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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.

Docyt Process
Infographic explaining how Docyt collects data

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.

Infographic explaining how Docyt organizes data

3

Act

Now you can quickly take care of business!

Bill Pay feature in Docyt

Need to pay a bill?
Go to Accounts Payable.

Receipt Capture

Need to pay a bill?
Go to Accounts Payable.

Expense Reports feature in Docyt

Need to pay a bill?
Go to Accounts Payable.

Reconciliation Center feature in Docyt

Need to pay a bill?
Go to Accounts Payable.

Real-time financial statements including cash flow, profit and loss, balance sheet

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.
Adapt to change with real-time insights to inform decisions
Share Docyt workflows with your team and increase engagement

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:

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Native, all-in-one functionality - bill pay, expense reports, receipt capture, document storage, and collaboration tools.

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Industry-specific financial reports and metrics.

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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

QuickBooks Online

Coming Soon

QuickBooks Desktop and Xero

Automate your accounting.

Docyt AI

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