Autofill quality and speed depend on the documents you upload. Try this in order.
Start with clear, legible files. PDFs generally read best. Upload your strongest financial documents: bank statements, tax returns, and financial statements.
Give a slow run time to finish. Larger or image-heavy files take longer. Wait it out rather than re-uploading.
Review the extracted fields. Click into any field to edit it manually.
If a field came back blank or wrong, the source document may be low quality or may not contain that detail. Add the document that does contain it and run AI Autofill again.
Click through the walkthrough above to see how to pick which documents autofill reads from and check each suggestion.
If a clear document still is not being read after a couple of tries, send it to our team in chat, or email it to contact@levr.ai so we can take a look.
Related
How to Use AI Autofill. How autofill is meant to behave when the documents are right.
Which documents should I upload first, and how many do I need for the AI to work well?. The uploads that give the AI the most to read.
I uploaded a large pile of documents and the AI is slow. How many should I upload at once?. Read this first if the slowness followed a big batch upload.
How accurate is the AI autofill, and how much do I still have to complete manually?. Sets expectations on what you will finish by hand.
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Email us. contact@levr.ai
Book a time. Grab a slot on Cohen's calendar and we will walk it through with you.