video1.0<iframe src="https://www.loom.com/embed/068e3006215b424196eeeafa6052ed4d" frameborder="0" width="1920" height="1440" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>14401920Loomhttps://www.loom.com14401920https://cdn.loom.com/sessions/thumbnails/068e3006215b424196eeeafa6052ed4d-f01ca76e965d4f8d.gif159.167This Loom explains how to connect a free agent account with TOFU and then export bank statement data into free agent. First, in TOFU’s entity settings, authorize the connection and optionally enable self-prompt to improve extraction accuracy using historical accounts data stored in free agent, noting the integration is read-only and cannot publish or import extractions into free agent. For the export workflow, upload a bank statement into TOFU, review fields like transaction date, description, amount, and contact, then use More Options to export using the Free Agent Export template to download a CSV. In free agent, go to Banking and Open Bank Accounts, upload the CSV to the chosen account, review pending transactions, and click Explain or Accept to post them to your accounts.