THE WORKFORCE OF TOMORROW

SHAIN’s team of AI AGENTS offer human like conversational capabilities and automates business processes for scalable growth without the need to build expensive teams. Combined with our white glove consisting service, SHAIN is designed with advanced conversational capabilities and can engage in natural, human-like complex dialogue, ready to report to managers.

SHAIN’s AI AGENTS excel in reasoning, problem solving and complex calculations, can lead and maintain technical conversations. SHAIN can be trained to follow company scripts, apply logic to scenarios, respond to questions with precision, provide solutions, and perform detailed computations.

SHAIN’S LIVE AUTOMATIONS500+

500+

Time SavingsUp to 90%

Up to 90%

R&D TAX CREDITS RAISED$100 M+

$100 M+

TESTIMONIALS

AI AGENT
TEAMS

SHAIN AI Agents are custom trained on products and services, can handle high-volume workloads while seamlessly working for an existing team. Whether assisting managers in complex tasks, streamlining audience interactions, or driving operational efficiency, SHAIN agents act as a low-cost, high performing extension of a workforce.

SHAIN AI Agents are capable of reasoning, computing, and problem-solving. SHAIN agents can adapt to unique conversational scenarios, and provide intelligent human capable responses while reporting all outputs to managers for approval.

PRODUCT TRAINED

Understands custom product details and engages in technical human like discussions.

HUMAN SPEECH

Human like dialogue engages in real conversations by phone or internet calls.

REASONING

Ability to analyze complex scenarios, problem solve and make informed decisions.

COMPUTATION

Performs complex calculations mid conversation with problem solving capabilities.

MEET OUR AI TEAM

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Product Expert

Product Expert

An advanced AI expert designed to address complex client and internal product inquiries with speed and precision. Trained on extensive product data, SHAIN ensures seamless communication, problem-solving, and actionable insights, empowering users with detailed, reliable information tailored to their needs.

In-Depth Product Knowledge: Accurate, instant responses to technical queries.
Customer Support: Delivers clear, reliable solutions to client inquiries.
Actionable Insights: Analyzes product data to enhance functionality.
Scalable Efficiency: Handles high volumes of queries with consistency.

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Prospecting Caller

Prospecting Caller

A high-performance AI sales agent designed to engage with leads in high volume, providing personalized and human-like interactions. SHAIN excels at prospecting, qualifying, and nurturing leads, ensuring a seamless and scalable sales process while driving results.

Lead Engagement: Initiates and maintains personalized conversations at scale.
Sales Qualification: Identifies high-potential prospects through intelligent analysis.
Human-Like Interaction: Mimics natural sales dialogues to build rapport.
Scalable Efficiency: Handles large volumes of leads with consistent performance.

SHAIN - 3

SHAIN - 3

Technical Interviewer

Technical Interviewer

An advanced AI interviewer skilled at conducting technical interviews with clients or other audiences. SHAIN demonstrates exceptional problem-solving capabilities, a deep understanding of complex scenarios, and the ability to assess technical skills with precision.

Scenario Analysis: Understands and navigates complex technical challenges.
Skill Assessment: Evaluates technical proficiency with accuracy and consistency.
Problem-Solving: Engages in logical and creative discussions to assess expertise.
Unbiased Performance: Ensures fair and objective evaluations across interviews.

SHAIN - 4

SHAIN - 4

Document Analyzer

Document Analyzer

AI Data Entry and Document Analyzer solution designed to streamline data entry and document analysis with speed and precision. Expert in integrating with Accounting and ERP systems, managing technical documents, invoices, packing slips, and BOMs, while ensuring seamless workflows and data accuracy.

• Automates data entry processes, ensuring high accuracy and efficiency.
• Analyzes and resolves discrepancies in financial and technical documentation.
• Optimizes workflows for real-time data reliability and operational efficiency.

SHAIN - 5

SHAIN - 5

Meeting Scheduler

Meeting Scheduler

A highly efficient AI agent specialized in managing appointments with prospects, clients, or other audiences. SHAIN analyzes calendar availability, relates topics, intelligently converses to find convenient time slots, and proposes multiple options with human-like precision and professionalism.

Calendar Analysis: Reviews and optimizes available time slots efficiently.
Intelligent Conversation: Engages naturally with relevant topic to coordinate schedules.
Flexible Proposals: Suggests various times and days to fit client needs.
Professional Interaction: Ensures smooth and courteous appointment setting.

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SHAIN - 1
Product Expert
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Prospecting Caller
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Technical Interviewer
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Document Analyzer
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Meeting Scheduler
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OUR PARTNERS

Some of our dearest clients.

AI AGENTS FOR R&D STUDIES

SHAIN AI R&D Agents are a pre-trained virtual R&D Workforce designed to enable companies to seamlessly claim R&D Tax Credits. Combined with our white glove consulting service, SHAIN’s AI AGENTs enable accountants and consulting firms to increase their advisory services without building expensive teams. They engage in Human like dialogue with R&D teams, track qualified research activities and calculate qualified research expenses.

SHAIN AI agents prepare content for managers, write R&D Studies, handle compliance tasks, conduct technical interviews, 4-part test analysis, conduct time surveys, and track Section 174 requirements. They can integrate with existing project management systems, support high-volume workloads and make R&D studies accessible for smaller companies.

WRITES R&D STUDIES

Conducts technical interviews, drafts technical reports, compiles Study methodology.

QR ACTIVITIES

Conducts technical interviews, writes technical reports, and captures Qualified Research Activities.

QR EXPENSES

Conducts Time Surveys,
track activities and calculates Qualified
Research Expenses.

CPA FORMS

Completes forms
F6765 and F8975 for CPAs to
review and file.

MEET OUR AI R&D TEAM

SHAIN - 1

SHAIN - 1

R&D Study Coordinator

R&D Study Coordinator

AI for the preparation of comprehensive R&D Tax Credit studies, specializing in compiling and organizing project summaries, qualified research activities (QRAs), qualified research expenses (QREs), and technical reports into examination ready format.

• R&D Tax Credit methods of computation and calculation.
• Streamline the documentation process for maximum claim accuracy and efficiency.
• Ability to manage high-volume workloads
• Preparation of R&D Study documents ready for human manager review.

SHAIN - 2

SHAIN - 2

R&D Technical Interviewer

R&D Technical Interviewer

AI Trained for conducting technical interviews with R&D personnel to assess and document R&D activities for tax credit claims. Adept at analyzing projects against eligibility criteria and producing clear, concise technical documentation.

• Drafting Technical Reports based on QRAs for R&D tax claims.
• Applying the 4-Part Test to identify qualifying activities.
• Documenting employee roles and activities for compliance.
• Proficient in translating technical concepts into audit-ready reports.
• Preparation of Technical drafts ready for human manager review.

SHAIN - 3

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Time Survey Agent

Time Survey Agent

AI Management and tracking of R&D employee personnel including time surveys to accurately capture R&D personnel tasks and hours spent on qualifying activities. Focused on ensuring precise documentation and compliance for R&D tax credit claims.

• Tracking employee activities and time allocation for R&D studies.
• Identifying and categorizing R&D and non-R&D work hours.
• Management time capture of Qualified Research Activities.
• Producing detailed, audit-ready time survey documentation.
• Preparation of Time Survey documents ready for human manager review.

SHAIN - 4

SHAIN - 4

Qualified Expense Associate

Qualified Expense Associate

AI for Identification, analysis and calculation of qualified research expenses for tax credit claims. Proficient in segregating eligible and non-eligible costs to ensure compliance and maximize credits.

• Calculating R&D personnel, contractor, and material expenses.
• Cost segregation and allocation of non-eligible R&D expenses.
• Compiling expense reports for audit-ready documentation.
• Collaborating with technical teams to ensure accurate cost tracking.
• Preparation of expense documents ready for human manager review.

SHAIN - 5

SHAIN - 5

CPA Forms Associate

CPA Forms Associate

AI for capturing data and completing and populating IRS forms (F6765 and F8975) for R&D tax credit claims. Skilled in ensuring data accuracy and compliance with guidance and instructions.

• Data entry and form completion for F6765 and F8975.
• Capturing Data for form field population
• Knowledgeable in interpreting and following IRS instructions for box completion.
• Preparation of form documentation for human CPA and Accountants approval.

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R&D Study Coordinator
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R&D Technical Interviewer
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Time Survey Agent
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Qualified Expense Associate
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CPA Forms Associate
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1

$ RAISED WORLDWIDE

R&D TAX CREDITS

1

CONVERSATIONAL AI

AUTOMATIONS

1

DEPLOYED

PROJECTS

1

R&D/AUTOMATION EXPERIENCE

YEARS

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