How to use Docyt: Automate Your Bookkeeping in 2026?

Doing books by hand is a total headache.

It takes way too long, and it is easy to make big mistakes.

You probably feel buried under piles of receipts and confusing spreadsheets every single month.

It is time to stop stressing over your finances.

AI can handle the hard work for you so you can finally relax.

Our guide shows you how to use Docyt to automate everything in a few simple steps.

Read on to see how this tool saves you time and keeps your money organized.

도시트

스프레드시트는 이제 그만 쓰고 시간을 절약할 준비가 되셨나요? Docyt 사용자들은 매달 최대 20시간을 절약한다고 합니다. 회계 tasks. Start your free trial today and see how Docyt can revolutionize your 사업!

Try Docyt now 전체 리뷰 읽기 도시트 대안

Docyt Tutorial

Ready to start? First, connect your bank feeds and 회계 소프트웨어.

Next, let the AI scan your receipts and bills.

It sorts everything into the right categories for you.

Review the 데이터 and hit sync.

It is that simple to keep your books perfect every single day.

How to use Financial Bookkeeping & Reporting

Are you tired of spending hours on spreadsheets?

Docyt makes managing your 사업 money much easier.

It uses AI-powered tools to do the heavy lifting for you.

You can connect multiple businesses to one dashboard to see everything at once.

This section will show you how to set up your books so you can get real-time insights without the stress.

Step 1: Connect Your Banking Accounts and Software

The first thing you need to do is give the Docyt AI a way to see your money flow.

This stops you from having to do manual data entry.

• Log in and head to the settings to link your banking accounts.
• Connect your ledger, such as 퀵북스 Online, so the two systems can communicate.
• Once linked, the software pulls in transactions in real time.

Step 2: Set Up Your Receipt Box and Capture Tools

Keeping track of paper is a pain. Docyt uses a digital receipt box to keep your files organized and safe.

• Download the mobile app to use the receipt capture feature.
• Simply snap a photo of your invoices or receipts as soon as you get them.
• The AI reads the numbers and automatically matches them to your bank spending.

Step 3: Manage Bills and Expense Reports

Now that your data is in the system, you can handle accounts payable and expense management in one place.

You don’t need a separate bill pay tool.

• Review your uploaded bills and schedule payments directly through the platform.
• Staff members can submit their own expense reports for quick approval.
• The system checks for duplicates, so you never pay the same bill twice.

Step 4: Run Real-Time Financial Reports

The best part about using an automated system is knowing your numbers right now.

You don’t have to wait for 회계 firms to finish their work at the end of the month.

• Click on the reports tab to see real-time financial reports.
• Check your profit and loss or revenue reconciliation to see how much you actually made today.
• Use these facts to make smart choices for your company’s growth.

How to use Real-time Revenue Reconciliation

Do you ever wonder if the money in your bank matches what you actually sold?

In the past, you had to wait weeks for accountants to check your books.

Now, you can watch your money move in real-time financial dashboards.

This helps you see your true profitability every single day without the average wait times.

Step 1: Link Your Sales Channels and Apps

To start, you need to link your sales tools to the Docyt app.

This allows the system to see every dollar your customers pay for your services.

• Go to the integrations page and select the tools you use, like Square or Shopify.
• Connect your bank account so the software can see the deposits.
• This connection eliminates the need for manual input, reducing the risk of human error.

Step 2: Upload Your Supporting Documents

For the system to reconcile your sales, it needs to see the proof.

Every document matters when you want perfect financial statements.

• Use the app to upload daily sales summaries or merchant reports.
• Ensure you include any information about fees charged by vendors, such as credit card processors.
• Your team can help with this by snapping photos of end-of-day reports.

Step 3: Match Transactions to Bank Deposits

Once the data is in, the AI gets to work.

It looks at all your transactions and finds where that money landed in your bank.

• The software automatically pairs your sales records with your bank deposits.
• It subtracts expenses like processing fees, so your numbers are exact.
• If something doesn’t match, the system will ask you or your firm to take a look.

Step 4: Monitor Your Client’s or Business Income

If you are running a firm, you can manage each client’s money from one screen.

This makes life much easier for everyone involved.

• Check the dashboard to see if any deposits are missing.
• Look at the “Revenue Gap” to find sales that haven’t hit your bank yet.
• If you need more help, you can always book a demo to see advanced features.

How to use Automatic Flagging on Transactions

Keeping your books clean can be hard when you have hundreds of transactions to track.

Docyt is designed to act like a second pair of eyes that never gets tired.

It uses AI-powered tools to watch for mistakes before they become big problems.

Step 1: Set Your Custom Business Rules

To make the AI work for you, it needs to understand what a normal purchase looks like for your company.

You give it the information it needs to protect your cash.

• Go to the settings tab to follow the setup wizard for flagging rules.
• Tell the system which vendors you use most often and what you usually spend there.
• The AI will then categorize your spending and alert you if a price suddenly changes.

Step 2: Receive Alerts for Errors or Missing Info

You don’t have to go looking for problems; the problems will find you.

You will receive a notification the moment something looks wrong.

• Check your “Action Items” list to see the provided alerts about duplicate bills.
• The system will flag any purchase that is missing a receipt or a digital document.
• This ensures that by the end of the month, every penny is accounted for.

Step 3: Resolve Flags and Fix Mistakes

When the AI finds an error, it is very easy to fix.

You can handle everything right inside the app without calling your accountants.

• Click on the flagged item to see why the AI is worried.
• I recommend uploading the missing receipt or correcting the category immediately.
• Once you fix the issue, the flag disappears, and your financial statements stay accurate.

Alternatives to Docyt

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• 세이지: 잘 알려진 비즈니스 관리 소프트웨어 제공업체인 Sage는 Atera의 재무 관리 모듈을 대체할 수 있는 다양한 회계 및 재무 솔루션을 제공합니다.
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• 시나이더: 이 소프트웨어는 전자상거래 및 결제 플랫폼을 회계 소프트웨어와 동기화하는 데 중점을 둡니다. 판매 채널에서 회계 장부로 데이터 흐름을 자동화해야 하는 기업에 유용한 대안입니다.
• 쉬운 월말: 이 도구는 월말 결산 프로세스를 간소화하기 위해 특별히 설계되었습니다. 재무 보고 및 대조 작업을 개선하고 자동화하려는 기업을 위한 전문적인 대안입니다.
• 도시트: AI 기반 회계 플랫폼인 Docyt는 재무 워크플로우를 자동화합니다. 실시간 데이터와 자동화된 문서 관리 기능을 제공하는 Docyt는 Atera의 AI 기반 회계 기능과 직접적인 경쟁 관계에 있습니다.
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• 빠르게 하다: 개인 및 소규모 사업체의 재정 관리에 널리 알려진 도구입니다. 예산 책정, 지출 추적 및 재무 계획 수립에 도움이 됩니다.
• 허브독: 이 소프트웨어는 문서 관리 도구입니다. 재무 문서를 자동으로 가져와 회계 소프트웨어와 동기화합니다.
• Expensify: 이 플랫폼은 경비 관리에 특화되어 있습니다. 영수증 스캔, 출장, 경비 보고서 작성에 매우 유용합니다.
• 퀵북스: 가장 널리 사용되는 회계 소프트웨어 프로그램 중 하나입니다. QuickBooks는 재무 관리를 위한 모든 도구를 제공하는 강력한 대안입니다.
• 자동 입력: 이 도구는 데이터 입력을 자동화합니다. Atera의 영수증 및 송장 캡처 기능을 대체할 수 있는 좋은 대안입니다.
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• 넷스위트: 강력하고 완벽한 클라우드 기반 비즈니스 관리 솔루션인 NetSuite는 단순한 재무 관리 이상의 기능을 필요로 하는 대규모 기업을 위한 최적의 선택입니다.

Docyt 비교

결론

I hope you found this article helpful for your business.

Managing money no longer has to be a scary chore.

With Docyt, you can let the AI do the boring parts of 부기.

You will save time & avoid making costly mistakes.

Now you know how to track sales, pay bills, and catch errors automatically.

It is the best way to keep your finances organized and clear.

Are you ready to take control of your books?

It is time to get started and see how much easier your life can be!

자주 묻는 질문

More Facts about Docyt

• Docyt AI helps you track the key numbers and goals that matter most to your type of business.
• The software creates instant reports and charts so you can see how your business is doing right now.
• You can choose how you want to see your data, even if you need to combine reports from different locations.
• If you have fallen behind on your math, Docyt helps you catch up on your 부기 빠른.
• Instead of waiting until the end of the month, Docyt finishes your books every single day.
• The AI looks for mistakes and tells you if you are about to pay the same bill twice.
• When you mark a bill as “paid,” the system updates immediately to reflect that the money has been sent.
• Docyt talks to over 12,000 banks and 30 different checkout systems to keep your info up to date.
• It is very smart at sorting your spending, getting it right more than 99% of the time.
• Your documents are stored in a digital vault with high-level 보안.
• The AI reads your receipts and bills just like a human would to find the right information.
• Workers can take pictures of receipts with their phones to save them 곧.
• If you see a number on a report, you can click it to view the original receipt image.
• You can change your dashboard to show only the information you care about most.
• Once it gets your data, Docyt does the hard, boring 회계 당신을 위해 일하겠습니다.
• Itautomatically matches the photos of your receipts to your credit card bill.
• It shows you how much money you are making and spending in real-time.
• The AI understands your spending by looking at what you have bought in the past.
• Before anything is finalized, Docyt sorts your transactions into the right categories.
• You can search your bills by the store name or bill status.
• There is a chat tool so you can talk to your team while you check over your bills.
• You can change or fix many bills at once to save energy.
• Docyt helps you keep track of which bills still need to be paid.
• Using this software means you have to type in 80% less data by hand.
• It makes finishing your monthly reports 5 times faster than the old way.
• Docyt is an all-in-one tool that works perfectly with QuickBooks Online.
• On average, businesses save 500 hours of work and $2,000 every year using Docyt.
• As your business gets bigger, Docyt grows with you to track new goals.
• It can combine financial reports from many store locations into a single list.
• Docyt is a comprehensive accounting helper for 소규모 사업체 and financial professionals.