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.
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.
AI Visibility Score
Neo.Tax has an AI visibility score of 68/100, rated as good. This score reflects how often and how prominently Neo.Tax appears in responses from AI assistants like ChatGPT, Claude, and Gemini.
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.
Strengths
- Exceptional performance on Google Gemini with 93% visibility and a perfect #1 ranking for brand vibe checks.
- Dominant authority on Claude for 'Section 41 tax credit' queries, consistently securing the #1 position.
- High resonance with executive personas, specifically the Efficiency-Driven Startup CFO and Audit-Focused Tax Director, both exceeding an 87% mention rate.
Visibility Gaps
- Underperformance with Technical Accounting Leads (50% mention rate), who are more likely to see tool-based mentions like Jira and GitHub than Neo.Tax.
- Weak ranking depth in AI Overviews for 'Enterprise Tax Infrastructure' and 'Multi-year lookbacks,' where the brand frequently drops to position #11 or lower.
- Lower-than-expected mention rates on ChatGPT (55%) and Claude (53%) compared to the near-ubiquity on Gemini.
Competitors in AI Recommendations
- Jira: 49 mentions
- GitHub: 42 mentions
- Rippling: 21 mentions
- MainStreet: 20 mentions
- PwC: 17 mentions
- NetSuite: 16 mentions
- GitLab: 15 mentions
- Deloitte: 15 mentions
- Boast.ai: 15 mentions
- EY: 14 mentions
- Gusto: 12 mentions
- Asana: 11 mentions
- KPMG: 11 mentions
- Azure DevOps: 11 mentions
- Mercury: 11 mentions
Categories: Financial Technology
Tags: Startups