Energy & Utility

Accelerate Innovation. Capture More R&D Credits.

From sustainable energy breakthroughs to critical infrastructure upgrades, innovation in the energy and utility space is nonstop but often undocumented for tax credit purposes. Boast automates the process by linking your engineering and financial data to identify qualifying projects, categorize time, and prepare audit-ready claims. This allows your team to stay focused on powering what’s next.

Energy & Utility Work That Qualifies as R&D

Many teams miss out on R&D credits because they don’t realize what counts. If your organization is solving technical problems or building something new, you may be eligible.

Common qualifying efforts include:

Enhancing grid infrastructure to support renewable energy

Developing or testing solar, wind, hydro, or battery systems

Engineering new monitoring, metering, or IoT-based control solutions

Modernizing water treatment, pipeline, or transmission technologies

Experimenting with analytics, AI, or automation to improve energy output

Building or upgrading microgrids, energy storage, or carbon capture tools

We Integrate With the Systems You Already Use

Your data is already in place. Boast makes it useful by connecting directly to your finance, payroll, and engineering systems to streamline claims without requiring extra manual steps.

Popular integrations include:

  • Accounting: QuickBooks, NetSuite, FreshBooks
  • Payroll: ADP, Gusto, Ceridian
  • Project Management: Jira, Azure DevOps, ClickUp
  • Custom systems and databases used in energy sector workflows

We transform your project and financial records into clean, audit-ready documentation without slowing down your team.

Trusted by Energy Innovators and Utility Operators

From local utilities to renewable energy pioneers, Boast helps organizations turn innovation into financial return. We provide engineering, finance, and leadership teams with the visibility and automation they need to claim what they’ve earned faster and with fewer resources.

  • Real-time tracking: No more year-end guesswork
  • Audit confidence: Claims backed by system-synced documentation
  • Resource savings: Dramatically fewer hours spent preparing reports
  • Scalable claims: Maximize state, federal, and provincial incentives
  • Strategic value: Fuel growth with non-dilutive funding

Who We Serve in Energy & Utilities

Boast supports a wide range of energy organizations, including:

Renewable energy developers (solar, wind, geothermal, hydrogen)

Power utilities building cleaner, more resilient grids

Water and wastewater infrastructure companies

Battery tech and energy storage startups

Oil & gas innovators focused on efficiency and safety

Public and private entities modernizing infrastructure and control systems

Whether you’re modernizing legacy systems or pioneering green tech, we make it easy to recover your investment in innovation.

Platform Features Designed for Utility & Energy Teams

Boast’s platform was built with technical and regulatory complexity in mind. Key benefits include:

  • Automatic preparation of U.S. and Canadian R&D tax credit claims

  • Categorization of time and expenses from integrated tools

  • Documentation aligned with IRS, CRA, and SR&ED standards

  • Support for CDAE and state-specific clean energy programs
  • Dedicated onboarding and support from energy-sector experts
  • Clean, compliant claims – no spreadsheets required

We transform your project and financial records into clean, audit-ready documentation without slowing down your team.

Energy R&D Tax Credit FAQs

Projects that involve technical experimentation, process development, or new system design—such as renewable integration or energy efficiency improvements—are often eligible.

Yes, if you’re developing or improving systems in ways that require technical iteration or problem-solving, it may qualify under R&D rules.

Definitely. Tax credit programs support organizations of all sizes, including startups and local or regional utility providers.

Boast automates data collection from your core systems, maps work to tax credit criteria, and delivers audit-ready documentation—saving your team time and reducing compliance risk.