How it works

From your workflow to
a completed tax form

QuarryFi captures development activity from the tools you already use, classifies it against the IRS four-part test, and generates the documentation your CPA needs to file for R&D tax credits.

Your dev tools→AI classification→Tax-ready docs

Data sources

Three ways to capture R&D activity

Use any combination. Each source strengthens your documentation independently. When they overlap, QuarryFi deduplicates automatically.

⌥
Free

Connect your repository

Link your code repositories via OAuth. QuarryFi reads commit metadata: timestamps, authors, branch names, file change counts. Never source code or diffs.

✓One-click OAuth connection
✓Scans current tax year commit history
✓AI suggests which repos contain qualifying R&D
✓Stores only metadata, never source code
⌨
Founder

Track coding sessions

Add QuarryFi's Claude Code or Codex plugins for live heartbeat metadata. VS Code tracking is coming soon.

✓Heartbeats every 30–60s during active coding
✓Captures project, language, branch, duration
✓Grouped into sessions automatically
✓No file contents or keystrokes recorded
$
Founder

Import expense CSVs

Upload bank or card exports for cloud, developer tools, and engineering platforms. QuarryFi suggests R&E expense candidates for your review.

✓Vendor rules identify common engineering costs
✓Raw CSVs are hashed and discarded after parsing
✓Only accepted expense rows affect totals
✓Import audit record keeps filename, counts, hash, and rule version
✓ Metadata only, never source code✓ No file contents or keystrokes✓ Session data only, no conversation content✓ Raw CSV uploads are not retained

What each input proves

Each source answers a different audit question. Together they help your accountant connect activity, time, project context, and eligible cost without relying on memory at tax time.

GitHub commits

What changed, who worked on it, when it happened, and which repository or branch it belongs to.

A factual activity trail and fallback time estimate when plugin heartbeats are unavailable.

Plugin heartbeats

How long active engineering work lasted inside supported coding tools like Claude Code and Codex.

The primary time source for project-based documentation because it is closer to contemporaneous time tracking.

Project records

Why the work mattered: ticket scope, technical uncertainty, acceptance criteria, design notes, or product decisions.

Context for narratives and evidence logs. Linear and Notion can enrich this later without changing the core calculation.

Expense CSVs

Which cloud, tooling, contractor, supply, or developer platform costs may belong in the R&E cost base.

A review queue for non-wage expenses, backed by import hashes and vendor-rule versions instead of retained raw files.

Manual confirmations

The taxpayer reviewed AI suggestions and accepted the final classification, expense category, or narrative.

A human approval trail your CPA can rely on before filing.

Classification

What happens with your data

1

AI classifies every activity block

Each commit cluster and coding session is evaluated against the IRS four-part test. You review and confirm, like approving flagged transactions.

✓Permitted Purpose: creating or improving function, performance, or quality
✓Technological Uncertainty: outcome couldn't be determined without experimentation
✓Process of Experimentation: evaluating alternatives through systematic methods
✓Technological in Nature: relies on engineering or computer science principles

Each block receives a status: Qualifying, Likely Qualifying (needs your confirmation), or Non-Qualifying. AI-generated technical narratives describe the uncertainty and experimentation without revealing proprietary details.

2

Deduplication across sources

A single R&D session might appear in your commit history and IDE heartbeats simultaneously. The deduplication engine prevents double-counting to keep your totals audit-defensible.

✓Plugin heartbeats are the primary time source when available
✓Overlapping commits become corroborating evidence, not additive time
✓Ambiguous overlaps flagged for your review rather than silently double-counted
3

Real-time credit estimate

As activity is classified, QuarryFi calculates your estimated R&D credit, R&E cost base, and Build Rate in real time. The dashboard shows qualifying hours, qualifying wages, and the projected credit amount, updated continuously.

✓Compares both Regular Credit and Alternative Simplified Credit (ASC) methods
✓Recommends whichever method produces the larger credit
✓Salary slider for pre-revenue founders not yet on payroll
✓Breakdown by project, employee, and time period

Tax season output

Three outputs from one connected workflow

QuarryFi produces your R&D credit documentation, R&E cost-base summary, and Build Rate metric from the same activity data. Hand the documentation to your CPA, keep the rest for your own records.

R&D credit

Form 6765

Completed IRS Credit for Increasing Research Activities with all applicable sections populated and both calculation methods compared.

R&E support

R&E cost-base summary

Tracked R&E costs broken down by category: developer wages, cloud infrastructure, tools, and contractors. Includes credit-vs-deduction planning estimates.

Productivity

Build Rate report

Lines shipped per qualified R&D hour, tracked over time. Shows your team's output relative to documented R&D investment.

Per project

Technical narratives

Project-level descriptions of the technological uncertainty addressed and experimentation performed. Written by AI, reviewed by you.

Per employee

Time allocation reports

Per-employee breakdowns of qualifying vs. non-qualifying hours, tied to specific projects and activity blocks.

Audit-ready

Evidence reference log

Commit hashes, session IDs, and export references an auditor can use to verify underlying activity in your own accounts.

IRS documentation methodology

QuarryFi documentation satisfies IRS requirements under two accepted approaches. When plugin heartbeat data is available, the platform uses the Project Approach — direct time tracking linked to qualified projects. When only repository data is available, it uses the Departmental Approach with commit-clustering estimates permissible under the Cohan Rule.

The IRS requires taxpayers to “retain records in a sufficiently usable form and detail to substantiate that the expenditures claimed are eligible for the credit.” QuarryFi produces exactly this: timestamped activity logs, project-level technical narratives, employee time allocation reports, and expense categorization.

IRS Form 6765 instructionsIRS software experimentation guidelines

The proof already lives in your workflow.

Connect your repository and QuarryFi classifies your R&D activity, calculates your credit and R&E support estimates, and shows your Build Rate. Free for the current tax year.

See if you qualify, free for current year→

No credit card required · Metadata only · Never source code

QuarryFi is documentation preparation software. It is not an accounting firm, CPA, tax advisor, or legal advisor. All outputs are informational and intended to assist you and your tax preparer. Consult a qualified CPA or tax attorney before claiming R&D tax credits.