From Timesheets to Automation: The Future of SR&ED Documentation

Welcome to the CanadianSME Small Business Podcast, hosted by Maheen Bari. In this episode, we explore how technology is transforming the SR&ED tax credit process by replacing manual reporting with automated, audit ready documentation.

Our guests are Alon Sabi, CEO, and Achim Klor, Head of Marketing at SREDify. Together, they share how engineering driven automation, strong project management hygiene, and AI assisted workflows help Canadian tech teams unlock R&D funding faster and with greater confidence.

Key Highlights

1. The Timesheet Myth: Why traditional time tracking fails SR&ED claims and how automation creates accurate, claim ready data.
   
2. Audit Ready by Design: How better project management hygiene reduces audit risk and simplifies documentation.
   
3. AI in SR&ED: How AI strengthens claim quality while preserving expert human judgment.
   
4. Working With Advisors: How SREDify enables accountants and consultants to focus on strategy instead of paperwork.
   
5. Future of R&D Funding: SREDify’s vision for making innovation funding simpler, faster, and more defensible across Canada.

Special Thanks to Our Partners:

• UPS: https://solutions.ups.com/ca-beunstoppable.html?WT.mc_id=BUSMEWA
• Google: https://www.google.ca/
• A1 Global College: https://a1globalcollege.ca/
• ADP Canada: https://www.adp.ca/en.aspx

For more expert insights, visit www.canadiansme.ca and subscribe to the CanadianSME Small Business Magazine. Stay innovative, stay informed, and thrive in the digital age!

Disclaimer: The information shared in this podcast is for general informational purposes only and should not be considered as direct financial or business advice. Always consult with a qualified professional for advice specific to your situation.