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How Docyt Accounting Automation Software Works

Docyt tames the chaos in your back office by collecting data and organizing it into actionable workflows, real-time business insights, and continuously updating and reconciling your accounting software.

1

Collect

Docyt actively and passively collects data.

Bank feeds and POS revenue reports: Docyt retrieves them directly.
Bills and receipts: You can scan, photograph, or email them to Docyt.
Integrations: Docyt retrieves data from payroll systems and accounting software.

2

Organize

Then, the magic happens.

Once Docyt receives your data, it extracts, identifies, and organizes the data into actionable workflows within the Docyt app.

3

Act

Now you can quickly take care of business!

4

Reconcile

Since Docyt’s AI is 24/7, it provides continuous reconciliation of your accounting software and real-time insights into your company’s performance.

Cash Flow
Balance Sheet
Profit and Loss

5

Adapt

Docyt gives you a competitive advantage.

With real-time insights, you can quickly make smart adjustments to your business.

Trim unnecessary expenses.
Invest in select activities to grow your business.
Order the right amount of inventory for the next day or the next month.
Schedule employees to meet demand.

6

Share

Docyt is built to be social. Invite your employees, service providers, clients, and business partners into your Docyt.

Choose access levels through roles and permissions.
Move workflows faster.
Share real-time metrics to get alignment and gain momentum.
Increase engagement and satisfaction across your business

Going Beyond

Docyt goes beyond accounting software by providing:

Adapt

Your data resides in your accounting software.
Docyt has bi-directional sync.
Your accounting software is your system of record

Supports

Coming Soon

Automate your accounting.