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

They all arrive in the same three weeks.

Hundreds of documents land in a narrow window, each laid out by a different preparer, all due at once.

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

Every box, whatever the layout.

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 filing season looks like after.

100s/ hr

Four hundred costs what four does

Preparer hours stay flat whether the batch is forty documents or four hundred.

~1min

A new layout is not a new project

An unfamiliar layout is read in about a minute, with no setup and no sample to train on.

100%

Every box shows where it came from

Each box carries a link to the line on the K-1 it was read from, for review and for audit.

Give us last season's worst batch. Every box, back to you.

Your own K-1s, your own tax workflow, and the three weeks your team lost to it last year.