01
You send us the materials.
Project notes, technical files, invoices, timesheets, finance records and supporting evidence can be uploaded into the workspace.
The faster, fixed-price way to prepare your R&D Tax Incentive claim.
Canopy is a modern R&D consultancy for Australian startups and SMEs. We use an AI-native claim workspace to organise your documents, prepare the claim file and support specialist R&D review.
The Canopy model
A premium R&D service with AI built into the operating system.
Canopy is not positioned as another self-serve tool. The software is the infrastructure behind a better service: clearer inputs, faster preparation, more predictable fees and specialist review where it matters.
02
Canopy prepares the claim file.
We structure activities, map evidence, identify review points and prepare materials for specialist assessment.
03
Specialists review before finalisation.
Professional judgement stays in the loop for eligibility, risk areas, expenditure treatment and final claim position.
The workspace
A clearer view of the claim before specialist review.
The workspace organises project readiness, evidence records, review focus and claim preparation status. It gives specialists a cleaner file to work from.
R&D Intelligence Dashboard
FlowForge Pty Ltd · FY26 claim preparation
Claim preparation active
Potential eligible expenditure
$392k
For review, not advice
R&D projects organised
3
Across the claim file
Evidence records
126
Uploaded and mapped
Claim readiness
68%
Moderate readiness
Projects
Open demo →
Sensor Calibration Algorithm
Likely R&D
Automated Defect Detection Model
Possible R&D
Manufacturing Process Optimisation
Needs review
Review focus
Technical uncertainty
Clarify what was not known at the start of the activity.
Evidence strength
Link experiment outputs and technical decisions to each project.
Expenditure mapping
Connect costs to activities before specialist review.
Export
Prepare a structured claim pack for review and finalisation.