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Which file formats can clients upload, and are PDFs preferred?

Supported file formats for uploads and why PDFs work best.

Written by Kaylan Pepin

You can upload standard document files like bank statements, tax returns, profit and loss statements, balance sheets, business licenses, and articles of incorporation. PDFs are preferred and give the cleanest extraction results.

Click through the walkthrough above to see the upload surface and the extraction happening, then follow the guidance below.

For the best accuracy, make sure documents are clear and legible and upload them as PDFs where possible. Start with the core documents the AI needs to fill the application, then add extra supporting files in smaller groups. Dropping a very large pile in at once slows processing down, so a focused first batch gets you a cleaner result faster.

If a file uploads but nothing is extracted, or you are not sure a format is supported, email contact@levr.ai with the deal name and the file.


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