Audit-Ready Evidence Trail
Every figure traces back to a source document.
Eligibility assessment ยท R&D Tax Incentive
"Does this activity meet the core R&D test, and is it substantiated?"
Risk flags on every activity, before your accountant lodges.
The problem
When a claim is reviewed, substantiation is everything, and most businesses cannot quickly show which email, invoice, or timesheet backs each figure. Evidence is scattered, undated, and impossible to reassemble months later.
What changes with GrantsMAX
An audit-ready trail means substantiation is built in, not bolted on. GrantsMAX indexes the emails, invoices, and timesheets across your connected sources and links each one to the activity or cost it supports, so every figure in the pack traces back to a source document, ready for your accountant and ready for review.
Substantiation built in
Instead of reassembling evidence under pressure, GrantsMAX links every figure to its source as the pack is drafted, so the trail is ready before you ever need it.
Stand behind the claim
Because each activity and cost traces to a document, your accountant has the substantiation to stand behind the claim if it is reviewed.
Evidence indexed for you
GrantsMAX builds a supporting-evidence index across your sources so nothing has to be reassembled by hand.
- Emails, invoices, and timesheets indexed
- Each document dated and catalogued
- Drawn from your read-only connected sources
Every figure substantiated
Each activity and cost line is linked to the source that backs it, so the claim is substantiated, not asserted.
- Activity and cost lines tied to documents
- Source links preserved with the pack
- No more scrambling if a claim is reviewed
Ready for review
The evidence trail is built to hold up if the claim is ever examined, ready for your accountant to stand behind.
- Audit-ready trail across the whole pack
- Handed to your accountant with the pack
- Substantiation built in from the start
Works with the accounting and document tools you already use
How audit-ready evidence works
- 1
Evidence is gathered
Emails, invoices, and timesheets are read from your connected sources, read-only.
- 2
Sources are indexed
Each document is catalogued and dated in a supporting-evidence index.
- 3
Figures are linked
Every activity and cost line is tied to the documents that back it.
- 4
Trail stays ready
The evidence trail is preserved so the claim can be substantiated if reviewed.
See it in context
The review request
Before
A claim is queried and you scramble through old inboxes to find the documents that back each figure.
With GrantsMAX
Every figure already links to its source in the evidence index. You hand it to your accountant in minutes.
Evidence that aged out
Before
Months later you cannot remember which invoice or timesheet supported a given cost line.
With GrantsMAX
The supporting-evidence index keeps each source tied to the figure it backs, dated and ready.
What you can do with it
Supporting-evidence index
Emails, invoices, and timesheets catalogued and tied to each activity and cost.
Source-linked figures
Every claim line traces back to the document that substantiates it.
Audit-ready trail
A preserved evidence trail your accountant can stand behind under review.
100%
of figures linked to a source document
An audit-ready evidence trail where every figure traces to a source, ready before any review.
Explore more of GrantsMAX
Application Pack Drafting
From your accounting data to a submission-ready pack.
Grant & R&D Discovery
The funding your business may be eligible for, found for you.
Secure Connectors
Connect your stack once, read-only, via MCP.
Eligibility Assessment
Know what you may be eligible for, and where the risk is.
Review & Lodge Workflow
A shared workspace where your accountant stays in control.
Annual Refresh & Accountant Channel
A claim that comes back every year, run through your firm.
Connect your data. Discover what you may be owed.
Join the waitlist, or book a walkthrough to see how GrantsMAX prepares grant and R&D tax claims your accountant reviews and lodges.