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.

  • 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.

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Bank feeds and POS revenue reports – Docyt retrieves them directly.
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Bills and receipts – You can scan, photograph, or email them to Docyt.
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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.

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Trim unnecessary expenses.
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Invest in select activities to grow your business.
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Order the right amount of inventory for the next day or the next month.
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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
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Choose access levels through roles and permissions.
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Move workflows faster.
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Share real-time metrics to get alignment and gain momentum.
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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.

You own your data

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

SUPPORTS

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