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Solar

Every project needs an ITC package. None of your systems build it automatically.

Aurora designs the system. Salesforce tracks the deal. QuickBooks records the cost. Procore manages the build. But assembling the 30% ITC documentation, the bonus credit eligibility proof, and the cost segregation schedule? That is still your team, project by project, pulling from all of them manually.

The problem

The 30% credit is real. The documentation burden is brutal.

The IRA expanded the Investment Tax Credit to 30%, with bonus adders that can push it to 70%: 10% for domestic content, 10% for energy community siting, up to 20% for low-income community projects. But every adder requires its own documentation trail. Equipment sourcing records for domestic content. Census tract verification for energy communities. Income qualification for low-income. Cost basis records. Interconnection agreements. Prevailing wage certifications for projects over 1 MW.

A solar installer running 50 projects per quarter is assembling 50 separate documentation packages. Each one pulls data from a different combination of design tools, CRM records, accounting entries, project management files, and utility portal submissions. The work is deterministic. The rules have right answers. But the assembly is manual, repetitive, and high-stakes: a documentation gap means a credit clawback.

What changes

The agent reads your project data across all six systems. It assembles the ITC documentation package automatically for each project. It flags which bonus credits the project qualifies for based on the actual data, not a guess. It produces the cost segregation schedule. Your team reviews the flagged items and signs off. The documentation is audit-ready before the project closes.

Before and after

Your ITC documentation cycle, transformed.

Before: manual
Pull design specs from Aurora
System size, panel manufacturer, inverter model
1 hr
Export cost records from QB
Equipment, labor, permitting, overhead allocation
2 hrs
Verify domestic content
Trace each component to country of manufacture
3 hrs
Check energy community eligibility
Census tract lookup, brownfield verification
1.5 hrs
Assemble cost segregation
Classify assets, calculate MACRS schedules
2 hrs
Compile and review package
Cross-check everything, fix gaps, format
1.5 hrs
Total per project11 hours
After: agent-assisted
Agent pulls all project data
Aurora, Salesforce, QB, Procore, utility
0 hrs
Cost basis assembled
Equipment, labor, soft costs, auto-classified
0 hrs
Bonus credits auto-evaluated
Domestic content traced, census tract matched
0 hrs
Cost seg schedule generated
MACRS categories applied per asset class
0 hrs
Team reviews flagged items
2 eligibility questions, not 50 line items
30 min
Package finalized
Audit-ready, every source documented
30 min
Total per project1 hour
91% reduction per project
11 hours to 1. At 50 projects per quarter, that is 500 hours reclaimed annually.
The math

Run your own numbers.

50
11 hrs
$65
Current annual cost
$143,000

That's what your team spends today. Book a 30-minute call to see what our flat fee would be for your project pipeline.

How it starts

One call. 30 minutes.

1
You describe your project pipeline
Volume, typical system size, which bonus credits you are chasing. No prep needed.
~10 minutes
2
We ask the hard questions
Which design tool? Which CRM? How do you track domestic content today? Where do packages fall apart?
~10 minutes
3
We identify what the agent handles
The data pull, the cost classification, the eligibility checks, the package assembly. What stays with your team: the judgment calls and the sign-off.
~5 minutes
4
We tell you if this is a fit
If it is, we scope two scenarios in a proposal within 48 hours. If it is not, we tell you why and name a better option.
~3 minutes
5
You get a flat-fee proposal
Two scenarios. No hidden costs. The scope, the timeline, and what you get at the end.
48-hour turnaround
6
You decide
No follow-up sequence. No sales calls. The proposal speaks for itself.
Total time commitment: 30 minutes. No prep. No deck. Just a conversation about your project pipeline.

Ready to automate your ITC documentation?

A 30-minute call. We listen, map the project types, and tell you whether this is something we should build for you.

Book a scoping call See how we work→