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Start test driving Docyt AI in three easy steps.
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Test drive a demo account
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Pilot with one client
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Onboard your clients
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.
Bill Pay, Receipt Capture, Expense Reports
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Point-of-Sale Report Integrations
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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
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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Full-featured mobile and web apps
Docyt AI gives you an all-in-one dashboard where you can manage daily tasks, documents, bills, receipts, transactions and much more.
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.
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.
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
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.
Test drive a demo account
Pilot with one client
Onboard your clients
With our automated workflows and client chat, your team can close your clients' books much faster.
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.
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.
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.
With Docyt AI, you have a single technology platform that standardizes bookkeeping for all your clients
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.
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.
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.
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’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.
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.
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.
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.
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.
Have Docyt AI automate the entire accounting workflow or activate select modules for your clients
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:
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:
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:
CPA Managing Partner at Gose, LLP
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