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 publish AP Bills, AR Invoices, Direct Expenses, and Bank Statements to freee
Publishing to freee is manual.
To publish a single extraction, open it and click Publish.
To publish several at once, go to the Extractions panel, select the extractions you want, and use Bulk Publish.
After publishing, a link to the freee record will appear in tofu.
Check whether an extraction is fully synced using the Publish Status in tofu:
Published: All changes synced to freee.
Edited After Publish: Changes made in tofu haven't been sent yet.