About Plio
Making R&D Tax Relief Preparation Simpler for UK Businesses
Plio is an AI-powered R&D tax relief preparation platform designed to help UK businesses organise their technical evidence, document scientific or technological uncertainties and prepare their qualifying R&D expenditure.
We believe businesses should be able to understand and manage their own R&D information without unnecessary complexity.
With step-by-step guidance and Lister AI, Plio helps businesses prepare clearer technical explanations, identify gaps in supporting evidence and bring together the information needed for an R&D tax relief claim.
LISTER AIprovides guidanceR&D evidence should be created by the people who understand the work.
Businesses undertaking research and development often face a challenge when preparing an R&D tax relief claim: translating their technical activities into structured explanations that address HMRC requirements.
The engineers, scientists and technical professionals who performed the work understand the challenges they faced, the solutions they investigated and the results they achieved.
But turning that knowledge into organised R&D evidence can be time-consuming and difficult.
Plio was created to bridge that gap.
Our platform guides businesses through the preparation process, helping them document their R&D activities, explain their scientific or technological uncertainties and organise their qualifying expenditure.
The business provides the knowledge. Plio provides the structure. Lister AI provides guidance.
Built Around Your Business, Not Just the Claim
Plio helps businesses prepare R&D tax relief information without requiring them to replace their existing project management or accounting systems.
Step-by-step preparation
A guided process takes businesses from basic information and R&D project details through technical explanations, cost allocations and final review.
How It Works →AI-powered technical guidance
Lister AI helps review scientific or technological explanations, compare them with relevant published research, identify missing information and recommend improvements.
Lister AI →Flexible project management
Businesses can record only the essential information required for claim preparation or use Plio's broader R&D project management functionality, including Phase Gate, Gantt, scheduling, budget control and cashflow.
Organised R&D expenditure
Bring together relevant employee, external worker and other project costs, document proposed R&D allocations and prepare financial information to support the claim.
Qualifying Expenditure →How We Build
User Experience First
Every decision starts with the people using Plio.
We design for business owners, engineers, scientists and R&D teams — not just tax specialists or software experts.
Our goal is to make complex R&D tax relief preparation easier to understand through clear workflows, practical guidance and intuitive software.
Security by Design
Business information, technical research and financial records deserve careful protection.
We build security and data protection considerations into Plio's architecture and development processes, with controls designed to support responsible handling of business information and UK GDPR compliance.
Security →Ship & Improve
We believe software should continuously improve.
We release product updates every month, introducing improvements and new capabilities based on user feedback, regulatory developments and our product roadmap.
Our focus is on delivering practical functionality that helps businesses prepare and manage their R&D information more effectively.
Practical Software, Supported by AI
Plio combines structured R&D workflows, project and cost information, and Lister AI in one platform.
Lister AI assists businesses in reviewing their technical explanations against relevant scientific and technological research, identifying potential evidence gaps and suggesting improvements.
AI recommendations are provided for review, not as automatic determinations of R&D eligibility.
Businesses remain responsible for checking and approving their information.
Built on Engineering and Project Management Experience
Plio is developed by Paylists LTD, led by Muly Zohar — Founder & Product Architect, combining extensive experience in engineering, enterprise project management and business software development.
Our approach starts with a simple principle: the people performing R&D should be able to document their technical work themselves, supported by structured software and AI-assisted evidence reviews.
Lister AI has been developed through iterative testing of scientific and technological R&D scenarios, with an emphasis on identifying unsupported conclusions, reviewing published research and improving the quality of technical evidence.
Content Responsibility and Review
Plio's educational resources are prepared and reviewed internally by the founder of Paylists LTD, who has a background in industrial engineering, enterprise project management and business software development.
Articles are developed using published HMRC guidance and other official sources, with references provided where relevant.
Plio does not provide tax advisory services. Its resources are intended to help businesses understand the R&D tax relief preparation process and should not replace professional tax advice where required.
Take Control of Your R&D Information
Whether you are preparing your first R&D tax relief claim or looking for a more structured way to manage your evidence and costs, Plio guides you through the process.
Plio helps businesses prepare R&D technical evidence and organise costs. It does not act as an R&D tax adviser, provide professional tax advice, represent HMRC or submit claims on behalf of businesses.