Agent Fleet · Live
Your 7 specialized agents have processed 187 K-1s this quarter — equivalent to 14.3 FTE-weeks of analyst time.
Each agent is purpose-built for one slice of the LIHTC K-1 lifecycle. They collaborate via a shared partnership data model and escalate edge cases to your team for review.
Active runs
14
Tasks completed today
428
Avg latency
2.1s
Human handoffs
6 (1.4%)
Extraction Agent
Document → Structured fields
Parses Schedule K-1 PDFs (any layout, any tax year) into 23 normalized LIHTC fields. Replaces KPMG manual extraction.
K-1s parsed
187
Avg confidence
98.4%
Avg time
21s
Footnote Agent
"See Statement" interpretation
Reads Box-20 footnotes & supporting statements that vary wildly by preparer. Surfaces 743(b), suspended losses, ownership changes.
Footnotes read
812
Adjustments found
47
Precision
96.8%
Validation Agent
Anomaly & consistency checks
Cross-references each K-1 against partnership master, prior year, and sponsor norms. Escalates anomalies >3σ.
Checks run
2,134
Anomalies
8
False-positive
2.1%
Tax Basis Agent
Roll-forward calculator
Calculates outside basis from inception, applying losses, distributions and 743(b) adjustments. Produces auditable trace.
Partnerships
218
Years modeled
2,146
Trace coverage
100%
AMP Builder
Consolidates AMP report
Merges all 239 partnerships into the single AMP Excel workbook used by Tax Return prep, with variance flags vs. prior year.
Drafts ready
3
Variances
14
Time saved
38d
Insights Agent
Strategic recommendations
Monitors basis trends across the portfolio. Flags early-exit candidates, ownership drift, and CRA portfolio rebalancing opportunities.
Insights/wk
23
Acted upon
71%
$ identified
$78M
Compliance Agent
CRA & audit-trail keeper
Maintains immutable audit logs, monitors regulatory deadlines (Form 8609, CRA reporting) and assembles audit-ready evidence packages on demand.
Audit events
12,481
Deadline gaps
0
Coverage
100%
Cross-Agent Conversation Log
Showing real agent-to-agent message bus
→ Validation Agent: "Boston Heights LP fields parsed, 99.1% confidence. Forwarding for cross-reference."
12 sec ago
→ Tax Basis Agent: "Surfacing Section 743(b) +$12,840 adjustment. Apply in 2025 roll-forward."
28 sec ago
⚠ Riverside Park Phase II: ownership drift detected (18.7% vs prior 19.4%). Escalating to Mark Antony.
2 min ago
→ User: "14 partnerships approaching basis depletion. Capital release modeled at $78.2M."
4 min ago
✓ 2025 consolidated draft compiled. 187 partnerships · 14 variance flags · ready for Tax Return prep.
8 min ago