What you can add to a workbook, what each workflow reads, and what Moby gives back.
What you can add
| Family | Extensions |
|---|
| PDF | .pdf |
| Word | .docx |
| PowerPoint | .pptx, .ppt |
| Excel | .xlsx, .xlsm, .xlsb, .xls, .xltx, .xltm, .xlt, .xld |
| Images | .png, .jpg, .jpeg, .heic, .avif, .webp, .gif |
| Text | .csv, .txt, .tsv |
| E-mail | .msg, .eml |
Two formats come up often and are not accepted.
| You have | Do this |
|---|
.doc | Save it as .docx or as PDF |
.tiff | Save it as PDF or as PNG |
A password-protected file cannot be read: remove the password before you add it.
What each workflow reads
| Workflow | Formats |
|---|
| Extract targeted data | PDF, Word, PowerPoint, Excel, e-mails, and the images .png, .jpg, .jpeg, .heic, .avif. Text files (.csv, .txt, .tsv) and .webp or .gif images are not read: they come out as failed |
| OCR table | PDF only |
| Organize PDFs, Split | PDF only |
| Organize PDFs, Merge | PDF, and the images .png, .jpg, .jpeg, .heic, .avif |
| Compare versions | PDF only |
| Review financial statements | The statements as PDF. The trial balance as an Excel range, or as a year-N FEC in .txt, .csv, .tsv, .xlsx or .xlsm |
| Analytical review (GL), Due diligence pack, Sales to cash | A ledger in .csv, .txt, .tsv, .xlsx or .xlsm |
| Analyze large files | .csv, .txt or .tsv |
When a workflow reads PDF only, the other files of your selection are left out and the card says how many.
What the Preview shows
| Document | How it is shown |
|---|
| PDF and images | Page by page, with the source of the selected cell highlighted |
| Word, PowerPoint and e-mail files | Converted to pages, then shown like a PDF |
| Excel, CSV and text files | As a table, one sheet at a time. Large sheets are cut at 10,000 rows and 500 columns |
Three cases have no preview: an Excel template (.xltx, .xltm, .xlt), a .tsv or .xld file, and a spreadsheet opened without signing in.
What Moby gives back
| Result | Where it lands |
|---|
| Values | In your workbook: the table you selected, or a new sheet |
| New PDFs: split files, a merged file, the green copy of a comparison | In the Documents panel of the workbook |
| A document you download | The file itself. As a PDF with a box around each linked value when cells point to it, except for spreadsheets and text files. As the marked PDF after a financial statements review |
| Workbooks built by the data analysis workflows | Downloaded from the card |
For a good reading
| Do | Why |
|---|
| One document per PDF | A bundle costs more and reads less reliably. Use Split first |
| Scans that are straight, complete and legible | Moby reads a scan through OCR: what the eye cannot read, OCR cannot either |
| A native PDF rather than a printed and scanned one | The text is exact, with nothing to recognise |
| A PDF rather than a photo taken at an angle | Shadows and perspective cost characters |