As we wrap up the summer season, August at Docyt focused on confidence and control for our accounting firm customers – featuring smoother onboarding processes, enhanced security measures, more innovative client collaboration, and significant news shaping the future of accounting automation.
Welcome to the Future of Accounting Workflows
With powerful AI agents, intuitive client tools, and tighter control over month-end, Docyt Accountant Copilot is your firm’s productivity engine—automating categorization, reconciliation, close, and reporting with accounting-grade precision.
Scale smarter, serve more clients, and launch new billable services—without additional headcount.
August Product Highlights
Onboard Clients 2x Faster with Docyt
Client onboarding is often the most time-consuming and error-prone aspect of scaling a firm. With Docyt, this process is now guided and automated, saving hours for each client.
You won’t have to chase down missing statements or deal with incomplete books anymore. Our built-in bank and payroll integrations ensure a seamless setup.
We capture accounting policies at the outset, which helps our AI accurately categorize transactions from day one.
As a result, firms can onboard more clients with the same staff, accelerate the time-to-value, and focus on advisory work sooner.
Cleaner Books, Faster Closes with Smarter Anomaly Detection
Traditional anomaly checks can often seem opaque—slow and frustrating. Enter Docyt Accountant Copilot, where we transform this experience!
With real-time visibility, you’ll always know how your client’s books are progressing. Our AI-driven anomaly detection catches misclassifications and missing entries ahead of month-end, giving you the peace of mind you deserve.
You can confidently streamline your processes, cut down review cycles, and provide audit-ready financial records faster than ever.
The outcome? Say goodbye to surprises, enjoy swifter closes, and rest easy knowing every client’s books are both accurate and complete!
Fix Mistakes Without Risking Your History
Fix errors without the need to redo months of work. Docyt provides accountants with precise control—allowing them to reopen a single period, make necessary adjustments, and then close it again.
- Save hours by avoiding unnecessary re-reconciliation.
- Minimize errors that can occur when too much history is unlocked.
- Maintain control with audit-ready logs each time you reopen and close a period.
Docyt helps firms stay efficient, accurate, and prepared for clients, even when mistakes occur.
Next-Gen Client Portal
Your firm’s portal, your brand.
Docyt’s upgraded Client Portal offers your clients a secure and user-friendly hub where they can:
- Instantly upload and share documents
- Easily manage flagged transactions
- Securely reconnect bank and credit card feeds
- Chat with your team in real-time
Everything is hosted on a custom domain featuring your firm’s logo, ensuring that clients see your brand, not ours.
Data Security & Privacy
Clients of accounting firms depend on them to safeguard their most sensitive financial information. With Docyt, firms can now assure them that security and privacy are integrated into every layer of our platform.
[Read our Privacy Policy]
Customer Spotlight: JMK
JMK describes their experience after transitioning to Docyt as having the ‘cleanest financials ever.’ We are grateful to this wonderful customer for sharing how Docyt has enabled their team to save over 25 hours each week, scale their practice, and maintain a productive, efficient team.
Exciting News: Introducing Docyt HpAI
We are thrilled to introduce Docyt High Precision Accounting Intelligence (HpAI)—our cutting-edge AI platform explicitly designed for accounting workflows.
Docyt HpAI acts as an intelligence overlay on your general ledger. It is trained on 128 billion accounting data points, fine-tuned for over five years. Combined with a suite of intelligent Docyt AI agents, Docyt HpAI powers your entire month-end closing process. The outcome? Hands-off bookkeeping with precision comparable to professional accounting standards.
Ready to Try Docyt Accountant Copilot?
