AI Application Pack Drafting
From your accounting data to a submission-ready pack.
Activity narratives and costs assembled from your data, automatically.
The problem
Every R&D claim or grant application means writing activity narratives from scratch, rebuilding the cost breakdown by hand, and chasing the documents that back each figure. Most businesses spend weeks on prep, or pay a consultant a large success fee to do it.
What changes with GrantsMAX
A real drafting engine means you never start from a blank page. GrantsMAX reads your connected accounting data once, then drafts the R&D activity and project narratives, allocates the cost structure from your Xero ledger, and assembles a supporting-evidence index. You stop writing and start reviewing, with your accountant in control of the final pack.
Draft once, refine with your accountant
Your connected data is the single source of truth. Every narrative, cost line, and evidence item is drafted from it, then reviewed and lodged by your registered tax agent, so you never rebuild from scratch.
Built to substantiate
Packs are assembled so every activity and figure traces back to a source document, drafted to read the way the program and the ATO expect.
Data-driven narratives
Paste in nothing. GrantsMAX drafts activity and project narratives from the data you already have.
- R&D activity and project narratives drafted from data
- Written in the language the program expects
- Editable by you and your accountant before lodgement
Costs allocated for you
Eligible expenditure is pulled from Xero and mapped into the cost structure, with every figure traced to a source.
- Expenditure allocation pulled from Xero
- Each cost line tied to its source document
- Cost structure built for accountant review
Evidence assembled
Emails, invoices, and timesheets are indexed against each activity and cost, so the pack is audit-ready.
- Supporting-evidence index across your sources
- Every claim line backed by a document
- Audit-ready trail your accountant can stand behind
Works with the accounting and document tools you already use
How application pack drafting works
- 1
Connect your data
Link Xero, MYOB, or QuickBooks read-only. Your ledger and documents are read once, never changed.
- 2
Activities are drafted
GrantsMAX drafts R&D activity and project narratives from your actual data.
- 3
Costs are allocated
Expenditure is pulled from Xero and mapped into the cost structure for the claim.
- 4
Accountant reviews and lodges
Your registered tax agent refines the pack and lodges it. You own the claim.
See it in context
The blank narrative
Before
You know the work was experimental but freeze on how to describe it in R&D activity language the ATO expects.
With GrantsMAX
GrantsMAX drafts the activity and project narratives from your data, ready for your accountant to refine.
Rebuilding the cost breakdown
Before
You rebuild the eligible expenditure by hand in a spreadsheet every year, line by line.
With GrantsMAX
The cost structure is allocated straight from your Xero ledger, with every figure traced to its source.
What you can do with it
R&D activity narratives
Activity and project descriptions drafted from your real project and accounting data.
Cost structure from Xero
Eligible expenditure pulled and allocated from your ledger, ready for accountant review.
Supporting-evidence index
Emails, invoices, and timesheets indexed against each activity and cost.
Hours
to a submission-ready pack, not weeks
A complete, evidence-backed application pack, drafted in hours and reviewed by your accountant.
Explore more of GrantsMAX
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.
Audit-Ready Evidence
Every figure traces back to a source document.
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.