One AI Bookkeeping Software for All Your Accounting Workflows

Ø Expenses - Bill Pay, Receipt Capture, Expense Reports

Ø Revenue - Point-of-Sale Report Integrations

Ø Bank feeds - Bank Feeds Real-time feeds from 12,000+ financial institutions

Ø Reconciliation - Continuous reconciliation of your accounts resulting in real-time accounting

Ø Collaboration - Chat with clients and control staff access to workflows

Ø Month-end close - Take your month-end close from 2 weeks down to 45-minutes

Ø Data vault - Automatic organization of client data in encrypted storage

Ø Reports - Real-time P&L, Balance Sheet, Management Reports

Ø Multi-entity - Split expenses and settle balances across companies, generate consolidated reports

Client management made easy

Employee roles and permissions: 

Assign your team to workflow modules and clients.

Dashboard for your clients 

A Dashboard for your client to see detailed income reports and balance sheet. Add your customized management reports. Share and discuss the reports with your clients using real time chat.

Inbox and data vault

Docyt AI’s integrated inbox simplifies document collection from clients. All data and documents are automatically encrypted and saved in the secure data vault. Access documents anytime for workflows, taxes, or audits.

Transaction and document chat

Chat directly on each transaction and document to get answers quickly. The entire conversation is saved and searchable.

Accounting best practices with Docyt - One platform that standardizes bookkeeping for all your clients.

Ø Accurate revenue tracking

Ø Audit-proof expense accounting

Ø Powerful vendor management

Ø Efficient monthly closing

To know more about accounting and bookkeeping solutions for Accounting Firms, please visit the following link : https://docyt.com/accounting-firms/