Bring Your Own Data

What file formats are accepted for manual financial data uploads in the BYOD workflow?

The BYOD integration supports the following file formats for manual uploads:

Excel (.xlsx)
CSV (.csv)
PDF (.pdf)
Word (.docx)
JSON (.json)

Each file must be 10 MB or less, and users can upload up to 10 files at a time. The system validates format before accepting uploads and provides clear error messages for unsupported formats.

Can users upload more files after the initial upload without reconnecting?

Yes, the BYOD connection remains active after the initial upload, allowing users to continue uploading additional files without needing to re-establish the connection. However, each upload request must adhere to the following restrictions:

Maximum file size: 10 MB per file
Maximum number of files per upload: 10 files

These limits ensure consistent performance and reliable data extraction. Future adjustments may be made based on testing outcomes.

Why should I limit the number of statements per uploaded file?

To ensure smooth processing by the ADaaS platform’s language model, we recommend uploading files with as few statements as possible—ideally just one per file. Uploading too many statements in a single file can exceed the token limit of the underlying large language model (LLM), resulting in an error message and failed processing.

What types of financial data and reporting frequencies are currently supported to upload?

The system supports extraction and normalization of the following financial statement types:

Balance Sheet
Income Statement
Cash Flow Statement

These can be submitted with the following reporting frequencies (based on calendar year):

Monthly
Quarterly
Yearly

The extractor is designed to handle any combination of statement type and frequency, provided the file size and format meet the upload criteria.

Does the uploaded report need to include the date range?

Yes, the report must include the date range within the file content itself. Including dates only in the file name or title is not sufficient for the ADaaS platform to correctly interpret the report. This requirement helps ensure accurate parsing and analysis of the financial data.