Neo.Tax

Visibility61

Vibe100

AI Visibility & Sentiment

Neo.Tax

Neo.Tax is an AI-powered tax automation platform that helps companies streamline R&D tax credit claims and software capitalization compliance. The platform eliminates manual interviews and documentation by leveraging existing engineering data to generate audit-ready tax outputs in days rather than months.

Active Monitoring

neo.tax

Financial Technology

AI Visibility Score

61/100

Good

Sentiment Score

100/100

AI Perception

Summary

Neo.Tax has established a dominant presence within the Google AI ecosystem, achieving a staggering 93% mention rate on Gemini and becoming the definitive answer for high-intent Section 41 automation. While the brand successfully captures the attention of executive-level decision-makers, it currently cedes significant ground to integration partners like Jira and GitHub among technical accounting audiences.

Value Proposition

AI-powered tax automation that eliminates engineer interviews and manual documentation, delivering audit-ready R&D tax credits and software capitalization outputs with full traceability and transparency.

Overview

Mission

Streamline tax compliance and financial reporting by leveraging passive data generated by engineering tools and systems to save time and maximize accuracy.

Products & Services

R&D Tax Credit (§41) automationSoftware Capitalization complianceMulti-year lookback R&D credit claimsTax provision solutionsDedicated cloud hosting for enterprise security

Agent Breakdown

AI Platforms

How often do different AI platforms reference Neo.Tax?

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Conversation Analysis

Topics

What conversations is Neo.Tax included in — or excluded from?

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Buyer Personas

Personas

Who does each AI platform recommend Neo.Tax to, and when?

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Programmatic Testing

Sample Conversations

We programmatically analyze questions that real customers are asking to AI agents and chatbots, extract brand mentions and sentiment, analyze every response, and synthesize the data into an action plan to increase AI visibility.

ChatGPT

Claude

Gemini

AI Overviews

R&D Tax Credit Automation(3 queries)

“how to automate r&d tax credit claims without interviewing all my engineers”

2/4 platforms mentioned

ChatGPT

1.GitHub

2.GitLab

3.Bitbucket

4.Jira

5.Asana

+49 more

Claude

1.Jira

2.GitHub

3.Azure DevOps

4.Boomerang

5.Patent Analytics

+5 more

Gemini

1.Git

2.GitHub

3.GitLab

4.Bitbucket

5.Jira

12.Neo.tax

+9 more

AI Overviews

1.Boast.ai

2.GitHub

3.GitLab

4.Bitbucket

5.Jira

11.Neo.Tax

+9 more

“best tools for finding r&d tax credits from jira and github data”

3/4 platforms mentioned

ChatGPT

1.MainStreet

2.GitHub

3.Jira

4.Neo.Tax

5.EY

+15 more

Claude

1.GitHub

2.Jira

3.Neo.Tax

4.Rippling

5.Mercury

+2 more

Gemini

1.GitHub

2.Jira

3.Rippling

4.Mercury

5.Neo.Tax

+4 more

AI Overviews

1.TaxCredit.ai

2.Finnli

3.Chrono

4.PwC R&D Tax Services

5.MASSIE Tax Credits

+1 more

“help me streamline our section 41 tax credit process for this year, specific platforms to use?”

3/4 platforms mentioned

ChatGPT

1.GitHub

2.Jira

3.Rippling

4.Mercury

5.MainStreet

6.Neo.Tax

+7 more

Claude

1.Neo.Tax

2.GitHub

3.Jira

4.YC

5.MainStreet

+3 more

Gemini

1.Rippling

2.Mercury

3.Neo.Tax

4.GitHub

5.Jira

+6 more

AI Overviews

1.Kreischer Miller

2.Gusto

3.Pilot

4.Chrono Platform

5.Exactera R&D Tax Credit

+8 more

Software Capitalization Compliance(1 query)

“what's the easiest way to track software capitalization for asc 350-40 compliance”

1/4 platforms mentioned

ChatGPT

1.Excel

2.QuickBooks

3.Sage Intacct

4.Jira

5.GitHub

+27 more

Claude

1.NetSuite

2.SAP S/4HANA

3.Oracle Cloud

4.Deltek Vantagepoint

5.Adaptive Insights

+8 more

Gemini

1.Jira

2.GitHub

3.Azure DevOps

4.Jellyfish

5.LinearB

+10 more

AI Overviews

1.BDO USA

2.Neo.Tax

3.Jira

4.GitHub

5.AuditBoard

+5 more

Enterprise Tax Infrastructure(1 query)

“how to do a multi-year lookback for r&d tax credits with a large engineering team”

1/4 platforms mentioned

ChatGPT

1.Jira

2.Asana

3.GitHub

4.GitLab

5.Confluence

+23 more

Claude

1.Jira

2.Monday.com

3.Asana

4.Git

5.CliftonLarsonAllen

+10 more

Gemini

1.Jira

2.Azure DevOps

3.Asana

4.GitHub

5.GitLab

13.Neo.tax

+11 more

AI Overviews

1.Capstan Tax Strategies

2.ADP

3.McGuire Sponsel

4.KBKG

Evaluating Tax Automation Providers(1 query)

“best r&d tax credit software for tech startups vs big 4 firms”

2/3 platforms mentioned

Claude

1.Dcode

2.Alteryx

3.Traklight

4.ClaimTax

5.Excel

+10 more

Gemini

1.Gusto

2.Rippling

3.Jira

4.GitHub

5.MainStreet

6.Neo.tax

+8 more

AI Overviews

1.Jira

2.GitHub

3.Boast.ai

4.Neo.Tax

5.Thomson Reuters ONESOURCE

+4 more

Analysis

Key Insights

What AI visibility analysis reveals about this brand

Strength

Exceptional performance on Google Gemini with 93% visibility and a perfect #1 ranking for brand vibe checks.

Strength

Dominant authority on Claude for 'Section 41 tax credit' queries, consistently securing the #1 position.

Strength

High resonance with executive personas, specifically the Efficiency-Driven Startup CFO and Audit-Focused Tax Director, both exceeding an 87% mention rate.

Gap

Underperformance with Technical Accounting Leads (50% mention rate), who are more likely to see tool-based mentions like Jira and GitHub than Neo.Tax.

Gap

Weak ranking depth in AI Overviews for 'Enterprise Tax Infrastructure' and 'Multi-year lookbacks,' where the brand frequently drops to position #11 or lower.

Gap

Lower-than-expected mention rates on ChatGPT (55%) and Claude (53%) compared to the near-ubiquity on Gemini.

Opportunity

Capitalize on the #2 ranking in AI Overviews for 'Software Capitalization Compliance' to own a niche where competitors like MainStreet are less visible.

Opportunity

Displace legacy Big 4 firms (PwC, Deloitte) in enterprise queries by highlighting superior AI-driven speed, as legacy firms currently suffer from poor average positions (#13-14).

Opportunity

Bridge the 'Technical Accounting' gap by creating documentation that associates Neo.Tax directly with the Jira and GitHub ecosystems.

Technical Health

Site Health for AI Visibility

How well Neo.Tax's website is optimized for AI agent discovery and comprehension.

88/100

17 passed 4 warnings 1 issues

Audited 2/27/2026

Crawlability100

Can AI bots find your pages?

Technical96

SSL, mobile, doctype basics

On-Page SEO87

Titles, descriptions, headings

Content Quality60

Word count, depth, freshness

Schema Markup85

Structured data for AI comprehension

Social & OG87

Open Graph, Twitter cards

AI Readability60

How well AI can parse your content

Critical Issues

Content is too thin

Expand your content to at least 300-500 words with valuable information.

Warnings

1 render-blocking resource(s) detected

Consider deferring or async-loading non-critical scripts and stylesheets.

Title is too short (22 characters)

Expand the title to 50-60 characters with descriptive keywords.

H3 used without H2 — heading levels are skipped

Use headings in order (H1 → H2 → H3). Don't skip levels.

Missing Open Graph tags for social sharing

Add og:title, og:description, and og:image meta tags.

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Brand Identity

Brand Voice & Style

How AI perceives Neo.Tax's communication style and personality

Neo.Tax communicates with a confident, technically sophisticated voice that balances innovation with trustworthiness. The brand speaks directly to tax and finance professionals using their language while emphasizing the transformative power of AI. The tone is professional yet accessible, avoiding jargon while demonstrating deep expertise. There's an underlying message of empowerment—helping teams work smarter, not harder—delivered with clarity and a touch of boldness befitting a company disrupting traditional tax advisory services.

Core Tone Traits

Technically Confident

Speaks with authority about complex tax regulations and AI capabilities without being condescending

Transparent & Trustworthy

Emphasizes showing work, audit-readiness, and no black boxes to build credibility in a high-stakes domain

Innovative & Forward-Thinking

Positions AI as the future of tax while grounding claims in real results and testimonials

Efficient & Results-Oriented

Focuses on tangible outcomes like time saved, costs eliminated, and credits claimed

Competitive Landscape

Related Ecosystem

Related products and services that AI mentions in conversations alongside or instead of Neo.Tax

Jira49 mentions

GitHub42 mentions

Neo.Tax38 mentions

Rippling21 mentions

MainStreet20 mentions

PwC17 mentions

NetSuite16 mentions

GitLab15 mentions

Deloitte15 mentions

Boast.ai15 mentions

EY14 mentions

Source Intelligence

Citations

Sources that AI assistants cite. Getting featured here improves visibility.

boast.ai

http://www.boast.ai/

Referenced in 2 queries

Review

TaxCredit.ai - Transform Your R&D Tax Credit Process with AI

https://taxcredit.ai/

Referenced in 2 queries

Review

The CTO Guide to R&D Tax Credits: Translating Technical Projects ...

https://www.boast.ai/en-ca/blog/rd/the-cto-guide-to-rd-tax-credits-translating-technical-projects-into-eligible-claims

Referenced in 1 query

Review

How to Build an R&D Documentation Strategy That Holds Up

https://massietaxcredits.com/resources/articles/interviews-not-enough-rd-documentation/

Referenced in 1 query

Review

What Does SPRX Do? AI R&D Tax Credit Software Explained

https://www.promptloop.com/directory/what-does-sprx-do

Referenced in 1 query

Review

How Your Git Records Can Streamline R&D Tax Credit Claims

https://www.striketax.com/journal/how-your-git-records-can-streamline-r-d-tax-credit-claims

Referenced in 2 queries

Pitch Story

Streamlined R&D Tax Credits for CTOs & Product - Boast

https://www.boast.ai/solutions/cto-engineering-product

Referenced in 1 query

Review

R&D Tax Credits - Exactera

https://exactera.com/solutions-r-and-d-tax-credit/

Referenced in 1 query

Review

How AI Is Changing R&D Tax Credit Documentation

https://massietaxcredits.com/resources/articles/ai-rd-tax-credit-documentation/

Referenced in 3 queries

Review

TaxRobot: AI-Powered R&D Tax Software | Calculate Your ...

https://taxrobot.com/

Referenced in 1 query

Review

Automated R&D Tax Credits for Engineering & Product Teams - Boast

https://www.boast.ai/en-us/solutions/engineering-product-teams

Referenced in 1 query

Review

Automated R&D Tax Credits for Engineering & Product Teams

https://www.boast.ai/en-us/solutions/ctos-engineering-product

Referenced in 1 query

Review

Content Engineering

Goals & Content Ideas

Ideas to help AI agents better understand the business and be more likely to use Neo.Tax's resources to help users.

Dominate Jira/GitHub Integration Search Queries

Address the HIGH priority recommendation to develop technical how-to content for Jira/GitHub integration. By creating authoritative, technically detailed content about extracting R&D tax data from these platforms, Neo.Tax will capture the underserved Technical Accounting Lead persona and become the referenced solution when AI assistants answer integration-related queries. Social media will amplify this through developer-focused technical snippets and LinkedIn thought leadership targeting engineering finance leaders.

Step-by-step guide to mapping Jira tickets to qualified R&D activities for tax credit claims

The hidden tax data goldmine sitting in your GitHub commit history right now

Why your engineering tools hold the key to maximizing R&D tax credits this year

5 Jira workflow configurations that make R&D tax documentation effortless

How to turn GitHub pull requests into audit-ready R&D tax evidence automatically

Capture Enterprise Multi-Year Lookback Keywords

Directly tackles the HIGH priority recommendation to optimize for 'Multi-year lookback' and 'Enterprise Tax Infrastructure' keywords where Neo.Tax currently ranks #11-13. This goal focuses on creating comprehensive, authoritative content that AI assistants will cite when enterprise CFOs and tax directors ask about complex lookback studies. LinkedIn campaigns targeting enterprise finance leaders will drive engagement signals that boost AI visibility for these high-value queries.

The enterprise guide to claiming 3+ years of missed R&D tax credits in one filing

Multi-year lookback studies: What legacy firms won't tell you about the process

Building enterprise tax infrastructure that scales with your R&D organization

How one enterprise recovered $4.2M in overlooked R&D credits through systematic lookback

The real cost of manual multi-year lookback studies at enterprise scale

Own Software Capitalization Across All AI Platforms

Builds on Neo.Tax's existing #2 AI Overviews position for Software Capitalization queries by expanding dominance to Claude and other LLMs. This MEDIUM priority recommendation requires creating Claude-optimized content with clear, structured explanations that align with how LLMs parse and cite information. Social content will establish Neo.Tax as the definitive voice on ASC 350-40 compliance, reinforcing authority signals across platforms.

ASC 350-40 decoded: The plain-English guide to software capitalization requirements

When to capitalize vs. expense software development costs—a decision framework

The 7 most common software capitalization mistakes auditors flag every quarter

Software capitalization compliance without the spreadsheet chaos

How AI is transforming software capitalization from quarterly headache to automated workflow

Position Neo.Tax as the Big 4 Alternative

Addresses the MEDIUM priority recommendation to shift narrative from 'Automation' to 'Big 4 Replacement' for enterprise queries. With PwC and Deloitte showing low AI visibility rankings, there's an opportunity to explicitly position Neo.Tax against their manual processes in AI-generated comparisons. Bold, comparison-focused content will help AI assistants understand Neo.Tax as the modern alternative when users ask about enterprise R&D tax solutions.

What your Big 4 firm isn't telling you about R&D tax credit timelines and costs

Neo.Tax vs. traditional advisory: A side-by-side comparison of the R&D credit process

Why enterprise companies are leaving Big 4 firms for AI-powered tax automation

The true cost of manual engineer interviews for R&D tax documentation

From 6 months to 6 days: How AI is disrupting the traditional R&D tax study model

Content Engineering

Recommended Actions

Develop technical 'How-To' content focused on Jira/GitHub integration for R&D tax extraction.

Jira and GitHub are the most-mentioned entities in the scan. Positioning Neo.Tax as the essential intelligence layer for these tools will capture the underserved Technical Accounting Lead persona.

Impact: High

Optimize for 'Multi-year lookback' and 'Enterprise Tax Infrastructure' keywords specifically for ChatGPT and AI Overviews.

Current rankings in these high-value enterprise categories are lagging (#11-13), leaving the market open for legacy firms to maintain relevance despite their inefficiencies.

Impact: High

Aggressively target the 'Software Capitalization' category through Claude-specific content.

Neo.Tax already shows a #2 position in AI Overviews for this query; translating this success to LLMs like Claude will solidify a competitive moat in a specialized high-intent niche.

Impact: Medium

Shift the narrative from 'Automation' to 'Big 4 Replacement' for enterprise-scale queries.

Data shows PwC and Deloitte are struggling with low visibility rankings. Explicitly positioning against their 'manual' lookback processes can flip the sentiment in AI-generated comparisons.

Impact: Medium

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