Get R&D tax credits up to $500K+

Enjoy a preferred 5% success fee (vs. our standard 7%) on the R&D credits we secure for you.

Who It’s For

Built for
Innovators

Software & Engineering

Writing or modifying software, building hardware, prototyping, simulations

Scientific & Technical Research

Experimentation, material development, biotech, chemical, or lab research

Process & Manufacturing Improvements

Improving manufacturing, production methods, or technical systems

How much can I get

Turn R&D Spend into Working Capital

Up to $500K/Year for early-stage and growth-stage companies

Multi-Year Retroactive Claims: up to 3 open tax years + current year

Startup Payroll Offset (Up to $500K/Year): used to reduce payroll taxes instead of income tax

How It Works

How Numix R&D works

1

Connect Books & Payroll

Sync QuickBooks, CSVs, Gusto, ADP, TriNet, and other systems in seconds.

2

AI Classification & Allocation

Our AI allocates payroll based on market benchmarks and categorizes transactions to clean up your chart of accounts.

3

See Your Credit Opportunity

Voilà — your R&D tax credit report is generated, reviewed, and ready for filing.

1

Connect Books & Payroll

Sync QuickBooks, CSVs, Gusto, ADP, TriNet, and other systems in seconds.

2

AI Classification & Allocation

Our AI allocates payroll based on market benchmarks and categorizes transactions to clean up your chart of accounts.

3

See Your Credit Opportunity

Voilà — your R&D tax credit report is generated, reviewed, and ready for filing.

1

Connect Books & Payroll

Sync QuickBooks, CSVs, Gusto, ADP, TriNet, and other systems in seconds.

2

AI Classification & Allocation

Our AI allocates payroll based on market benchmarks and categorizes transactions to clean up your chart of accounts.

3

See Your Credit Opportunity

Voilà — your R&D tax credit report is generated, reviewed, and ready for filing.

Leave the books to us. Focus on what you do best

Join thousands of satisfied customers who have streamlined their financial management with Numix.

Leave the books to us. Focus on what you do best

Join thousands of satisfied customers who have streamlined their financial management with Numix.

Leave the books to us. Focus on what you do best

Watch your money grow. Download the app now and start taking control of your money today