⚠️ 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.
If you accepted a contact before filling in its address, you no longer have to start over. Go to Entity Settings → Accounting → Contacts, open the contact, and edit its details. You can also edit a contact from the extraction review page. Save your changes before publishing so Sage receives the full address.
💡 Tip: Sage requires an address on the customer or vendor record. Add it before publishing.
💡 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
Mark the extraction Ready first, then publish it.
To publish a single extraction, open it, click Mark Ready, then click Publish.
To publish several at once, go to the Extractions panel, set the Extraction Status filter to Ready, select the extractions you want, and use Bulk Publish.
After publishing, a link to the Sage record will appear in tofu. If an extraction has a New contact label, a Duplicate label, or a validation error, it stays in Draft until you resolve it.
💡 Want to automate more of this?
Turn on Auto-Ready, Auto-Publish, and Auto-Done under Entity Settings → Features → Extraction Types → Document Lifecycle. Learn more: Understanding Extraction Lifecycle in tofu
How to export and import Bank Statements
For Bank Statements, use the export and import workflow:
Open the bank statement in tofu.
Review all extraction details and click Mark Ready.
Click Export and select the appropriate Sage (CSV) template. The statement moves to Exported.
Download the CSV file.
Go to Sage Cloud Accounting and import the CSV file.
Back in tofu, click Mark Done to wrap up the statement. If Auto-Done is on, the statement moves to Done on its own once it's exported.
💡 Tip:
For a single bank statement, click Export on the review page once it's Ready. To export several at once, go to the Extractions panel, set the Extraction Status filter to Ready, select the statements you want, and use Bulk Export. Once imported, your Sage records will reflect the extraction data from tofu.