The Challenge

Preparing high-quality R&D Tax Credit claim reports involves organising and analysing vast amounts of data, including:

• Audio recordings of technical meetings
• Technical drawings and specifications
• Meeting minutes
• Specifications, brochures, and plans
• Technical and sales briefs
• Press articles

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Traditionally, Fiscale’s experienced technical authors required several weeks of work to process this data and draft a compliant, detailed report to begin peer review. Key challenges included:

• Time-Intensive Data Compilation: Organising multiple data sources into coherent narratives was lengthy and resource-heavy.
• Technical Accuracy: Reports had to meet stringent HMRC requirements, including evidence of scientific and technological uncertainty and advancements.
• Corporate Style Alignment: Ensuring all reports adhered to Fiscale’s corporate standards.

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Fiscale needed a solution to help streamline this process without compromising on quality or compliance.

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The Solution

Fiscale partnered with Kreoh AI to test its R&D Report Editor. A real-time challenge was set up using raw client data from an earlier client claim, including 3-4 hours of audio recordings and multiple sources of supporting materials. This blind test evaluated the platform’s ability to assist the technical author to produce an acceptable draft report with less use of the valuable author’s resources.

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Results of the Initial Test:

• Data loading: ~5 seconds
• First draft generation: ~1 minute
• Initial output: While not perfect, the draft was surprisingly proficient, with solid grammar and technical writing quality.  It still needed editing and re-writes before being made available for peer review, but the time taken to complete was significantly less. 

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Encouraged by these results, Fiscale proceeded to a 4-week training phase, working closely with Kreoh’s technical team to tailor the platform. Key focus areas included:

1. Customising Corporate Style: Ensuring reports matched Fiscale’s formatting and branding.
2. Language and Terminology: Embedding approved language and industry-specific terms.
3. Compliance with HMRC Standards: Enhancing the platform’s understanding of HMRC requirements, including fact-checking for:some text
   • Evidence of technological and scientific uncertainty.
   • Proof of technical advancements.
   • Verification of product uniqueness or advancement in the market.

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Implementation Process

Fiscale assembled a project team to oversee the training and implementation:

• Technical Author: Focused on drafting and editing reports.
• Project Manager: Ensured timely execution of the project.
• Technical Director (Chartered Tax Advisor): Reviewed compliance and accuracy.

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The team provided feedback to refine Kreoh’s AI capabilities, with rapid iterations leading to significant improvements.

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The Results

1. Efficiency Gains:
   • Experienced technical authors reported a 50% reduction in time required to prepare a draft report to start  the lengthy and exacting peer review process.
   • The platform allowed experts to focus more on curating and sifting evidence, using the author’s time more effectively.
2. Improved Accuracy and Compliance:
   • Kreoh’s fact-checking capabilities helped validate client-provided data against industry benchmarks.
   • Reports were aligned with HMRC’s technical requirements, reducing errors and revisions.
   • Enabling more accurate fact-checking of client-provided date.
3. Scalable Integration:
   • Flexible licensing agreements enabled Fiscale to adapt usage as needed during testing and scaling phases.
4. Enhanced Workflow:
   • Draft reports generated by Kreoh provided a strong foundation for further refinement, saving time and effort for skilled authors.
   • The system reorganised workflows, allowing more efficient evidence evaluation and higher-quality outputs.

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Client Feedback

• “We were astonished at how good the initial draft was—it produced a credible report in minutes. The potential for saving time is significant.”
• “The platform is not a replacement for skilled authors but a powerful tool that complements their expertise, helping reorganise time spent on technical reporting.”
  

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Conclusion

Kreoh AI proved to be a valuable addition to Fiscale’s workflow, offering efficiency without sacrificing quality or compliance. While it’s unlikely to replace expert authors entirely, the platform enables professionals to focus on higher-value tasks, significantly reducing the time required to produce HMRC-compliant reports.

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Contact Kreoh to explore how in expert hands AI can revolutionise your R&D Tax Credit reporting process

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