⚠️ Important:
The organization owner should enable first AutoCount Cloud integration in Organization Settings → Features.
Before you begin
To connect AutoCount Cloud to tofu, you will need three things from your AutoCount Cloud account:
Key ID
API Key
Account Book ID
You can find all three in the same place. Here's how:
Log in to your AutoCount Cloud account at accounting.autocountcloud.com.
Go to Settings → API Keys.
Copy your Account Book ID, which is already shown on this page.
Click Create API Key to generate your API Key and Key ID.
Copy and save both keys.
For full details on generating these, see AutoCount Cloud's API documentation.
How to connect AutoCount Cloud
Once you have your Key ID, API Key, and Account Book ID ready, you can connect AutoCount Cloud to tofu by following these steps:
Go to Entity Settings.
Select Integrations.
Click Add New Integration.
Select AutoCount Cloud.
Enter your Key ID, API Key, and Account Book ID.
Click Connect.
Back on the Integrations page, click AutoCount Cloud again. It will show as Pending. This opens the configuration panel.
Click Activate.
Your AutoCount Cloud integration is now connected to the entity.
💡 Tip: Before activating, you can turn on Self-Prompt for your AP Bills, AR Invoices, and Direct Expenses in the configuration panel. This lets tofie learn from your historical transactions in AutoCount Cloud and apply your coding patterns automatically during review. If you do not have historical data in AutoCount Cloud yet, you can upload a CSV or Excel file instead in Entity Settings → Knowledge Base.
How to check if accounting data is synced
After connecting, you can verify that your AutoCount Cloud data is available in tofu.
Go to Entity Settings.
Select Accounting.
Review the available accounting data, such as accounts, items, contacts, currencies, or tags.
💡 Tip: If you add new data in AutoCount Cloud, click the Sync
button in tofu to refresh and update the data. Do note that tax rates are not synced from AutoCount Cloud, so you can add or edit them directly in tofu under Entity Settings → Accounting.
How to publish to AutoCount Cloud
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.
AP Bills, AR Invoices, Direct Expenses, and Credit Notes can all be published directly to AutoCount Cloud. Bank Statements still use the export and import workflow below.
Here's how each document type lands in AutoCount Cloud:
Supplier bills become purchase invoices
Customer invoices become invoices
Direct expenses become cash book entries (a payment voucher for money out, an official receipt for money in)
Credit notes become credit notes
After publishing, click Open AutoCount Cloud to go to the right list. tofu copies the document number and confirms with a toast, so you can paste it straight into AutoCount Cloud's search.
💡 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
Good to know before you publish:
Documents publish without their files. AutoCount's file attachments live in its web app, not its API, so tofu publishes the document without the attached file. You can still open and view the file in tofu any time.
Home currency only. A document in another currency can't be published yet. Use the AutoCount Cloud (CSV) template to export it instead.
Document numbers come from AutoCount Cloud, so your existing numbering format is kept.
Republishing and corrections:
Republishing removes and recreates the AutoCount Cloud document, so it comes back with a new document number. AutoCount Cloud doesn't support in-place edits.
A document already knocked off against a payment can't be republished. Reverse the knock-off in AutoCount Cloud first, or make the correction there directly.
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 AutoCount Cloud (CSV) template. The statement moves to Exported.
Download the CSV file.
Go to AutoCount Cloud 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.
