Keeping your books accurate and your workflow efficient shouldn’t be a hassle. Docyt’s latest updates help businesses like yours streamline transaction management, automate financial workflows, and gain real-time insights—without the manual back and forth. From AI-powered transaction categorization to mobile KPI alerts, these enhancements are designed to save time, reduce errors, and give you greater control over your financial data as you head into Spring. 💐
Attach, Review, and Streamline Your Transaction Documentation
Effortlessly attach documents directly to the required transactions and mark them as reviewed. This seamless integration simplifies your workflow and ensures your account management team receives the documentation they need—eliminating manual errors and the hassle of tracking down missing paperwork. Learn More
Set up Mobile Push Notifications for KPI Tracking
Receive daily, weekly, or monthly push notifications for your key business metrics—directly on both iOS and Android. Simply select the business dashboards you want to track and enable notifications for them. Once enabled, you’ll have easy access to the KPIs you care about most, helping you make faster and smarter decisions, even on the go! Learn More
Automate Your COA Setup in One .csv Upload
Docyt allows you to define parent COAs directly in your .csv file before uploading. This enhancement automates the entire hierarchy setup—eliminating the tedious, error-prone manual work of linking accounts. As a result, your operations team can significantly reduce setup time, minimize data entry mistakes, and ensure accurate financial reporting, even for large and complex account structures.
Streamlined Receipt Processing: Unlock Efficiency & Accuracy
Discover the power of automation with our new Line Item Extraction feature. It quickly identifies, extracts, and categorizes each item on your receipts based on your Chart of Accounts and Department, ensuring lightning-fast verification and unparalleled accuracy. Enjoy reduced errors, enhanced productivity, and more time to focus on strategic financial decisions. Learn More
