Boast.AI

Boast.AI Boast helps innovative companies in Canada and the U.S. claim R&D tax credits faster and minimize audit risk.

Since 2011, we’ve secured over $600 million in funding for more than 1,500 businesses to fuel their growth and innovation.

01/13/2026

"AI thrives on clean data. But most companies can't automate their CRM because the data doesn't exist." 📊

That's Jonathan Kvarfordt, VP of GTM Strategy at Momentum.io who we connected with through TechToronto at SAAS NORTH Conference in Ottawa.

The infrastructure problem nobody talks about. Companies want to:
→ Automate CRM updates
→ Trigger workflows based on conversation insights
→ Use AI to analyze pipeline health
→ Get strategic intelligence from customer conversations

But they can't. Because the foundational data doesn't exist in structured, clean form.

Momentum's solution:
→ Extract data from conversations, emails, tickets, and calls
→ Clean and validate it
→ Structure it
→ Put it in your CRM where AI can actually use it.

As Jonathan explains: "When you talk to a prospect about their problems, you get information that can and should be used that nobody else can replicate. When you times that by 10 or 1,000 conversations, you have a massive dataset that would match or beat any Gartner or Forrester dataset out there."

Check out the full interview here: https://www.boast.ai/en-us/resources/podcasts/turning-conversations-into-action-how-momentum-io-makes-conversational-data-your-competitive-moat?utm_source=facebook&utm_medium=organic_social&utm_content=blog&utm_campaign=

01/05/2026

Marc Gingras has been on a mission to find productivity hacks since high school.

After building apps used by 100M+ people and selling two startups, he had a counterintuitive realization:
"It's not by building an app that allows you to go through your email faster that you're gonna achieve better results. It's actually by helping people build stronger relationships." 🤝

That's why he built Bloks, professional relationship management that:

→ Eliminates data entry ✅
→ Surfaces info when you need it ✅
→ Tracks ALL your relationships (not just customers) ✅

Users are getting back a full workday every week.

We first met up with Marc at the TechToronto activation during SAAS NORTH Conference in Ottawa. Hear our full interview with Marc on our podcast here:
https://www.boast.ai/en-us/resources/podcasts/beyond-the-crm-how-bloks-is-building-the-ultimate-relationship-management-tool?utm_source=facebook&utm_medium=organic_social&utm_content=blog&utm_campaign=

12/18/2025

Quebec's CDAE e-business credit is becoming CDAE-IA in January 2026. 🚀

New requirement: "significant AI integration"
New opportunity: Enhanced funding + removed caps
New challenge: Criteria still evolving

Boast's response: First dedicated CDAE-IA platform.
✓ Adapts as requirements clarify
✓ Automates documentation + extraction
✓ Layers expert strategy on top
✓ Saves hours while maximizing returns

Key insight from our team:
"Just because there's uncertainty doesn't mean do nothing. Start positioning now or scramble at year-end 2026."

🎧 Blake Nelson (Product) + Joshua Martin (Quebec Sales) break it all down in our bonus episode

https://www.boast.ai/en-ca/resources/podcasts/quebecs-ai-revolution-insideboasts-purpose-built-cdae-ia-solution?utm_source=facebook&utm_medium=organic_social&utm_content=blog&utm_campaign=

11/03/2025

3 years of R&D. Zero revenue from the new product. Complete rebuild from scratch.

Sound risky? For Modular Solutions, it was the right call.
CTO Aaron Konyer shares how they:

✅ Pivoted from brokers to carriers based on market signals
✅ Funded the rebuild through SR&ED, grants & self-funding
✅ Passed multiple CRA audits with full claims intact
✅ Built the most configurable insurance platform they'd ever seen

Key insight: "In my 15 years as a software developer, it's by far the best thing I've ever built."

The lesson? Don't fear the pivot when the market tells you there's a better opportunity.

🎧 Hear the full story
https://boast.ai/en-us/resources/podcasts/transforming-a-legacy-industry-with-aaron-konyer-of-modular-solutions/

10/07/2025

Ever wonder how innovative companies protect large SR&ED claims during government audits?

Symend CFO & COO Aly Khan Musani shares their experience navigating two CRA audits on our latest What The Tech podcast.

The key? Strategic partnership with SR&ED specialists who understand both completeness (capturing all eligible expenses) and defensibility (surviving scrutiny).

"When you're putting in a claim like that, you have to know there's potential it could be audited," Musani explains. "What are you going to do if you get the letter that says we'd like to come in and take a peek at what is making up this number? How are you going to be able to defend that number?"
Symend's approach involves:

Developing audit strategy and response plans in advance
Identifying potential soft spots in claims proactively
Pressure-testing responses based on patterns from other audits
Maintaining comprehensive documentation from day one

The result? Successful audits and continued access to non-dilutive funding that fuels innovation—without distracting the team from building behavioral science solutions that help millions of customers.

Musani also discusses maximizing IRAP funding and government internship programs, including their annual intern showcase where 17 students present their summer projects to the entire company.

https://boast.ai/resources/podcasts/the-right-message-at-the-right-time-with-aly-khan-musani-of-symend/?utm_source=facebook&utm_medium=organic&utm_content=blog&utm_campaign=what_the_tech

09/29/2025

💸 Strategic partnerships are transforming how access R&D .

On the latest 🎙️ What The Tech 🎙️ podcast, John Hunt, CPA and Senior Manager at General Ledger Partners, LLC in Austin shares how his firm's collaboration with Boast creates a "win-win" for innovative :

☑️ GLP focuses on comprehensive financial management and
☑️ Boast handles specialized R&D expertise
☑️ Clients get "free money from the government" with minimal administrative burden
☑️ Early-stage companies see significant cash flow improvements

Hunt's insight: "We connect you guys to the financials and payroll, and the Boast team just hops in and does most of it."

With R&D tax credits increasing from 5% to 8.72% in 2026, strategic partnerships like this become even more valuable for growing businesses.

https://boast.ai/resources/podcasts/making-fpa-easier-with-john-hunt-of-general-ledger-partners/

09/19/2025

Climate change and a passion for technology sparked an incredible 20-year journey for Leigh Christie.

What started as a skateboard and ski board company has evolved into MistyWest, an engineering consultancy creating intelligent devices that operate in underground mines and airports around the world.

https://boast.ai/resources/podcasts/what-the-tech-episode-78-driving-infrastructure-independent-innovation-with-leigh-christie-of-mistywest/?utm_source=facebook&utm_medium=organic_social&utm_content=blog&utm_campaign=what_the_tech_podcast

On our latest What The Tech podcast, Christie shares:

How his team pivoted from electric vehicles when the market crashed

Why their AI camera at YVR airport can identify more than a dozen different vehicle types

The incredible funding opportunities available in Canada's innovation ecosystem

How community building through events like the legendary CES Founders and Friends party drives long-term success

Listen to learn about finding your unique position in the tech market and building solutions that advance the UN Sustainable Development Goals.

09/16/2025

🎙️ What The Tech is BACK! ✨

The podcast that goes behind the scenes with North America's most innovative tech leaders returns this month 🚀

New episodes. New guests. Same deep conversations about what it takes to change the world through technology 💡

Link in bio to subscribe + catch up on episodes 👆

⚠️ UPDATE: The Kyocera R&D case gets worse (much worse)When we first covered this story last August, it was about a $1.3...
08/20/2025

⚠️ UPDATE: The Kyocera R&D case gets worse (much worse)
When we first covered this story last August, it was about a $1.3M denied R&D credit due to poor time tracking.

Latest developments:
- Government demanding $13.36M back (claiming erroneous refund)
- Additional $2.3M deficiency asserted
- Case now consolidated in Tax Court
-Years of expensive litigation ongoing

Translation: What started as missing out on tax credits became a potential financial catastrophe.

The IRS message is clear: No documentation = No credit + Potential penalties

Critical action items for every R&D company:
1️⃣ Implement real-time time tracking (stop the estimates)
2️⃣ Document experimental processes as they happen
3️⃣ Maintain detailed employee allocation records
4️⃣ Create audit-ready filing systems
5️⃣ Review documentation quarterly (not annually)

Don't let poor documentation turn your innovation into litigation.
Our comprehensive analysis includes the exact systems that protect against Kyocera's fate: https://boast.ai/blog/rd/the-kyocera-rd-tax-credit-case-gets-costlier-whats-new-and-why-your-time-tracking-is-more-critical-than-ever/?utm_source=facebook&utm_medium=organic&utm_content=blog&utm_campaign=

💡 Time tracking for SR&ED doesn't have to slow your team down.The best documentation systems integrate naturally into ex...
08/15/2025

💡 Time tracking for SR&ED doesn't have to slow your team down.

The best documentation systems integrate naturally into existing workflows—they don't create extra admin burden.

Here's what audit-ready time tracking actually looks like:
✅ Who: Clear team member identification and roles
✅ What: Specific technical challenges (not just "development")
✅ When: Contemporaneous time records
✅ Why: Direct connections to scientific/technical uncertainties

The goal isn't to track tax eligibility—that's what we do. Your goal is documenting your innovation process so thoroughly that eligibility becomes obvious.

Learn how to build time tracking that actually strengthens your R&D management 👉 https://boast.ai/blog/sr-ed/time-tracking-for-sred-the-new-reality-every-canadian-innovator-needs-to-know/?utm_source=facebook&utm_medium=organic_social&utm_content=blog&utm_campaign=

If you're building an innovative company in 2025, the VC math just changed dramatically. While AI companies raise billio...
08/13/2025

If you're building an innovative company in 2025, the VC math just changed dramatically.

While AI companies raise billion-dollar rounds, the rest of the market faces a harsh reality:

→ 12 elite VC firms control 50%+ of available capital

→ Median fundraising timelines hit 15.3 months (record high)

→ First-time fund managers raised just $1.8B combined in H1

But here's what the data doesn't tell you: The best-funded companies aren't just relying on VC anymore.

They're stacking government R&D tax credits, strategic partnerships, and alternative funding to build sustainable competitive advantages—regardless of market cycles.

We analyzed the Q2 2025 funding landscape to uncover what founders need to know about navigating this concentrated market 📊

Key insight: R&D tax credits can recover 30-70% of innovation costs, turning every development dollar into 1.5-2x effective capital.

Read our full breakdown 👇

https://boast.ai/blog/innovation-insights/ai-dominates-q2-2025-vc-landscape-funding-concentrates-among-mega-deals-creating-new-challenges-for-innovative-startups/?utm_source=facebook&utm_medium=organic_social&utm_content=blog&utm_campaign=

We’re honored to share that Boast.AI has been named the 2025 R&D Tax Credit Software Advisory Firm of the Year in the U....
07/30/2025

We’re honored to share that Boast.AI has been named the 2025 R&D Tax Credit Software Advisory Firm of the Year in the U.S. by Advisory Excellence.

This recognition means a lot to us and it wouldn’t have been possible without the incredible trust and partnership of our clients, partners, and team.

- To our clients: thank you for believing in us to help power your innovation.
- To our partners: thank you for standing beside us as we scale our impact.
- To our employees: your dedication and heart continue to drive our mission forward every day.

We’re proud of this milestone but even more excited for what’s ahead as we continue to help innovative companies fuel growth through R&D Tax Credit programs.

From all of us at Boast, thank you!

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