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Docyt AI

One tech stack for your accounting firm’s productivity

Docyt AI standardizes your accounting processes, increases efficiencies, and improves profitability. And for your clients, Docyt AI delivers real-time accounting.

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Trusted by tech-forward accounting firms

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An unified platform streamlining all your accounting workflows


Bill Pay, Receipt Capture, Expense Reports

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Point-of-Sale Report Integrations

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Bank feeds

Bank Feeds Real-time feeds from 11,000+ financial institutions


Continuous reconciliation of your accounts resulting in real-time accounting


Chat with clients and control staff access to workflows


One place to securely receive documents from clients

Data vault

Automatic organization of client data in encrypted storage


Real-time P&L, Balance Sheet, Management Reports

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Split expenses and settle balances across companies, generate consolidated reports

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Modern apps

Full-featured mobile and web apps

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

Our accounting automation software includes bill pay, receipt capture, expense reports, revenue report capture, continuous reconciliation, and more where all accounting workflows work together and as a result, real-time accounting is possible.

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.

Get started today

Start test driving Docyt AI in three easy steps.

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Step 1

Test drive a demo account

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Step 2

Pilot with one client

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Step 3

Onboard your clients

Client management made easy

With our automated workflows and client chat, your team can close your clients' books much faster.

Employee roles and permissions

Assign your team to workflow modules and clients.

Dashboard for your clients

A Dashboard for your client to see detailed income reports and balance sheet. Add your customized management reports. Share and discuss the reports with your clients using real time chat.

Inbox and data vault

Docyt AI’s integrated inbox simplifies document collection from clients. All data and documents are automatically encrypted and saved in the secure data vault. Access documents anytime for workflows, taxes, or audits.

Transaction and document chat

Chat directly on each transaction and document to get answers quickly. The entire conversation is saved and searchable.
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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.

Accounting best practices

With Docyt AI, you have a single technology 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.

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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

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.

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.

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
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“Docyt truly is a game-changer for CPA firms and bookkeepers. ”
Mark Gose

CPA Managing Partner at Gose, LLP

Docyt AI