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Join Our Tax Accounting Partner Network

We’ll connect you with business owners needing tax services. Best of all, Docyt AI customers have clean books making tax filing easier for you.

Why join our network?

Docyt AI has a robust customer base and it’s growing every month. While we manage our customers daily bookkeeping
and month-end close, we don’t provide tax advice or file taxes. That’s where you come in.

Lender Network

Docyt AI solutions for tax time

Automated bookkeeping

Our AI-powered accounting software automates transaction categorization and reconciliation reducing human errors. You'll get clean, accurate books.

Receipt capture

Docyt AI automates receipt capture and digitizes and stores all receipts. No more manual work for you at year end!

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Automated document matching

Docyt AI continuously matches bank transactions to their respective documentation including receipts, invoices, and check stubs. You'll have back-up documentation for all income and expenses.

Document storage

All documents are digital, encrypted, and securely stored in Docyt AI. You no longer have to chase customers for documents or manage this via email.

Financial statements

See year-end P&L and balance sheet.

Multi-location consolidation reports

Get a consolidated P&L and balance sheet for all businesses. This makes tax filing easier.

Multi-location expense splits

Docyt AI automates splits, settlements, and accruals across all locations. You'll get accurate books.

Accounting methods

Docyt AI can generate either cash basis or accrual basis year-end reports depending on what's most advantageous for your clients.

Do you have customers who need help with bookkeeping?

Docyt AI solutions for business owners

Revenue reconciliation and accounting

Docyt AI integrates with POS systems and automates revenue tracking. This makes year-end tax filing easy.

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Bill pay

Manage cash flow. Do next-day ACH or mail a Docyt AI check and keep the float.

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Corporate card expense management

Track spend by category, vendor, and employee. Automate receipt collection.

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Automated bookkeeping

Free up staff from manual bookkeeping so they can focus on increasing sales.

Financial statements

See real-time expenses and profitability. Make timely, well-informed decisions.

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Multi-entity accounting

Make filing taxes easier. Get a consolidated P&L and balance sheet for all your businesses.

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Data security

Protecting our customers’ data is important to us. Docyt AI is SOC2 Type II compliant.

See Docyt AI in action

Increase your profitability with real-time accounting and intelligence.

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