Comment utiliser Docyt : automatisez votre comptabilité en 2026 ?

Démarrage rapide

Ce guide couvre toutes les fonctionnalités de Docyt :

• Commencer — Create your account and connect your bank
• Comment utiliser la comptabilité et les rapports financiers — Close your books daily instead of monthly
• Comment utiliser le rapprochement des revenus en temps réel — Match daily sales to deposits without spreadsheets
• Comment utiliser le signalement automatique des transactions — Catch duplicate invoices and missing receipts early
• Comment utiliser Docyt Accountant Copilot — Hand routine bookkeeping tasks to ai agents
• Comment utiliser les outils de collaboration — Settle invoice questions without email threads
• Comment utiliser la migration de données ERP — Move historical books in without rekeying data
• Comment utiliser Docyt 360 — See every location in one consolidated view
• Comment utiliser ClosingFlow — Run month-end close on a guided checklist
• Comment utiliser InsightFlow — Track industry kpis on a custom dashboard

Temps nécessaire : 5 minutes par fonctionnalité

Vous trouverez également dans ce guide : Conseils de pro | Erreurs courantes | Dépannage | Tarification | Alternatives

Pourquoi faire confiance à ce guide ?

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 est une application basée sur l'IA comptabilité 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.

Tutoriel Docyt

This How to use Docyt tutorial walks through setup, daily comptabilité, 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.

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Premiers pas avec 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:

Passons maintenant en revue chaque étape.

Étape 1 : Créez votre compte

Go to the Docyt website and click Start Free Demo.

Saisissez votre adresse courriel professionnelle et créez un mot de passe.

✓ Point de contrôle: A confirmation link lands in your boîte de réception within a minute.

Étape 2 : Connectez vos comptes financiers

Docyt runs in any browser, with a mobile app for iOS and Androïde.

Connect your bank, credit cards, and QuickBooks Online during onboarding.

Here is what you get once everything is connected:

✓ Point de contrôle: 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.

Comment utiliser Docyt Financial Bookkeeping & Reporting

Financier Comptabilité & Reporting lets you close your books daily instead of monthly.

Voici comment l'utiliser étape par étape.

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.

Voici à quoi cela ressemble :

✓ Point de contrôle: 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.

Comment utiliser Docyt Real-Time Revenue Reconciliation

Rapprochement des revenus en temps réel matches daily sales to bank deposits automatically.

Voici comment l'utiliser étape par étape.

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.

Voici à quoi cela ressemble :

✓ Point de contrôle: 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.

Comment utiliser le marquage automatique des transactions par Docyt

Signalement automatique catches duplicate invoices, missing receipts, and odd spending patterns.

Voici comment l'utiliser étape par étape.

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.

Voici à quoi cela ressemble :

✓ Point de contrôle: 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.

Comment utiliser Docyt Accountant Copilot

Copilote comptable hands routine bookkeeping to AI agents that Docyt calls GARY.

Voici comment l'utiliser étape par étape.

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 comptabilité firms with many clients.

Voici à quoi cela ressemble :

✓ Point de contrôle: Your task list shrinks and each completed item shows an audit piste.

Step 3: Review What It Did

Copilot logs every change it made.

Approve the batch or send single items back.

Comment utiliser les outils de collaboration Docyt

Outils de collaboration let your team settle invoice questions without long email threads.

Voici comment l'utiliser étape par étape.

Étape 1 : Invitez votre équipe

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.

Voici à quoi cela ressemble :

✓ Point de contrôle: 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.

Comment utiliser la migration de données Docyt ERP

Migration des données ERP moves your history across without rekeying years of data.

Voici comment l'utiliser étape par étape.

Step 1: Export From Your Old System

Pull a general ledger export from QuickBooks, Xero, or NetSuite.

Docyt accepts standard CSV and IIF files.

Étape 2 : Établir votre plan comptable

Match each old account to its Docyt equivalent.

The mapping screen highlights anything left unmatched.

Voici à quoi cela ressemble :

✓ Point de contrôle: 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.

Comment utiliser Docyt 360

Docyt 360 shows every location you own inside one consolidated view.

Voici comment l'utiliser étape par étape.

Step 1: Add Each Entity

Create a workspace for every entreprise 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.

Voici à quoi cela ressemble :

✓ Point de contrôle: 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.

Comment utiliser Docyt ClosingFlow

Flux de fermeture turns month-end into a guided checklist anyone on your team can follow.

Voici comment l'utiliser étape par étape.

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.

Voici à quoi cela ressemble :

✓ Point de contrôle: Every checklist item shows a green tick and a timestamp.

Étape 3 : Verrouiller la période

Close the month once every task is green.

Locked periods block accidental changes to prior books.

Comment utiliser Docyt InsightFlow

InsightFlow tracks the industry KPIs that actually matter to your entreprise.

Voici comment l'utiliser étape par étape.

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.

Voici à quoi cela ressemble :

✓ Point de contrôle: 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.

Conseils et raccourcis Docyt Pro

After eight months of daily use, these are the shortcuts I actually keep using.

Raccourcis clavier

Fonctionnalités cachées que la plupart des gens ignorent

• 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.

Erreurs courantes à éviter selon Docyt

Mistake #1: Skipping the historical import

Mistake #2: Ignoring flagged transactions

Mistake #3: Treating Docyt as a QuickBooks replacement

Dépannage Docyt

Problem: Bank feeds stopped syncing

Cause: Your bank expired the connection token, which most banking providers do every ninety days.

Réparer: Open Connected Accounts, click Reconnect, and re-authenticate through your bank’s login screen.

Problem: Receipts sit unmatched in Receipt Box

Cause: The card transaction has not posted yet, or the receipt image is unreadable.

Réparer: Wait two business days, then retake the photo in better light and match it manually.

Problem: Reports show the wrong profitability

Cause: Revenue reconciliation is mapping POS categories to the wrong ledger accounts.

Réparer: Reopen your revenue mapping, correct the account, then re-run the period.

📌 Note: If none of these fix your issue, Docyt support is provided through in-app chat inside your dashboard.

Qu'est-ce que Docyt ?

Docyt est logiciel de comptabilité 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.

Regardez ce bref aperçu :

Il comprend les fonctionnalités clés suivantes :

• Comptabilité et rapports financiers : Close your books daily instead of monthly.
• Rapprochement des revenus en temps réel : Match daily sales to deposits without spreadsheets.
• Signalement automatique des transactions : Catch duplicate invoices and missing receipts early.
• Copilote comptable Docyt : Hand routine bookkeeping tasks to ai agents.
• Outils de collaboration : Settle invoice questions without email threads.
• Migration des données ERP : Move historical books in without rekeying data.
• Docyt 360 : See every location in one consolidated view.
• Flux de fermeture : Run month-end close on a guided checklist.
• Flux d'informations : Track industry kpis on a custom dashboard.

Pour une analyse complète, consultez notre Avis sur 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.

Tarification de Docyt

Here is what Docyt costs in 2026:

Essai gratuit : No open trial. Docyt runs a guided demo before onboarding.

Garantie de remboursement : Not published. Terms are agreed during your onboarding call.

💰 Meilleur rapport qualité-prix : 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 contre les alternatives

How does Docyt compare? Here is the honest landscape:

Sélection rapide :

• Meilleur résultat global : Docyt — it automates the work, not just the filing.
• Meilleur budget : Vague — free accounting for a very small business.
• Idéal pour les débutants : FreshBooks — the gentlest learning curve of the lot.
• Idéal pour les cabinets comptables : Docyt Enterprise — one login across every client’s books.

🎯 Alternatives à Docyt

Looking for Docyt alternatives? Here are the options worth a look:

• 🚀 Dext : Fast receipt capture and document processing, though it stops short of full bookkeeping automation.
• 💰 Xero : Clean accounting software for small business owners who want tidy books and simple bank feeds.
• ⚡ Fin de mois facile: Focused purely on close checklists, useful if your bookkeeping already runs well.
• 🧠 Puzzle IO: AI-powered accounting built for startups that live inside Stripe and modern banking accounts.
• 🏢 Sage: Long-standing accounting software with deep inventory and payroll services for larger firms.
• 💼 Livres Zoho : Budget-friendly books with strong invoicing, ideal if you already run other Zoho apps.
• 🔄 Synder : Specialist in ecommerce revenue reconciliation across Shopify, Amazon, and payment processors.
• 🔧 Rafraîchir-moi: Lightweight bookkeeping clean-up tool for freelancers with a handful of monthly transactions.
• 🆓 Vague: Free accounting for very small business owners who only need invoices and basic reports.
• 🏠 Accélérer: Personnel et de location property finance tracking rather than a true business accounting platform.
• 📄 Hubdoc: Document fetching from banks and vendors, bundled free with most Xero plans.
• 🧾 Expensify : Strong expense reports and card controls for teams that voyage, weaker on full ledgers.
• ⭐ QuickBooks : The most used accounting software worldwide, and the system Docyt AI sits on top of.
• 📊 Saisie automatique: Reliable data entry automation for accountants who already own a general ledger they like.
• 👶 FreshBooks : Beginner-friendly invoicing and suivi du temps for service businesses billing a few customers.
• 🏭 NetSuite : Enterprise ERP with heavy customization, priced well beyond most small business budgets.

Pour la liste complète, consultez notre Alternatives à Docyt guide.

⚔️ Comparaison avec Docyt

Here is how Docyt stacks up against each competitor:

• Docyt contre Dext: Dext captures receipts well. Docyt captures them and then does the bookkeeping, so it wins on scope.
• Docyt contre Xero: Xero is a ledger you maintain. Docyt automates the work feeding a ledger, including QuickBooks Online.
• Docyt contre Easy Fin de mois: Easy Month End handles close checklists only. Docyt covers close plus daily reconciliation and reporting.
• Docyt contre Puzzle E/S : Puzzle suits venture-backed startups. Docyt suits multi-location operators tracking profitability by site.
• Docyt contre Sage: Sage offers deeper payroll and inventory. Docyt offers faster automation and real-time financial reports.
• Docyt contre Zoho Books: Zoho Books costs far less. Docyt saves more hours, which matters once headcount grows.
• Docyt contre Synder: Synder wins for pure ecommerce sync. Docyt wins when you also need accounts payable and bill pay.
• Docyt contre RefreshMe: RefreshMe fits solo freelancers. Docyt fits firms and operators handling thousands of monthly transactions.
• Docyt contre Wave: Wave is free and stays basic. Docyt is paid and removes most manual input from your day.
• Docyt contre Accélérer: Quicken tracks personal finances. Docyt tracks business finances with audit-ready documents behind every number.
• Docyt vs Hubdoc: Hubdoc fetches statements. Docyt fetches, reads, categorizes, and reconciles them against your bank feeds.
• Docyt contre Expensify : Expensify owns employee expense management. Docyt covers expense management plus the full bookkeeping cycle.
• Docyt contre 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 contre FreshBooks: FreshBooks is easier on day one. Docyt pays off by month three when volume climbs.
• Docyt contre NetSuite: NetSuite is heavier and pricier. Docyt gives small-to-medium businesses similar visibility at a fraction of cost.

Commencez à utiliser Docyt dès maintenant

Vous avez appris à utiliser toutes les principales fonctionnalités de Docyt :

• ✅ Comptabilité financière et rapports
• ✅ Rapprochement des revenus en temps réel
• ✅ Signalement automatique des transactions
• ✅ Copilote comptable Docyt
• ✅ Outils de collaboration
• ✅ Migration des données ERP
• ✅ Docyt 360
• ✅ Flux de fermeture
• ✅ InsightFlow

Étape suivante : Connect one bank account and forward a single invoice.

La plupart des gens commencent par la comptabilité et le reporting financier.

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.

Foire aux questions

Comment fonctionne 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.

Comment tenir une comptabilité manuellement, étape par étape ?

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.

Comment faire de la comptabilité étape par étape ?

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.

Comment utiliser un logiciel de comptabilité ?

Connect your bank, import your chart of accounts, categorize transactions, then reconcile. Docyt automates categorization at over 99% accuracy using your own historical patterns.