❗Note: Bank Statement Extraction is an early feature, so your organization’s owner must opt in before it can be used at an entity level.
Step 1 - Enable Bank Statement as an Extraction Type
Go to Entity Settings → Features.
Under Document Extraction Types, toggle Bank Statement ON.
Once enabled, Tofu will extract key details from every uploaded bank statement, including account numbers, dates, transaction details, amounts, and references.
Step 2 - Upload a Bank Statement
Go to the Source Documents column.
Click Upload document and select your bank statement file.
⚠️ Important for Large Bank Statements
If your bank statement has more than 60 pages, Tofie may ask you to confirm extraction before processing continues.
What to do:
Upload the bank statement as usual.
Go to the extraction panel.
If prompted, re-extract the file or confirm you want Tofu to process the large file.
Review the extraction as normal.
This prevents very large bank statements from being processed by accident and ensures accurate extraction.
💡 Recommended Upload Methods:
📧Email Integration — Send bank statements straight to your Tofu inbox.
☁️Cloud Storage — Connect Google Drive, SharePoint or Dropbox so uploaded statements sync automatically.
Either option lets Tofu receive documents without repeated manual uploads.
Step 3 - Review the Extracted Data
Go to the Extractions column and verify:
Header Details:
Bank Account
Currency
Statement dates
Transaction Table:
Date
Description (click to expand full details)
Debit / Credit amounts
Balance (if available)
Reference
Currency (transaction-level)
Contact
Multi-Currency Notes
Assign a Currency to each transaction row if the statement contains multiple currencies.
If no currency is selected for a row, Tofu defaults to the statement’s header currency.
This ensures each transaction reflects the correct currency when exported.
AI Contact Suggestions:
Tofie can suggest a Contact name based on transaction details and it learns from your previously reviewed bank transactions, so suggestions get more accurate over time. You can always edit these before exporting.
💡 Edit header details or line items directly in Tofu. Click Save Draft before leaving the page. Click Verify once the data is accurate.
Step 4 - Export the Bank Statement
After verifying:
Click Export.
Select the template that matches your accounting system.
Available Export Templates:
AutoCount (Excel)
Bukku (Excel)
InSoft Accounting (Excel)
Odoo (Excel)
PEAK (Excel)
QuickBooks Online (CSV)
Sage (CSV)
Xero (CSV)
Zoho Books (CSV)
Once exported, you can now proceed to import the file directly into your accounting software.
These export formats support both AP and AR reconciliation and eliminate the need for manual data conversion.
⚠️Early Feature Notes
File size & page count: Bank statements can be large. If you experience extraction issues, try splitting the PDF into smaller files (for example: 10–20 pages per upload) and upload again.
Document quality: Best results come from clear, non-blurry scans. Avoid skewed pages and low-contrast images when possible.
If you hit errors: Re-upload the file after splitting, or export what’s available and report the error to support with the document link.
With Tofu, preparing bank statements for manual import into your accounting software becomes fast, accurate, and stress-free. Our support team is available to help at any step.