SmartClaim
SmartClaim is a UK SaaS that uses generative AI to draft, qualify, review, and interview UK R&D tax relief technical narratives for professional R&D tax consultancy firms.
- Company typePrivate
- Founded2024
- HeadquartersSevenoaks, United Kingdom
- Headcount1–10
- GTM typeB2B
- OfferingSoftware
What SmartClaim does
SmartClaim Technology Ltd is a UK-based, privately-held SaaS company founded in 2024 by Shilin Chen (CEO, ex-McKinsey) and Amin Dorostanian (CTO, 15+ years in AI and software engineering), operating from Sevenoaks, England. The company sells an AI-powered platform that drafts, qualifies, reviews, and supports interviews for UK R&D tax relief technical narratives, targeting professional R&D tax consultancy firms rather than claimants directly. The product comprises four integrated modules — Draft, Qualify, Review, and Interview — built on third-party generative AI models (OpenAI via Azure, Perplexity, and Gemini) accessed via API, with the models fine-tuned on UK-specific regulatory documents (DSIT and GfC3 guidance) and wrapped in a workflow that includes citation support, hallucination checking, and human-in-the-loop review.
The business model is a subscription-based SaaS offering with an Enterprise tier that includes a £2,000 one-off onboarding fee, monthly super-user check-ins, and direct access to the founding team, supplemented by optional £300/hour training sessions and usage monitoring based on Generative AI call volume. Go-to-market is enterprise sales-led with a demo-driven website funnel and an embedded distribution partnership with Novel, an established UK R&D tax software platform. The platform runs on Microsoft Azure and AWS infrastructure certified to SOC-2 Type 2 and ISO 27001, and the company holds Cyber Essentials Plus certification, positioning it for regulated-buyer procurement. No external funding has been disclosed, headcount sits at 1–10 employees, and the customer base is UK-only with Sedulo publicly cited as an Enterprise customer; no revenue or ARR figures are available.
SmartClaim firmographics
Firmographics- Name
- SmartClaim
- Legal name
- SMARTCLAIM TECHNOLOGY LTD
- Website
- https://smartclaim.uk
- Company type
- Private
- Founded year
- 2024
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- SmartClaim is a UK SaaS that uses generative AI to draft, qualify, review, and interview UK R&D tax relief technical narratives for professional R&D tax consultancy firms.
- Ownership category
- akta.pro rank
SmartClaim industry classification
Industry- Product category
- R&D Tax Software
- NAICS
- Software Publishers (513210)
- akta.pro primary industry
- Responsible AI, Security & Privacy Platforms (Safety, Guardrails, PII) (HDAEANAG)
Keywords
Where SmartClaim is headquartered
LocationHeadquarters
- HQ city
- Sevenoaks
- HQ country
- United Kingdom
- HQ region
- Europe
Offices1 record
Markets served
SmartClaim business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Technology or R&D, Personnel, Infrastructure, Marketing or Sales, Operations
Revenue model
- SaaS Subscription: The company operates on a subscription-based SaaS model where customers purchase User Subscriptions to access the platform. Subscription fees are paid in advance according to the Order Form, with additional user subscriptions available for purchase. Usage volume is monitored based on the number of Generative AI calls made.
- Enterprise Onboarding & Training: Enterprise-tier customers pay a one-off onboarding fee of £2,000, which includes initial 1:1 onboarding session and one 1:1 check-in session following go-live. Additional training sessions are available at £300 per hour.
- Additional User Subscriptions: Customers may purchase additional User Subscriptions during the Subscription Term, with fees pro-rated for the remainder of the term.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | Enterprise-tier subscription for large R&D tax consultancy firms |
| Usage-based | Annual | Standard subscription with usage-based monitoring |
Go-to-market motion1 record
Distribution channels2 records
Marketing channels3 records
SmartClaim product offering
Product offeringCore offering
SmartClaim provides an AI-powered SaaS platform that helps UK R&D tax relief consultancy firms draft, qualify, review, and interview for R&D tax technical narratives and claims. The platform uses generative AI models trained on DSIT and GfC3 regulatory guidance to produce AIF technical narratives within seconds, with built-in HMRC compliance, citation support, and hallucination checking for consultants preparing claims for HMRC submission.
Product overview
SmartClaim offers a unified SaaS platform for UK R&D tax relief consultants featuring four integrated modules: Draft (AI-powered technical narrative drafting), Qualify (claim qualification assessment), Review (quality control for R&D descriptions), and Interview (claim preparation support). The platform leverages generative AI trained on DSIT and GfC3 data sources to help R&D consultants improve compliance, gain efficiencies, and enhance the delivery of quality R&D tax advice. The system emphasizes responsible AI use with human oversight throughout the workflow.
Differentiator
Problem solved
Functional benefit
Quantifiable outcome
- AI drafts technical narratives within seconds
- +2 more outcomes
Companies that use SmartClaim
Customer profileNamed customers1 record
Segments1 record
Ideal customer profiles1 record
SmartClaim technology and API
TechnologyAPI detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration1 record
AI capability3 records
Feature6 records
SmartClaim partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- NovelcoreSmartClaim has partnered with Novel to bring AI technical narrative drafting directly into the Novel platform. This integration allows Novel's users to access SmartClaim's AI-powered drafting, qualifying, review, and interview features within Novel's existing R&D tax software environment.
Scale indicators1 record
Recent moves5 records
Expansion highlights4 records
SmartClaim competitors and assessment
Company assessmentEmerging players
- TaxGPT: AI assistant built for tax professionals that drafts memos, answers tax questions, and automates research. Operates in a broader tax market but is a substitute for SmartClaim's Draft module for tax practitioners who do not require R&D-specific training.
- BlueDot: AI platform for tax compliance and audit teams that automates review of sales tax, VAT, and other obligations. While primarily a US-focused tax-compliance AI, it targets the same AI-augmented-tax-professional customer archetype that SmartClaim is pursuing in the UK.
Direct peers
- Novel: R&D tax software platform for UK R&D tax consultants. Currently a SmartClaim technology partner, but also competes for the same enterprise software budget at R&D tax advisory firms, making it both a channel and a comparative product.
- Catax: UK R&D tax credit specialist with a proprietary technology platform that helps businesses claim R&D tax relief. Operates in the same UK R&D tax advisory market as SmartClaim and serves overlapping customer profiles of R&D-intensive SMEs and their advisors.
- RIFT Research and Development Relief: UK R&D tax credit specialist firm with a technology platform for R&D claim preparation. Targets the same UK R&D tax advisory and claimant market as SmartClaim and is one of the more established specialistboutiques in the niche.
Broad incumbents
- TaxDome: Practice management and client portal software for tax and accounting firms. Competes for the same enterprise software budget at R&D tax advisory firms, though its focus is on client communication, document management, and billing rather than claim drafting.
- Avalara: Large-scale tax compliance automation platform covering sales tax, VAT, and related filings. Operates at a different scale and scope than SmartClaim but is a reference point for how a vertical, AI-augmented tax SaaS business can be built and scaled.
- Karbon: Workflow and practice management platform for accounting firms. Sells to the same R&D tax consultancy buyer personas as SmartClaim but addresses a broader workflow problem (engagement management, T&E, communication) rather than R&D-specific narrative drafting.
- Pilot: Bookkeeping, tax, and CFO services platform for startups and small businesses. Sells alongside — but not directly in — the R&D tax advisory ecosystem; included as a broader incumbent shaping how AI-enabled tax services are packaged and priced.
- Ayming: Global R&D tax and innovation incentives consultancy with significant UK operations. Serves the same claimant and advisory audiences as SmartClaim but through a consulting-led model rather than a vertical SaaS platform, representing both a partner channel and a broader competitor.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks7 records
Key highlights7 records
Customer concentration
SmartClaim social profiles
Digital presenceSmartClaim compliance and trust
Trust signalCompliance3 records
SmartClaim financial estimates
Financial estimateRevenue estimate
Valuation estimate
SmartClaim leadership team
Management profileNumber of profiles
Profiles2 records
SmartClaim funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
SmartClaim M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about SmartClaim
What does SmartClaim do?
SmartClaim provides an AI-powered SaaS platform that helps UK R&D tax relief consultancy firms draft, qualify, review, and interview for R&D tax technical narratives and claims. The platform uses generative AI models trained on DSIT and GfC3 regulatory guidance to produce AIF technical narratives within seconds, with built-in HMRC compliance, citation support, and hallucination checking for consultants preparing claims for HMRC submission.
Is SmartClaim a public or private company?
SmartClaim is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was SmartClaim founded?
SmartClaim was founded in 2024. It employs 1 to 10 people.
Where is SmartClaim based?
SmartClaim is headquartered in Sevenoaks, United Kingdom, in the Europe region.
How does SmartClaim make money?
Three revenue lines are on record. SaaS Subscription is the primary driver. The others are enterprise Onboarding & Training and additional User Subscriptions.
Who are SmartClaim's main competitors?
Emerging players on record are TaxGPT and BlueDot. Direct peers are Novel, Catax and RIFT Research and Development Relief. Broad incumbents are TaxDome, Avalara, Karbon, Pilot and Ayming.
Does SmartClaim have an API?
No public API is recorded for SmartClaim.
What industry is SmartClaim in?
SmartClaim's product category is R&D Tax Software. Its primary akta.pro industry code is HDAEANAG, Responsible AI, Security & Privacy Platforms (Safety, Guardrails, PII). Its NAICS code is 513210.