At Docyt, we’re always working to help firms save time, simplify their workflows, and deliver more accurate financial reports with confidence.
Last month, we introduced a powerful new feature designed to give accountants even more control over how transactions are managed.
Reset and recategorize transactions in one click
We know how much time accountants spend reviewing AI-categorized transactions at month-end. While automation speeds things up, sometimes you may want to make your own adjustments, especially if a transaction was classified differently than you prefer.
With Docyt’s new bulk recategorization feature, you no longer need to correct entries one by one. Instead, you can review, select, and recategorize groups of transactions in just a few steps.
Result: Faster month-end cleanup, smoother reviews, and more control over client books.
Content Spotlight
Why your tech stack might be the thing slowing you down: scattered, disconnected tools create inefficiencies, sync delays, and workflow friction. Consolidating into an all-in-one platform (like Docyt) streamlines operations and boosts productivity. [Read Article]
Events & Webinars
Oct 27-29: Intuit Connect (Las Vegas, NV)
Dec 7-10: Digital CPA Conference (Washington, D.C.)
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