Accountant Copilot
Scale your accounting firm using AI bookkeeping
Automated bookkeeping
Practice management
Client collaboration
“Docyt saves us 15+ hours/week across our team.”
JM Keehn CPA
Accounting firms using Accountant Copilot
60 hrs saved/month
3× faster growth
90% fewer errors
Your AI bookkeeping platform
Bank feed & categorization
Automate coding and document intake
25,000+ bank and credit card integrations
99%+ categorization accuracy
Cuts manual entry hours by up to 80%
Reconciliation & month-end closing
Close books 5x faster
Real-time reconciliation workflows
AI variance analysis and approvals
Shortens close cycles by days
Quality of books
Audit-ready financials, every time
Automated variance checks and anomaly alerts
Continuous ledger monitoring
Reduces review time by 60%
Powered by Docyt HpAI
Built exclusively for accounting automation
128B Accounting data points
20+ Industry verticals trained
Run your practice with ease
Unified client dashboard
Real-time financials, not after-the-fact reports
Continuous reconciliation with live status tracking
Instant visibility into client progress
Audit-ready at any time
Simplified client communication
Built-in communication where work happens
AI creates and manages tasks
Messages turn into tracked actions
Conversations linked to transactions
Team management & access control
Automate more, manage less
90% of transactions categorized automatically
Tasks and reviews tracked in one place
Role-based access and workload visibility
Seamless client collaboration
Engage clients and close books faster with branded tools and AI-powered workflows
White-labeled client portal and mobile app
Auto-fix broken bank connections
AI chat replies and document requests
Flagged transaction workflows for faster review
Built for every role in your accounting firm
Managing Partner
- Close books faster with accounting-grade precision
- Proof of accuracy and efficiency
See How Firms Close Books Faster with Docyt
Controller / Ops Lead
- Workflow automation overview
- Variance checks
- Anomaly detection
- Audit readiness
Speed Up Month-End and Ensure Audit Accuracy
Bookkeeping Team
- Auto-categorization
- Confidence scores
- Smart matching
Review Books in Minutes — Not Hours
Onboarding Manager
- Document portal
- Template automation
- Mobile upload
Streamline Client Setup and Reduce Manual Steps
Solo Accountant
- Full automation
- Smart review interface
- Mobile-first experience
Close More Books Without the Overload
What accountants are saying about Docyt AI bookkeeping
These were the cleanest statements we’ve ever seen. It made tax prep so much easier.
Christa Wells | Managing Partner, J M Keehn
Ready to scale your practice?
Join firms growing their client base 3x with Accountant Copilot.
Capterra 4.6/5
Apple App Store 4.6/5
G2 4.9/5