Início rápido
Este guia abrange todas as funcionalidades do Docyt:
- Começando — Create your account and connect your bank
- Como usar a contabilidade e os relatórios financeiros — Close your books daily instead of monthly
- Como usar a reconciliação de receita em tempo real — Match daily sales to deposits without spreadsheets
- Como usar a sinalização automática em transações — Catch duplicate invoices and missing receipts early
- Como usar o Docyt Accountant Copilot — Hand routine bookkeeping tasks to ai agents
- Como usar as ferramentas de colaboração — Settle invoice questions without email threads
- Como usar a migração de dados do ERP — Move historical books in without rekeying data
- Como usar o Docyt 360 — See every location in one consolidated view
- Como usar o ClosingFlow — Run month-end close on a guided checklist
- Como usar o InsightFlow — Track industry kpis on a custom dashboard
Tempo necessário: 5 minutos por filme
Neste guia também: Dicas profissionais | Erros comuns | Solução de problemas | Preços | Alternativas
Por que confiar neste guia?
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 é uma plataforma com inteligência artificial. contabilidade 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 do Docyt
This How to use Docyt tutorial walks through setup, daily contabilidade, 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.
Primeiros passos com o 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:
Agora vamos analisar cada etapa.
Passo 1: Crie sua conta
Go to the Docyt website and click Start Free Demo.
Insira seu e-mail profissional e crie uma senha.
✓ Ponto de verificação: A confirmation link lands in your caixa de entrada within a minute.
Passo 2: Conecte suas contas financeiras
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:
✓ Ponto de verificação: 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.
✅ Concluído: Você está pronto para usar qualquer um dos recursos abaixo.
Como usar o Docyt Financial para contabilidade e relatórios
Financeiro Contabilidade & Reporting lets you close your books daily instead of monthly.
Veja aqui como usá-lo passo a passo.
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.
Eis como isso se parece:
✓ Ponto de verificação: 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.
💡 Dica profissional: Turn on daily close before your first month ends. Catching an error cedo beats fixing thirty at once.
Como usar a conciliação de receita em tempo real do Docyt
Conciliação de Receitas em Tempo Real matches daily sales to bank deposits automatically.
Veja aqui como usá-lo passo a passo.
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.
Eis como isso se parece:
✓ Ponto de verificação: 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.
💡 Dica profissional: Reconcile before 10am. Card processors post overnight, so morning numbers are the cleanest you will see.
Como usar a sinalização automática de transações do Docyt
Sinalização automática catches duplicate invoices, missing receipts, and odd spending patterns.
Veja aqui como usá-lo passo a passo.
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.
Eis como isso se parece:
✓ Ponto de verificação: 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.
💡 Dica profissional: Check the queue every Monday. A weekly habit keeps flags under ten and takes about four minutes.
Como usar o Docyt Accountant Copilot
Contador Copiloto hands routine bookkeeping to AI agents that Docyt calls GARY.
Veja aqui como usá-lo passo a passo.
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 contabilidade firms with many clients.
Eis como isso se parece:
✓ Ponto de verificação: Your task list shrinks and each completed item shows an auditoria trilha.
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.
💡 Dica profissional: Let Copilot run two weeks before trusting it fully. It learns your coding habits from corrections.
Como usar as ferramentas de colaboração do Docyt
Ferramentas de colaboração let your team settle invoice questions without long email threads.
Veja aqui como usá-lo passo a passo.
Passo 1: Convide sua equipe
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.
Eis como isso se parece:
✓ Ponto de verificação: 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 pergunta lives beside the receipt it belongs to.
💡 Dica profissional: Tag the vendor name in your first comment. Search later pulls the whole thread imediatamente.
Como usar a migração de dados do Docyt ERP
Migração de dados ERP moves your history across without rekeying years of data.
Veja aqui como usá-lo passo a passo.
Step 1: Export From Your Old System
Pull a general ledger export from QuickBooks, Xero, or NetSuite.
Docyt accepts standard CSV and IIF files.
Etapa 2: Elabore o seu Plano de Contas
Match each old account to its Docyt equivalent.
The mapping screen highlights anything left unmatched.
Eis como isso se parece:
✓ Ponto de verificação: 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.
💡 Dica profissional: Migrate at a quarter end. Clean cut-off dates make the variance check far easier to read.
Como usar o Docyt 360
Docyt 360 shows every location you own inside one consolidated view.
Veja aqui como usá-lo passo a passo.
Step 1: Add Each Entity
Create a workspace for every negócios 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.
Eis como isso se parece:
✓ Ponto de verificação: 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.
💡 Dica profissional: Name entities by city, not legal name. Reports get readable when you run more than five.
Como usar o Docyt ClosingFlow
Fluxo de Fechamento turns month-end into a guided checklist anyone on your team can follow.
Veja aqui como usá-lo passo a passo.
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.
Eis como isso se parece:
✓ Ponto de verificação: Every checklist item shows a green tick and a timestamp.
Passo 3: Bloqueie o 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.
💡 Dica profissional: Assign owners on day one of the month. Close speed depends on ownership, not software.
Como usar o Docyt InsightFlow
InsightFlow tracks the industry KPIs that actually matter to your negócios.
Veja aqui como usá-lo passo a passo.
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.
Eis como isso se parece:
✓ Ponto de verificação: 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.
💡 Dica profissional: Start with three KPIs only. Dashboards with twenty tiles get ignored inside a fortnight.
Dicas e Atalhos do Docyt Pro
After eight months of daily use, these are the shortcuts I actually keep using.
Atalhos de teclado
| Ação | Atalho |
|---|---|
| Busca global | Ctrl + K |
| Approve selected invoices | Shift + A |
| Jump to Receipt Box | G então R |
| Abrir relatórios | G então P |
Características ocultas que a maioria das pessoas não percebe
- 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.
Erros comuns a evitar no Docyt
Mistake #1: Skipping the historical import
❌ Errado: Starting fresh and leaving last year’s books stranded in old software de contabilidade.
✅ Direita: Import at least twelve months so Docyt AI learns how you categorize spending.
Mistake #2: Ignoring flagged transactions
❌ Errado: Letting the flag queue grow until an error becomes a duplicate payment.
✅ Direita: Clear flags weekly, since Docyt surfaces missing documents early for a reason.
Mistake #3: Treating Docyt as a QuickBooks replacement
❌ Errado: Cancelling QuickBooks Online the day you sign up for Docyt.
✅ Direita: Keep both, because Docyt AI feeds clean data into QuickBooks rather than replacing it.
Solução de problemas do Docyt
Problem: Bank feeds stopped syncing
Causa: Your bank expired the connection token, which most banking providers do every ninety days.
Consertar: 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.
Consertar: 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.
Consertar: Reopen your revenue mapping, correct the account, then re-run the period.
📌 Observação: If none of these fix your issue, Docyt support is provided through in-app chat inside your dashboard.
O que é Docyt?
Docyt é software de contabilidade 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.
Veja esta breve visão geral:
Inclui estas características principais:
- Contabilidade e Relatórios Financeiros: Close your books daily instead of monthly.
- Conciliação de Receitas em Tempo Real: Match daily sales to deposits without spreadsheets.
- Sinalização automática de transações: Catch duplicate invoices and missing receipts early.
- Copiloto de Contabilidade Docyt: Hand routine bookkeeping tasks to ai agents.
- Ferramentas de colaboração: Settle invoice questions without email threads.
- Migração de dados ERP: Move historical books in without rekeying data.
- Docyt 360: See every location in one consolidated view.
- ClosingFlow: Run month-end close on a guided checklist.
- Fluxo de informações: Track industry kpis on a custom dashboard.
Para uma análise completa, consulte nosso artigo. Análise do 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.
Preços do Docyt
Here is what Docyt costs in 2026:
| Plano | Preço | Ideal para |
|---|---|---|
| Impacto | US$ 299 por mês | Single-location business wanting automated bookkeeping |
| Avançado | US$ 499 por mês | Growing teams needing accounts payable and bill pay |
| Avançado Plus | US$ 799 por mês | Operators running multiple businesses on one login |
| Empresa | US$ 999 por mês | Accounting firms handling many client entities |
Teste grátis: No open trial. Docyt runs a guided demo before onboarding.
Garantia de reembolso: Not published. Terms are agreed during your onboarding call.
💰 Melhor custo-benefício: I recommend Advanced at $499 per month — it adds accounts payable and expense reports, which is where most of the 500 saved hours come from.
Docyt vs. Alternativas
How does Docyt compare? Here is the honest landscape:
| Ferramenta | Ideal para | Preço | Avaliação |
|---|---|---|---|
| Docyt | Automated bookkeeping | US$ 299/mês | ⭐ 4,0 |
| Destreza | Captura de recibos | US$ 29/mês | ⭐ 4,5 |
| Xero | Pequena empresa books | US$ 20/mês | ⭐ 4,4 |
| QuickBooks | General ledger | US$ 38/mês | ⭐ 4,5 |
| Zoho Books | Budget accounting | US$ 20/mês | ⭐ 4,4 |
| Sábio | Inventário e folha de pagamento | US$ 25/mês | ⭐ 4.1 |
| Despesar | Relatórios de despesas | US$ 5/mês | ⭐ 4,4 |
| NetSuite | ERP empresarial | US$ 999/mês | ⭐ 4,0 |
Escolhas rápidas:
- Melhor no geral: Docyt — it automates the work, not just the filing.
- Melhor orçamento: Aceno — free accounting for a very small business.
- Ideal para iniciantes: FreshBooks — the gentlest learning curve of the lot.
- Ideal para escritórios de contabilidade: Docyt Enterprise — one login across every client’s books.
🎯 Alternativas ao 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 automação.
- 💰 Xero: Clean accounting software for small business owners who want tidy books and simple bank feeds.
- ⚡ Fim de mês tranquilo: 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.
- 🏢 Sábio: Long-standing accounting software with deep inventory and payroll services for larger firms.
- 💼 Zoho Books: Budget-friendly books with strong invoicing, ideal if you already run other Zoho apps.
- 🔄 Snyder: Specialist in ecommerce revenue reconciliation across Shopify, Amazon, and payment processors.
- 🔧 Me atualize: Lightweight bookkeeping clean-up tool for freelancers with a handful of monthly transactions.
- 🆓 Aceno: Free accounting for very small business owners who only need invoices and basic reports.
- 🏠 Acelerar: Pessoal e aluguel property finance tracking rather than a true business accounting platform.
- 📄 Hubdoc: Document fetching from banks and vendors, bundled free with most Xero plans.
- 🧾 Despesas: Strong expense reports and card controls for teams that viagem, 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 controle de tempo for service businesses billing a few customers.
- 🏭 NetSuite: Enterprise ERP with heavy customization, priced well beyond most small business budgets.
Para ver a lista completa, consulte nosso Alternativas ao Docyt guia.
⚔️ Comparação do Docyt
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 Quebra-cabeça E/S: 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.
- Docyt vs Snyder: Synder wins for pure ecommerce sync. Docyt wins when you also need accounts payable and bill pay.
- Docyt vs RefreshMe: RefreshMe fits solo freelancers. Docyt fits firms and operators handling thousands of monthly transactions.
- Docyt vs Onda: Wave is free and stays basic. Docyt is paid and removes most manual input from your day.
- Docyt vs Acelerar: 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 vs Expensify: Expensify owns employee expense management. Docyt covers expense management plus the full bookkeeping cycle.
- Docyt vs 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 vs FreshBooks: FreshBooks is easier on day one. Docyt pays off by month three when volume climbs.
- Docyt vs NetSuite: NetSuite is heavier and pricier. Docyt gives small-to-medium businesses similar visibility at a fraction of cost.
Comece a usar o Docyt agora mesmo
Você aprendeu a usar todos os principais recursos do Docyt:
- ✅ Contabilidade e Relatórios Financeiros
- ✅ Conciliação de Receitas em Tempo Real
- ✅ Sinalização automática de transações
- ✅ Docyt Accountant Copilot
- ✅ Ferramentas de Colaboração
- ✅ Migração de dados ERP
- ✅ Docyt 360
- ✅ ClosingFlow
- ✅ InsightFlow
Próximo passo: Connect one bank account and forward a single invoice.
A maioria das pessoas começa com a contabilidade e os relatórios financeiros.
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.
Perguntas frequentes
Como funciona o 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.
Como fazer a contabilidade manualmente, passo a passo?
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.
Como fazer contabilidade passo a passo?
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.
Como usar um software de contabilidade?
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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