Financial Services Document
Every manual entry is a reconciliation error waiting to happen.
Extract partner/shareholder income allocation from K-1 tax forms for tax preparation
No credit card required to get started.
Finance teams manually enter data from statements, invoices, and forms. Errors cascade into reconciliation issues, compliance gaps, and delayed decisions.
Structured output ready for your systems.
Upload your schedule k-1 documents in PDF, image, or scanned format. Drag and drop or use our API.
Our AI identifies and extracts all 39 fields with 93%+ accuracy. No templates or training required.
Review extracted data with confidence scores. Approve, edit, or flag items for human verification.
Download as JSON, CSV, or Excel. Integrate via API or webhook to your existing systems.
Automate document data entry for faster processing and fewer errors.
Extract data from statements, invoices, and tax forms.
Streamline financial document processing workflows.
Extract data for reconciliation, audit, and reporting.
Common questions about schedule k-1 extraction.
We extract partner/shareholder info, ordinary income, capital gains, deductions, and all those Box codes. The complexity is handled.
Schedule K-1 (1065) and K-1 (1120-S) both supported. Form type identified automatically.
We extract data from the main K-1. Supplemental statements are flagged for your review.
Process them all. Aggregate by investor for total pass-through income.
All coded boxes are extracted including foreign transactions and AMT items.
Sign up for evaluation credits and upload K-1 forms. See structured data immediately.
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Our team processed 500 invoices monthly by hand. Errors averaged 3 per day. One nearly cost us a major vendor relationship.
Automated extraction eliminated data entry errors. Last quarter: zero reconciliation discrepancies flagged in audit.
— Controller, Financial Services FirmProcessing 1,000+ documents monthly? Let's discuss your requirements.
No credit card required to get started.
P.S. Every document processed manually is a risk you don't have to take.
