Sorted AI is a specialised application designed to assist R&D Advisors and tax agents in preparing and managing R&D tax incentive submissions. It leverages advanced AI technologies to generate comprehensive, legislatively-aligned reports efficiently.
Sorted AI uses a proprietary AI computing model, LAIRD (Legislative AI Reporting & Documentation), to auto-generate R&D reports based on data collected during workshops or from client-submitted questionnaires. This significantly reduces the time required for report preparation. This will also improve client satisfaction with faster turnaround times.
Key features include a data gathering module, automated report generation, a user-friendly interface with a specifically designed workflow to ensure maximum efficiency, and secure data management. As other features are added, it will expand to include other R&D modules such the Financial Query Generator (Sorted FQG) for collecting and managing client financial data in preparation for undertaking R&D financial workpapers.
Sorted AI integrates the R&D legislation into its proprietary prompt engine that generates the responses. This ensures that generated reports are aligned with current R&D legislative requirements. With the integration of Sorted LGA, this functionality will be further enhanced with a ‘deep dive’ into the R&D legislation, supplemented with case studies, and supporting information that will be integrated into its responses.
Sorted AI increases productivity by reducing the time spent on information collection and R&D report generation. This will ensure the accuracy and consistency of reports, empowering R&D advisors to focus on high-value strategic activities, such as customer service, education and business development.
Yes, Sorted AI operates in a highly secure environment on an Enterprise-grade server, with features such as data encryption, multi-factor authentication, and role-based access control. This ensures the highest levels of privacy and confidentiality for all R&D practices and client data.
Unlike generalist AI platforms, the Sorted AI solution is purpose-designed for preparing and producing R&D submissions. It incorporates a specialised vocabulary and legislative context to generate precise and compliant reports. It also ensures a consistent writing tone tailored to each R&D practice, across all their team members.
Not yet, but soon! The Sorted R&D technology platform will include the Sorted FQG module, which facilitates the ingestion, categorisation, and management of client financial data. This will ensure the expedient generation of financial queries and legislatively-aligned categorisation of R&D expenditure. This will prepare the R&D expenditure for entry into the practice’s own R&D financial workpapers.
Sorted AI is designed to be intuitive and easy to use. It provides a single, integrated platform for entering and managing all relevant R&D project information, ensuring a streamlined and efficient submission process.
Using Sorted AI can significantly improve an R&D practice’s operational efficiency. It reduces the time required for R&D report preparation by over 75%, improves report quality, and allows the handling a larger volume of work without additional resources. Comparable time efficiencies will also be delivered with the integration of Sorted FQG.