Autofill quality and speed depend on the documents you upload, so start with clear, legible files in PDF format and upload your strongest financial docs like bank statements, tax returns, and financial statements. If processing is slow, give it a moment to finish reading larger or image-heavy files rather than re-uploading, then review the extracted fields and click into any field to edit it manually. If a specific field came back blank or wrong, the source doc may be low quality or missing that detail, so add the document that contains it and run AI Autofill again. If a clear document still isn't being read after a couple of tries, send it to our team in chat so we can take a look.
AI Autofill is loading slowly or didn't pull the data from my document. What should I do?
What to do when AI autofill is slow or misses data from your document.
Written by Kaylan Pepin