Follow one project from the first technical question to CPA handoff
R&D Ledger keeps the technical work, people, costs, and evidence connected as the project develops, then prepares the record for professional review.
AFS-2401
Adaptive Filtration System
- STATUS
- In Review
- START
- 02 / 14
- GOAL
- Lower pressure drop
- Uncertainty
- Pleat depth vs. flow
- Experiment
- 21mm retest, run 07
- Result
- −18% pressure drop
| J. Patel | 8.5h |
| M. Chen | 10.0h |
| S. Alvarez | 7.5h |
| TOTAL | 26.0h |
- Test Report.pdf
- CAD Rev 04.dwg
- Lab Notes 08/23
How a project moves through R&D Ledger
The record begins with four connected inputs: the project, the technical work, the people and costs, and the supporting evidence. Review preparation and CPA handoff complete the workflow.
Define the project and technical question
Open a record for the product, process, software, formula, technique, or method being developed or improved. Identify the intended result and the technical question the team could not answer in advance.
Record the alternatives, tests, and results
Document the approaches considered, the tests performed, the observations made, and the changes that followed. Failed trials belong in the record because they help explain what the team learned.
Connect the people and project costs
Associate employee time, contractor work, supplies, and other project-related expenses with the correct project and tax year.
Save the evidence the team already creates
Attach the photos, measurements, test results, design files, notes, invoices, and supporting documents produced during the project.
Check the record before handoff
Review the project for missing dates, unexplained costs, unsupported statements, and incomplete evidence while the people who performed the work can still answer questions.
Prepare the CPA packet
Export the project narratives, people, costs, evidence references, and open review items into an organized packet for your CPA.
R&D Ledger prepares the documentation for review. Your CPA determines eligibility, qualified expenses, calculations, elections, and filing treatment.
AI assistance, from project discovery to CPA review
R&D Ledger uses AI to help you evaluate potential R&D activity, strengthen your documentation, and prepare your review packet throughout the year.
Review potential eligibility and exclusions
AI reviews project information for indicators of potentially qualifying R&D activity and separately checks for possible exclusions, helping you identify questions that need closer review.
Find documentation gaps
AI reviews your inputs to flag missing details, incomplete explanations, and gaps in supporting records so you can address them while the work is still fresh.
Prepare your CPA packet
AI helps assemble your documented projects, people, costs, and evidence into an organized packet for your CPA to review.
Connect the work you already document. Through MCP connections, compatible AI assistants can work with your R&D Ledger projects, people and wage records, and expenses. When you also connect the other systems where your team documents its work, the R&D Ledger AI skill can help review those records, surface supporting evidence and potentially qualifying projects, and help populate project, people, wage, and expense information for your review.
See how one of your projects would move through R&D Ledger
Bring a recent product, process, software, or technical project. We will show you where the project question, trials, people, costs, and evidence belong.