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Give your finance team a cleaner, faster SR&ED process.

GrowWise helps CFOs, controllers, and finance leaders recover more eligible SR&ED tax credits with less internal effort, stronger documentation, and better audit readiness. Replace manual interviews, spreadsheets, and year-end scrambling with an AI-powered claim process built for modern Canadian R&D companies.
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Finance snapshot

 

What CFOs care about most

Accurate claims, predictable process, strong support for CRA review, and less disruption across finance and engineering.

< 5 hrs

 

Typical team involvement

 

98%

Audit-level accuracy target

 

>$20M

Successful Claims Processed

1 Week

Complete claim preparation

 

SR&ED should improve cash flow, not create operational drag

For CFOs and controllers, the ideal SR&ED process is simple: maximize eligible credits, reduce disruption to internal teams, and maintain clean, defensible documentation in case CRA asks questions later.
GrowWise for CFOs and finance leaders
  • Recover more eligible R&D tax credits with a stronger, more structured process.
  • Reduce manual back-and-forth between finance, engineering, and external consultants.
  • Improve SR&ED audit readiness with clear technical narratives and organized supporting evidence.
  • Get a more predictable filing experience with expert review and full CRA support.
Why the traditional process breaks down
  • Too much finance and technical team time spent recreating work after year end.
  • Inconsistent documentation can reduce claim value and create more review risk.
  • High contingency fees often come with a surprisingly manual process.

Built around the priorities of CFOs and controllers

Cash flow

Maximize eligible SR&ED tax credits

GrowWise helps surface eligible work that may be missed in a more manual SR&ED consulting process, supporting stronger claim outcomes and better recovery.

Efficiency

 
Reduce internal time and coordination
Finance teams should not need to chase engineers, rebuild project histories, or manage endless consultant interviews. GrowWise streamlines the entire process.

Audit readiness

 
Strengthen claim defensibility
Organized technical evidence, structured narratives, and expert review help create a cleaner file and better support for CRA review or audit.

The CFO checklist for a better SR&ED consultant

Lower internal burden
Less back-and-forth with finance, engineering, and leadership.

Startups

Clear steps, cleaner timelines, and better visibility into what is happening.
Higher confidence
Capture eligible technical work early, improve claim quality, and extend runway without creating process drag.
Transparent value

A modern process that justifies fees through real efficiency and better outcomes.

GrowWise vs traditional SR&ED consultants for finance teams

A finance-focused SR&ED process should save time, improve visibility, and produce stronger outputs. 

Category
Legacy Consultants
GrowWise
Finance team time
High and often manual
Much lower and more structured
Technical data collection
Manual interviews and questionnaires
AI-assisted interviews and documentation
Visibility into the process
Limited
Greater clarity for leadership and finance
Audit support
Often variable
Included with expert review support
Claim readiness
Retrospective and reactive
More proactive and organized

Who this page is built for

CFOs at scaling R&D companies
Keep claim preparation organized as headcount, projects, and eligible costs grow.

Higher confidence

Capture eligible technical work early, improve claim quality, and extend runway without creating process drag.
Finance teams switching consultants
Move away from high-effort, high-fee, meeting-heavy consultant models.

Focus on building. Let GrowWise capture the innovation.

Get Your SR&ED Assessment
See how it works

Finance and CFO questions about SR&ED consulting