Skip to main content

How to Use AI Auto Split in Tofu

Tofu’s AI Auto Split automatically separates files with multiple sections, like invoices or bank accounts, into individual extractions, saving time and keeping your review workflow organized.

C
Written by Cristina Michelini
Updated over 3 weeks ago

⚠️ Important: An Organization Owner must enable AI Auto Split in Organization Settings → Features.

1. Enabling AI Auto Split

  • Go to Organization SettingsFeatures

  • Locate AI Auto Split and toggle it ON.

  • Once enabled, all entities in your organization will be able to access AI Auto Split settings.

When Does Auto Split Happen?

Auto Split (and Auto Split + Extract) only runs during the initial processing after upload.

  • Ensure Auto Split is enabled before uploading the document.

  • Turning Auto Split ON after upload will not retroactively split existing files.

  • Re-extraction may still treat the document as a single item depending on workflow configuration.

💡 Tip: For a reliable split, upload the file again after confirming Auto Split is enabled.


2. Configuring AI Auto Split for an Entity

  • Open the Entity Settings → AI section and choose:

    • No Auto Split = Opt Out → Do not use AI Auto Split.

    • Auto Split = (Split Only) → Splits files into Pending extractions without extracting.

    • Auto Split and Extract = (Split + Extract) → Splits and extracts automatically, creating Needs Review extractions.


3. Processing a Document

  • Upload a file containing multiple items to separate, such as invoices or a bank statement with multiple accounts.

  • Tofie detects and splits the file into separate extractions.

  • After splitting, an Auto Split label may appear on the file or extractions to indicate automatic splitting.

Status after splitting

  • Pending = Split Only

  • Needs Review = Split + Extract

Check each extraction in the Extraction Column to confirm.


Pending

Needs Review


4. Example Workflow

  • Upload a multi-item file.

  • Tofie splits pages into separate extractions:

    • Page 1 → Extraction 1

    • Page 2-4→ Extraction 2

    • Page 5-6 → Extraction 3

  • Each extraction is created in Pending or Needs Review status (depending on your settings).

  • Review and approve as needed.


5. Support & Troubleshooting

If items are not split correctly:

  • Items not visually separable: Each section should start on a new page or have a clear header.

  • Low-quality or rotated scans: Blurry or skewed pages reduce accuracy.

  • Single item spans multiple pages: Ambiguous breaks may be treated as one item.

  • Mixed document types in one file: Combining invoices, bank statements, or receipts may produce inconsistent results.

What to do next

  • Re-extract the document after improving scan quality if possible.

  • Switch the entity setting to Auto Split (Split Only) to review splits before extraction.

  • Manually split using snipping or cropping tools if needed.

  • Contact the Tofu Support Team if issues persist.


✨ With AI Auto Split, Tofie reduces manual work by turning large, multi-item files into neatly separated extractions automatically.

Did this answer your question?