Use the AI import workflow to extract supported equity documents, then review the proposed records before saving them to the client.
Prepare the documents
Gather grant agreements, schedules, and relevant activity records using the equity-data checklist. Check the uploader's current file-type and size instructions. Use readable originals where possible.
Upload and review
Open Import and choose the AI document workflow.
Confirm the client and company where requested.
Upload the supported document and start extraction.
Review the proposed grant details, quantities, dates, prices, vesting schedule, and any actions.
Correct extracted values against the source and resolve warnings.
Review the final confirmation before committing the import.
Extraction is a starting point for review. A clean preview is not a substitute for checking the source, particularly with amended schedules, double-trigger awards, or incomplete history.
Reconcile after import
Open the client's Equity tab and compare the grant, vested/unvested quantities, holdings, and transaction history with the original documents. Review Import History for the result.
Before uploading the same document again, inspect what the first attempt created. Avoid duplicating a grant or its activity while trying to correct one field.
If the document cannot be interpreted reliably, use Quick Add Equity or CSV import. Federal returns have a separate Tax Return AI Import workflow.