fileAI best practices

Guidelines to get the best output from fileAI

File types

We support the following file types:

Excel & CSV (XLS, XLSX, CSV)

Ideal for structured tabular data. For best results, use single-sheet files with a header row and consistent columns.

PDF

PDF (PDF):
Works best with digitally generated PDFs (not scanned) and clear layout. Tables and text should be selectable.

Word & Text (DOCX, TXT)

Structured, paragraph-based content is supported. Headings and sections help improve understanding.

Images (JPG, JPEG, PNG, TIF, TIFF, HEIC, HEIF)

Supported for scanned documents or forms. Ensure clear resolution and readable text for optimal processing.

How to upload a file

1. Go to the Drive.
2. Drag and drop your file or click the black button at the right panel to Upload.

Wait for the processing bar to complete. File status will update (e.g. Transform, Processed, Review).

How to export a file

1. Select the file you’d like to export.
2. Go to the AI Schema tab to review the data extracted from your file.
3. Click the Download button dropdown at the upper right.
4. Choose from the available export options: XLSX, XLS, CSV, JSON, PDF, XERO_CSV
   • Download as XERO_CSV is only for bank statements and generates a Xero-compatible CSV file. If you try to use XERO_CSV for a non–bank statement file, an error message will appear.
   • All other export options work with every file type, so you can select whichever suits your needs.
5. After you choose which format to download your extracted data in, a progress bar will appear.
6. When the download finishes, you’ll see a notification, and the file will be saved in your Downloads folder.