Products and Services
- Our proprietary AI platform streamlines the identification, validation, and documentation of R&D activities across all sectors, ensuring compliance and maximizing value.
- We bring deep industry knowledge to R&D activities in financial services and software, where innovation often involves cutting-edge technologies and complex qualification criteria.
- In addition to financial and software, our platform and expertise extend to industries such as manufacturing, telecommunications, engineering, and more.
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Serving clients in Canada, the United States, and the United Kingdom, we provide tailored support for:
• Canada: SR&ED Tax Incentive Program.
• United States: Federal and state R&E tax credits.
• United Kingdom: SME R&D Tax Relief and the RDEC scheme
SRED Industry Challenges and Pain Points
SRED Industry Challenges and Pain Points
Manual processes dominate, leading to human errors and audits
Many companies fail to recognize qualifying experimental work, leaving unclaimed R&D credits on the table
Consultants often rely on payroll data and historical government guidelines rather than robust evidence, limiting claims
Annual staff interviews miss key activities, disrupting workflows and resulting in underclaimed credits
Clients typically pay a 20% commission on R&D tax refunds. Large accounting firms charge huge hourly rate – no contingency, poor service and reports lack proper evidence
Current AI R&D tax credit tools are for drafting report, some review repositories but do not use tax legislation and case law
Our Evidence-Based Approach
- Identifies and qualifies more R&D activities through comprehensive, evidence-based documentation.
- Mitigates risks and reduces audit likelihoods by leveraging real-time data insights.
- Automates the role of consultants by using AI to gather information from technical personnel.
- Significantly lowers audit risks and improves success rates during audits.
- Ensures systematic iteration—a core aspect of R&D—is thoroughly captured and audit-ready.
Efficiency Gains
Delivered over 350 IRS-compliant and 100+ CRA-compliant technical reports last year, achieving 5x the efficiency of traditional manual processes—even with a semi-automated workflow.
Without AI automation, report output would have been limited to 75–100 annually.
Provides quarterly R&D tax credit estimates, enhancing budgeting and cash flow management.
Our proprietary AI automates approximately 80% of qualifying work, with pre-qualification now fully automated.
Audit risks have decreased by 20% over the past year.
Provides quarterly R&D tax credit estimates, enhancing budgeting and cash flow management.
Qualifying activity assessments that previously required a week are now completed within an hour, saving significant staff time.
Audit risks have decreased by 20% over the past year.
Provides quarterly R&D tax credit estimates, enhancing budgeting and cash flow management.
Efficiency Gains
- Delivered over 350 IRS-compliant and 100+ CRA-compliant technical reports last year, achieving 5x the efficiency of traditional manual processes—even with a semi-automated workflow.
- Without AI automation, report output would have been limited to 75–100 annually.
- Our proprietary AI automates approximately 80% of qualifying work, with pre-qualification now fully automated.
- Qualifying activity assessments that previously required a week are now completed within an hour, saving significant staff time.
- Audit risks have decreased by 20% over the past year.
- Provides quarterly R&D tax credit estimates, enhancing budgeting and cash flow management.
Addressing Underclaims
Companies often underclaim by 15–25%, with some instances reaching up to 50%.
In 2023, our evidence-based methodology helped secure $5 million in additional claims for our clients.
Strategic Partnerships
In the US (R&D Tax Credits)
Subcontractor for a Big 4 accounting firm, managing over 20 major financial services accounts, including Fortune 500 companies.
Analyzed $1 billion in payroll, resulting in $350 million in tax credits.
Average U.S. R&D report: $4.3 million in qualifying activities.
Delivered 350+ reports in the last year.
In Canada (SRED)
Subcontractor for a Big 4 accounting firm.
Analyzed $25 million in SR&ED activities.
Average Canadian SR&ED report: $250,000 in qualifying activities.
Delivered 100+ reports last year.
In Canada (SRED)
Subcontractor for a Big 4 accounting firm.
Analyzed $25 million in SR&ED activities.
Average Canadian SR&ED report: $250,000 in qualifying activities.
Delivered 100+ reports last year.
Founders
Micheline Lauzon, MSc (AI):
Oversees the SRED and R&D Tax Credit operations and AI tool development for Oriri
Greg Silas, MBA, CA, CPA, CFF, CFI
Oversees legal, finance, and marketing for Oriri
Working with Clients
- Confidentiality clauses in contracts
- NDAs
- Only need access to repositories (e.g. JIRA) for viewing. AI tool only needs to scan data for qualifying activities
Phone:
+1-647-988-4587
Email:
info@OririAI.com
Address:
20 Bay St., 11th Floor, Toronto, Canada, M5J 2N8