Tofu

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

Got the basics of reviewing invoices in Tofu? Take a look at this article to learn some pro tips for the smoothest process.

Mastering the File and Invoice Review

How to save time by bulk verifying your invoices

Bulk Invoice Verification

How to filter Source Documents and Invoices created in Tofu from those synced from the accounting software.

Using the Source Filter in Document and Invoice 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

In this section, you’ll learn how to manually add essential financial data into Tofu, including Tax Rates, Chart of Accounts, and Suppliers.

Manually add Tax rates, Chart of Accounts and Suppliers

Early Feature Controls

Tofu’s AI Auto Split feature helps you save time by automatically splitting complex documents that contain multiple invoices into separate invoices. 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-Document Extraction in Tofu, allowing you to upload and process multiple document types at once, and easily export…

How to Enable and Use Multi-Document Extraction in Tofu

Tofu’s Invoice Line Item Aggregation feature allows you to quickly combine multiple line items into a single line item with just one click. This feature is especially useful for accountants…

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 document 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

How to use the Multi-Receipt Cropping Feature  ✂️

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

Bulk Actions Overview

Cristina Michelini

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Reth Sabay

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

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