Kledge — AI-Powered K-1 & PFIC Tax Automation for Fund Administrators
Process every Schedule K-1, K-3, and PFIC document in minutes — not weeks.
K-1 season is one of the most labour-intensive periods in fund administration. Hundreds of PDFs, dozens of fields per document, PFIC entries that run deep into K-3 Part VII, and cross-border US–UK reporting rules that most tax software simply wasn't built for. The result: your most senior professionals spend weeks on data entry instead of advice.
Kledge was built to eliminate that bottleneck entirely.
What Kledge Does
Kledge is an AI-powered SaaS platform that automatically extracts, validates, and organises tax data from Schedule K-1 and K-3 PDFs — across all fund structures, all LP types, and all document formats (digital, scanned, multi-page, bundled). Upload your documents, and Kledge does the rest.
39+ fields extracted per K-1. Every line item — allocation percentages, foreign tax credit income, PFIC entries, and more — pulled with confidence-level validation and full traceability back to the source PDF.
A complete PFIC Ledger, automatically built. All 39 PFIC fields from K-3 Part VII, structured and ready for Form 8621 preparation — without a single manual keystroke.
One-click export to Excel or JSON. Output matches your team's column order, feeds directly into your tax software, and is audit-ready from the moment it's generated.
Multi-fund dashboard. Manage unlimited funds and LP rosters from a single view, filtered by fund, year, income type, or partnership.
US–UK cross-border support. A purpose-built foreign tax credit income register for dual-resident clients with PFIC and FTC exposure — the complexity that generic tax software ignores.
Who It's For
Kledge is built for the professionals who run the numbers at the intersection of fund administration and complex US tax reporting:
Fund Administrators managing LP tax packs across dozens of funds and hundreds of partners
Tax Directors & CPAs who need verified, structured data they can trust — without the re-keying
Cross-Border Specialists handling US–UK dual-resident clients with PFIC and FTC exposure
Why It Matters
A batch of 400 K-1s that would take a team several weeks to process manually takes Kledge under an hour. That's not incremental improvement — it's a structural shift in how K-1 season gets done. Senior professionals are freed to focus on review and advice. Data quality improves. Compliance risk drops. And every extraction is traceable, role-controlled, and audit-ready.
