Make faster decisions with real-time insights
The InsightFlow advantage
Make faster, data-driven decisions
Docyt AI manages your accounting in real-time for dynamic financial reporting and insights to make informed business decision.
Quickly spot trends or anomalies
Real-time reporting lets you quickly identify trends and anomalies in the data, enabling you to take proactive action like reducing costs or capitalizing on profit opportunities.
Generate faster business insights
Eliminate the manual work of piecing together data and wrestling with spreadsheets. Generate your financial reports instantly, giving you more time to dive into data analysis and planning.
Access industry-specific reports
Docyt AI handles intricate industry-specific accounting and produces insightful reports to enable you to track key business metrics.
Easily drill-down into the details
Effortlessly delve into specific details about expenses, revenue data, invoices, receipts, and more by exploring individual line items on any report or dashboard.
Financial reporting solutions
Real-Time
Dashboard
Industry-Specific
Unit Economics
Advanced Live
Department P&L
Multi-Entity
Reporting
Track the KPIs and metrics that matter most to your industry
- Hospitality
- Fitness Industry
- QSRs
- Retail
Accelerate business growth with real-time reporting
Docyt AI transforms how you plan and make decisions by delivering real-time P&L, balance sheet, and cashflow reports.
Profit and Loss Report
Get instant insights into your business’s financial performance with a real-time profit and loss report, facilitating agile planning and decision-making.
Balance Sheet Report
Docyt AI automatically keeps your balance sheet up-to-date without any manual work. Easily access, customize, & share the report with just a few clicks.
Cashflow Report
Enhance cash management with automated cash flow statements, providing quick insights into trends and cash flow patterns.
Empower your team through live departmental P&L report
Give your department managers better visibility into the financial goals and targets by sharing a live departmental Profit and Loss (P&L) report. You can easily create and share these reports in seconds, empowering each department head to take better accountability and stay on top of financial targets.
More financial reports to keep you on course
Dive into a range of industry-tailored business management reports that go beyond the out-of-the offerings. From owner’s reports, to operator’s reports, to accounts receivable reports, to daily revenue and expense reports, we’ve got you covered.
Say goodbye to manual accounting
Let Docyt AI take on the repetitive, tedious work so you can focus on growing your business.
Capterra 4.6/5
Apple App Store 4.6/5
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Get automatic email alerts to keep you informed
Don’t have time to log into the platform to view your reports and dashboards? Have your reports conveniently delivered to your inbox daily. You can easily configure daily email alerts for any financial report.
Get real-time multi-entity reporting and insights
Whether you manage a business with more than one revenue stream or an operation with multiple locations, our reports adapt, scale, and deliver. Quickly generate consolidated financial reports, whether you need an aggregate overview or a comparison for P&L, balance sheets, and other financial statements.
Have custom reporting needs?
Docyt AI offers flexibility for personalized reporting solutions. Reach out to us today to discuss your requirements.
From Data to Dollars:
How to Maximize Business Impact with Automated Financial Reporting
Darlynn Sharpe
CPA, Director of Accounting Success Docyt
Mark Gose
CPA & Managing Partner, Gose LLP
Vipul Dayal
President, VNR Management, Inc.
FAQs
Real-Time Financial Reporting is a feature of InsightFlow that lets you know where your business stands every minute of the day. It automates the bookkeeping process, providing on-demand access to key financial and non-financial metrics, industry-specific trends, and KPIs. This real-time insight can help you make timely decisions to improve your business.
InsightFlow offers several benefits, including staying updated on your business’s health, spotting trends, achieving quicker results through automation, and smart savings with AI assistance. It also provides industry-specific insights and multiple report styles to suit your needs.
Yes, InsightFlow offers tailored reporting options that go beyond generic, one-size-fits-all financial reports. These customized reports provide industry-specific financial and non-financial insights.
InsightFlow also caters to businesses with multiple entities, whether they have multiple revenue streams or locations. Our reports change, scale, and provide critical insights, making them a valuable tool for businesses with diverse operations.
Docyt uses compound AI (Precision, Predictive and Gen AI) to automatically identify, analyze, categorize transactions, reconcile accounts, and generate real-time financial reports by learning from your firm’s historical data and ongoing inputs. It also integrates seamlessly with your existing systems to eliminate manual data entry and ensure financial accuracy.
Docyt AI is designed to enhance your bookkeeper’s efficiency and accuracy, not replace them. Automating repetitive tasks frees up your team to focus on higher-value work, such as strategic financial planning and advising clients.
Get started with Docyt AI
Capterra 4.6/5
Apple App Store 4.6/5
G2 4.9/5
