Benefits of integrating tofu

Your FreeAgent setup is learned automatically

Connect FreeAgent and tofu syncs your accounts and contacts, so it works from your real chart of accounts and supplier list. There’s no manual mapping and no if-then rules to write. tofu reads how you’ve coded transactions before and applies the same logic to new documents, so setup takes minutes rather than hours.

No more re-entering invoices and receipts

Upload invoices, receipts or bank statements, in any format or language, even handwritten. tofu extracts every line item with its description, quantity, price and account code, then validates it for you. Review everything in one place and click any value to see exactly where it came from on the source document. Duplicate detection runs before anything goes out so errors don’t reach your books.

Bills are ready for import in FreeAgent

Once reviewed, tofu exports bills in a format ready to import into FreeAgent. Data entry becomes review work, and your team can spend its time advising clients. Practices using tofu report their bookkeeping time is cut by 50-75%.

How tofu works with FreeAgent

tofu connects to your FreeAgent account and syncs your chart of accounts, contacts and tax rates, so it codes documents the way you already do. Upload invoices, receipts or bank statements and tofu extracts every line item, codes each one and lets you review it in one screen. Once approved, export the bills in a file ready to import into FreeAgent. tofu remembers every correction so each month needs less review.

How do I get started with tofu?

You can connect tofu to FreeAgent by following these steps:

1. Sign up (opens in new window) for a free trial and create your organisation.
2. Add your client as an entity and connect their FreeAgent account. tofu will sync their accounts, contacts and tax rates.
3. Upload invoices, receipts or bank statements. Alternatively, connect email, WhatsApp, Dropbox, SharePoint or Google Drive.
4. Review the extracted and coded line items, then export the bills and import the file into FreeAgent.