Tofu

Getting Started with Tofu

This article describes the process of signing up for a Tofu account by accepting an invitation email

How to Accept Tofu's Invitation and Create an Account

In this article we use Xero as an example for setting up your accounting software integration in Tofu. It takes less than 5 minutes!

Setting Up your Accounting Software Integration with Tofu App

This article explains the basics of using Tofu for multi-type extraction — including AR invoices, AP bills, bank statements and direct expenses.

Learn the process: File Processing and Extraction Review in Tofu

Tofu controls how extractions sync with your accounting software. Extractions go from Tofu to your accounting software automatically with Auto-Publish or manually with Publish. Updates come back into Tofu using…

Understanding Auto-Publish & Import in Tofu

The basics of how to train Tofie AI for better entity-level knowledge and more accurate extractions!

Teaching Tofie for Improved Data Extraction

Tofu has five roles that control what each member can see and do. Use this quick-reference matrix to pick the right role for a team member or client.

Understanding Roles and Access Levels in Tofu

Got questions? We’ve got answers! This section covers the most common things people ask — quick, clear, and straight to the point.

Frequently Asked Questions

Update billing details, change plans, cancel your subscription or download invoices. Owner or Billing access required.

How to Change or Manage Your Subscription Plan in Tofu

Bulk invite teammates, assign roles, and control access—all from one place.

How to invite other Members in Tofu and assigned them to the Entity

You can easily reach the Tofu support team directly within the app using the improved In-App Support button. This lets you send messages, attach files, share screenshots, and access help…

How to use the Improved In-App Support Button in Tofu

Filters in Tofu: Source Documents & Extraction Panel

Control extraction by labeling pages as Primary or Supporting. Only Primary pages are extracted, while Supporting pages remain attached for reference.

Label Document Pages as Primary or Supporting

Deleting an entity permanently removes it from your organization’s entity list. Only proceed if you are sure the entity is no longer needed.

How to Delete an Entity in Tofu

When Tofie detects a contact name during extraction that doesn't match any existing contact in your list, it flags it for your review instead of creating it automatically. This article…

How to Handle New Contacts During Extraction Review

Jess B

SunTao

Reth Sabay

Everything you need to get set up and started with Tofu.

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

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Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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I’ve got this page open. Ask me anything about it and I’ll answer from the docs.