Docyt vs. Truewind

Docyt is the Winner:

Purpose-Built: HpAI automates end-to-end bookkeeping with unmatched accuracy.
Real-Time Automation: Continuous reconciliation, daily soft close, auto-posting to ledgers.
Zero Manual Review: Eliminates the need for workpaper prep or human adjustments.
Custom Branding: Docyt offers white-labeled dashboards and portals; Truewind does not.
Ledger Support: Both support QuickBooks Online and Xero. Only Docyt enables real-time, firm-grade automation.

Truewind Falls Short: Uses generic AI (LLMs) and still requires manual oversight.

Docyt is trusted by accounting firms and industry partners

See how Docyt stacks up against Truewind

Capability	Docyt Accountant Copilot
Technology Stack and Automation	Uses High Precision Accounting Intelligence (HpAI); multi-agent system with confidence scoring and audit trails Continuous reconciliation of transactions in real time Daily soft close workflow to deliver up-to-date financials Ingests bank and credit card feeds, bank statements, and source documents automatically Auto-posts completed entries to cash or accrual ledgers	Relies on state of the art LLMs Automates ~65% of month-end tasks, including: Transaction classification, variance detection, reconciliation Generates near-complete workpapers for staff to review and finalize Reduces manual workload, while keeping human oversight for accuracy and compliance
Ledger Compatibility	Multi-ledger compatibility: Supports QBO, Xero, and more	Multi-ledger compatibility: Supports QBO, Xero, and more
Customization	Fully white-labeled dashboards and portals; supports firm branding	N/A

3 reasons why CPA & accounting firms choose Docyt

Scale faster with
AI-powered bookkeeping

The Docyt Accountant Copilot platform uses High Precision Accounting Intelligence (HpAI) to handle end-to-end bookkeeping, acting as your digital staff. Get time back to focus on serving more clients and tackling higher-value, strategic work.

Increase team’s efficiency with 24/7 automation

Speed up your month-end close and reduce tool clutter by centralizing workflows and automating your daily and monthly bookkeeping tasks with Accountant Copilot.

Reduce accounting costs with one AI platform

AI-powered full bookkeeping automation reduces manual work and errors, cutting operational costs while increasing financial accuracy.

Docyt Accountant Copilot delivers results

Accuracy on automated data tasks

99+%

Saved per month by eliminating data entry

40 hours

Reduction in revenue accounting errors

95%

More reasons why accountants choose Docyt

Explore the top features and benefits that make Docyt Accountant Copilot a favorite among modern accounting firms.

End-to-end bookkeeping platform

Your all-in-one bookkeeping solution. Centralize daily and month-end tasks, track and assign tasks, collaborate with team & clients, and keep all financial documents organized in one place.

Bank & credit card reconciliation

Docyt AI connects to over 30,000 banks and credit cards institutions across the US and Canada, pulling in bank feeds and reconciling in real-time to eliminate manual matching and delays.

AI-powered audit & anomaly scan

Built-in automated anomaly scan and detection, variance checks, task management views, and a month-end checklist, to facilitate a faster month-end close.

AI-powered categorization

Automatically categorize transactions with 99%+ accuracy. Docyt AI continuously learns from transaction history and your Chart of Accounts (CoA), ensuring accurate, real-time categorization.

Client dashboard

Stay on top of everything with a single client dashboard to manage accounts, track tasks, permissions, messages, and documents, all easily accessible on both desktop and mobile.

Security & trust

Keep your clients' data secure at all times. Docyt is SOC 2 Type II compliant, featuring data encryption, 2-factor authentication, and adheres to rigorous security practices for maximum protection.

Compatible with leading general ledgers systems