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    smart custom ai to
    expedite your r&d claim

    no more
    heavy lifting

    save time,
    save dollars

    What is Sorted AI?

    The process of documenting your R&D claim can be challenging, even for experienced R&D Advisors, who must manage these time-consuming tasks alongside their existing workload.

    The plethora of information can be overwhelming, making it difficult to compile all necessary details efficiently and within a manageable timeframe.

    The solution is Sorted AI. Sorted AI is a specifically designed application developed for R&D Advisors to enter and manage the data and information related to their clients’ R&D projects and activities through a single, intuitive interface, generating legislatively compatible, high-quality R&D submissions expediently and consistently.

    This technology is underpinned by a proprietary AI computing model known as LAIRD (Legislative AI Reporting & Documentation).

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    How it works

    Sorted AI offers an efficient solution for R&D Advisors to expedite their clients’ R&D submissions. Instead of using multiple, disparate documents and spreadsheets, Sorted AI allows R&D team members to input all relevant R&D project information into an integrated, user-friendly platform. This system streamlines the submission process, ensuring expedient, accurate, and compliant R&D claim preparation.

    Accessible

    Sorted AI offers an efficient solution for R&D Advisors to expedite their clients’ R&D submissions. Instead of using multiple, disparate documents and spreadsheets, Sorted AI allows R&D team members to input all relevant R&D project information into an integrated, user-friendly platform. This system streamlines the submission process, ensuring expedient, accurate, and compliant R&D claim preparation.

    User-friendly

    Sorted AI offers an efficient solution for R&D Advisors to expedite their clients’ R&D submissions. Instead of using multiple, disparate documents and spreadsheets, Sorted AI allows R&D team members to input all relevant R&D project information into an integrated, user-friendly platform. This system streamlines the submission process, ensuring expedient, accurate, and compliant R&D claim preparation.

    Accurate

    Sorted AI offers an efficient solution for R&D Advisors to expedite their clients’ R&D submissions. Instead of using multiple, disparate documents and spreadsheets, Sorted AI allows R&D team members to input all relevant R&D project information into an integrated, user-friendly platform. This system streamlines the submission process, ensuring expedient, accurate, and compliant R&D claim preparation.

    Streamlined

    Sorted AI offers an efficient solution for R&D Advisors to expedite their clients’ R&D submissions. Instead of using multiple, disparate documents and spreadsheets, Sorted AI allows R&D team members to input all relevant R&D project information into an integrated, user-friendly platform. This system streamlines the submission process, ensuring expedient, accurate, and compliant R&D claim preparation.

    Sorted AI is platform-agnostic and can be accessed via any Windows or Mac OS desktop through a browser, allowing information to be entered and extracted from any location. This ensures that all R&D project data is current and relevant, and timely reports are maintained. The system also supports version control and ensures data integrity and accuracy.

    The Sorted AI platform is exceptionally user-friendly and intuitive, enabling R&D practices to easily gather the necessary information and organise data for straightforward reporting to key stakeholders, both internal and external. This includes the R&D advisory team, managers, clients, and the clients’ tax agents.

    The Sorted FQG module will offer a robust framework to capture financial data, collect R&D expenditure from applicants, and categorise items accurately to be entered into the R&D practice’s financial workpapers. This ensures accuracy in R&D claims, enhances data integrity, and structures the R&D claim preparation process for superior results.

    Sorted AI streamlines R&D workflows by integrating all R&D project information into a ‘single source of truth’. This reduces the time and effort required for submissions, allowing team members to focus on refining claims and developing client relationships instead of gathering and filing data. Sorted AI’s accessible interface ensures accurate and consistent details, leading to faster and more reliable outcomes.

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    Features of Sorted AI

    The customised accounting industry solution offers significant advantages in terms of security, compliance, accuracy, and efficiency. These benefits make it a superior choice for organisations seeking specialised, reliable, and efficient tools for R&D report generation and financial queries.

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    Comparison matrix

    We are aware that some users rely on publicly available AI platforms to prepare their R&D Tax Incentive claims. It is vital to understand the issues with this approach and the distinctions between the Sorted AI platform and mainstream generative AI programs, such as ChatGPT, Gemini, and Bard.

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      Case Study

      Streamlining R&D Submissions with Sorted AI

      user
      A leading R&D Advisory firm specialising in R&D tax incentive submissions for innovative companies across various industries.
      challenge
      The traditional process of writing R&D claims was time-consuming and labour-intensive, often taking up to 26 hours per report, even for a small to medium-sized claim. This extensive process included nearly three full days of writing followed by quality control. The user required a solution to streamline this process, reducing the time spent on R&D report preparation, while maintaining the high quality of legislatively-aligned reports necessary for compliant submissions.
      the sorted ai solution

      Want to try Sorted AI?

      Submit your email below and gain access to our demo!

        Sorted Technologies delivered a solution that significantly streamlined the R&D reporting process, reducing the overall time required while increasing report quality and legislative alignment. This innovative approach allowed R&D Advisors to increase productivity, enabling a greater focus on strategic client engagements and business growth. As a result, the use of Sorted AI empowered the firm to handle more projects efficiently, driving both its own performance and client satisfaction.

        Sorted AI Subscriptions

        'Ad hoc'
        $550per report
        <50 p/a
        $1,995per month
        • (4 credits @ $500 average per report)
        • $500 per report >4
        51 - 100 p/a
        $3,750per month
        • (8 credits @ $450 average per report)
        • $450 per report >8
        101 - 200 p/a
        $6,395per month
        • (16 credits @ $400 average per report)
        • $40 per report > 8