Tofu

This guide explains how to write effective prompts for Tofie, Tofu’s AI assistant, so extraction data is extracted accurately and consistently for each entity.

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

Got the basics of reviewing extractions in Tofu? This guide provides pro tips for efficiently managing multiple extraction types like AP Bills, AR Invoices, Bank Statements, and Direct Expenses.

Mastering the Document and Extraction Review

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

Tofu’s AI Auto Split automatically separates files with multiple sections, like invoices or bank accounts, into individual extractions, saving time and keeping your review workflow organized.

How to Use AI Auto Split in Tofu

Extraction Types allow you to upload, process, and review different types such as AP Bills, AR Invoices, Bank Statements, and Direct Expenses in one workflow.

How to Enable Extraction Types 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

Tofu automatically detects when the same file is uploaded more than once. These files are labeled Duplicated, allowing you to review and resolve them. This helps prevent duplicate records and…

How to Handle 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

Discover how Tofu’s Smart Search Bar, keyboard shortcuts, and UI controls helps you navigate faster, review documents and extractions efficiently, and complete tasks with fewer clicks.

Streamline Your Workflow with Tofu's Navigation, Search and Shortcuts 🚀

How to use the Snippet Functionality in Tofu✂️

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

Bulk Actions Overview

Bulk Edit allows you to update multiple line items at once when reviewing AP bills, AR invoices, bank statements, and direct expenses, saving time and reducing repetitive edits.

How to Bulk Edit Line Items in Tofu

Tofu loads all extractions in View Mode by default.

This allows you to review extracted data immediately before making any changes. You can switch to Edit Mode anytime to update…

View Mode vs. Edit Mode in Extraction Review

Pagination lets you control how many pages or extraction lines appear at once during review. This improves navigation and performance when working with large documents or extractions.

Extraction & Document Pagination

Focus View lets you open a link to a selected extraction and review it alone, without distractions from the full extractions list.

Focus View: Review a Single Extraction from a Link

AI Priority Fields and the Knowledge Panel work together to improve extraction and review. Priority Fields define what matters most, while the Knowledge Panel shows confidence scores, references, and rules.

How AI Priority Fields and the Knowledge Panel Work in Tofu

You can now reprocess documents from the Source Documents panel. Reprocess is mainly for splitting multi-page documents and can also change the extraction type if it was processed incorrectly.

Reprocess a Document from the Source Documents Panel

Knowledge Base V2 is a structured, card-based system for managing extraction rules. Use cards to organize knowledge by field, search and filter across rules, and track changes with version history.

Knowledge Base V2: Setup and Usage

The Tofu Certification is your official recognition for mastering Tofu. Earning this certificate demonstrates your expertise in using Tofu to streamline workflows, manage documents efficiently, and get the most out…

How to Earn Your Tofu Certification

Tofu highlights extracted data directly on your document to help you review faster and with more confidence. With highlighting and centering, you can easily see where each value was extracted…

How Highlighting and Centering Work in Tofu

Tofu flags possible duplicate extractions when an AP Bill, AR Invoice, or Direct Expense shares the same invoice date, total amount, and contact as another extraction. This article explains how…

How to Handle Possible Duplicate Extractions in Tofu

Tofu's upgraded bank statement extraction handles multiple accounts and currencies in one upload, validates balances automatically, and supports double entry and child transactions.

How to Review Bank Statements v2 in Tofu

Tofu doesn't support Journal Entry as a document type yet. Here's the workaround: upload your documents as AP Bills, AR Invoices, or Direct Expenses, turn on Journal Entry Format, then…

How to Export Journal Entries and Import to QBO or Xero

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