System requirements

Extractly integrates with Microsoft 365 and Excel, requiring Windows, a connected Office 365 account, and basic hardware. It supports select file types and uses cloud storage for efficient processing. For installation and other information to get Extractly set up for your firm, see Get started – Firm Administrators.

User account requirements

  • Admin access to Microsoft 365 Admin Center for initial deployment
  • Office 365 account linked to a central domain

Operating Systems

  • Microsoft Windows 11 64-bit (x64)
  • Microsoft Windows 10 64-bit (x64)
  • Active internet connection always required
  • Microsoft Office 365 – Desktop installation and web-based installations are supported
  • Microsoft Office 365 E1 is NOT supported

Hardware

  • 1 GHz 64-bit (x64) processor; 2 GHz recommended for improved performance
  • 4 GB RAM; 8 GB recommended for improved performance

Document requirements and considerations

  • Extractly can ingest image and PDF files up to 15MB in size.
  • Allowed image file types: .png and .jpeg/.jpg.
  • Only the XLSX file type is supported for use with Extractly. XLS and CSV are not supported.
  • As Extractly stores the source documents on the cloud, there is no performance impact due to the number of files uploaded and extracted within a workbook.