⚠️ Important:
tofu currently integrates with Sage Cloud Accounting (GAC) for UK, Canada, and Ireland.
AP Bills, AR Invoices, and Direct Expenses can now be published directly to Sage. Bank Statements still use the CSV export and import workflow below.
How to connect Sage
Follow these steps to connect your Sage Cloud Accounting account to tofu.
Go to Entity Settings.
Select Integrations.
Click Add New Integration.
Select Sage Cloud Accounting (GAC) then Connect.
Log in to your Sage Cloud account if prompted.
Select the correct Sage Organization.
Click Activate.
Your Sage integration is now connected to the entity.
💡 Tip: Make sure you select the correct Sage Organization before clicking Activate.
How to check if accounting data is synced
After connecting Sage, 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 Sage into tofu. Contacts are the exception: if an extraction has a contact that isn't in Sage yet, tofu creates it for you. See How to Handle New Contacts During Extraction Review for how this works during review.
💡 Tip: If you create new accounting data in Sage, click the
Sync button in tofu to refresh and update the data.
How to Run Self-Prompt
Once your Sage 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.
Choose your data source:
Generate with Integration Only — tofie learns directly from your historical Sage Cloud Accounting data.
Upload CSV/Excel — Use your own transaction file instead of integration data.
Select your preferred Output language.
Click Generate with Integration Only or Upload and generate to start.
Once complete, review the Knowledge Base entries and adjust any rules if needed.
How to publish AP Bills, AR Invoices, and Direct Expenses to Sage
Publishing to Sage 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 Sage record will appear in tofu.
Check whether an extraction is fully synced using the Publish Status in tofu:
Published: All changes synced to Sage.
Edited After Publish: Changes made in tofu haven't been sent yet.
Publish Error: The extraction failed to sync.
If you see a Publish Error, open the extraction to find what needs fixing (for example a missing contact, invalid account, or tax issue), correct it in tofu, and click Save Draft. Once done, click publish.
Bank Statements are not yet supported for direct publish. Continue using the export and import workflow below for Bank Statements.
How to export and import Bank Statements
For Bank Statements, use the export and import workflow:
Open the extraction in tofu.
Review and verify all extraction details are correct.
Once satisfied, export the extraction using the appropriate Sage (CSV) template.
Download the CSV file.
Go to Sage Cloud Accounting and import the CSV file.
💡 Tip:
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 sage records will reflect the extraction data from tofu.