❗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.
💡 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.
Review header details:
Bank Account
Currency
Statement dates
Check the transaction table:
Date
Description (click to expand full details)
Debit / Credit amounts
Balance (if available)
Reference
Contact
Edit any inaccurate or incomplete fields directly in Tofu, then click Save Draft.
Once everything is accurate, click Verify.
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)
Odoo (Excel)
PEAK (Excel)
QuickBooks Online (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.
Unsupported scenarios (current limitations):
Files containing multiple statements bundled together
Multiple currencies in the same statement (not supported yet)
Contact matching: Contacts may need to be matched manually, especially for new merchants/payees.
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.