USE CASE · K-1 INGESTION

K-1 season should not consume a quarter.

K-1s arrive late, in hundreds, every one laid out differently. ADI reads each one, extracts every box into typed fields, masters the partnership and partner, and posts verified tax data into your system of record, turning a manual filing scramble into a pipeline.

01 / THE JOB TODAY

Same K-1, two timelines.

The manual path is hundreds of documents keyed by hand under a filing deadline. The ADI path is a pipeline.

Manual processing
With ADI
ROLLINGK-1s trickle in late, each partnership in its own layout
PER DOCPreparer reads each box, line by line, document by document
PER DOCFigures keyed into tax software or a workpaper by hand
PER DOCPartnership and partner matched manually against the master
DEADLINEVolume compresses into a scramble as filing approaches
on arrivalEvery K-1 ingested the moment it lands, in any layout
~1 minEvery box extracted into typed fields, regardless of format
~1 minPartnership and partner resolved to their real identifiers
reviewOnly low-confidence boxes routed to a checker
doneVerified tax data posted to the book, audit-stamped to source
02 / WHAT GETS READ

The terms that matter,pulled into typed fields.

schedule_k1_2025.pdf
Schedule K-1 (Form 1065) for Sample Fund IX LP, partner Meridian Family Office LP. Ordinary business income $312,400 (box 1), net rental real estate income $0, interest income $18,900 (box 5), dividends $24,100 (box 6a). Ending capital account $4,210,000. Partner EIN on file.
→ extracted · typed · verified
partnershipSample Fund IX LPpartnerMeridian Family Office LPbox_1_ord_income$312,400box_5_interest$18,900box_6a_dividends$24,100ending_capital$4,210,000entity_idEIN · resolvedstatusverified · filed-ready
03 / THE OUTCOME

What changes when K-1s ingest themselves.

100s/ hr

Volume stops mattering

Hundreds of K-1s flow through the pipeline without adding preparer hours.

~1min

Any layout, every box

Format no longer slows anyone down. Each document is read in about a minute.

100%

Traceable to source

Every box links back to the exact line on the K-1, for review and for audit.

04 / MORE USE CASES

One pipeline, every recurring job.

[ USE CASE ]

Capital call processing

Commitment, drawdown and wire detail extracted and posted, wire-ready in minutes.

EXPLORE →
[ USE CASE ]

Distribution notices

Recallable and category splits classified correctly at entry, not reconciled later.

EXPLORE →
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Statement reconciliation

Positions reconciled against the book of record instead of rekeyed into it.

EXPLORE →

Send us a batch of K-1s. See them ingested, verified.

A working session on your own K-1s, your own systems, and the filing scramble your team does by hand today.

BOOK A WORKING SESSION →SEE THE PLATFORM