Inicio rápido
Esta guía abarca todas las funciones de Docyt:
- Empezando — Create your account and connect your bank
- Cómo utilizar la contabilidad financiera y la elaboración de informes — Close your books daily instead of monthly
- Cómo utilizar la conciliación de ingresos en tiempo real — Match daily sales to deposits without spreadsheets
- Cómo utilizar el marcado automático de transacciones — Catch duplicate invoices and missing receipts early
- Cómo usar Docyt Accountant Copilot — Hand routine bookkeeping tasks to ai agents
- Cómo utilizar las herramientas de colaboración — Settle invoice questions without email threads
- Cómo utilizar la migración de datos ERP — Move historical books in without rekeying data
- Cómo usar Docyt 360 — See every location in one consolidated view
- Cómo usar ClosingFlow — Run month-end close on a guided checklist
- Cómo usar InsightFlow — Track industry kpis on a custom dashboard
Tiempo necesario: 5 minutos por función
También en esta guía: Consejos profesionales | Errores comunes | Solución de problemas | Precios | Alternativas
¿Por qué confiar en esta guía?
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 es una plataforma impulsada por IA contabilidad 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.
Tutorial de Docyt
This How to use Docyt tutorial walks through setup, daily teneduría de libros, and the reporting tools that make the price worth paying.
Docyt
Stop rebuilding your books every month. Docyt AI reads your receipts, categorizes transactions at over 99% accuracy, and keeps QuickBooks Online current every single day. Businesses save an average of 500 hours and $2,000 a year.
Introducción a 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:
Ahora vamos a repasar cada paso.
Paso 1: Crea tu cuenta
Go to the Docyt website and click Start Free Demo.
Introduce tu correo electrónico de trabajo y crea una contraseña.
✓ Control: A confirmation link lands in your bandeja de entrada within a minute.
Paso 2: Conecta tus cuentas financieras
Docyt runs in any browser, with a mobile app for iOS and Androide.
Connect your bank, credit cards, and QuickBooks Online during onboarding.
Here is what you get once everything is connected:
✓ Control: 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.
✅ Hecho: Ya puedes utilizar cualquiera de las funciones que aparecen a continuación.
Cómo utilizar Docyt Financial Bookkeeping & Reporting
Financiero Teneduría de libros & Reporting lets you close your books daily instead of monthly.
Aquí te explicamos cómo usarlo paso a paso.
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.
Así es como se ve:
✓ Control: 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.
✅ Resultado: You have real-time financial reports built from clean, categorized data.
💡 Consejo profesional: Turn on daily close before your first month ends. Catching an error temprano beats fixing thirty at once.
Cómo utilizar la conciliación de ingresos en tiempo real de Docyt
Conciliación de ingresos en tiempo real matches daily sales to bank deposits automatically.
Aquí te explicamos cómo usarlo paso a paso.
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.
Así es como se ve:
✓ Control: 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.
✅ Resultado: Revenue reconciliation happens daily instead of during a painful month-end scramble.
💡 Consejo profesional: Reconcile before 10am. Card processors post overnight, so morning numbers are the cleanest you will see.
Cómo usar el marcado automático de transacciones de Docyt
Marcado automático catches duplicate invoices, missing receipts, and odd spending patterns.
Aquí te explicamos cómo usarlo paso a paso.
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.
Así es como se ve:
✓ Control: 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.
✅ Resultado: Duplicate payments to vendors get stopped before money leaves your bank.
💡 Consejo profesional: Check the queue every Monday. A weekly habit keeps flags under ten and takes about four minutes.
Cómo usar Docyt Accountant Copilot
Copiloto contable hands routine bookkeeping to AI agents that Docyt calls GARY.
Aquí te explicamos cómo usarlo paso a paso.
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 contabilidad firms with many clients.
Así es como se ve:
✓ Control: Your task list shrinks and each completed item shows an auditoría camino.
Step 3: Review What It Did
Copilot logs every change it made.
Approve the batch or send single items back.
✅ Resultado: Manual data entry drops by up to 80% across your books.
💡 Consejo profesional: Let Copilot run two weeks before trusting it fully. It learns your coding habits from corrections.
Cómo utilizar las herramientas de colaboración de Docyt
Herramientas de colaboración let your team settle invoice questions without long email threads.
Aquí te explicamos cómo usarlo paso a paso.
Paso 1: Invita a tu equipo
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.
Así es como se ve:
✓ Control: 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.
✅ Resultado: Every approval pregunta lives beside the receipt it belongs to.
💡 Consejo profesional: Tag the vendor name in your first comment. Search later pulls the whole thread instantáneamente.
Cómo utilizar la migración de datos de Docyt ERP
Migración de datos ERP moves your history across without rekeying years of data.
Aquí te explicamos cómo usarlo paso a paso.
Step 1: Export From Your Old System
Pull a general ledger export from QuickBooks, Xero, or NetSuite.
Docyt accepts standard CSV and IIF files.
Paso 2: Elabore su plan de cuentas
Match each old account to its Docyt equivalent.
The mapping screen highlights anything left unmatched.
Así es como se ve:
✓ Control: 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.
✅ Resultado: Your full transaction history sits inside Docyt, ready for reporting.
💡 Consejo profesional: Migrate at a quarter end. Clean cut-off dates make the variance check far easier to read.
Cómo usar Docyt 360
Docyt 360 shows every location you own inside one consolidated view.
Aquí te explicamos cómo usarlo paso a paso.
Step 1: Add Each Entity
Create a workspace for every negocio 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.
Así es como se ve:
✓ Control: 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.
✅ Resultado: You judge profitability by location without exporting anything to a spreadsheet.
💡 Consejo profesional: Name entities by city, not legal name. Reports get readable when you run more than five.
Cómo usar Docyt ClosingFlow
Flujo de cierre turns month-end into a guided checklist anyone on your team can follow.
Aquí te explicamos cómo usarlo paso a paso.
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.
Así es como se ve:
✓ Control: Every checklist item shows a green tick and a timestamp.
Paso 3: Bloquear el período
Close the month once every task is green.
Locked periods block accidental changes to prior books.
✅ Resultado: Month-end closes in days rather than the usual two-week grind.
💡 Consejo profesional: Assign owners on day one of the month. Close speed depends on ownership, not software.
Cómo usar Docyt InsightFlow
InsightFlow tracks the industry KPIs that actually matter to your negocio.
Aquí te explicamos cómo usarlo paso a paso.
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.
Así es como se ve:
✓ Control: 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.
✅ Resultado: You get real-time insights on margins instead of waiting for a monthly PDF.
💡 Consejo profesional: Start with three KPIs only. Dashboards with twenty tiles get ignored inside a fortnight.
Consejos y atajos de Docyt Pro
After eight months of daily use, these are the shortcuts I actually keep using.
Atajos de teclado
| Acción | Atajo |
|---|---|
| Búsqueda global | Ctrl + K |
| Approve selected invoices | Mayús + A |
| Jump to Receipt Box | G y luego R |
| Abrir informes | G y luego P |
Características ocultas que la mayoría de la gente pasa por alto
- 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.
Errores comunes que debes evitar según Docyt
Mistake #1: Skipping the historical import
❌ Incorrecto: Starting fresh and leaving last year’s books stranded in old software de contabilidad.
✅ Derecha: Import at least twelve months so Docyt AI learns how you categorize spending.
Mistake #2: Ignoring flagged transactions
❌ Incorrecto: Letting the flag queue grow until an error becomes a duplicate payment.
✅ Derecha: Clear flags weekly, since Docyt surfaces missing documents early for a reason.
Mistake #3: Treating Docyt as a QuickBooks replacement
❌ Incorrecto: Cancelling QuickBooks Online the day you sign up for Docyt.
✅ Derecha: Keep both, because Docyt AI feeds clean data into QuickBooks rather than replacing it.
Solución de problemas de Docyt
Problem: Bank feeds stopped syncing
Causa: Your bank expired the connection token, which most banking providers do every ninety days.
Arreglar: Open Connected Accounts, click Reconnect, and re-authenticate through your bank’s login screen.
Problem: Receipts sit unmatched in Receipt Box
Causa: The card transaction has not posted yet, or the receipt image is unreadable.
Arreglar: Wait two business days, then retake the photo in better light and match it manually.
Problem: Reports show the wrong profitability
Causa: Revenue reconciliation is mapping POS categories to the wrong ledger accounts.
Arreglar: Reopen your revenue mapping, correct the account, then re-run the period.
📌 Nota: If none of these fix your issue, Docyt support is provided through in-app chat inside your dashboard.
¿Qué es Docyt?
Docyt es software de contabilidad 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.
Mira este breve resumen:
Incluye estas características clave:
- Contabilidad e informes financieros: Close your books daily instead of monthly.
- Conciliación de ingresos en tiempo real: Match daily sales to deposits without spreadsheets.
- Marcado automático de transacciones: Catch duplicate invoices and missing receipts early.
- Copiloto contable de Docyt: Hand routine bookkeeping tasks to ai agents.
- Herramientas de colaboración: Settle invoice questions without email threads.
- Migración de datos ERP: Move historical books in without rekeying data.
- Docyt 360: See every location in one consolidated view.
- Flujo de cierre: Run month-end close on a guided checklist.
- InsightFlow: Track industry kpis on a custom dashboard.
Para una revisión completa, consulte nuestra Reseña de 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.
Precios de Docyt
Here is what Docyt costs in 2026:
| Plan | Precio | Mejor para |
|---|---|---|
| Impacto | $299 por mes | Single-location business wanting automated bookkeeping |
| Avanzado | $499 por mes | Growing teams needing accounts payable and bill pay |
| Avanzado Plus | $799 por mes | Operators running multiple businesses on one login |
| Empresa | $999 por mes | Accounting firms handling many client entities |
Prueba gratuita: No open trial. Docyt runs a guided demo before onboarding.
Garantía de devolución de dinero: Not published. Terms are agreed during your onboarding call.
💰 Mejor relación calidad-precio: 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.
Docyt frente a alternativas
How does Docyt compare? Here is the honest landscape:
| Herramienta | Mejor para | Precio | Clasificación |
|---|---|---|---|
| Docyt | Automated bookkeeping | $299/mes | ⭐ 4.0 |
| Dext | Captura de recibos | $29/mes | ⭐ 4.5 |
| Xero | Pequeña empresa books | $20/mes | ⭐ 4.4 |
| QuickBooks | General ledger | $38/mes | ⭐ 4.5 |
| Libros de Zoho | Budget accounting | $20/mes | ⭐ 4.4 |
| Sabio | Inventario y nómina | $25/mes | ⭐ 4.1 |
| Expensificar | Informes de gastos | $5/mes | ⭐ 4.4 |
| NetSuite | ERP empresarial | $999/mes | ⭐ 4.0 |
Selecciones rápidas:
- Mejor en general: Docyt — it automates the work, not just the filing.
- Mejor presupuesto: Ola — free accounting for a very small business.
- Ideal para principiantes: FreshBooks — the gentlest learning curve of the lot.
- Ideal para firmas de contabilidad: Docyt Enterprise — one login across every client’s books.
🎯 Alternativas a Docyt
Looking for Docyt alternatives? Here are the options worth a look:
- 🚀 Destreza: Fast receipt capture and document processing, though it stops short of full bookkeeping automatización.
- 💰 Xero: Clean accounting software for small business owners who want tidy books and simple bank feeds.
- ⚡ Fin de mes fácil: Focused purely on close checklists, useful if your bookkeeping already runs well.
- 🧠 Rompecabezas IO: AI-powered accounting built for startups that live inside Stripe and modern banking accounts.
- 🏢 Sabio: Long-standing accounting software with deep inventory and payroll services for larger firms.
- 💼 Libros de Zoho: Budget-friendly books with strong invoicing, ideal if you already run other Zoho apps.
- 🔄 Sínder: Specialist in ecommerce revenue reconciliation across Shopify, Amazon, and payment processors.
- 🔧 Refrescarme: Lightweight bookkeeping clean-up tool for freelancers with a handful of monthly transactions.
- 🆓 Ola: Free accounting for very small business owners who only need invoices and basic reports.
- 🏠 Acelerar: Personal y alquiler property finance tracking rather than a true business accounting platform.
- 📄 Hubdoc: Document fetching from banks and vendors, bundled free with most Xero plans.
- 🧾 Expensificar: Strong expense reports and card controls for teams that viajar, weaker on full ledgers.
- ⭐ QuickBooks: The most used accounting software worldwide, and the system Docyt AI sits on top of.
- 📊 Entrada automática: Reliable data entry automation for accountants who already own a general ledger they like.
- 👶 FreshBooks: Beginner-friendly invoicing and seguimiento del tiempo for service businesses billing a few customers.
- 🏭 NetSuite: Enterprise ERP with heavy customization, priced well beyond most small business budgets.
Para ver la lista completa, consulte nuestra Alternativas a Docyt guía.
⚔️ Comparación de Docyt
Here is how Docyt stacks up against each competitor:
- Docyt frente a Dext: Dext captures receipts well. Docyt captures them and then does the bookkeeping, so it wins on scope.
- Docyt frente a Xero: Xero is a ledger you maintain. Docyt automates the work feeding a ledger, including QuickBooks Online.
- Docyt vs Easy Month End: Easy Month End handles close checklists only. Docyt covers close plus daily reconciliation and reporting.
- Docyt vs Puzzle IO: Puzzle suits venture-backed startups. Docyt suits multi-location operators tracking profitability by site.
- Docyt frente a Sage: Sage offers deeper payroll and inventory. Docyt offers faster automation and real-time financial reports.
- Docyt frente a Zoho Books: Zoho Books costs far less. Docyt saves more hours, which matters once headcount grows.
- Docyt frente a Synder: Synder wins for pure ecommerce sync. Docyt wins when you also need accounts payable and bill pay.
- Docyt frente a RefreshMe: RefreshMe fits solo freelancers. Docyt fits firms and operators handling thousands of monthly transactions.
- Docyt frente a Wave: Wave is free and stays basic. Docyt is paid and removes most manual input from your day.
- Docyt contra Acelerar: Quicken tracks personal finances. Docyt tracks business finances with audit-ready documents behind every number.
- Docyt frente a Hubdoc: Hubdoc fetches statements. Docyt fetches, reads, categorizes, and reconciles them against your bank feeds.
- Docyt vs Expensify: Expensify owns employee expense management. Docyt covers expense management plus the full bookkeeping cycle.
- Docyt frente a QuickBooks: QuickBooks is the ledger. Docyt is the automation layer above it, so most users run both.
- Docyt vs. AutoEntry: AutoEntry automates data entry alone. Docyt adds reconciliation, KPI dashboards, and consolidated financial statements.
- Docyt frente a FreshBooks: FreshBooks is easier on day one. Docyt pays off by month three when volume climbs.
- Docyt frente a NetSuite: NetSuite is heavier and pricier. Docyt gives small-to-medium businesses similar visibility at a fraction of cost.
Empiece a usar Docyt ahora
Aprendiste a usar todas las funciones principales de Docyt:
- ✅ Contabilidad e informes financieros
- ✅ Conciliación de ingresos en tiempo real
- ✅ Marcado automático de transacciones
- ✅ Copiloto contable de Docyt
- ✅ Herramientas de colaboración
- ✅ Migración de datos ERP
- ✅ Docyt 360
- ✅ Flujo de cierre
- ✅ InsightFlow
Siguiente paso: Connect one bank account and forward a single invoice.
La mayoría de las personas comienzan con la contabilidad y la presentación de informes financieros.
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.
Preguntas frecuentes
¿Cómo funciona 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.
¿Cómo llevar la contabilidad manualmente paso a paso?
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.
¿Cómo llevar la contabilidad paso a paso?
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.
¿Cómo utilizar un software de contabilidad?
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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