📢 New in May
🧠 Tofie just got a major brain upgrade
🌿 Sage and Zoho Books users, your setup just got a whole lot easier
🏷️ Tofie will now stop you before a duplicate contact sneaks into your list
✨ Top Highlights
🧠 Manage what Tofie knows, your way
Re-extract. Delete. Repeat. If that is your current workflow, migrate to Knowledge Base V2 and break the cycle. Rules are now structured as individual cards linked to specific fields so Tofie knows exactly where to focus and stops missing the same values.
Learn more: Knowledge Base V2: Setup, usage, and migration
⭐ Checking every field? There is a smarter way.
Spending time checking fields that rarely go wrong while missing the ones that do? Set up to 3 priority fields per extraction type so Tofie surfaces what matters first. If something still looks off, open the Knowledge Panel to see which rule was applied and edit it on the spot.
Learn more: How AI Priority Fields and the Knowledge Panel Work in Tofu
🔍 See exactly what Tofie saw, right where it saw it.
Stop guessing and start verifying. Hover over any field and Tofu points you straight to where it was extracted. Green highlights are good to go, yellow ones are worth a second look.
Learn more: How Highlighting and Centering Work in Tofu
🌿 Sage users, your accounting data is now in Tofu
Sage Cloud Accounting (GAC) is now available as a read-only integration for UK, Canada, and Ireland. Upload your documents and your chart of accounts, tax rates, contacts, and tags are already waiting for you in review. No more switching between systems to look up the right values.
📖 Zoho Books is now part of your review workflow
Connect Zoho Books and your accounting settings sync straight into Tofu. Tofie can even auto-assign your Zoho tags during extraction so there is less manual work during review.
Learn more: How to Integrate Zoho Books to Tofu
🏷️ No more surprise contacts: Tofie flags new ones before you publish or verify
Spotted a contact that is not in your list? Tofie will flag it with a NEW badge and ask you to confirm before anything gets published or verified, keeping your contact list clean and accurate.
🔧 Improved Tofu Features
Smaller updates that make Tofu more flexible across review, learning, and daily workflows.
🤖 Self Prompt now available for Bank Statements and Direct Expenses:
For non-integrated entities, Tofie can now learn from your Bank Statement and Direct Expense history, not just AP Bills and AR Invoices. Upload a CSV or Excel file and let Tofie start learning from your historical data right away.⚡ Bulk Unverify:
Made a mistake? Unverify multiple extractions at once straight from the bulk toolbar.⚙️ Add accounting data without leaving review:
Create missing accounts, tax rates, contacts, items, and tags directly from within extraction review. No more switching back and forth to Settings.🧩 Contact code format training:
Teach Tofie your preferred contact code format so AI-generated codes always match your workflow.💰 Tax type for non-integrated tax rates:
Set a tax rate as Purchase or Sales so only the relevant rates appear in each extraction type.💸 Discounts on non-integrated AR invoices:
Add discounts per line item as a percentage or flat amount. The total updates automatically.
🎉 That's a Wrap!
These May updates make Tofu's AI smarter and more transparent, expand accounting software support to Sage and Zoho Books, and give teams more control over contact handling, extraction review, and non-integrated entity workflows.