How Docyt 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.

  • Collect step in Docyt workflow

    Collect

  • Organize step in Docyt workflow

    Organize

  • Act step in Docyt workflow

    Act

  • Reconcile step in Docyt workflow

    Reconcile

  • Adapt step in Docyt workflow

    Adapt

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

Want to upload a receipt?
Snap a photo.

Expense Reports feature in Docyt

Ready to submit expenses?
Go to Expense Reports.

Reconciliation Center feature in Docyt

Uncategorized transactions? Reconcile 4x faster in Reconciliation Center.

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

6

Share

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

Share Docyt workflows with your team and increase engagement
Choose access levels through roles and permissions.
Share real-time metrics to get alignment and gain momentum.
Move workflows faster.
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.

You own your data

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

Automate your accounting.

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