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!
Need to pay a bill?
Go to Accounts Payable.
Need to pay a bill?
Go to Accounts Payable.
Need to pay a bill?
Go to Accounts Payable.
Need to pay a bill?
Go to Accounts Payable.
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
- 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:
Native, all-in-one functionality - bill pay, expense reports, receipt capture, document storage, and collaboration tools.
Industry-specific financial reports and metrics.
Enterprise-class multi-entity management and reporting.
Adapt
- Your data resides in your accounting software.
- Docyt has bi-directional sync.
- Your accounting software is your system of record
Supports
Coming Soon
