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How to Use AI Auto Split in Tofu

Tofu’s AI Auto Split feature helps you save time by automatically splitting complex documents that contain multiple invoices into separate invoices. This reduces manual work and makes your workflow more efficient.

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Written by Cristina Michelini
Updated over 3 months ago

⚠️ Important: AI Auto Split is currently in early testing. You must enable it manually from your organization settings before you can use it.

1. Enabling AI Auto Split

  1. Go to Organization SettingsOverviewSettings and Features.

  2. Locate AI Auto Split in the list of features.

  3. Toggle the feature ON.

  4. A warning message will appear. Review the risks of enabling a testing feature.

  5. If you agree, click “I understand the risks.”

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

📕 Only organization owners can edit the early features access


2. Configuring AI Auto Split for an Entity

  1. Open the Entity Settings by clicking the ⚙️ (settings wheel).

  2. Scroll to the AI section.

  3. Choose one of the following options:

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

    • Auto Split = Opt In (Split Only) → Tofie will automatically split documents into separate invoices in Pending status, without extracting them

    • Auto Split and Extraction = Opt In (Split + Extract) → Tofie will split the document and automatically extract invoice details, just like in the end-to-end workflow.


3. Processing a Document with AI Auto Split

  1. Upload a file containing multiple invoices.

  2. Tofu will start processing the file.

  3. Tofie will automatically detect and split the file into separate invoices.

    • Example: a 6-page file with 3 invoices one of 1 page, one of 3 pages and one of 2 pages, will be split into 3 separate invoices.

  4. Each invoice will appear in Needs Review status if the AI setting is "Auto Split and Extract" or in Pending if it is just "Auto Split"
    Pending

    Needs Review

  5. After extraction, whether manual or automated, move to the Invoice Review Mode to check and confirm each invoice.


4. Example Workflow

  • Upload a file containing several invoices.

  • Tofie splits the file automatically:

    • Page 1 → Invoice 1

    • Page 2-3-4→ Invoice 2

    • … and so on.

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

  • Review and approve as needed.


5. Support

If you have questions or encounter issues while using AI Auto Split, please reach out to the Tofu Support Team.


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

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