Midyear hustle is real—and we’re here to make it smoother.
This month’s updates are all about visibility, efficiency, and collaboration. From real-time close tracking to a smarter client experience and upgraded task management, every new feature is designed to help lean accounting teams scale with confidence.
Welcome to the Future of Accounting Workflows
With powerful AI agents, intuitive client tools, and tighter control over your month-end close, Docyt Accountant Copilot is your new productivity engine.
Docyt Accountant Copilot
AI-Powered Automation. Built for Your Firm.
Docyt Accountant Copilot is more than a tool-it’s your accounting team’s productivity engine. Designed for accounting firms managing growing client lists, Docyt Accountant Copilot automates categorization, reconciliation, close, and reporting-all with audit-grade accuracy
Scale smarter, serve more clients, and launch new billable services—without additional headcount.
NEW! CLIENT PORTAL (BETA)
Centralize Communication with Your Clients
Say goodbye to email back-and-forth. The new Client Portal helps you assign tasks, track uploads, and review notes in one streamlined workspace.
Your clients see what’s due. You stay on track.
✨ Now available in private beta—ask your CSM to enroll.
Automation Enhancements
AI Categorization Accuracy Keeps Climbing.
Early pilot firms are experiencing over 90% reduction in client books review time, as Docyt AI rapidly learns from historical data and consistently improves its GL categorization accuracy.
💡 Tip: Use our new Confidence Score View to instantly spot low-confidence entries and take action faster.
Month-end Dashboards
Track Month-End Close Progress in Real Time
Our new Close Progress Dashboard gives you a real-time view of where each client stands—categorized, reconciled, closed.
No more spreadsheets. Just clarity.
User Experience Updates
Smarter Task Management for Your Team
Firm admins can now assign close-related tasks to team members directly inside Docyt. Easily track ownership, due dates, and progress—so nothing falls through the cracks during crunch time.
Bank Integrations
Smoother Syncing Across Major Banks
We’ve enhanced feed stability with smarter error detection and retry logic—so you spend less time troubleshooting and more time delivering results.
Coming Soon in July
Here’s a look at what’s next for Docyt Accountant Copilot:
- Client Portal – Now in Beta: Centralize document requests, tasks, and client communication in one secure hub
- Chat with Docyt – Firm-wide collaboration and real-time support, right inside the platform
- White-Labeled Onboarding Portal – Give your clients a seamless, branded onboarding experience from day one
