Capture Your SR&ED Claim the Easy Way!
Ledger Modernizes How SR&ED Evidence is Captured
The Ledger App helps your team capture SR&ED evidence as work happens, then turns daily updates, photos, timelines, and technical notes into structured, claim-ready documentation.
No spreadsheets. No chasing old notes. No year-end scramble.
Ledger Makes it Easy!
Capture SR&ED Evidence Before It Gets Lost
A smarter way to document development work, strengthen your claim, and reduce the scramble at year-end.
Your team may already be doing SR&ED-eligible work through product development, process improvement, troubleshooting, prototyping, testing, or technical problem solving.
The challenge is proving it later.
Ledger & Strategy helps Canadian companies capture SR&ED evidence as the work happens, using a simple app-based documentation system supported by experienced SR&ED professionals. Your team enters quick updates, attaches photos, records time, and builds a clear technical record without spreadsheets, long meetings, or chasing notes months later.
The result is organized, time-stamped, claim-ready documentation that makes your SR&ED process easier, stronger, and more repeatable.
How Ledger App Works
Simple daily capture. Structured SR&ED records. Less manual effort.
Your team answers a few quick questions as work happens:
What did you work on today?
What was the objective?
What changed or improved?
Who worked on it and for how long?
Would you like to attach a photo?
Ledger App automatically organizes and time-stamps the information, helping turn simple daily updates into useful documentation for your SR&ED claim.
No complicated spreadsheets.
No chasing employees for old notes.
No trying to rebuild months of technical history from memory.
That’s it! Done and Done.
Who is Ledger For?
Built for Companies That Improve, Build, Test, and SolveYour team answers a few quick questions as work happens:
SR&ED is not only for laboratories or software startups.
Many companies qualify because they are solving technical problems, improving processes, testing new approaches, or developing better ways to produce, manufacture, or deliver something.
Ledger & Strategy is designed for companies involved in:
Product development
Manufacturing process improvements
Prototyping and testing
Troubleshooting technical uncertainty
Equipment, material, or workflow improvements
Software, automation, and systems development
Ongoing experimentation and technical problem solving
If your team is trying to make something work better, faster, more reliably, or in a way that was not obvious at the start, you may already be doing work that deserves a closer SR&ED review.
Why Documentation Matters
A strong SR&ED claim depends on more than a good idea.
You need to show what technical challenges were faced, what work was done to resolve them, who did the work, when it happened, and what evidence supports the claim.
Ledger App helps your team capture these details naturally during the project instead of trying to recreate them after the fact.
That means better records, clearer narratives, and a smoother claim process from start to finish.
End-to-End SR&ED Support
Software-backed documentation. Expert-led claim preparation.
Ledger & Strategy does more than provide a capture tool. We help guide the full SR&ED process so your team can stay focused on running the business.
You get the benefit of a structured app-based system combined with hands-on SR&ED expertise.
Our Services Include:
Initial eligibility and project assessment
Documentation system setup and team guidance
Ongoing review of captured evidence
Preparation of technical narratives
Financial documentation support
CRA form completion and claim submission
Support and representation during CRA reviews or audits
Why Choose Ledger & Strategy?
We combine SR&ED expertise, accounting knowledge, and practical business experience.
Ledger & Strategy helps Canadian companies identify eligible work, capture stronger evidence, and prepare SR&ED claims with confidence.
Our approach is built for real businesses where technical work happens quickly, teams are busy, and documentation is often the first thing to fall behind.
We help you create a repeatable process that improves year after year.
More clarity.
Less admin.
Stronger evidence.
Better claim readiness.