We’ve added powerful updates to help accounting firms like yours work more efficiently — saving time, automating repeat tasks, and delivering accurate financials with less manual effort.
Here’s what’s new in Docyt Accountant Copilot last month:
HANDS-OFF BOOKKEEPING
Auto-Redirect Transactions (Re-Prediction Based on Supporting Documents)
Docyt customers are getting cleaner books with less manual work. When they add supporting documents, Docyt automatically re-predicts the correct transaction category using AI. That means more accurate financials, fewer errors, and less time spent fixing data.
CLIENT COLLABORATION
Updates on Docyt Accountant Copilot Mobile App
Docyt customers are staying on top of their businesses from anywhere. With the new Docyt’s Accountant Copilot Mobile App, they can upload documents, review financials, and reconnect bank accounts — all from one secure chat-based app. Accountants and clients stay aligned without the need for endless emails or logins.
PRACTICE MANAGEMENT
Set recurring tasks to streamline your month-end close
Docyt firms are saving 20 hours every month with Recurring Tasks. Month-end close checklists and repeat tasks now happen automatically, with due dates and reminders built in. Teams are staying consistent and audit-ready without manual setup or missed deadlines.
November 20th: Live Webinar
Work Smarter, Close Faster: What’s New in Docyt Accountant Copilot
Content Spotlight
Docyt Launches Bold Mission to Create The “Million Dollar Accountant”
Accountants deserve better tools. The ones that help them build million-dollar practices, not just keep up with the books. Docyt’s new mission is all about helping firms grow profitably through automation and AI.
Events & Webinars
Nov 20: [Webinar] Work Smarter, Close Faster: What’s New in Docyt Accountant Copilot
(Online)
Dec 7-10: Digital CPA Conference (Washington, D.C.)
Book a Demo to see how Docyt can help your firm scale faster.
Missed last month’s updates? Read September Product Updates.
