Tofu

Tips and Tricks for Effective Prompting of Tofie, Your Bookkeeping AI

Got the basics of reviewing invoices in Tofu? This guide provides pro tips for the smoothest process when managing multiple document types like AP Bills, AR Invoices, and Bank Statements.

Mastering the File and Document Review

Learn how to save time by bulk verifying multi-document extraction types in Tofu after data extraction.

Bulk Verification

How to filter source documents and extracted documents created in Tofu from those synced from the accounting software.

Using the Source Filter in Document and Extraction Columns

Organization Summary In Tofu

Whether you use tracking categories in Xero or Classes in QBO, Tofu helps you select the correct Tags for each line item in your invoices.

Teaching Tofie AI to Select Correct Tags for Invoices

Early Feature Controls

Tofu’s AI Auto Split feature helps you save time by automatically splitting complex documents that contain multiple invoices into separate extractions. This reduces manual work and makes your workflow more…

How to Use AI Auto Split in Tofu

This article provides a step-by-step guide on how to enable and use Multi-Type Extraction in Tofu, allowing you to upload and process multiple document types at once, and easily export…

How to Enable and Use Multi-Type Extraction in Tofu

Tofu’s Invoice Line Item Aggregation combines multiple line items into one, saving time. It efficiently groups similar items, reducing manual work and making extraction faster and more accurate.

How to Use the Invoice Line Item Aggregation Feature in Tofu

This article outlines the best practices for managing duplicated documents in Tofu to ensure a clean workspace and accurate bookkeeping.

Handling Duplicated Documents in Tofu

If you are here, you're becoming a Pro! Read on to be really granular about your GDrive/SharePoint/Dropbox

Understanding Glob Patterns (Cloud Storage Integrations)

Users can now filter the display in the extraction list to verify if it has been  Published or Imported.

Publish and Import Filter in Tofu

Tofu now includes keyboard shortcuts to make reviewing invoices, navigating documents, and managing data faster and more efficient — helping you work smarter and save time.

⌨️ Keyboard Shortcuts for Faster Navigation in Tofu

Discover how Tofu’s Smart Search Bar helps you navigate faster, find actions quickly, and perform bulk tasks—streamlining your workflow and saving time.

Streamline Your Workflow with Tofu's Search Features 🚀

How to use the Multi-Receipt Cropping Feature  ✂️

Bulk Actions help you work faster by performing tasks on multiple extractions at the same time. This helps you save time and stay organized.

Bulk Actions Overview

Bianca Raquel

Cristina Michelini

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Go beyond the basics—learn how to work smarter and faster with Tofu

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