Quick answers to frequently asked questions. For deeper guidance, see the category pages in the sidebar.
How does document processing work?
Upload or import a document into a workflow. The workflow reads the document, extracts the fields you configured, and makes the results available for review or export. If your workflow requires review, the file waits for approval before export.
What file formats are supported?
PDF and common document or image formats are supported, including JPG, PNG, TIFF, HEIC, BMP, DOC, DOCX, and others depending on your workflow import settings.
How accurate is extraction?
Accuracy depends on document quality and the model you choose. Each extraction includes confidence scores. Low-confidence fields can be flagged for manual review when your workflow is configured for it.
Can I customize which fields are extracted?
Yes. Each workflow defines its own field schema. With Instinct you describe fields in plain language. With Mastery you guide extraction with an example. Pretrained models come with predefined fields for standard document types.
Which extraction model should I use?
| Model | When to use |
|---|---|
| Instinct | Quick setup, new document types, flexible formats. |
| Mastery | High-volume, consistent layouts where you want repeatable results. |
| Pretrained models | Standard documents like invoices, receipts, or tax forms. |
| OCR | Text extraction when structured field mapping is not needed. |
How do I set up a new workflow?
Go to Workflows, click Add workflow, and configure import method, extraction model, review rules, and export destination. Each tab covers one part of the pipeline.
Can I integrate with my accounting software or other tools?
Yes. Export to CSV, Excel, or JSON for manual import. On Growth and Scale plans you can also use API uploads, webhooks, Google Drive, FTP/SFTP, and other advanced import/export options. Zapier and n8n integrations work on every plan. OneDrive, Dropbox, Box, and QuickBooks are coming soon.
How does document approval work?
Workflows support automatic processing (no review), manual review, or confidence-based review. When review is required, open the file in Files, check extracted values side-by-side with the original document, and approve or correct as needed.
Why is my file still processing?
Check the file status in Files. Processing time depends on page count and model. If the status is review or pending_review, someone may need to complete a review step first.
Why can I not export as Excel?
Export formats depend on your plan. Starter includes JSON and CSV. Growth and Scale add Excel. Check Subscription for your current plan features. PDF and XML export are on the roadmap and not yet available on any plan.
Why are fields missing from my extraction?
Confirm the correct workflow was used and that the document matches the expected format. Open the file detail view to review and correct fields manually.
Why can I not create more workflows?
Workflow count is limited by plan. Check Subscription for your workflow limit and upgrade if needed.
Why is my file upload being rejected?
Your account may have reached its plan's storage limit. Delete files you no longer need or upgrade your plan for more storage.
Why can I not set a longer retention period?
Retention is capped by your plan (Settings > Data & Storage). Requesting a period longer than the cap saves it at your plan's maximum instead - upgrade for a longer maximum.
What about data security?
All data is encrypted in transit and at rest. Access is controlled through account authentication and team roles.