Schedule K-1 extraction, finally automated.
Upload Schedule K-1 (Form 1065) filings in PDF format. Our AI model extracts page 1 of every filing automatically — partner info, income, deductions, and credits — and presents it beside the source page for one-click approval, building a queryable, audit-ready filing database your team can actually use.
Upload to filing database in four steps.
Each stage has a clear gate — only reviewed, approved filings reach your live database.
Upload
Upload
Drop one Schedule K-1 (Form 1065) filing or a batch of PDFs. Each file is queued for extraction the moment it lands.
PDF · Bulk uploadExtract & Match
Extract & Match
The AI reads page 1 of the filing, extracts each value, and matches it to the correct box on the form.
Box-level · Page 1 onlyReview Beside Source
Review Beside Source
Every extracted value sits next to the exact page it came from in the original PDF. Edit any field inline, then approve or reject.
Source-linked · Approve/RejectFiling Database
Filing Database
Approved filings are instantly searchable by partner, entity, tax year, or any extracted box value. Export to CSV or Excel in one click.
Search · ExportEverything your tax team actually needs.
Bulk Filing Upload
Upload one Schedule K-1 or a whole batch — PDF format, processed in one go. No manual entry required.
Box-Level Field Extraction
Page 1 of every Schedule K-1 (Form 1065) is extracted automatically — partner info, income, deductions and credits mapped to structured fields.
Source-Linked Review
Every extracted value is presented beside the exact source PDF page it came from, so reviewers verify in seconds — not minutes of cross-checking.
Validation Queue
Every filing lands in a review queue before touching your live database. Approve, edit, or reject each value — nothing enters unchecked.
Firm Workspace
Filings are linked to your firm's workspace — every upload stays scoped to your organization, with no cross-client visibility.
Queryable Filing Database
Search and filter every filing by partner, entity, tax year, or any extracted box value — instantly. Export to CSV or Excel in one click.
Built for firms that file at volume.
CPA Firms
Process partnership K-1s for dozens of clients without a data entry team. Every extracted value carries an audit trail back to its source page.
Tax Preparation Teams
Turn stacks of Schedule K-1 PDFs into structured, review-ready data during peak filing season — before the first return is drafted.
Accounting Firms
Track K-1s across partners, entities, and tax years in one queryable database. Resurface any filing instantly when a client calls.
NEERA.AI Ecosystem
Native to the NEERA.AI product suite
K1 Scout AI ships as a native NEERA.AI product — single sign-on and one-click access from your NEERA.AI dashboard. No separate account needed.
Stop entering K-1 data manually.
K1 Scout AI is live and available now. Book a demo to see it handle your actual filings — free, no commitment.
Part of the NEERA.AI product suite · Built by Neera Infotech