Docyt

Docyt is an AI bookkeeping and back-office automation platform that handles bills, receipts, categorization, and month-end close for accounting firms and businesses.

Overview

Docyt combines document AI with workflow automation to run daily bookkeeping tasks end to end. It captures bills and receipts, extracts data, categorizes transactions to the chart of accounts, and syncs everything into QuickBooks Online and other ledgers. Continuous close features flag unusual transactions and reconcile accounts as the month progresses instead of in a single crunch. Multi-entity support makes it a common choice for outsourced accounting providers managing many client books. Workflow features extend to document collection, so accountants stop chasing clients for receipts; Docyt requests missing items and files them automatically when they arrive. Reporting dashboards give business owners a live view of cash position and outstanding payables without waiting for month-end, which changes conversations from historical review to forward planning.

Key Features

• AI document capture for bills, receipts, and statements
• Automated transaction categorization with learning from corrections
• Continuous reconciliation and real-time close dashboards
• Multi-entity and multi-client management for accounting practices
• Vendor payment workflows and approval controls
• Native sync with QuickBooks Online and other accounting systems
• Automated bank and credit-card reconciliation with matching suggestions

Pricing

Docyt is priced by subscription tier based on entities, transaction volume, and modules such as AP automation or payroll. Pricing is quoted through the sales team, and onboarding assistance is included so historical books can be migrated cleanly. Bundled plans let firms pick only the modules they need, such as AP automation without payroll.

Who Is It For

Docyt is built for outsourced accounting firms, multi-location businesses, and lean finance teams that want bookkeeping to run itself day to day. It is particularly effective where many small entities need consistent treatment. Firms running many small client books value that the same chart-of-accounts rules can be applied consistently across the entire portfolio.

FAQ

Is Docyt free to use?

No, Docyt is a paid platform; prospective customers can request a demo and a tailored quote.

Does Docyt offer an API?

Docyt integrates primarily through native accounting-system connectors, with API access discussed for larger deployments.

How does Docyt compare to alternatives?

Docyt is broader than standalone receipt scanners because it runs the whole bookkeeping loop, and lighter than full ERPs, which keeps implementation practical for small finance teams.

Does Docyt work with QuickBooks Online?

Yes, QuickBooks Online is a primary integration target, and synchronization keeps both systems aligned as transactions are processed.