after a new system. It chooses done-for-you. We connect its project tracker and accounting, and the agent starts collecting evidence. Staff receive short prompts and answer them. The finance lead looks at a monthly summary, and sees where evidence is thin. At year end, the firm's CPA reviews a claim pack and files through an authorized provider. Nobody at the firm configured anything.
What you are responsible for
Hosting and maintenance are ours, but the business still has responsibilities. People need to answer prompts honestly. Finance needs to check coding. And the reviewer needs to decide what is supportable. We agree access and data handling in writing, and we limit access to what the work needs. If you leave the service, we agree in advance what happens to the data.
A licensed CPA or enrolled agent must review all drafts. We do not file returns.
Limits
The agent does not decide eligibility, give tax advice or guarantee a credit, and a managed service does not change that. Connections are proposals until confirmed for your setup. We do not claim certifications we do not hold, and the Trust Center describes where things stand.
Onboarding
- 1
Kick-off
We meet to confirm scope, systems and who is responsible for what.
- 2
Connection
We connect your systems and check that records arrive correctly.
- 3
Introduction
We explain to your team what they will be asked and why.
- 4
Going live
The agent starts collecting, and we watch the first cycle closely.
Things to agree in writing
These terms are part of the quote and the agreement.
- Which systems are connected and what the agent can see.
- Who has access to the records and the drafts.
- How problems are reported and how quickly they are addressed.
- Where the data is held and for how long.
- What happens if you leave the service.
Managed or do it yourself?
The managed route costs more than a template, because we are doing more. It saves your people's time and removes the risk of the system quietly falling out of use when someone leaves. If you have the capacity and want control, a template may suit you better. If you would rather your attention went to the business, managed is usually the better fit. We will say plainly which we think suits you.
What a typical month looks like
Once the agent is running, the month is quiet by design. Staff answer a few short prompts. The finance lead receives a summary of which projects have strong evidence and which are thin. We watch for failed connections or odd data and fix them without being asked. If something needs a decision from you, such as a project whose name has changed, we raise it with a clear question. The point is that the agent stays current without anyone on your side having to remember to look after it.
Signs the service is working well
- Projects have recent evidence, not just old records.
- Questions from the reviewer are about judgment, not about missing information.
- People answer prompts without being chased.
- Costs in the agent match what the accountant sees.
- Nobody has had to ask how to find something.
Questions
Can I see the data?
Yes. You and your reviewer can see the records, and we agree who else has access.
What if I want to leave?
We agree in advance what happens to your data and records.
Who reviews the output?
A licensed CPA or enrolled agent, yours or one we work with.
How much does it cost?
Contact us for pricing. It is typically billed on an ongoing basis.
Please note: Estimates and drafts are prepared by software for review by a licensed CPA or enrolled agent. This is not tax advice.
Find out what AI would cost you
Book a free call. We will map three opportunities and give you a rough idea of cost and payback.