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
Need to delete an entity?
If an entity is no longer needed, an Owner or Admin can delete it from Entity settings. See: How to Delete an Entity in Tofu.
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. Turn On the Extraction Types You Need
For every entity in Tofu, AP Bills and AR Invoices are enabled by default.
You can keep these defaults, turn them off, or enable additional extraction types depending on what documents you want Tofu to process.
Manage Extraction Types
Open the entity you’re working on.
Go to Settings → Features.
Under Document Extraction Types, you can:
Leave AP Bills and AR Invoices enabled
Turn OFF AP Bills or AR Invoices if you don’t want Tofu to process those document types
Toggle ON additional types such as:
Bank Statements
Direct Expenses
💡 Tip: Only the extraction types that are enabled will be available for processing when you upload documents.
5. 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
If your entity is not integrated with any accounting software, you can still use Self Prompt by uploading a CSV file.
📕 For more details, see
6. Upload and Extract Documents
To upload documents:
Click the + icon under Source Documents.
Upload your file(s).
Select the Correct Document Type When Uploading
When uploading a document, make sure to select the correct document type (AP Bill, AR Invoice, Direct Expense, or Bank Statement) before uploading so Tofu applies the correct extraction workflow and required fields.
📕 For more details, see Learn the process: File Processing and Extraction Review in Tofu
7. 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! 🥳