CodeROI provides software that helps companies turn engineering activity into tax savings, accounting insights, and stronger development controls. The platform connects to code repositories and captures traceable evidence from real software work, without requiring engineer surveys or changes to established workflows. Its offerings include support for federal and state R&D tax credits, Section 174 deductions, and Canadian SR&ED claims, as well as automated software capitalized labor reporting under ASC 350-40. CodeROI organizes this evidence into audit-ready documentation that customers’ CPAs, tax advisors, or filing partners can use; it does not replace those professionals.

The platform also supports software development lifecycle compliance through preventative controls, code review and approval records, and segregation-of-duties evidence for audits and standards reviews, including SOX, SOC 1, SOC 2, and ISO 27001. For finance and engineering teams, its dashboard presents more than 150 metrics, such as capitalized labor, project costs, cycle time, and review lag, linked to code events.