For Canadian accounting firms
See which funding programs could fit each client.
ActiveGrant checks a client’s financial statements and tax returns against government grant, tax-credit and funding programs. Each potential match shows the evidence behind it, cited to the page, so your team decides what to bring to the client.
- Evidence cited to the page
- Claim history by fiscal year
- Accountant-approved selections
Built for privileged work. ISO 27001 certified. SOC 2 Type II. HIPAA / PHIPA / GDPR / PIPEDA aligned.
- Company
- Details
- Programs
- Approve
Choose programs.
Halvard Tooling Inc. · Federal and Ontario · 3 documents
NRC IRAP
Moderate · $50k–$250k / project · Medium effort- Estimated value
- $50k–$250k
- Effort
- Medium
- Frequency
- Per project
Why it surfaced
- 38 employees on the 2025 payroll summary.FS 2025 · note 9
- Engineering salaries reported as their own line.FS 2025 · p. 4
What we need to know
Is there an upcoming innovation project that needs funding?
Canada-Ontario Job Grant
Weak · $5k–$20k · Low effortValues are ballpark estimates from the supplied documents.
How it works
Four steps from client list to client conversation.
ActiveGrant is being built around the way a firm already works: a list of clients, the documents you hold for them, and an accountant who signs off on what gets recommended.
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Start from your client list
Import companies from a CSV with name, industry and fiscal year-end. Possible duplicates are flagged before anything is added.
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Confirm the details
Add the documents to screen, such as financial statements and T2 returns. Settle conflicts, like a year-end that differs between your list and the return, and choose federal or Ontario programs.
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Review potential programs
Each match shows its strength, a ballpark value, the effort involved and how often it applies. Accept or reject each one and record why.
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Approve and tell the client
Approving records the screening in the company’s history and drafts a client message from your selection, for you to edit before it goes out.
Evidence first
Every match shows its work.
A list of program names isn’t advice. ActiveGrant keeps the reasons, the open questions and the client’s claim history next to each potential match, and keeps the firm’s decision with it.
- Evidence cited to the page
- Each reason a program surfaced points to the document and page it came from, so you can check it in seconds.
- Questions for the client
- What the documents can’t settle becomes a short list of questions to ask before recommending anything.
- Claim history by fiscal year
- For annual programs, see which years were claimed, which are still open and which are in progress.
- Re-screen when documents arrive
- New statements or returns prompt an update to the recommendations. Your earlier decisions are kept.
- A record of every decision
- Screenings, approvals and client messages are logged with who did what and when.
- Official program sources
- Every match links to the program’s official page, so details come from the source.
Educational software · Year-end 31 Dec
Quillfeather Learning Inc.
Selected programs
Ontario Interactive Digital Media Tax Credit
Moderate evidence- FY2022 Not claimed
- FY2023 Claimed
- FY2024 Claimed
- FY2025 Open
- FY2026 In progress
Next: confirm the product still qualifies for FY2025.
History
- 3 Nov 2026 Screened Federal and Ontario · 3 documents
- 3 Nov 2026 Approved by J. Okafor 2 selected, 1 not selected
- 4 Nov 2026 Client message sent To S. Lindqvist
Your judgement, recorded
Potential opportunities, not eligibility decisions.
ActiveGrant is being built to surface programs worth a conversation. It doesn’t decide eligibility or promise funding. Values are ballpark ranges from the documents supplied, and an accountant approves each selection before anything goes to the client.
Loomantix builds AI for regulated professionals. Every product in the Active family runs on the same compliance foundation: SOC 2 Type II, HIPAA / PHIPA / GDPR / PIPEDA aligned, signed BAAs with every data-path vendor, continuous controls monitoring through SecureFrame.
- Evidence before opinion
- A program surfaces because of something in the client’s documents, and that reason stays attached to it.
- The firm decides
- Nothing reaches the client until an accountant has reviewed the evidence and approved the selection.
- Every screening recorded
- Who screened, who approved, what was rejected and why, kept in the company’s history.
Questions
What to know before you start.
Who is ActiveGrant for?
Canadian accounting firms that want to check their business clients for grants, tax credits and funding programs as part of their regular client work.
Which programs does it look at?
We’re starting with federal and Ontario programs. Coverage for other provinces hasn’t been announced.
Does ActiveGrant decide whether a client is eligible?
No. Matches are potential opportunities, not eligibility decisions. Each one comes with the evidence that surfaced it and the questions still to answer. Your firm decides what to recommend.
What does it screen?
The documents you add for each client, such as financial statements and T2 returns, along with the details from your client list. Every reason a program surfaced cites the document it came from.
Does it prepare or submit applications?
Not in the current scope. ActiveGrant helps your firm find and recommend programs and drafts a message to the client. Preparing and filing the application stays with your firm.
Is ActiveGrant available today?
ActiveGrant is in development and opening an early-access group for Canadian accounting firms. No launch date or pricing has been announced.
Early access
Help us build this with you.
We’re starting with Canadian accounting firms. Tell us how your firm finds grants, tax credits and funding programs for clients today, and where it takes the most time.
Prefer a conversation? Book a 20-minute call