Docyt AI
One tech stack for your accounting firm’s growth. Docyt AI standardizes your accounting processes, increases efficiencies, provides real-time accounting, and drives profitability.
Trusted by
One AI Bookkeeping Software for All Your Accounting Workflows
Expenses
Bill Pay, Receipt Capture, Expense Reports
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Revenue
Point-of-Sale Report Integrations
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Bank feeds
Bank Feeds Real-time feeds from 12,000+ financial institutions
Reconciliation
Continuous reconciliation of your accounts resulting in real-time accounting
Collaboration
Chat with clients and control staff access to workflows
Month-end close
Take your month-end close from 2 weeks down to 45-minutes
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Data vault
Automatic organization of client data in encrypted storage
Reports
Real-time P&L, Balance Sheet, Management Reports
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Multi-entity
Split expenses and settle balances across companies, generate consolidated reports
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AI Bookkeeper
Meet GARY, the world's first AI bookkeeper
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Docyt AI automates ledger reconciliation
Data collection
Docyt AI rapidly absorbs and extracts data. Send us your documents by snapping photos in our mobile app, emailing, or via a drag and drop. Docyt AI also actively pulls data from banks, POS systems, and accounting software. No more manual data entry.
Auto categorization and matching
Docyt AI is a self-learning system. It learns your client's chart of accounts and accurately enters transactions into the general ledger. Whether an entry exists in the general ledger or not, the transaction is pushed or matched continuously.
Real-time reporting
Docyt AI reviews and accepts transactions into the accounting software in real time. With unknown transactions, Docyt AI learns from your edits. The income statement and balance sheet are continuously updated. This enables real time reports for your clients.
One dashboard for all your clients and daily tasks
Docyt AI gives you an all-in-one dashboard where you can manage daily tasks, documents, bills, receipts, transactions and much more.
A modern, unified tech stack
Process improvement
Docyt AI brings standardization across your clients. From categorization to vendor management to one tech stack, every client is uniform. This makes your work much faster.
One tech stack
Docyt AI decreases data risk by providing native, bundled workflows. It eliminates the need for multiple bill pay, receipt capture, expense report, and reconciliation software subscriptions. It's also cheaper.
Productivity increase
Docyt AI extracts data from bills and receipts, detects errors and duplicates, automatically categorizes transactions, and continuously matches them with supporting documents, like receipts, in your ledger. As a result, your books are continuously reconciled. No more waiting until month end
Branded experience
Docyt AI provides a custom experience. We can incorporate your branding so clients identify with your firm while Docyt AI's automation platform runs quietly in the background.
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Test drive a demo account
Pilot with one client
Onboard your clients
Client management made easy
Employee roles and permissions
Dashboard for your clients
Inbox and data vault
Transaction and document chat
Accounting best practices
One platform that standardizes bookkeeping for all your clients.
Accurate revenue tracking
Docyt AI will track the revenue from your client’s revenue reports against the merchant credit card and cash deposits to ensure there is no revenue leakage.
Audit-proof expense accounting
Receipts, invoices, and expense reports are continuously matched to their respective transactions and synced to the accounting software. Use advanced approval controls in key workflows like bill pay and expense reimbursement.
Powerful vendor management
Invite your clients’ vendors to connect to Docyt AI and set up ACH payments. Easily obtain their W9s so your clients are prepared for tax season.
Efficient monthly closing
Docyt AI is continously categorizing transactions, matching them with supporting documents, and synching them in the accounting software. Resolve uncategorized transactions or missing receipts by chatting directly with your clients from Docyt AI.
Docyt AI helps customers
Reduce revenue
accounting errors by
95%
Automate data entry,
saving
40 hours / monthly
Save an average of
$2,000 Streamlined multi-entity management*
Impress your clients with a modern digital experience
Docyt’s cutting-edge AI and beautiful design make accounting easier for your clients. Best of all, it gives them control of their data and by extension, their destiny.
With Docyt AI, a business owner no longer needs to touch the accounting software, thereby keeping the ledger clean for their accountant.
Inter-entity payment splits
Document scan
Our full-featured mobile app frees clients from their physical back-office. They can approve bills from their phone, and quickly respond to your questions.
Secure data vault
Our full-featured mobile app frees clients from their physical back-office. They can approve bills from their phone, and quickly respond to your questions.
No password collection
Our full-featured mobile app frees clients from their physical back-office. They can approve bills from their phone, and quickly respond to your questions.
Real-time KPIs
Docyt AI gives business owners greater control. From their phone they can see their real-time income, expenses, P&L, and balance sheet, so they can make informed decisions quickly.
Every client is different. Docyt AI is flexible.
Have Docyt AI automate the entire accounting workflow or activate select modules for your clients
Corporate cards management and reconciliation
Does your client have corporate cards? Connect all corporate cards and manage access for employees. Docyt AI continuously categorizes transactions, matches them with receipts, and reconciles the credit card accounts.
Modules Used:
- Banking Accounts
- Receipt Box
- Reconciliation Center
Bill pay and expense reimbursements
Use Docyt AI bill pay and keep the float! Role-based access and approval controls give you confidence with bill payment. Docyt AI will sync invoices and payments to your accounting software where you can manually reconcile them.
Modules Used:
Point of sale revenue reconciliation
Need to track and reconcile your POS revenue? Docyt AI pulls and reconciles bank deposits with revenue reports and syncs them to your accounting software.
Modules Used:
- Banking Accounts
- Revenue Center
- Reconciliation Center
Mark Gose
CPA Managing Partner at Gose, LLP
