Manufacturing

Make Innovation Count on the Factory Floor

From improving production lines to developing new product designs, manufacturers are constantly innovating to stay competitive. But many companies miss out on valuable R&D tax credits simply because they don’t track their efforts in a way that satisfies tax authorities. Boast changes that. We integrate directly with your operational, engineering, and finance systems to identify eligible work, categorize project time and costs, and prepare audit-ready claims so your team can keep building without interruption.

What Qualifies as R&D in Manufacturing?

Innovation in manufacturing isn’t limited to new inventions. If your team is solving technical problems or making improvements that involve experimentation, your work may qualify for R&D tax incentives.

You could be eligible if you are:

Designing or improving products, parts, or assemblies

Testing new materials or coatings for strength, durability, or compliance

Enhancing production processes or tooling for speed and efficiency

Redesigning plant layouts, assembly stations, or automation systems

Creating prototypes, test batches, or running validation studies

Implementing new software or technology with technical uncertainty

Boast identifies and tracks this work in the background, mapping it to local and federal R&D tax requirements without disrupting operations.

Systems Integration That Supports Your Workflow

Your business already generates the data needed to support your claim. Boast connects to your accounting, payroll, and project tracking tools to extract that data automatically. This eliminates guesswork and manual documentation while ensuring compliance.

Common integrations include:

  • Accounting: QuickBooks, NetSuite, FreshBooks
  • Payroll: ADP, Gusto, Ceridian
  • Project & Ops: Jira, Azure DevOps, ClickUp

  • Manufacturing-specific systems and custom ERPs

By syncing with your core systems, we transform project and expense data into a clean, audit-ready claim with minimal effort.

Why Leading Manufacturers Choose Boast

Boast is purpose-built to help manufacturing companies turn their innovation into financial return. We help engineering, finance, and operations teams surface the full value of their technical work. With Boast, you gain:

  • Faster access to funding: Real-time tracking, not just year-end estimates
  • Operational simplicity: Fewer hours spent gathering data or filling out forms
  • Documentation you can trust: Structured to meet IRS, CRA, and SR&ED requirements
  • Increased credit value: Our platform ensures nothing is overlooked
  • Non-dilutive capital: Improve cash flow without giving up equity or taking loans

Who We Work With in the Manufacturing Sector

Boast serves manufacturing organizations of all sizes, supporting both high-volume production facilities and specialized custom fabricators. Our clients span a wide range of industries and specialties, including:

Equipment and machinery producers

Aerospace and automotive manufacturers

Medical device and diagnostics companies

Electronics, semiconductors, and plastic goods makers

Food, beverage, and packaged goods processors

Custom fabricators and OEM partners modernizing legacy operations

Platform Benefits Built for Manufacturers

Boast’s platform is built to handle the complexity and compliance needs of modern manufacturers. It streamlines tax credit claims without disrupting production or pulling engineers away from critical work. Key features include:

  • Automated claim preparation for U.S. and Canadian R&D tax credits
  • Time, payroll, and cost categorization from real project systems
  • Full alignment with IRS, CRA, SR&ED, and state/provincial programs

  • Support for CDAE, IDMTC, and additional clean manufacturing incentives
  • Real-time visibility for finance, operations, and technical teams
  • Guided onboarding and expert support tailored to manufacturing environments

Manufacturing and R&D Tax Credits

Activities involving experimentation, technical problem-solving, or process development—such as prototyping or custom tooling—can often qualify.

Yes. If your improvements require technical uncertainty and testing, they are likely eligible, even if the outcome is ultimately a refinement of existing workflows.

That’s not a problem. Many qualifying companies perform R&D through operations, engineering, or product teams without labeling the work as “R&D.”

Boast connects to your finance and project systems to automatically identify and document qualified activity. We handle the complexity so your team doesn’t have to.