Review GL Categories Before They Hit the Ledger
Gain more control over your books with our new approval workflow. Instead of auto-posting, Docyt AI now predicts categories for each transaction based on past activity, but nothing hits the ledger until you review and approve. Reduce errors, eliminate rework, and build trust in your data—one category at a time. Learn More
Bulk Journal Entries—Smarter, Faster, and QuickBooks-Ready
Uploading journal entries just got a major upgrade. You can now access bulk upload directly from the Journal Entry page—no more digging through settings. Enjoy QuickBooks-compatible templates, smarter validations, and instant visibility into errors, unbalanced entries, and cumulative totals—all before submission. Fewer headaches, faster uploads, cleaner books. Learn More
Want to see these features in action?
New Deposit Tracking Summary: Spot Discrepancies Faster
Easily track daily deposits across all your business bank accounts with our latest Deposit Tracking Summary Report. Quickly compare deposit amounts to recorded revenue, catch discrepancies early, and maintain tighter financial control with a simple, consolidated view. Learn More
Enhanced Integration Experience
Connecting your POS or revenue systems to Docyt is simple and seamless. Our guided, self-serve setup flow walks you through every step—no back-and-forth emails or support tickets required. Just one screen, smart checks, and a fast path to activation.
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See 🌷 April’s release notes
