Snelstart
Deze handleiding behandelt alle functies van Docyt:
- Aan de slag — Create your account and connect your bank
- Hoe financiële boekhouding en rapportage te gebruiken — Close your books daily instead of monthly
- Hoe u realtime omzetafstemming kunt gebruiken — Match daily sales to deposits without spreadsheets
- Hoe automatische markeringen op transacties te gebruiken — Catch duplicate invoices and missing receipts early
- Hoe gebruik je Docyt Accountant Copilot? — Hand routine bookkeeping tasks to ai agents
- Hoe gebruik je samenwerkingstools? — Settle invoice questions without email threads
- Hoe ERP-gegevensmigratie te gebruiken — Move historical books in without rekeying data
- Hoe gebruik je Docyt 360? — See every location in one consolidated view
- Hoe ClosingFlow te gebruiken — Run month-end close on a guided checklist
- Hoe InsightFlow te gebruiken — Track industry kpis on a custom dashboard
Benodigde tijd: 5 minuten per film
Ook in deze handleiding: Professionele tips | Veelgemaakte fouten | Probleemoplossing | Prijzen | Alternatieven
Waarom zou je deze gids vertrouwen?
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 is een AI-gestuurd systeem. boekhouding 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-handleiding
This How to use Docyt tutorial walks through setup, daily boekhouding, 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.
Aan de slag met 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:
Laten we nu elke stap eens doornemen.
Stap 1: Maak uw account aan
Go to the Docyt website and click Start Free Demo.
Voer uw werk-e-mailadres in en maak een wachtwoord aan.
✓ Controlepunt: A confirmation link lands in your inbox within a minute.
Stap 2: Koppel uw financiële rekeningen
Docyt runs in any browser, with a mobile app for iOS and Android.
Connect your bank, credit cards, and QuickBooks Online during onboarding.
Here is what you get once everything is connected:
✓ Controlepunt: 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.
✅ Klaar: Je bent klaar om een van de onderstaande functies te gebruiken.
Hoe Docyt financiële boekhouding en rapportage te gebruiken
Financieel Boekhouding & Reporting lets you close your books daily instead of monthly.
Hieronder leggen we stap voor stap uit hoe je het gebruikt.
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.
Zo ziet het eruit:
✓ Controlepunt: 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.
✅ Resultaat: You have real-time financial reports built from clean, categorized data.
💡 Pro-tip: Turn on daily close before your first month ends. Catching an error vroeg beats fixing thirty at once.
Hoe Docyt realtime omzetafstemming te gebruiken
Realtime omzetafstemming matches daily sales to bank deposits automatically.
Hieronder leggen we stap voor stap uit hoe je het gebruikt.
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.
Zo ziet het eruit:
✓ Controlepunt: 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.
✅ Resultaat: Revenue reconciliation happens daily instead of during a painful month-end scramble.
💡 Pro-tip: Reconcile before 10am. Card processors post overnight, so morning numbers are the cleanest you will see.
Hoe gebruik je Docyt automatische markering bij transacties?
Automatische markering catches duplicate invoices, missing receipts, and odd spending patterns.
Hieronder leggen we stap voor stap uit hoe je het gebruikt.
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.
Zo ziet het eruit:
✓ Controlepunt: 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.
✅ Resultaat: Duplicate payments to vendors get stopped before money leaves your bank.
💡 Pro-tip: Check the queue every Monday. A weekly habit keeps flags under ten and takes about four minutes.
Hoe gebruik je Docyt Accountant Copilot?
Accountant Co-piloot hands routine bookkeeping to AI agents that Docyt calls GARY.
Hieronder leggen we stap voor stap uit hoe je het gebruikt.
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 boekhouding firms with many clients.
Zo ziet het eruit:
✓ Controlepunt: Your task list shrinks and each completed item shows an audit pad.
Step 3: Review What It Did
Copilot logs every change it made.
Approve the batch or send single items back.
✅ Resultaat: Manual data entry drops by up to 80% across your books.
💡 Pro-tip: Let Copilot run two weeks before trusting it fully. It learns your coding habits from corrections.
Hoe gebruik je de samenwerkingstools van Docyt?
Samenwerkingstools let your team settle invoice questions without long email threads.
Hieronder leggen we stap voor stap uit hoe je het gebruikt.
Stap 1: Nodig je team uit
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.
Zo ziet het eruit:
✓ Controlepunt: 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.
✅ Resultaat: Every approval vraag lives beside the receipt it belongs to.
💡 Pro-tip: Tag the vendor name in your first comment. Search later pulls the whole thread direct.
Hoe gebruik je Docyt ERP-gegevensmigratie?
ERP-gegevensmigratie moves your history across without rekeying years of data.
Hieronder leggen we stap voor stap uit hoe je het gebruikt.
Step 1: Export From Your Old System
Pull a general ledger export from QuickBooks, Xero, or NetSuite.
Docyt accepts standard CSV and IIF files.
Stap 2: Breng uw rekeningschema in kaart
Match each old account to its Docyt equivalent.
The mapping screen highlights anything left unmatched.
Zo ziet het eruit:
✓ Controlepunt: 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.
✅ Resultaat: Your full transaction history sits inside Docyt, ready for reporting.
💡 Pro-tip: Migrate at a quarter end. Clean cut-off dates make the variance check far easier to read.
Hoe gebruik je Docyt 360?
Docyt 360 shows every location you own inside one consolidated view.
Hieronder leggen we stap voor stap uit hoe je het gebruikt.
Step 1: Add Each Entity
Create a workspace for every bedrijf 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.
Zo ziet het eruit:
✓ Controlepunt: 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.
✅ Resultaat: You judge profitability by location without exporting anything to a spreadsheet.
💡 Pro-tip: Name entities by city, not legal name. Reports get readable when you run more than five.
Hoe gebruik je Docyt ClosingFlow?
Sluitingsstroom turns month-end into a guided checklist anyone on your team can follow.
Hieronder leggen we stap voor stap uit hoe je het gebruikt.
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.
Zo ziet het eruit:
✓ Controlepunt: Every checklist item shows a green tick and a timestamp.
Stap 3: De periode vergrendelen
Close the month once every task is green.
Locked periods block accidental changes to prior books.
✅ Resultaat: Month-end closes in days rather than the usual two-week grind.
💡 Pro-tip: Assign owners on day one of the month. Close speed depends on ownership, not software.
Hoe gebruik je Docyt InsightFlow?
InsightFlow tracks the industry KPIs that actually matter to your bedrijf.
Hieronder leggen we stap voor stap uit hoe je het gebruikt.
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.
Zo ziet het eruit:
✓ Controlepunt: 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.
✅ Resultaat: You get real-time insights on margins instead of waiting for a monthly PDF.
💡 Pro-tip: Start with three KPIs only. Dashboards with twenty tiles get ignored inside a fortnight.
Docyt Pro Tips en Snelkoppelingen
After eight months of daily use, these are the shortcuts I actually keep using.
Toetsenbord sneltoetsen
| Actie | Snelkoppeling |
|---|---|
| Wereldwijde zoekopdracht | Ctrl + K |
| Approve selected invoices | Shift + A |
| Jump to Receipt Box | G dan R |
| Openbare rapporten | G vervolgens P |
Verborgen functies die de meeste mensen over het hoofd zien
- 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.
Veelvoorkomende fouten die je moet vermijden bij Docyt
Mistake #1: Skipping the historical import
❌ Fout: Starting fresh and leaving last year’s books stranded in old boekhoudsoftware.
✅ Rechts: Import at least twelve months so Docyt AI learns how you categorize spending.
Mistake #2: Ignoring flagged transactions
❌ Fout: Letting the flag queue grow until an error becomes a duplicate payment.
✅ Rechts: Clear flags weekly, since Docyt surfaces missing documents early for a reason.
Mistake #3: Treating Docyt as a QuickBooks replacement
❌ Fout: Cancelling QuickBooks Online the day you sign up for Docyt.
✅ Rechts: Keep both, because Docyt AI feeds clean data into QuickBooks rather than replacing it.
Probleemoplossing voor Docyt
Problem: Bank feeds stopped syncing
Oorzaak: Your bank expired the connection token, which most banking providers do every ninety days.
Repareren: Open Connected Accounts, click Reconnect, and re-authenticate through your bank’s login screen.
Problem: Receipts sit unmatched in Receipt Box
Oorzaak: The card transaction has not posted yet, or the receipt image is unreadable.
Repareren: Wait two business days, then retake the photo in better light and match it manually.
Problem: Reports show the wrong profitability
Oorzaak: Revenue reconciliation is mapping POS categories to the wrong ledger accounts.
Repareren: Reopen your revenue mapping, correct the account, then re-run the period.
📌 Opmerking: If none of these fix your issue, Docyt support is provided through in-app chat inside your dashboard.
Wat is Docyt?
Docyt is boekhoudsoftware 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.
Bekijk dit korte overzicht:
Het omvat de volgende belangrijke kenmerken:
- Financiële boekhouding en rapportage: Close your books daily instead of monthly.
- Realtime omzetafstemming: Match daily sales to deposits without spreadsheets.
- Automatische markering van transacties: Catch duplicate invoices and missing receipts early.
- Docyt Accountant Co-piloot: Hand routine bookkeeping tasks to ai agents.
- Samenwerkingstools: Settle invoice questions without email threads.
- ERP-gegevensmigratie: Move historical books in without rekeying data.
- Docyt 360: See every location in one consolidated view.
- Afsluitingsproces: Run month-end close on a guided checklist.
- InsightFlow: Track industry kpis on a custom dashboard.
Voor een volledige recensie, zie onze Docyt-recensie.
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-prijzen
Here is what Docyt costs in 2026:
| Plan | Prijs | Het beste voor |
|---|---|---|
| Invloed | $299 per maand | Single-location business wanting automated bookkeeping |
| Geavanceerd | $499 per maand | Growing teams needing accounts payable and bill pay |
| Geavanceerd Plus | $799 per maand | Operators running multiple businesses on one login |
| Onderneming | $999 per maand | Accounting firms handling many client entities |
Gratis proefperiode: No open trial. Docyt runs a guided demo before onboarding.
Geld-terug-garantie: Not published. Terms are agreed during your onboarding call.
💰 Beste prijs-kwaliteitverhouding: 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 versus alternatieven
How does Docyt compare? Here is the honest landscape:
| Hulpmiddel | Het beste voor | Prijs | Beoordeling |
|---|---|---|---|
| Docyt | Automated bookkeeping | $299/maand | ⭐ 4.0 |
| Dext | Bon vastleggen | $29/maand | ⭐ 4,5 |
| Xero | Klein bedrijf books | $20/maand | ⭐ 4.4 |
| QuickBooks | General ledger | $38/maand | ⭐ 4,5 |
| Zoho Boeken | Budget accounting | $20/maand | ⭐ 4.4 |
| Verstandig | Voorraadbeheer en salarisadministratie | $25/maand | ⭐ 4.1 |
| Onkosten maken | Onkostennota's | $5/maand | ⭐ 4.4 |
| NetSuite | Enterprise ERP | $999/maand | ⭐ 4.0 |
Snelle keuzes:
- Beste overall: Docyt — it automates the work, not just the filing.
- Beste budget: Golf — free accounting for a very small business.
- Het meest geschikt voor beginners: FreshBooks — the gentlest learning curve of the lot.
- Het meest geschikt voor accountantskantoren: Docyt Enterprise — one login across every client’s books.
🎯 Alternatieven voor 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 automatisering.
- 💰 Xero: Clean accounting software for small business owners who want tidy books and simple bank feeds.
- ⚡ Gemakkelijke maandafsluiting: Focused purely on close checklists, useful if your bookkeeping already runs well.
- 🧠 Puzzel IO: AI-powered accounting built for startups that live inside Stripe and modern banking accounts.
- 🏢 Verstandig: Long-standing accounting software with deep inventory and payroll services for larger firms.
- 💼 Zoho-boeken: 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.
- 🔧 RefreshMe: Lightweight bookkeeping clean-up tool for freelancers with a handful of monthly transactions.
- 🆓 Golf: Free accounting for very small business owners who only need invoices and basic reports.
- 🏠 Quicken: Persoonlijke en verhuur property finance tracking rather than a true business accounting platform.
- 📄 Hubdoc: Document fetching from banks and vendors, bundled free with most Xero plans.
- 🧾 Onkosten declareren: Strong expense reports and card controls for teams that reis, weaker on full ledgers.
- ⭐ QuickBooks: The most used accounting software worldwide, and the system Docyt AI sits on top of.
- 📊 AutoEntry: Reliable data entry automation for accountants who already own a general ledger they like.
- 👶 FreshBooks: Beginner-friendly invoicing and tijdregistratie for service businesses billing a few customers.
- 🏭 NetSuite: Enterprise ERP with heavy customization, priced well beyond most small business budgets.
Voor de volledige lijst, zie onze Docyt-alternatieven gids.
⚔️ Docyt vergeleken
Here is how Docyt stacks up against each competitor:
- Docyt versus Dext: Dext captures receipts well. Docyt captures them and then does the bookkeeping, so it wins on scope.
- Docyt versus Xero: Xero is a ledger you maintain. Docyt automates the work feeding a ledger, including QuickBooks Online.
- Docyt versus Easy Month End: Easy Month End handles close checklists only. Docyt covers close plus daily reconciliation and reporting.
- Docyt versus Puzzel IO: Puzzle suits venture-backed startups. Docyt suits multi-location operators tracking profitability by site.
- Docyt versus Sage: Sage offers deeper payroll and inventory. Docyt offers faster automation and real-time financial reports.
- Docyt versus Zoho Books: Zoho Books costs far less. Docyt saves more hours, which matters once headcount grows.
- Docyt versus Synder: Synder wins for pure ecommerce sync. Docyt wins when you also need accounts payable and bill pay.
- Docyt versus RefreshMe: RefreshMe fits solo freelancers. Docyt fits firms and operators handling thousands of monthly transactions.
- Docyt versus golf: Wave is free and stays basic. Docyt is paid and removes most manual input from your day.
- Docyt versus Docyt Versnellen: Quicken tracks personal finances. Docyt tracks business finances with audit-ready documents behind every number.
- Docyt versus Hubdoc: Hubdoc fetches statements. Docyt fetches, reads, categorizes, and reconciles them against your bank feeds.
- Docyt versus Expensify: Expensify owns employee expense management. Docyt covers expense management plus the full bookkeeping cycle.
- Docyt versus QuickBooks: QuickBooks is the ledger. Docyt is the automation layer above it, so most users run both.
- Docyt versus AutoEntry: AutoEntry automates data entry alone. Docyt adds reconciliation, KPI dashboards, and consolidated financial statements.
- Docyt versus FreshBooks: FreshBooks is easier on day one. Docyt pays off by month three when volume climbs.
- Docyt versus NetSuite: NetSuite is heavier and pricier. Docyt gives small-to-medium businesses similar visibility at a fraction of cost.
Begin nu met het gebruik van Docyt.
Je hebt geleerd hoe je alle belangrijke Docyt-functies kunt gebruiken:
- ✅ Financiële boekhouding en rapportage
- ✅ Realtime omzetafstemming
- ✅ Automatische markering van transacties
- ✅ Docyt Accountant Copilot
- ✅ Samenwerkingstools
- ✅ ERP-gegevensmigratie
- ✅ Docyt 360
- ✅ Sluitingsstroom
- ✅ InsightFlow
Volgende stap: Connect one bank account and forward a single invoice.
De meeste mensen beginnen met financiële boekhouding en rapportage.
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.
Veelgestelde vragen
Hoe werkt 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.
Hoe doe je stap voor stap handmatig de boekhouding?
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.
Hoe doe je stap voor stap boekhouding?
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.
Hoe gebruik je boekhoudsoftware?
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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