K1 Tax Software - Automate Data Extraction with AI

Easily extract K-1s, PCAPs, and other fund accounting data from PDFs. Designed for fund administrators, PE/VC finance teams, and tax professionals.
  • Save time by automating manual data entry
  • Reduce errors and improve accuracy
  • Scale without hiring more people
  • No credit card required
  • 50 free pages
k1 tax software
Trusted by hundreds of finance and operations teams

Upload Your Financial Statements

Upload your financial statements and see how you can use our tax software for K-1 to extract data and seamlessly convert it into a spreadsheet in seconds!
Start for free today
  • No credit card required
  • 20 free pages

Real customer reviews

Colin V., Operations Manager
Saves me time
I used to spend 10 hours a week manually sorting invoices. Now it's under 30 minutes—and it’s 100% accurate every time.
Thomas L., Accounting Manager
Paid for itself in one week
I was skeptical at first after trying Claude, GPT, and other AI tools. But this worked with all of our weird invoice formats accurately and paid for itself in the first week.
Natalie M., Small business owner
Gave us another person
Close to 60% of our AP team's time was being spent on manual invoice entry. We reduced that to about 10% and freed up a half person's worth of capacity.

Everything you need to extract data from any financial document. No templates or mapping required.

Unlike other products, our AI-powered K-1 data extractor pulls PDF data out of the box without model tuning for each document type. Convert your first PDF in less than 5 minutes.

Data extractor

Extract key data from PDFs and images into spreadsheet table columns. Add extra instructions in plain English.
tax software for k1

Import from...

Seamlessly import files from your desktop, shared drives, or email.

Export to...

Automatically send extracted data to Excel, Google Sheets, QuickBooks, or your ERP.

Soldier field saves 20+ hours each week by automating data extraction

"What used to take us 20 hours each week now takes just 30 seconds per financial document. It's completely transformed our workflow."

🔐 Your data stays private and secure

State of the art encryption

Information safeguarded with AES-256 encryption, both at rest and during transmission.

No training on your data

Your data remains untouched for AI training, backed by comprehensive data processing agreements.

Pricing for teams of every size

Starter

$24 / month
✔️ Up to 100 invoice pages per month
✔️ Works with scanned and searchable PDFs
✔️ Export to Excel, Google Sheets, CSV
  • No credit card required
  • 50 free pages

Professional

$95 / month
✔️ Up to 500 invoice pages per month
✔️ Works with scanned and searchable PDFs
✔️ Export to Excel, Google Sheets, CSV
  • No credit card required
  • 50 free pages

Business

$150 / month
✔️ Up to 1,000 invoice pages per month
✔️ Works with scanned and searchable PDFs
✔️ Export to Excel, Google Sheets, CSV
  • No credit card required
  • 50 free pages

Enterprise

Custom
✔️ Custom page limits per month
✔️ Automatically import PDFs from Google Drive, OneDrive, or Outlook
✔️ ERP data connectors
Talk to Sales

Start today with 50 free pages

  • No credit card required
  • 50 free pages with access to all features
  • No technical knowledge needed