File formats and limits
Choose a supported input and distinguish upload acceptance from readable evidence.
Source reviewed Engineering documentation
Different tasks accept different formats. A file that can be stored or previewed is not necessarily readable by every extraction flow.
| Task | Input | Limit or important condition |
|---|---|---|
| Shared client receipt-upload flow | PDF, common images, CSV/text/JSON/XML, Excel, Word and OFX/QIF/QBO bank exports | Current shared upload cap: 25 MB per file; follow the selected product's notice |
| Client list import | CSV, TSV, TXT, XLSX or XLS | Reads the first worksheet; requires a header and client-name mapping |
| Sign's own-document flow | Check the document and signature placements before sending | |
| BAS Review | Xero GST Audit Report CSV | Matching dates and basis; recognised tax-rate names |
| Sift | Digital PDF | Current cap: 20 MB; a usable text layer is required |
| Cloak public tool | Digital PDF local flow; scans have a separate OCR route |
The shared upload cap is not a promise that a file of that size can be processed in every browser or viewer. Encryption, corruption, missing text and unfamiliar layouts can still require a different source or manual review.
Export before uploading
- Apple Numbers or OpenDocument spreadsheets: export to
.xlsx. - Apple Pages and presentations: export to PDF.
- RTF or OpenDocument text: export to
.docx. - ZIP: unzip it and upload the files inside; the shared receipt flow refuses ZIP.
- Old Word
.doc: export to.docxor PDF for analysis. Storage acceptance of the old format is not the same as AI readability.
Email files have an unpacking flow that turns the covering message and attachments into ordinary files. Do not assume an email extension is accepted by every direct upload endpoint. Encrypted mail needs a readable export; it must not be interpreted as an empty email.
Outputs
Workpapers delivers a plain .xlsx. Sift exports .xlsx or .csv. Sign
produces a completed PDF with its signing certificate. Verify can export a CDD
record PDF summarising the stored evidence and decisions.
An Excel export is a file handover, not a live link to the source system. Keep the original evidence and the version you reviewed with it.