The platform functions by integrating directly with tools like GitHub to monitor the software development lifecycle, documenting actions such as code commits, testing, and approvals as they occur. This deterministic approach eliminates the need for organizations to reconstruct timelines through employee surveys or spreadsheets, which are prone to inaccuracies. Instead, the software creates a traceable evidentiary record that substantiates claims for US federal and state R&D tax credits, Canadian SR&ED filings, and Section 174 deductions.

Beyond tax and financial reporting, the platform offers features to assist with SOC 2 Type 2 compliance. Taylor Meadows, CPA and founder of CodeROI, emphasized that the objective is to automate the creation of underlying evidence rather than just the reporting process. By tying financial data to specific engineering activities, the tool provides a defensible audit trail for startups and large enterprises alike, reducing the manual burden on tax, finance, and engineering teams.