بداية سريعة
يغطي هذا الدليل جميع ميزات Docyt:
- ابدء — Create your account and connect your bank
- كيفية استخدام المحاسبة المالية وإعداد التقارير — Close your books daily instead of monthly
- كيفية استخدام نظام مطابقة الإيرادات في الوقت الفعلي — Match daily sales to deposits without spreadsheets
- كيفية استخدام خاصية الإبلاغ التلقائي عن المعاملات — Catch duplicate invoices and missing receipts early
- كيفية استخدام برنامج Docyt Accountant Copilot — Hand routine bookkeeping tasks to ai agents
- كيفية استخدام أدوات التعاون — Settle invoice questions without email threads
- كيفية استخدام ترحيل بيانات نظام تخطيط موارد المؤسسات (ERP) — Move historical books in without rekeying data
- كيفية استخدام Docyt 360 — See every location in one consolidated view
- كيفية استخدام ClosingFlow — Run month-end close on a guided checklist
- كيفية استخدام InsightFlow — Track industry kpis on a custom dashboard
الوقت اللازم: خمس دقائق لكل فقرة
يتضمن هذا الدليل أيضًا ما يلي: نصائح احترافية | الأخطاء الشائعة | استكشاف الأخطاء وإصلاحها | التسعير | البدائل
لماذا تثق بهذا الدليل؟
I have run Docyt on a real set of books for eight months.
Every screen here comes from hands-on use, not vendor marketing.
Docyt هو نظام مدعوم بالذكاء الاصطناعي محاسبة automation platform for small-to-medium businesses and accounting firms.
Most owners only ever touch receipt capture and stop there.
This guide shows you how to use Docyt properly, feature by feature.
برنامج تعليمي لـ Docyt
This How to use Docyt tutorial walks through setup, daily مسك الدفاتر, and the reporting tools that make the price worth paying.
دوسيت
Stop rebuilding your books every month. Docyt AI reads your receipts, categorizes transactions at over 99% accuracy, and keeps برنامج QuickBooks Online current every single day. Businesses save an average of 500 hours and $2,000 a year.
البدء باستخدام Docyt
Before any feature works, finish this one-time setup.
It takes about three minutes to get started.
Here is what the first week looked like for me:
والآن دعونا نستعرض كل خطوة.
الخطوة الأولى: إنشاء حسابك
Go to the Docyt website and click Start Free Demo.
أدخل بريدك الإلكتروني الخاص بالعمل وقم بإنشاء كلمة مرور.
✓ نقطة تفتيش: A confirmation link lands in your صندوق الوارد within a minute.
الخطوة الثانية: ربط حساباتك المالية
Docyt runs in any browser, with a mobile app for iOS and أندرويد.
Connect your bank, credit cards, and QuickBooks Online during onboarding.
Here is what you get once everything is connected:
✓ نقطة تفتيش: Your dashboard shows live balances from every connected account.
Step 3: Set Up Receipt Box
Receipt Box is where every invoice and receipt lands.
Forward vendor bills to your unique Docyt email address.
Ask staff to photograph receipts in the app as they spend.
✅ تم: أنت الآن جاهز لاستخدام أي ميزة من الميزات أدناه.
كيفية استخدام برنامج Docyt للمحاسبة المالية وإعداد التقارير
مالي مسك الدفاتر & Reporting lets you close your books daily instead of monthly.
إليك كيفية استخدامه خطوة بخطوة.
Step 1: Connect Your Banking Accounts
Open Settings and pick Connected Accounts.
Docyt links to over 12,000 banking institutions through live bank feeds.
Step 2: Review the General Ledger
Docyt AI categorizes transactions before they reach the general ledger.
Accuracy sits above 99% because it studies your past transactions.
هذا ما يبدو عليه الأمر:
✓ نقطة تفتيش: Your bank shows a green Connected badge with today’s date.
Step 3: Generate Your Reports
Open Reports and pick P&L, balance sheet, or cash flow.
You can drill down into any figure to view the original document.
✅ النتيجة: You have real-time financial reports built from clean, categorized data.
💡 نصيحة احترافية: Turn on daily close before your first month ends. Catching an error مبكر beats fixing thirty at once.
كيفية استخدام نظام Docyt لتسوية الإيرادات في الوقت الفعلي
مطابقة الإيرادات في الوقت الفعلي matches daily sales to bank deposits automatically.
إليك كيفية استخدامه خطوة بخطوة.
Step 1: Link Your POS System
Docyt connects with more than 30 POS systems.
Pick yours from the Revenue tab and authorize the link.
Step 2: Map Your Revenue Categories
Tell Docyt which POS category feeds which ledger account.
Do this once and revenue reconciliation runs on its own.
هذا ما يبدو عليه الأمر:
✓ نقطة تفتيش: Yesterday’s sales total matches the deposit hitting your bank.
Step 3: Review Daily Deposits
Open the reconciliation view each morning.
Unmatched amounts sit at the top for review.
✅ النتيجة: Revenue reconciliation happens daily instead of during a painful month-end scramble.
💡 نصيحة احترافية: Reconcile before 10am. Card processors post overnight, so morning numbers are the cleanest you will see.
كيفية استخدام خاصية الإبلاغ التلقائي عن المعاملات في Docyt
وضع العلامات التلقائي catches duplicate invoices, missing receipts, and odd spending patterns.
إليك كيفية استخدامه خطوة بخطوة.
Step 1: Open the Flagged Queue
Docyt AI flags anything unusual the moment data arrives.
Filter the queue by vendor name or invoice status.
Step 2: Review Each Flag
Docyt shows why it raised the flag.
Duplicate detection compares vendors, amounts, and invoice numbers.
هذا ما يبدو عليه الأمر:
✓ نقطة تفتيش: The flag count drops and cleared items move into your ledger.
Step 3: Resolve or Approve
Approve genuine charges or reject the duplicate.
Use bulk actions when several invoices share the same fix.
✅ النتيجة: Duplicate payments to vendors get stopped before money leaves your bank.
💡 نصيحة احترافية: Check the queue every Monday. A weekly habit keeps flags under ten and takes about four minutes.
كيفية استخدام برنامج Docyt Accountant Copilot
مساعد طيار محاسب hands routine bookkeeping to AI agents that Docyt calls GARY.
إليك كيفية استخدامه خطوة بخطوة.
Step 1: Open Copilot
Find Copilot in the left sidebar.
It lists every task waiting on human input.
Step 2: Assign the Repetitive Work
Pick tasks like coding expenses or chasing missing documents.
GARY handles them per entity, which suits محاسبة firms with many clients.
هذا ما يبدو عليه الأمر:
✓ نقطة تفتيش: Your task list shrinks and each completed item shows an مراجعة trail.
Step 3: Review What It Did
Copilot logs every change it made.
Approve the batch or send single items back.
✅ النتيجة: Manual data entry drops by up to 80% across your books.
💡 نصيحة احترافية: Let Copilot run two weeks before trusting it fully. It learns your coding habits from corrections.
كيفية استخدام أدوات التعاون في Docyt
أدوات التعاون let your team settle invoice questions without long email threads.
إليك كيفية استخدامه خطوة بخطوة.
الخطوة الأولى: دعوة فريقك
Go to Settings and add each person by email.
Roles control who can approve accounts payable items.
Step 2: Chat on the Document
Open any invoice and use the built-in chat.
Comments stay attached to that document forever.
هذا ما يبدو عليه الأمر:
✓ نقطة تفتيش: The invoice shows a comment count and an assigned reviewer.
Step 3: Route Approvals
Send the invoice to whoever owns that budget.
They receive a notification and approve inside Docyt.
✅ النتيجة: Every approval سؤال lives beside the receipt it belongs to.
💡 نصيحة احترافية: Tag the vendor name in your first comment. Search later pulls the whole thread فورا.
كيفية استخدام برنامج Docyt ERP لترحيل البيانات
ترحيل بيانات نظام تخطيط موارد المؤسسات (ERP) moves your history across without rekeying years of data.
إليك كيفية استخدامه خطوة بخطوة.
Step 1: Export From Your Old System
Pull a general ledger export from QuickBooks, زيرو, or NetSuite.
Docyt accepts standard CSV and IIF files.
الخطوة الثانية: رسم مخطط حساباتك
Match each old account to its Docyt equivalent.
The mapping screen highlights anything left unmatched.
هذا ما يبدو عليه الأمر:
✓ نقطة تفتيش: Your trial balance totals match to the cent in both systems.
Step 3: Verify Opening Balances
Compare your trial balance in both systems.
Fix any variance before you start live bookkeeping.
✅ النتيجة: Your full transaction history sits inside Docyt, ready for reporting.
💡 نصيحة احترافية: Migrate at a quarter end. Clean cut-off dates make the variance check far easier to read.
كيفية استخدام Docyt 360
Docyt 360 shows every location you own inside one consolidated view.
إليك كيفية استخدامه خطوة بخطوة.
Step 1: Add Each Entity
Create a workspace for every عمل you operate.
Docyt AI manages repetitive bookkeeping for each entity separately.
Step 2: Build the Consolidated Report
Pick the entities you want combined.
Docyt produces consolidated financial statements across multiple businesses.
هذا ما يبدو عليه الأمر:
✓ نقطة تفتيش: The consolidated total equals the sum of your individual entities.
Step 3: Compare Performance
Sort locations by revenue or profitability.
Weak sites stand out inside a minute.
✅ النتيجة: You judge profitability by location without exporting anything to a spreadsheet.
💡 نصيحة احترافية: Name entities by city, not legal name. Reports get readable when you run more than five.
كيفية استخدام Docyt ClosingFlow
ClosingFlow turns month-end into a guided checklist anyone on your team can follow.
إليك كيفية استخدامه خطوة بخطوة.
Step 1: Open the Close Checklist
ClosingFlow lists every task for the period.
Owners and due dates sit beside each line.
Step 2: Clear the Open Items
Work top to bottom through unmatched transactions.
Continuous reconciliation makes closes up to 5x faster.
هذا ما يبدو عليه الأمر:
✓ نقطة تفتيش: Every checklist item shows a green tick and a timestamp.
الخطوة 3: تثبيت الفترة
Close the month once every task is green.
Locked periods block accidental changes to prior books.
✅ النتيجة: Month-end closes in days rather than the usual two-week grind.
💡 نصيحة احترافية: Assign owners on day one of the month. Close speed depends on ownership, not software.
كيفية استخدام Docyt InsightFlow
إنسايت فلو tracks the industry KPIs that actually matter to your عمل.
إليك كيفية استخدامه خطوة بخطوة.
Step 1: Pick Your Metrics
Choose KPIs like RevPAR, food cost, or labour percentage.
Docyt AI adapts as your business grows.
Step 2: Build the Dashboard
Drag each metric onto your custom layout.
Charts refresh from live bookkeeping data.
هذا ما يبدو عليه الأمر:
✓ نقطة تفتيش: Your dashboard updates the moment a new transaction lands.
Step 3: Share Real-Time Insights
Send a dashboard link to your team or your accountant.
They see real-time insights without logging into your ledger.
✅ النتيجة: You get real-time insights on margins instead of waiting for a monthly PDF.
💡 نصيحة احترافية: Start with three KPIs only. Dashboards with twenty tiles get ignored inside a fortnight.
نصائح واختصارات احترافية من Docyt
After eight months of daily use, these are the shortcuts I actually keep using.
اختصارات لوحة المفاتيح
| فعل | اختصار |
|---|---|
| بحث عالمي | Ctrl + K |
| Approve selected invoices | Shift + A |
| Jump to Receipt Box | G then R |
| التقارير المفتوحة | G ثم P |
ميزات خفية يغفل عنها معظم الناس
- Bulk edit: Select many invoices, then change category, vendors, or status in one action.
- Drill-down documents: Click any figure in a report to open the source document behind it.
- Vendor rules: Teach Docyt to categorize a supplier once and it follows that rule forever.
أخطاء شائعة يجب تجنبها في Docyt
Mistake #1: Skipping the historical import
❌ خطأ: Starting fresh and leaving last year’s books stranded in old برنامج محاسبة.
✅ يمين: Import at least twelve months so Docyt AI learns how you categorize spending.
Mistake #2: Ignoring flagged transactions
❌ خطأ: Letting the flag queue grow until an error becomes a duplicate payment.
✅ يمين: Clear flags weekly, since Docyt surfaces missing documents early for a reason.
Mistake #3: Treating Docyt as a QuickBooks replacement
❌ خطأ: Cancelling QuickBooks Online the day you sign up for Docyt.
✅ يمين: Keep both, because Docyt AI feeds clean data into QuickBooks rather than replacing it.
استكشاف أخطاء Docyt وإصلاحها
Problem: Bank feeds stopped syncing
سبب: Your bank expired the connection token, which most banking providers do every ninety days.
يصلح: Open Connected Accounts, click Reconnect, and re-authenticate through your bank’s login screen.
Problem: Receipts sit unmatched in Receipt Box
سبب: The card transaction has not posted yet, or the receipt image is unreadable.
يصلح: Wait two business days, then retake the photo in better light and match it manually.
Problem: Reports show the wrong profitability
سبب: Revenue reconciliation is mapping POS categories to the wrong ledger accounts.
يصلح: Reopen your revenue mapping, correct the account, then re-run the period.
📌 ملحوظة: If none of these fix your issue, Docyt support is provided through in-app chat inside your dashboard.
ما هو Docyt؟
دوسيت يكون برنامج محاسبة that automates bookkeeping using AI instead of manual data entry.
Think of it as a tireless bookkeeper sitting between your bank and QuickBooks.
It reads and understands your expenses, pulling the correct information from receipts and invoices.
The platform is designed for operators and accountants who are tired of chasing paperwork.
شاهد هذه النظرة العامة السريعة:
يتضمن هذا المنتج الميزات الرئيسية التالية:
- المحاسبة المالية وإعداد التقارير: Close your books daily instead of monthly.
- مطابقة الإيرادات في الوقت الفعلي: Match daily sales to deposits without spreadsheets.
- Loading... Catch duplicate invoices and missing receipts early.
- Loading... Hand routine bookkeeping tasks to ai agents.
- أدوات التعاون: Settle invoice questions without email threads.
- ترحيل بيانات نظام تخطيط موارد المؤسسات (ERP): Move historical books in without rekeying data.
- Docyt 360: See every location in one consolidated view.
- ClosingFlow: Run month-end close on a guided checklist.
- إنسايت فلو: Track industry kpis on a custom dashboard.
للاطلاع على مراجعة كاملة، راجع مراجعة Docyt.
Docyt uses High Precision Accounting Intelligence to classify documents and match them against bank transactions.
Everything is stored in an encrypted, SOC2 Type II compliant vault.
تسعير Docyt
Here is what Docyt costs in 2026:
| يخطط | سعر | الأفضل لـ |
|---|---|---|
| تأثير | 299 دولارًا شهريًا | Single-location business wanting automated bookkeeping |
| متقدم | 499 دولارًا شهريًا | Growing teams needing accounts payable and bill pay |
| أدفانسد بلس | 799 دولارًا شهريًا | Operators running multiple businesses on one login |
| مَشرُوع | 999 دولارًا شهريًا | Accounting firms handling many client entities |
تجربة مجانية: No open trial. Docyt runs a guided demo before onboarding.
ضمان استرداد الأموال: Not published. Terms are agreed during your onboarding call.
💰 أفضل قيمة: I recommend Advanced at $499 per month — it adds accounts payable and expense reports, which is where most of the 500 saved hours come from.
دوسيت مقابل البدائل
How does Docyt compare? Here is the honest landscape:
| أداة | الأفضل لـ | سعر | تصنيف |
|---|---|---|---|
| دوسيت | Automated bookkeeping | 299 دولارًا شهريًا | ⭐ 4.0 |
| دكس | التقاط الإيصال | 29 دولارًا شهريًا | ⭐ 4.5 |
| زيرو | مشروع تجاري صغير books | 20 دولارًا شهريًا | ⭐ 4.4 |
| برنامج QuickBooks | General ledger | 38 دولارًا شهريًا | ⭐ 4.5 |
| Zoho Books | Budget accounting | 20 دولارًا شهريًا | ⭐ 4.4 |
| حكيم | Inventory and payroll | 25 دولارًا شهريًا | ⭐ 4.1 |
| إكسبنسيفاي | تقارير المصروفات | 5 دولارات شهرياً | ⭐ 4.4 |
| نت سويت | نظام تخطيط موارد المؤسسات (ERP) | 999 دولارًا شهريًا | ⭐ 4.0 |
اختيارات سريعة:
- الأفضل إجمالاً: Docyt — it automates the work, not just the filing.
- أفضل ميزانية: موجة — free accounting for a very small business.
- الأفضل للمبتدئين: FreshBooks — the gentlest learning curve of the lot.
- الأفضل لشركات المحاسبة: Docyt Enterprise — one login across every client’s books.
🎯 بدائل Docyt
Looking for Docyt alternatives? Here are the options worth a look:
- 🚀 نص: Fast receipt capture and document processing, though it stops short of full bookkeeping الأتمتة.
- 💰 زيرو: Clean accounting software for small business owners who want tidy books and simple bank feeds.
- ⚡ نهاية شهر سهلة: Focused purely on close checklists, useful if your bookkeeping already runs well.
- 🧠 لغز IO: AI-powered accounting built for startups that live inside Stripe and modern banking accounts.
- 🏢 حكيم: Long-standing accounting software with deep inventory and payroll services for larger firms.
- 💼 كتب زوهو: Budget-friendly books with strong invoicing, ideal if you already run other Zoho apps.
- 🔄 سنيدر: Specialist in ecommerce revenue reconciliation across Shopify, Amazon, and payment processors.
- 🔧 قم بتحديثي: Lightweight bookkeeping clean-up tool for freelancers with a handful of monthly transactions.
- 🆓 موجة: Free accounting for very small business owners who only need invoices and basic reports.
- 🏠 سرع: شخصي و تأجير property finance tracking rather than a true business accounting platform.
- 📄 Hubdoc: Document fetching from banks and vendors, bundled free with most Xero plans.
- 🧾 إكسبنسيفاي: Strong expense reports and card controls for teams that يسافر, weaker on full ledgers.
- ⭐ كويك بوكس: The most used accounting software worldwide, and the system Docyt AI sits on top of.
- 📊 الإدخال التلقائي: Reliable data entry automation for accountants who already own a general ledger they like.
- 👶 FreshBooks: Beginner-friendly invoicing and تتبع الوقت for service businesses billing a few customers.
- 🏭 نت سويت: Enterprise ERP with heavy customization, priced well beyond most small business budgets.
للاطلاع على القائمة الكاملة، راجع بدائل Docyt مرشد.
⚔️ مقارنة دوسيت
Here is how Docyt stacks up against each competitor:
- دوسيت مقابل ديكس: Dext captures receipts well. Docyt captures them and then does the bookkeeping, so it wins on scope.
- دوسيت ضد زيرو: Xero is a ledger you maintain. Docyt automates the work feeding a ledger, including QuickBooks Online.
- Docyt مقابل Easy Month End: Easy Month End handles close checklists only. Docyt covers close plus daily reconciliation and reporting.
- المعرفة مقابل اللغز المدخلات والمخرجات: Puzzle suits venture-backed startups. Docyt suits multi-location operators tracking profitability by site.
- دوسيت ضد سيج: Sage offers deeper payroll and inventory. Docyt offers faster automation and real-time financial reports.
- Docyt مقابل Zoho Books: Zoho Books costs far less. Docyt saves more hours, which matters once headcount grows.
- دوسيت ضد سايدر: Synder wins for pure ecommerce sync. Docyt wins when you also need accounts payable and bill pay.
- Docyt مقابل RefreshMe: RefreshMe fits solo freelancers. Docyt fits firms and operators handling thousands of monthly transactions.
- دوسيت مقابل ويف: Wave is free and stays basic. Docyt is paid and removes most manual input from your day.
- دوسيت ضد سرع: Quicken tracks personal finances. Docyt tracks business finances with audit-ready documents behind every number.
- Docyt مقابل Hubdoc: Hubdoc fetches statements. Docyt fetches, reads, categorizes, and reconciles them against your bank feeds.
- Docyt مقابل Expensify: Expensify owns employee expense management. Docyt covers expense management plus the full bookkeeping cycle.
- Docyt مقابل QuickBooks: QuickBooks is the ledger. Docyt is the automation layer above it, so most users run both.
- Docyt مقابل AutoEntry: AutoEntry automates data entry alone. Docyt adds reconciliation, KPI dashboards, and consolidated financial statements.
- Docyt مقابل FreshBooks: FreshBooks is easier on day one. Docyt pays off by month three when volume climbs.
- Docyt مقابل NetSuite: NetSuite is heavier and pricier. Docyt gives small-to-medium businesses similar visibility at a fraction of cost.
ابدأ باستخدام Docyt الآن
لقد تعلمت كيفية استخدام جميع الميزات الرئيسية لبرنامج Docyt:
- ✅ مسك الدفاتر المالية وإعداد التقارير
- ✅ مطابقة الإيرادات في الوقت الفعلي
- ✅ وضع علامة تلقائية على المعاملات
- ✅ مساعد طيار محاسب دوسيت
- ✅ أدوات التعاون
- ✅ ترحيل بيانات نظام تخطيط موارد المؤسسات (ERP)
- ✅ دوكيت 360
- ✅ ClosingFlow
- ✅ إنسايت فلو
الخطوة التالية: Connect one bank account and forward a single invoice.
يبدأ معظم الناس بدراسة المحاسبة المالية وإعداد التقارير.
It takes less than five minutes, and the time saved compounds every week after that.
Automating the boring half of accounting makes life considerably quieter at month-end.
If you found this article helpful, book the demo and test it against one month of real transactions.
الأسئلة الشائعة
كيف يعمل برنامج Docyt؟
Docyt connects your banking accounts and POS systems, reads receipts and invoices with AI, categorizes transactions, then syncs clean data into QuickBooks Online for real-time financial reports.
كيفية القيام بمسك الدفاتر يدوياً خطوة بخطوة؟
Record each transaction, file the matching receipt, categorize it, reconcile against your bank statement monthly, then produce financial statements. Docyt AI automates every step except your final review.
كيفية القيام بالمحاسبة خطوة بخطوة؟
Capture documents, post journal entries, reconcile accounts, adjust for accruals, close the period, then report. Docyt handles capture, posting, and reconciliation for you automatically.
How to use accounting app?
Install the Docyt mobile app, sign in, then photograph receipts as you spend. Each receipt is matched to the right card transaction within minutes, with no data entry.
كيفية استخدام برامج المحاسبة؟
Connect your bank, import your chart of accounts, categorize transactions, then reconcile. Docyt automates categorization at over 99% accuracy using your own historical patterns.
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