Troubleshooting
Upload failed, email forwarding stopped working, can't sign in, OCR extracted the wrong fields — the four most common situations and how to fix them yourself.
Upload failed — troubleshooting
Most upload failures fall into five buckets: wrong format, file too large (>20 MB), monthly quota reached, virus scanner block, or a transient network error. The error message in the upload dialog says which. The fixes below cover each in turn, plus diagnostic steps for the silent-failure cases.
Email forwarding stopped working
Open Settings → Email integration → Activity log. If your forwarded emails appear there, the issue is on our processing side — check the per-email rejection reason. If they don't appear at all, the issue is upstream (wrong address, broken forwarding rule, Gmail auto-disabled your forwarding). Test by manually forwarding a fresh email.
I can't sign in / password reset
Forgot password? Click Forgot password on the login page, get a reset link (1 hour valid) emailed to you, set a new password. 2FA blocking? Use a recovery code. Both failing? Write to [email protected] from the email address on the account — we reset 2FA after identity verification in 1–3 working days.
The OCR extracted the wrong fields
Edit any field directly on the document detail page — the correction saves immediately and trains the system for that vendor. If a whole document went wrong: click Re-scan (3 retries per document, no quota cost) or re-upload a clearer version. If still wrong after re-scan + re-upload, write to [email protected] with the document attached.