Welcome to Tofu! This quick guide will walk you through your first steps — from setting up your integration to extracting your first invoice with Tofie, our built-in AI.
1. Accept Your Invitation and Create an Account
Before you can access Tofu, you'll need to accept the invitation sent to your email.
Open the invitation email and click the link provided
Set up your password and complete your account creation
Once done, you'll be redirected to the Tofu app
📕 For more details, see How to Accept Tofu's Invitation and Create an Account
2. Select Your Entity
After logging in, you’ll see a list of entities you have access to on the left sidebar.
Click on the entity you want to work on
Collapse the sidebar if you want more space to focus
3. Connect Your Accounting Software
Tofu integrates directly with Accounting Software, such as Xero. To connect:
Go to Settings → Integrations → Add New
Select the accounting software that you want to connect (like Xero)
Log in to your Xero account and select the organization you'd like to connect
Click Allow Access, then Activate
You can keep auto-publish and auto-import turned off during setup and enable it later when you're ready.
📕 For more details, see Setting Up your Accounting Software Integration with Tofu App
4. Train Tofie AI
Tofu comes with Tofie, your AI assistant for invoice extraction.
You can train Tofie in the Knowledge Base, or by clicking the Tofie icon at the top right
For first-time setup, use Self Prompt to automatically build a knowledge base using your historical invoices from Xero
📕 For more details, see
5. Upload and Extract Invoices
To upload invoices:
Click the + icon under Source Documents
Upload your invoice files — Tofie will begin processing them
Simple files flow directly into the Extraction column with data extracted
For documents with multiple invoices, split and organize pages manually before proceeding
After upload, Tofu automatically processes your file and creates an extraction.
If the file is straightforward, it will be ready for you to review immediately in the Extraction list.
If your file contains multiple documents or multiple document types, you can split it into separate extractions from Document Review using Create Extractions.
📕 For more details, see Learn the process: File Processing and Extraction Review in Tofu
6. Review and Verify Extractions
To review an extraction:
Click to open the extraction view.
Use the highlight and centering tools to quickly verify data — hover to zoom in.
Once everything looks good, click Verify.
This will send the extraction to Awaiting Approval in your accounting software.
💡 Tofie improves over time based on your actions — especially for recurring suppliers.
📕 For more details, see Mastering the File and Document Review
Need Help?
If you have any questions, just reach out using the chat bubble in the app. Our team is here for you.
Enjoy using Tofu! 🥳