K-1 extraction
from PDF to Excel
‍in minutes, not hours

Additive gives accountants superpowers for preparing tax returns within the asset and wealth management space. Faster, smarter, more accurate — including footnote extraction from K‑1s, K‑3s, and related forms.

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Used by Top 20 accounting firms, family offices and private wealth management groups

Comprehensive

Supports K‑1 (1065, 8865, 1041, 1120‑S); K‑3; 65 State Forms (including CA, NY, and IL), 199A, 926, 8621, UBTI, and more.

Fast

Process tax packages with tens of thousands of pages — hundreds of times faster than manual data entry.

Reliable

Purpose-built GenAI extracts tax data with over 99% accuracy on characters of income and over 95% of footnotes - even the most complex ones.

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Works with your workflow

Review in Excel with our Add‑in. Or use our API to plug into your tools.

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Drag, Drop, Excel
No training required

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Upload

Upload documents via the Additive web app or launch extraction right inside Excel.

Processing

Let GenAI do the work to extract most footnotes and statements, including the most complex tables.

Export

Download PDF, JSON or Excel Workpapers to review the extracted information and send it to your tax software.

Trusted by the biggest
accounting firms in the world

“This is very impressive. The amount of time it’s going to save us - it’s amazing.”

Big 4 Senior

“We’ve tested plenty of systems, from legacy platforms to the newer players. Nothing has matched Additive’s speed, accuracy, and usability.”

National GTM Leader, Top 5 Firm

“This kind of system was a pipe dream for a long time. I’m very impressed.”

Head of Financial Service, Top 20 Firm

“It’s life-changing, I would say.”

Head of Large Family Office

Security First

Trusted by Big 4 accounting firms, and SOC 2 Type 2 compliant.
Every process built with security in mind — No exceptions.

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