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Accounting Automation Software for CFOs: Be the Trusted Advisor to Your CEO

Docyt AI automates your accounting, so you can learn from your financial data rather than manage it. Real-time insights enable you to confidently guide your stakeholders.

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Docyt AI is an automation layer for accounting software

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WHY AI-POWERED AUTOMATION

Use automation to reimagine accounting

Accounting, with its high volume of data and recurrent workflows, is a great candidate for automation. Artificial Intelligence (AI) makes your operations faster and less labor-intensive. Here’s how automation can help you and your team.

Improve employee satisfaction

  • Leverage AI to shift tedious data entry from your staff to a machine.
  • Teams using AI increase their productivity by 3X.

Increase finance’s stature and impact

  • Use technology to effectively navigate your company through the unknown.
  • Since Docyt AI is continuously updating and reconciling your ledger and balance sheet, which we call real-time accounting, you are able to see current performance and pivot quickly.
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Docyt AI delivers the modern, integrated automation tech stack

Because Docyt AI is continuously updating and reconciling your accounting ledger, there is no data lag. See your revenue and expenses in real time. Focus on planning and forecasting instead of scrambling to close the books.

Faster decision making

Docyt AI will record the expense and liabilities in each business’ respective balance sheet in the accounting software.

Increased productivity

Leverage Docyt AI to extract data from bills and receipts, automatically categorize transactions, detect errors and duplicates, and continuously reconcile the balance sheet.

Improved data security

Since Docyt AI is an integrated solution, it eliminates the need to distribute sensitive data across piecemeal bill pay, expense management, receipt capture, and month-end reconciliation software. This reduces data risk.

Cost savings

Docyt AI is a bundled solution. It’s more cost effective than paying for multiple software subscriptions.

Introducing Docyt AI

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No rules

Manual rules are time-consuming for you to build and maintain. Whereas Docyt AI instantly learns from you as you categorize transactions and match them to their respective receipts or invoices. Our cutting-edge machine learning eliminates the need for rules.

Docyt AI, the detective

Docyt AI closely inspects all incoming data. Among the thousands of inputs, it’s able to identify and flag unusual transactions and documents. If you have a duplicate bill, an unusual charge from a vendor, or a completely new vendor, Docyt AI will alert you.

Crowd learning

You benefit from others who have already used Docyt AI. Docyt AI learns industry verticals and vendors which means it could already recognize and categorize your transactions, invoices and receipts before you train it.
Elegant Tools

Elegant tools that are easy to use

Mobile app for employees

Empower all employees with a full-featured mobile app. Scan receipts. Submit expenses.

Web app for your team

The web app is designed for finance and accounting teams. Manage workflows, see real-time financial statements, and close the books faster.

Docyt Owner’s Dashboard
Spend Management

Manage your expenses with enterprise-grade accounting automation

Bill Pay

Docyt AI gives you a consolidated payment experience for all your business entities.

Keep the float

Docyt AI offers both ACH and paper checks. When you pay by Docyt AI check, funds remain in your bank account until the check is deposited.

Data extraction

Docyt AI is able to read and extract expenses by individual line item in receipts and invoices.

Bill Pay approval controls

Assign verifiers and approvers from your team. Create rules for vendors or dollar amounts.
Billpay

Expense Reports

Employee credit cards

For each corporate card, see total spend and spend by employee. Each employee will see their purchases and receipts in Docyt AI. Transactions and receipts are synced to accounting software.

Data extraction

Docyt AI is able to read and extract expenses by individual line item in receipts and invoices.

Expense Reports

Receipt Capture

Employee credit cards

For each corporate card, see total spend and spend by employee. Each employee will see their purchases and receipts in Docyt AI. Transactions and receipts are synced to accounting software.

Data extraction

Docyt AI is able to read and extract expenses by individual line item in receipts and invoices.

Receipt Capture
REVENUE MANAGEMENT

See daily revenue reports

Do you collect cash in your business? Easily mitigate theft.

Revenue Center

Chargebacks

Docyt AI exposes and tracks credit card chargebacks so you are prepared for disputes.

Cash management

For point-of-sale businesses, Docyt AI provides two revenue data points so cash doesn’t get lost. You can cross reference your bank deposits against your POS revenue reports.
Revenue Center 1

Merchant Deposit Reconciliation

Merchant deposit tracking

Don’t lose sight of your revenue. Docyt AI tracks bank deposits received from merchant card processors.

Shareholder insights

Docyt AI allows you to record each investor’s equity stake in your company while not exposing this sensitive data in your balance sheet.

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Multi-entity management

Many payment options, one powerful bill pay workflow.

Expenses

Split expenses across entities and do a settlement at the end of the month, quarter, or year. For each event, Docyt AI will update each company's balance sheet.

Transfers

Running short of funds in one company and need to transfer in cash from another company? Docyt AI records transfers between your companies, making it easy to report at tax time.

CONTINUOUS RECONCILIATION

With Docyt AI, for the first time, real-time accounting is possible

Get a real-time snapshot of your business.

Continuous categorization

Docyt AI learns your GL codes. Within a month, 80% of categorization is automated.

Uncleared documents

Easily settle expenses across departments or business entities.

Journal entry adjustment

Docyt AI allows you to create adjustment journal entries for faster reconciliation.

Continuous matching

Docyt AI does 1:1, 1:many, many:1, and many:many matching of documents, such as receipts and invoices, to bank and credit card transactions.

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COMPLIANCE

Keep your business running smoothly

Increase efficiency and reduce risk of fraud and loss.

Audit protection

Docyt AI automatically finds and matches receipts and invoices to their respective bank transaction.

Balance sheet sanctity

Keep track of key accounts and close with confidence.

Timely financial reports

Get your lenders, investors, and partners the most up-to-date financial reports.

Vendor W-9 compliance

Stay up to date with each vendor's W9, business address, and ACH information.

Expiration alerts

Get timely alerts before important business documents, like licenses, expire.

Faster tax filing

Docyt AI provides in-depth details to your tax CPA, so that you don't need costly extensions.

Real-time financial reporting

  • Real-time financials including P&L and balance sheet
  • Multi-entity roll-up and comparison reporting
Multi Entitiy Reporting
Mark Gose

Mark Gose

CPA & Managing Partner, Gose, LLP

The support team at Docyt AI has been exceptional. They are responsive, experienced, and always ready to assist.

Read the Story >

Get started with Docyt AI Bookkeeping Software

Ready to automate month-end, gain real-time insights, and grow your business faster? Let us show you how easy it is.

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