Supported File Types & Invoice Format Tips

Roopi accepts common file types and does best when invoices follow a few clear formatting rules.

✅ Supported File Types

• PDF (recommended)

• PNG, JPG, JPEG

• CSV

📄 Invoice Format Guidelines To help Roopi extract the right data automatically:

• Make sure the text is typed and clearly visible

• Include these key fields:

  • Invoice number

  • Due date

  • Debtor/client name

  • Amount due

• Avoid handwriting, screenshots from chats, or low-resolution scans

💡 Pro Tip: If Roopi struggles to extract the data correctly, you’ll get a prompt to fix or enter it manually before continuing.