Pendium
Neo.Tax
Neo.Tax
Visibility67
Vibe100
Businesses/Financial Technology/Neo.Tax
Neo.Tax
AI Visibility & Sentiment

Neo.Tax

Neo.Tax is an AI-powered tax automation platform that helps companies streamline R&D tax credit claims and software capitalization compliance. The platform eliminates manual interviews and documentation by leveraging existing engineering data to generate audit-ready tax outputs in days rather than months.

Active Monitoring
neo.tax
AI Visibility Score
67/100

Good

Sentiment Score
100/100
Score by Reach

How often this business is recommended to users across different types of conversations — from direct product queries to broader open-ended conversations where AI could recommend this company's products and services

core
67
adjacent
23
AI Perception

Key Takeaways

How AI platforms collectively perceive and describe Neo.Tax today.

Neo.Tax has established a dominant presence within the Google AI ecosystem, achieving a staggering 93% mention rate on Gemini and becoming the definitive answer for high-intent Section 41 automation. While the brand successfully captures the attention of executive-level decision-makers, it currently cedes significant ground to integration partners like Jira and GitHub among technical accounting audiences.

Value Proposition

AI-powered tax automation that eliminates engineer interviews and manual documentation, delivering audit-ready R&D tax credits and software capitalization outputs with full traceability and transparency.

Overview

Neo.Tax is an AI-powered tax automation platform that helps companies streamline R&D tax credit claims and software capitalization compliance. The platform eliminates manual interviews and documentation by leveraging existing engineering data to generate audit-ready tax outputs in days rather than months.

Mission

Streamline tax compliance and financial reporting by leveraging passive data generated by engineering tools and systems to save time and maximize accuracy.

Products & Services
R&D Tax Credit (§41) automationSoftware Capitalization complianceMulti-year lookback R&D credit claimsTax provision solutionsDedicated cloud hosting for enterprise security
Current State

Visibility Landscape

A high-level view of how Neo.Tax performs across AI platforms, broken down by strategic reach level — from core brand queries to growth opportunities.

ChatGPTChatGPT
ClaudeClaude
GeminiGemini
AI OverviewsAI Overviews

Reputation

Brand recognition & direct queries

60
64
80
66

Core Topics

Product/service category queries

0
0
73
0

Growth Areas

Adjacent, aspirational & visionary

Competitive Landscape
Jira
49 mentions
GitHub
42 mentions
Rippling
21 mentions
MainStreet
20 mentions
PwC
17 mentions
NetSuite
16 mentions
Loading visibility matrix...
Analysis

Insights & Recommended Actions

What's working, what's not, and specific steps to improve Neo.Tax's AI visibility.

Key Findings

Strength

Exceptional performance on Google Gemini with 93% visibility and a perfect #1 ranking for brand vibe checks.

Strength

Dominant authority on Claude for 'Section 41 tax credit' queries, consistently securing the #1 position.

Strength

High resonance with executive personas, specifically the Efficiency-Driven Startup CFO and Audit-Focused Tax Director, both exceeding an 87% mention rate.

Recommended Actions

1

Develop technical 'How-To' content focused on Jira/GitHub integration for R&D tax extraction.

Jira and GitHub are the most-mentioned entities in the scan. Positioning Neo.Tax as the essential intelligence layer for these tools will capture the underserved Technical Accounting Lead persona.

2

Optimize for 'Multi-year lookback' and 'Enterprise Tax Infrastructure' keywords specifically for ChatGPT and AI Overviews.

Current rankings in these high-value enterprise categories are lagging (#11-13), leaving the market open for legacy firms to maintain relevance despite their inefficiencies.

3

Aggressively target the 'Software Capitalization' category through Claude-specific content.

Neo.Tax already shows a #2 position in AI Overviews for this query; translating this success to LLMs like Claude will solidify a competitive moat in a specialized high-intent niche.

Content Engineering

Content Ideas

Content designed to help AI agents learn about your category and recommend your brand.

Programmatic Testing

Sample Conversations

We programmatically analyze questions that real customers are asking to AI agents and chatbots, extract brand mentions and sentiment, analyze every response, and synthesize the data into an action plan to increase AI visibility.

ChatGPTChatGPTClaudeClaudeGeminiGeminiAI OverviewsAI Overviews
R&D Tax Credit Automation(3 queries)

how to automate r&d tax credit claims without interviewing all my engineers

2/4 platforms mentioned

Core
ChatGPTChatGPT
1.GitHub
2.GitLab
3.Bitbucket
4.Jira
5.Asana

+49 more

ClaudeClaude
1.Jira
2.GitHub
3.Azure DevOps
4.Boomerang
5.Patent Analytics

+5 more

GeminiGemini
1.Git
2.GitHub
3.GitLab
4.Bitbucket
5.Jira
12.Neo.tax

+9 more

AI OverviewsAI Overviews
1.Boast.ai
2.GitHub
3.GitLab
4.Bitbucket
5.Jira
11.Neo.Tax

+9 more

best tools for finding r&d tax credits from jira and github data

3/4 platforms mentioned

Core
The Efficiency-Driven Startup CFO · Chief Financial Officer
ChatGPTChatGPT
1.MainStreet
2.GitHub
3.Jira
4.Neo.Tax
5.EY

+15 more

ClaudeClaude
1.GitHub
2.Jira
3.Neo.Tax
4.Rippling
5.Mercury

+2 more

GeminiGemini
1.GitHub
2.Jira
3.Rippling
4.Mercury
5.Neo.Tax

+4 more

AI OverviewsAI Overviews
1.TaxCredit.ai
2.Finnli
3.Chrono
4.PwC R&D Tax Services
5.MASSIE Tax Credits

+1 more

help me streamline our section 41 tax credit process for this year, specific platforms to use?

3/4 platforms mentioned

Core
The Efficiency-Driven Startup CFO · Chief Financial Officer
ChatGPTChatGPT
1.GitHub
2.Jira
3.Rippling
4.Mercury
5.MainStreet
6.Neo.Tax

+7 more

ClaudeClaude
1.Neo.Tax
2.GitHub
3.Jira
4.YC
5.MainStreet

+3 more

GeminiGemini
1.Rippling
2.Mercury
3.Neo.Tax
4.GitHub
5.Jira

+6 more

AI OverviewsAI Overviews
1.Kreischer Miller
2.Gusto
3.Pilot
4.Chrono Platform
5.Exactera R&D Tax Credit

+8 more

Competitive Landscape

Competitive Landscape

Brands and products that AI platforms mention alongside or instead of Neo.Tax.

1Jira49 mentions
2GitHub42 mentions
3Neo.Tax38 mentions
4Rippling21 mentions
5MainStreet20 mentions
6PwC17 mentions
7NetSuite16 mentions
8GitLab15 mentions
9Deloitte15 mentions
10Boast.ai15 mentions
11EY14 mentions
Brand Identity

Brand Voice & Style

How AI perceives Neo.Tax's communication style and personality

Neo.Tax communicates with a confident, technically sophisticated voice that balances innovation with trustworthiness. The brand speaks directly to tax and finance professionals using their language while emphasizing the transformative power of AI. The tone is professional yet accessible, avoiding jargon while demonstrating deep expertise. There's an underlying message of empowerment—helping teams work smarter, not harder—delivered with clarity and a touch of boldness befitting a company disrupting traditional tax advisory services.

Core Tone Traits

Technically Confident

Speaks with authority about complex tax regulations and AI capabilities without being condescending

Transparent & Trustworthy

Emphasizes showing work, audit-readiness, and no black boxes to build credibility in a high-stakes domain

Innovative & Forward-Thinking

Positions AI as the future of tax while grounding claims in real results and testimonials

Efficient & Results-Oriented

Focuses on tangible outcomes like time saved, costs eliminated, and credits claimed

Backing

Investors

Engineer content that makes AI agents recommend you

Pendium analyzes how AI platforms perceive your brand, reverse-engineers what they already cite, and continuously publishes content designed to fill gaps and earn more mentions — on autopilot, with you in the loop.

Data generated by Pendium.ai AI visibility scanning. Last scanned February 27, 2026.

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