• MS Co-Pilot and other general prompting approaches: While Microsoft Copilot and ChatGPT excel as versatile everyday tools, they fall short in addressing the nuanced and specialised demands of composing R&D tax credit reports. These require Tax Claim aware AI guardrails, a deep understanding of guidelines and regulations, as well as the specific context and substance of your client’s R&D projects.
  
  
• Kreoh’s R&D Engine approach: Kreoh’s platform - the R&D Engine - is purpose-built for R&D tax claims, using multiple, specialised AI agents that understand your clients R&D context, follow your jurisdictions regulations, adapt to your firm's style guides, process various data types, and function as dedicated tools to significantly assist R&D professionals reducing enquiry rates and efficiently drafting compliant reports.
  

• Kreoh’s R&D Engine is an advanced AI platform meticulously engineered for R&D tax professionals, distinct from general-purpose AI tools. Our engine employs multiple synergistic AI agents capable of utilising document editors, online search engines, and other specialised tools on your behalf. 
• The R&D Engine augments the workflow of innovation consultants, empowering your team to write faster, research deeper and raise quality to the level of your best writer. 
• To date, we have assisted advisors throughout Europe and Asia to generate over 26,000 technical narratives. 
• Expanding horizons to make Kreoh truly global, we are currently working on solutions for the Americas, Oceania and Africa. Based in these regions? Please reach out to us today to see how we can help. 
  

• Kreoh’s R&D Engine offers significant configuration, allowing each firm to control the behaviour and appearance of their engine. The platform has in-built options, settings and parameters, allowing you to form it into a tool that suits your writing styles.   
• Every partner benefits from a comprehensive,  onboarding programme. During this, we gather feedback in order to capture your firm’s voice and imprint this within your engine. This bespoke approach ensures we establish quality standards precisely aligned with your requirements.
• Post-onboarding, our system continues to leverage your defined expertise to generate reports that uphold your quality benchmarks and voice preferences. The platform can be specifically "grounded" to employ particular phraseology or stylistic conventions, ensuring outputs reflect your company's established standards

• Yes, our hard data tenancy architecture facilitates extensive customisation for bespoke functionality and seamless workflow integration. Kreoh can also be fully white-labelled according to your specifications.  
• For larger enterprises who have unique requirements, we offer an engine customisation service to change the software’s behaviour and add functionality beyond what the standard configuration options allow.

Kreoh is a Collaborative Generative AI and Software Innovation Partner, offering sustained customer support and training. Our support structure includes scheduled face-to-face training sessions during onboarding, regular contact with a dedicated Customer Success Manager, and ad hoc support provided according to our published Service Level Agreements (SLAs). We maintain responsiveness to queries and requests, ensuring users can effectively leverage the full capabilities of the platform.

• Kreoh’s R&D engine was designed primarily to augment the workflow of innovation consultants. Kreoh’s R&D Engine delivers comprehensive technical narrative support, encompassing: 
  
  • Highly accurate project descriptions with precise, 
  • Traceable  references to source material; 
  • Technical narrative drafting and review featuring customisable processes; 
  • Technical project assessment via our integrated screening tool; 
  • Technical interview support complete with evaluation and recommendation capabilities; and 
  • Thorough baseline research across controlled data sources, providing full evidence and reasoning.   
• New in 2025, your accountancy team can now optionally benefit from streamlined Additional Information Form (AIF) submission capabilities, reducing . 
• Beyond core dedicated functionality, the tool can be used for prospect meeting preparation, allowing your business development team to query technologies, competent professionals and latest industry trends. 

• Our platform users have remarked, "editing is nowhere near as easy as it is with Kreoh". Kreoh’s R&D Engine presents a unique user interface offering three distinct working methods:
  
  • A proprietary auto-drafting feature within an editor environment akin to familiar applications like Microsoft Word and Google Docs. This facilitates the composition of content on your chosen topic with one hold of a button. Consider it the ultimate sentence completion tool—one of Kreoh's notable early features.  
  • A streamlined process enabling the generation of an excellent starting point for each report section with a single click, which can then be copied into the platform's conveniently located editor for further iteration.  
  • An interactive, conversational interface known as "Kreoh Edit mode" for users preferring direct, dialogue-style instructions to meticulously craft the draft. 
    

• The Engine enables users to prepare for and analyse technical interviews directly within the system. The integrated Screening Agent evaluates interview quality post-session, offering insightful feedback including: 
  
  • Insight on data quality
  • Follow up questions for you to ask clients 
  • Red flags that may disqualify a project. 
• Kreoh can process technical information meetings in full, meaning there is no need to manually segregate information. Unlike other AI tools, the Engine can take single or multiple recordings and segregate them accurately into the relevant projects. This can be done either through automatic extraction or guided extraction for “back and forth” discussions covering multiple projects.
• All major file formats are supported, including the ability to process handwritten notes (depending on legibility!) and standardising unstructured financial data. The Ask tab facilitates verification of information accuracy before incorporation into draft narratives. An upcoming enhancement will permit Kreoh to join technical meetings (e.g., Microsoft Teams calls) and furnish real-time follow-up questions and red flags to the interviewer, aiding with extracting qualifying R&D information more effectively.  

Users can conduct fully controlled and directed searches across multiple data sources. Kreoh surfaces both supporting evidence and potentially conflicting results requiring further investigation. Within seconds, the research engine can furnish comprehensive evidence and reasoning for the selection of specific results, alongside granular control over how each result should be integrated into your technical narrative. This not only improves technical narrative quality and compliance with jurisdictional guidelines, but significantly reduces time taken to verify or query industry information provided by your clients.

Kreoh offers an optional module that allows dedicated users within your team to submit Additional Information Forms (AIF) to HMRC. Uniquely, this interactive autonomous AI Agent utilises a user account within your agent services account within your organisation, maintaining compliance with your HMRC Agency terms and conditions.

Kreoh can integrate seamlessly with your existing KMS solutions such as SharePoint, DropBox, etc. Direct platform integrations for financial data systems (e.g., Quickbooks, Xero) are available upon request.

• Kreoh has spent the last two years building robust guardrails throughout the platform to ensure strict adherence to the ground truth presented in source materials. The accuracy of our output is underpinned by input from seasoned advisors, and references to source material are readily available. 
• Our architecture is explicitly designed to prevent the generation of unsupported information ("hallucinations"). Unlike other AI tools, if insufficient information is present in the source material, the engine will simply REFUSE to give an output, requesting more data from the user. 
• The platform never accesses the internet EXCEPT when explicitly directed by the user, and incorporates controls over permitted sources and their usage. Significant development over 2.5 years, in collaboration with existing clients, has yielded highly effective anti-hallucination guardrails—a core strength of Kreoh—ensuring responses are consistently accurate and fully grounded in the provided data.

Good AI applications require a collaborative “Human + AI” approach. All outputs generated by Kreoh, including narratives and reviews, should be interrogated and reviewed by a human expert at all stages in the process. The platform is designed to augment, not replace, professional judgment. While Kreoh significantly enhances capabilities, final accountability always resides with the professional advisor.

• No. Enterprise-grade security is fundamental to the Engine’s architecture. Critically, client data is never utilised for training any Large Language Models (LLMs). 
• Unlike other offerings on the market, we employ a stringent 'hard data tenancy' model, ensuring complete isolation of your data—including databases, storage, and AI model access—from all other clients within a dedicated, secure deployment. This approach guarantees strict data protection practices, verifiable data residency controls for regulatory adherence, and the capacity to implement client-specific security protocols. 
• Data is stored in accordance with SOC2 and ISO standards. Kreoh holds SOC II certification, ISO 27001 accreditation, and is fully GDPR compliant, adhering to the highest data protection standards. This architectural approach means your proprietary approach and knowledge is never transferred to other users, nor do you inherit the approach of our other partners. Further details are available at https://privacy.kreoh.com

You do. You maintain full Intellectual Property (IP) ownership over both the project data supplied and the AI-generated outputs produced through the Engine.

• Kreoh has been purposefully designed with regulatory compliance at its core. Its capacity to accurately reflect official guidelines (such as those from DSIT), utilise professional language derived from authoritative documentation, and uphold rigorous data security standards (SOC II, ISO 27001, GDPR) directly supports your compliance efforts. 
• The hard data tenancy model satisfies stringent compliance requirements concerning data isolation and residency for technical compliance. The engine also provides reasoning, alongside references to source material to trace what legislation or guidance it has interpreted. Nonetheless, ultimate responsibility for ensuring that final outputs meet all pertinent legal and regulatory standards remains with the professional advisor.