This month’s new features make managing your books and workflows business even easier! From an enhanced Ask Docyt AI experience that simplifies transaction management to expanded file support in the “Other Documents,” section and KPI benchmarking to track your business goals, these updates are designed to save you time, reduce manual effort, and give you greater control over your workflows.
Check out what’s new at Docyt for January 2025! ⭐
✨ Feature Highlight ✨
Set KPI benchmarks to achieve and exceed your business goals
Easily set benchmark values for your key performance indicators (KPIs) and compare them over time to see how you’re tracking against your goals. Perfect for business owners and managers, this feature lets you monitor progress, identify trends, and confidently make data-driven decisions. Stay on top of your KPIs and keep your business moving forward!
New and Improved Ask Docyt AI Experience
This enhancement increases the capabilities of the Ask Docyt AI feature. With the help of AI-driven suggestions, users can streamline uncategorized transaction management by auto-filling in missing details, like vendor names and categories. This update reduces manual effort, improves accuracy, and ensures complete and consistent records. Learn More
Upload documents in any format, any time
We’ve expanded our document upload experience to also support non-PDF documents. From Word docs to Excel sheets to images and text files, you can now upload supporting documents in any file type. No more restrictions, no more hassles—organize and store all your important files in one place with ease! Learn More
Speed Up Month-End Close with Bulk Acknowledgment
Closing the books just got faster! Our new bulk acknowledgment feature lets you acknowledge all required items in the month-end checklist with a single click. No more tedious, one-by-one approvals—simply review, add necessary notes, and mark everything as reconciled in one go. Learn More
🌟 New Integrations 🌟
Missed last month’s updates?
See ❄️ December Release Notes
