The portal accepts most common document formats. This article covers the exact list of accepted file types, size limits, and a few special cases to know about.
Accepted Formats
- PDF (.pdf) — preferred for all financial documents.
- Excel (.xlsx, .xls) — for general ledger and trial balance exports.
- CSV (.csv) — for transaction exports.
- Word (.docx, .doc) — for narrative documents and engagement letters.
- Images (.jpg, .jpeg, .png) — for receipts and supporting paperwork.
Size Limit
Each file can be up to 20 MB. Most monthly bank statements and standard P&L exports are well under this limit. If your file exceeds 20 MB, compress it with a free tool like ilovepdf.com or split it into smaller files before uploading.
Multi-Page PDFs
Multi-page PDFs are fully supported. A bank statement with thirty pages or a tax return with sixty pages will process exactly the same as a single-page document. You do not need to split a PDF into individual pages before uploading.
Password-Protected PDFs
The portal cannot process password-protected PDFs. Many banks send statements with passwords by default. To remove the password: open the PDF, enter the password, then in your PDF reader choose File > Print > Save as PDF (or use a free tool like ilovepdf.com's Unlock PDF feature). Upload the resulting unprotected file.
Scanned vs. Digital PDFs
- Digital PDFs (exported directly from QuickBooks, your bank's website, etc.) are preferred — the AI extracts data with the highest accuracy.
- Scanned PDFs (photos of paper statements) are supported but may take longer to process.
- For best results, always download statements digitally rather than scanning a printed copy.