Step 1: Enable Multi-Type Extraction
Organization level (Owner only)
Go to Overview → Settings → Features → enable Multi-Type Extraction.
Entity level
After enabling it at the organization level:
Go to:
Entity → Settings → Features
Under Document Extraction Types, enable the document types you want to use.
Available document types may include:
AP Bills
AR Invoices
Bank Statements (Early)
Direct Expense (Early)
You may also see badges:
Early – Feature is still in early access
Integration badge – Shows supported accounting platforms
Enable only the document types you need to improve extraction accuracy.
What happens if you toggle an extraction type OFF?
To keep your workspace consistent, when a document type is toggled OFF (Entity Settings → Features → Document Extraction Types), Tofu will hide that extraction type in your workspace:
Source Documents: documents of that type won’t appear (so you don’t see documents that would create “missing” extractions).
Extractions: extractions of that type won’t appear while it’s disabled.
Tip: If you’re switching between workflows, use Entry Type filters to focus on one document type at a time.
Step 2: Upload Your Documents
Go to:
Source Documents → Upload Document
From the uploader:
Select the correct Extraction Type
Upload your file
Supported file formats:
PDF
PNG
JPG / JPEG
Unsupported formats (such as MP3 or MP4) cannot be uploaded.
You can upload multiple document types at once.
If an extraction type is missing, enable it in:
Entity → Settings → Features
Step 3: Create Extractions
Tofu uses an extractions-first workflow, meaning extractions are created before review.
Click Create extractions when:
Documents are uploaded, or
Pages are selected manually
Automatic extraction creation (recommended)
If the document type is known:
Tofu prepares extractions automatically
Multiple document types can be processed at once
Extractions appear in the Extraction column for review
Manual extraction creation
Manual creation is useful when:
A file contains multiple document types
Pages need to be split or regrouped
The type was not detected automatically
Steps:
Select pages
Click Create extractions
Choose extraction type:
AP Bills
AR Invoices
Bank Statements
Direct Expense
Why extraction type selection matters
The extraction type determines:
Extraction logic
Field structure
Validation rules
Export behavior
Selecting the correct type ensures accurate extraction and export.
Step 4: Review and Verify Extractions
After extraction is created:
Open the extraction
Review extracted data
Confirm fields are correct
Click Verify
Always review before verifying to prevent export errors.
🔑 Quick Tips:
Enable only needed extraction types per entity
Upload multiple document types in one batch
Select the correct extraction type during upload or creation
Review all extractions before verifying