⚠️ Important: This is an early feature. freee integration is currently read-only. Publishing and importing extraction settings will be available soon.
In the meantime, you can continue using the freee (CSV) template to export your extractions and import them into freee.
How to connect freee
Follow these steps to connect your freee account to Tofu.
Go to Entity Settings.
Select Integrations.
Click Add New Integration.
Select freee.
Click Connect.
Allow access when prompted by freee.
Choose the freee company you want to integrate.
Click Activate.
Your freee integration is now connected to the Tofu entity.
💡 Tip: Before clicking Activate, you can toggle on Self Prompt for AP Bills and/or AR Invoices to let Tofie learn from your historical freee transactions. Settings will be available soon for Bank Statement and Direct Expense.
How to check if accounting data is synced
After connecting freee, you can check whether your accounting data is available in Tofu.
Go to Entity Settings.
Select Accounting.
Review the available accounting data, such as accounts, taxes, items, contacts, currencies or tags.
Most accounting data (accounts, tax rates, currencies, tags) is read-only and synced from freee into Tofu. Contacts are the exception: if a document has a contact that isn't in freee yet, Tofu creates it for you, so you don't have to add it manually first. See How to Handle New Contacts During Extraction Review for how this works during review.
💡Tip: If you create new accounting data in freee, click the 
Sync button in Tofu to refresh and update the data.
How to Run Self-Prompt
Once your freee integration is connected, you can run Self-Prompt to help Tofie learn from your historical transaction data and apply your rules automatically during extraction review.
Go to Entity Settings → Knowledge Base.
Select the extraction type you want to train: AP Bills, AR Invoices, or Direct Expenses.
Click Self-Prompt.
Upload a CSV or Excel file containing your historical transaction data.
Select your preferred Output language.
Click Generate to start.
Once complete, review the Knowledge Base entries and adjust any rules if needed.
How to export and import extractions
freee integration is currently read-only, so extractions are not published directly to freee yet.
For now, use the export → import workflow:
Open the extraction in Tofu.
Review and verify all extraction details are correct.
Once satisfied, export the extraction using the freee (CSV) template.
Download the CSV file.
Go to freee and import the CSV file.
This lets you continue moving extraction data from Tofu into freee while direct publishing is still being developed.
💡 Tips:
For a single extraction, you can export directly from the review page by clicking the three-dot menu and selecting Export. If you need to export multiple extractions at once, go to the Extractions panel, select the extractions you want, and use Bulk Export.
Once imported, your freee records will reflect the extraction data from Tofu.To skip choosing a template on every export, set CSV Export Target to freee in Entity Settings → Features. Exports will then use the freee (CSV) template automatically.
If you switch between multiple export templates, keep CSV Export Target set to None so you can choose at export time.