クイックスタート
このガイドでは、Docytのすべての機能について説明します。
- はじめる — Create your account and connect your bank
- 財務簿記とレポートの使い方 — Close your books daily instead of monthly
- リアルタイム収益照合の使い方 — Match daily sales to deposits without spreadsheets
- 取引における自動フラグ付けの使用方法 — Catch duplicate invoices and missing receipts early
- Docyt Accountant Copilot の使い方 — Hand routine bookkeeping tasks to ai agents
- コラボレーションツールの使い方 — Settle invoice questions without email threads
- ERPデータ移行の使用方法 — Move historical books in without rekeying data
- Docyt 360の使い方 — See every location in one consolidated view
- ClosingFlowの使い方 — Run month-end close on a guided checklist
- InsightFlowの使い方 — Track industry kpis on a custom dashboard
所要時間： 各作品につき5分
このガイドには以下の内容も含まれています。 プロのヒント | よくある間違い | トラブルシューティング | 価格 | 代替案
このガイドを信頼する理由
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はAIを搭載した 会計 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.
Docytチュートリアル
This How to use Docyt tutorial walks through setup, daily 簿記, and the reporting tools that make the price worth paying.
ドシット
Stop rebuilding your books every month. Docyt AI reads your receipts, categorizes transactions at over 99% accuracy, and keeps クイックブックス Online current every single day. Businesses save an average of 500 hours and $2,000 a year.
Docyt の利用開始
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:
それでは、各ステップを順を追って見ていきましょう。
ステップ1：アカウントを作成する
Go to the Docyt website and click Start Free Demo.
会社のメールアドレスを入力し、パスワードを作成してください。
✓ チェックポイント: A confirmation link lands in your 受信トレイ within a minute.
ステップ2：金融口座を接続する
Docyt runs in any browser, with a mobile app for iOS and アンドロイド.
Connect your bank, credit cards, and QuickBooks Online during onboarding.
Here is what you get once everything is connected:
✓ チェックポイント: 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.
✅ 完了: 以下の機能はすべてご利用いただけます。
Docytの財務簿記とレポート作成の使い方
金融 簿記 & Reporting lets you close your books daily instead of monthly.
以下に、その使用方法をステップごとに説明します。
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.
これは以下のようなものです。
✓ チェックポイント: 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.
✅ 結果: You have real-time financial reports built from clean, categorized data.
💡 プロのヒント: Turn on daily close before your first month ends. Catching an error 早い beats fixing thirty at once.
Docytのリアルタイム収益照合機能の使い方
リアルタイム収益照合 matches daily sales to bank deposits automatically.
以下に、その使用方法をステップごとに説明します。
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.
これは以下のようなものです。
✓ チェックポイント: 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.
✅ 結果: Revenue reconciliation happens daily instead of during a painful month-end scramble.
💡 プロのヒント: Reconcile before 10am. Card processors post overnight, so morning numbers are the cleanest you will see.
Docytのトランザクション自動フラグ機能の使い方
自動フラグ付け catches duplicate invoices, missing receipts, and odd spending patterns.
以下に、その使用方法をステップごとに説明します。
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.
これは以下のようなものです。
✓ チェックポイント: 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.
✅ 結果: Duplicate payments to vendors get stopped before money leaves your bank.
💡 プロのヒント: Check the queue every Monday. A weekly habit keeps flags under ten and takes about four minutes.
Docyt Accountant Copilot の使い方
会計士兼副操縦士 hands routine bookkeeping to AI agents that Docyt calls GARY.
以下に、その使用方法をステップごとに説明します。
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 会計 firms with many clients.
これは以下のようなものです。
✓ チェックポイント: Your task list shrinks and each completed item shows an 監査 トレイル。
Step 3: Review What It Did
Copilot logs every change it made.
Approve the batch or send single items back.
✅ 結果: Manual data entry drops by up to 80% across your books.
💡 プロのヒント: Let Copilot run two weeks before trusting it fully. It learns your coding habits from corrections.
Docytコラボレーションツールの使い方
コラボレーションツール let your team settle invoice questions without long email threads.
以下に、その使用方法をステップごとに説明します。
ステップ1：チームメンバーを招待する
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.
これは以下のようなものです。
✓ チェックポイント: 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.
✅ 結果: Every approval 質問 lives beside the receipt it belongs to.
💡 プロのヒント: Tag the vendor name in your first comment. Search later pulls the whole thread 即座に.
Docyt ERPデータ移行の使用方法
ERPデータ移行 moves your history across without rekeying years of data.
以下に、その使用方法をステップごとに説明します。
Step 1: Export From Your Old System
Pull a general ledger export from QuickBooks, ゼロ, or NetSuite.
Docyt accepts standard CSV and IIF files.
ステップ2：勘定科目表を作成する
Match each old account to its Docyt equivalent.
The mapping screen highlights anything left unmatched.
これは以下のようなものです。
✓ チェックポイント: 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.
✅ 結果: Your full transaction history sits inside Docyt, ready for reporting.
💡 プロのヒント: Migrate at a quarter end. Clean cut-off dates make the variance check far easier to read.
Docyt 360の使い方
ドシット360 shows every location you own inside one consolidated view.
以下に、その使用方法をステップごとに説明します。
Step 1: Add Each Entity
Create a workspace for every 仕事 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.
これは以下のようなものです。
✓ チェックポイント: 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.
✅ 結果: You judge profitability by location without exporting anything to a spreadsheet.
💡 プロのヒント: Name entities by city, not legal name. Reports get readable when you run more than five.
Docyt ClosingFlowの使い方
クロージングフロー turns month-end into a guided checklist anyone on your team can follow.
以下に、その使用方法をステップごとに説明します。
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.
これは以下のようなものです。
✓ チェックポイント: Every checklist item shows a green tick and a timestamp.
ステップ3：期間をロックする
Close the month once every task is green.
Locked periods block accidental changes to prior books.
✅ 結果: Month-end closes in days rather than the usual two-week grind.
💡 プロのヒント: Assign owners on day one of the month. Close speed depends on ownership, not software.
Docyt InsightFlowの使い方
インサイトフロー tracks the industry KPIs that actually matter to your 仕事.
以下に、その使用方法をステップごとに説明します。
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.
これは以下のようなものです。
✓ チェックポイント: 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.
✅ 結果: You get real-time insights on margins instead of waiting for a monthly PDF.
💡 プロのヒント: Start with three KPIs only. Dashboards with twenty tiles get ignored inside a fortnight.
Docytのプロ向けヒントとショートカット
After eight months of daily use, these are the shortcuts I actually keep using.
キーボードショートカット
| アクション | ショートカット |
|---|---|
| グローバル検索 | Ctrl + K |
| Approve selected invoices | Shift + A |
| Jump to Receipt Box | G、次にR |
| 未解決の報告 | G、次にP |
ほとんどの人が見逃す隠れた機能
- 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.
Docytでよくある間違いを避ける方法
Mistake #1: Skipping the historical import
❌ 間違い: Starting fresh and leaving last year’s books stranded in old 会計ソフトウェア.
✅ 右: Import at least twelve months so Docyt AI learns how you categorize spending.
Mistake #2: Ignoring flagged transactions
❌ 間違い: Letting the flag queue grow until an error becomes a duplicate payment.
✅ 右: Clear flags weekly, since Docyt surfaces missing documents early for a reason.
Mistake #3: Treating Docyt as a QuickBooks replacement
❌ 間違い: Cancelling QuickBooks Online the day you sign up for Docyt.
✅ 右: Keep both, because Docyt AI feeds clean data into QuickBooks rather than replacing it.
Docytのトラブルシューティング
Problem: Bank feeds stopped syncing
原因： Your bank expired the connection token, which most banking providers do every ninety days.
修理： Open Connected Accounts, click Reconnect, and re-authenticate through your bank’s login screen.
Problem: Receipts sit unmatched in Receipt Box
原因： The card transaction has not posted yet, or the receipt image is unreadable.
修理： Wait two business days, then retake the photo in better light and match it manually.
Problem: Reports show the wrong profitability
原因： Revenue reconciliation is mapping POS categories to the wrong ledger accounts.
修理： Reopen your revenue mapping, correct the account, then re-run the period.
📌 注記： If none of these fix your issue, Docyt support is provided through in-app chat inside your dashboard.
Docytとは何ですか?
ドシット は 会計ソフトウェア 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.
こちらの簡単な概要をご覧ください。
主な機能は以下のとおりです。
- 財務簿記および報告： Close your books daily instead of monthly.
- リアルタイム収益照合： Match daily sales to deposits without spreadsheets.
- 取引に対する自動フラグ付け： Catch duplicate invoices and missing receipts early.
- Docyt会計士コパイロット： Hand routine bookkeeping tasks to ai agents.
- コラボレーションツール: Settle invoice questions without email threads.
- ERPデータ移行： Move historical books in without rekeying data.
- Docyt 360: See every location in one consolidated view.
- 終了フロー: Run month-end close on a guided checklist.
- InsightFlow: Track industry kpis on a custom dashboard.
詳細なレビューについては、こちらをご覧ください。 Docytのレビュー.
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.
Docytの価格
Here is what Docyt costs in 2026:
| プラン | 価格 | 最適な用途 |
|---|---|---|
| インパクト | 月額299ドル | Single-location business wanting automated bookkeeping |
| 高度な | 月額499ドル | Growing teams needing accounts payable and bill pay |
| アドバンスプラス | 月額799ドル | Operators running multiple businesses on one login |
| 企業 | 月額999ドル | Accounting firms handling many client entities |
無料トライアル: No open trial. Docyt runs a guided demo before onboarding.
返金保証: Not published. Terms are agreed during your onboarding call.
💰 最もお得な価格: 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と代替製品の比較
How does Docyt compare? Here is the honest landscape:
| 道具 | 最適な用途 | 価格 | 評価 |
|---|---|---|---|
| ドシット | Automated bookkeeping | 月額299ドル | ⭐ 4.0 |
| デクスト | レシートのキャプチャ | 月額29ドル | ⭐ 4.5 |
| ゼロ | 中小企業 books | 月額20ドル | ⭐ 4.4 |
| クイックブックス | General ledger | 月額38ドル | ⭐ 4.5 |
| Zohoブックス | Budget accounting | 月額20ドル | ⭐ 4.4 |
| セージ | 在庫管理と給与計算 | 月額25ドル | ⭐ 4.1 |
| エクスペンシファイ | 経費報告書 | 月額5ドル | ⭐ 4.4 |
| ネットスイート | エンタープライズERP | 月額999ドル | ⭐ 4.0 |
おすすめ商品：
- 総合ベスト： Docyt — it automates the work, not just the filing.
- ベスト予算： 波 — free accounting for a very small business.
- 初心者におすすめ： フレッシュブックス — the gentlest learning curve of the lot.
- 会計事務所に最適： Docyt Enterprise — one login across every client’s books.
🎯 ドサイト代替品
Looking for Docyt alternatives? Here are the options worth a look:
- 🚀 デクスト： Fast receipt capture and document processing, though it stops short of full bookkeeping オートメーション.
- 💰 ゼロ： Clean accounting software for small business owners who want tidy books and simple bank feeds.
- ⚡ 楽な月末: Focused purely on close checklists, useful if your bookkeeping already runs well.
- 🧠 パズルIO: AI-powered accounting built for startups that live inside Stripe and modern banking accounts.
- 🏢 セージ： Long-standing accounting software with deep inventory and payroll services for larger firms.
- 💼 Zohoブックス: Budget-friendly books with strong invoicing, ideal if you already run other Zoho apps.
- 🔄 スナイダー： Specialist in ecommerce revenue reconciliation across Shopify, Amazon, and payment processors.
- 🔧 リフレッシュミー: Lightweight bookkeeping clean-up tool for freelancers with a handful of monthly transactions.
- 🆓 波： Free accounting for very small business owners who only need invoices and basic reports.
- 🏠 クイックン： 個人的かつ レンタル property finance tracking rather than a true business accounting platform.
- 📄 ハブドック: Document fetching from banks and vendors, bundled free with most Xero plans.
- 🧾 経費精算: Strong expense reports and card controls for teams that 旅行, weaker on full ledgers.
- ⭐ クイックブックス: The most used accounting software worldwide, and the system Docyt AI sits on top of.
- 📊 自動入力: Reliable data entry automation for accountants who already own a general ledger they like.
- 👶 フレッシュブックス: Beginner-friendly invoicing and 時間追跡 for service businesses billing a few customers.
- 🏭 ネットスイート: Enterprise ERP with heavy customization, priced well beyond most small business budgets.
全リストについては、こちらをご覧ください。 Docytの代替品 ガイド。
⚔️ ドサイトとの比較
Here is how Docyt stacks up against each competitor:
- Docyt vs Dext: Dext captures receipts well. Docyt captures them and then does the bookkeeping, so it wins on scope.
- Docyt vs 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 パズル IO: Puzzle suits venture-backed startups. Docyt suits multi-location operators tracking profitability by site.
- Docyt vs Sage: Sage offers deeper payroll and inventory. Docyt offers faster automation and real-time financial reports.
- Docyt vs Zoho Books: Zoho Books costs far less. Docyt saves more hours, which matters once headcount grows.
- ドサイト vs シンダー: Synder wins for pure ecommerce sync. Docyt wins when you also need accounts payable and bill pay.
- Docyt 対 RefreshMe: RefreshMe fits solo freelancers. Docyt fits firms and operators handling thousands of monthly transactions.
- Docyt 対 Wave: Wave is free and stays basic. Docyt is paid and removes most manual input from your day.
- Docyt vs クイックン: Quicken tracks personal finances. Docyt tracks business finances with audit-ready documents behind every number.
- Docyt 対 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とQuickBooksの比較: QuickBooks is the ledger. Docyt is the automation layer above it, so most users run both.
- Docyt と AutoEntry: AutoEntry automates data entry alone. Docyt adds reconciliation, KPI dashboards, and consolidated financial statements.
- Docyt vs FreshBooks: FreshBooks is easier on day one. Docyt pays off by month three when volume climbs.
- DocytとNetSuiteの比較: NetSuite is heavier and pricier. Docyt gives small-to-medium businesses similar visibility at a fraction of cost.
今すぐDocytを使い始めましょう
Docytの主要な機能をすべて使いこなせるようになりました。
- ✅ 財務簿記および報告
- ✅ リアルタイム収益照合
- ✅ 取引の自動フラグ付け
- ✅ Docyt会計士コパイロット
- ✅ コラボレーションツール
- ✅ ERPデータ移行
- ✅ Docyt 360
- ✅ クロージングフロー
- ✅ InsightFlow
次のステップ： Connect one bank account and forward a single invoice.
ほとんどの人は、財務簿記と報告から始めます。
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.
よくある質問
Docytはどのように機能するのですか？
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.
簿記を手作業で行う手順をステップごとに解説します。
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.
会計処理を段階的に行う方法を教えてください。
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.
会計ソフトの使い方は？
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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