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.

Docyt

Pronto para abandonar as planilhas e economizar tempo? Usuários do Docyt relatam economizar até 20 horas por mês em contabilidade tasks. Start your free trial today and see how Docyt can revolutionize your negócios!

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Docyt Tutorial

Ready to start? First, connect your bank feeds and contabilidade software.

Next, let the AI scan your receipts and bills.

It sorts everything into the right categories for you.

Review the dados 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 negócios 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 QuickBooks 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 contabilidade 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

• Destreza: Este software tem como foco automatizar a extração de dados de recibos e faturas. Ele economiza tempo na entrada manual de dados, digitalizando sua documentação.
• Xero: Esta é uma plataforma de contabilidade em nuvem bastante popular. É uma alternativa aos recursos de contabilidade da Atera, oferecendo ferramentas para faturamento, conciliação bancária e controle de despesas.
• Fim de mês tranquilo: Este software especializado foi desenvolvido especificamente para simplificar o processo de fechamento financeiro. Ele se integra a outras plataformas de contabilidade, como QuickBooks e Xero, para garantir um fechamento mensal tranquilo e fácil.
• Puzzle io: Este é um software de contabilidade moderno desenvolvido especificamente para startups. Ele auxilia na elaboração de relatórios financeiros e na automação, oferecendo insights em tempo real e com foco na otimização da contabilidade para um fechamento mais rápido.
• Sábio: A Sage, fornecedora renomada de software de gestão empresarial, oferece uma gama de soluções contábeis e financeiras que podem servir como alternativa ao módulo de gestão financeira da Atera.
• Zoho Books: Integrante do pacote Zoho, esta é uma ferramenta de contabilidade robusta para pequenas e médias empresas. Ela auxilia na emissão de faturas, controle de despesas e gestão de estoque, sendo uma ótima alternativa para quem precisa de ferramentas financeiras completas.
• Snyder: Este software tem como foco a sincronização das suas plataformas de e-commerce e de pagamento com o seu software de contabilidade. É uma alternativa útil para empresas que precisam automatizar o fluxo de dados dos canais de venda para a sua contabilidade.
• Fim de mês tranquilo: Esta ferramenta foi projetada especificamente para agilizar o processo de fechamento mensal. É uma alternativa especializada para empresas que desejam aprimorar e automatizar suas tarefas de relatórios financeiros e conciliação.
• Docyt: A Docyt é uma plataforma de contabilidade com inteligência artificial que automatiza fluxos de trabalho financeiros. Ela compete diretamente com os recursos de contabilidade com inteligência artificial da Atera, oferecendo dados em tempo real e gerenciamento automatizado de documentos.
• Me atualize: Esta é uma plataforma de gestão financeira pessoal. Embora não seja uma alternativa direta para empresas, oferece funcionalidades semelhantes, como o controle de despesas e faturas.
• Aceno: Este é um software financeiro gratuito bastante popular. É uma ótima opção para freelancers e pequenas empresas para emissão de faturas, contabilidade e digitalização de recibos.
• Acelerar: Uma ferramenta bastante conhecida para finanças pessoais e de pequenas empresas. Ela auxilia no orçamento, controle de gastos e planejamento financeiro.
• Hubdoc: Este software é uma ferramenta de gerenciamento de documentos. Ele busca automaticamente seus documentos financeiros e os sincroniza com seu software de contabilidade.
• Despesar: Esta plataforma é focada na gestão de despesas. É ótima para digitalizar recibos, viagens a negócios e criar relatórios de despesas.
• QuickBooks: Um dos softwares de contabilidade mais utilizados. O QuickBooks é uma excelente alternativa que oferece um conjunto completo de ferramentas para gestão financeira.
• Entrada automática: Esta ferramenta automatiza a entrada de dados. É uma boa alternativa às funcionalidades de captura de recibos e faturas do Atera.
• FreshBooks: Este programa é ótimo para faturamento e contabilidade. É popular entre freelancers e pequenas empresas que precisam de uma maneira simples de controlar tempo e despesas.
• NetSuite: Uma suíte de gestão empresarial completa e poderosa baseada na nuvem. O NetSuite é uma alternativa para empresas maiores que precisam de mais do que apenas gestão financeira.

Comparação de Docyt

Conclusão

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 contabilidade.

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!

Perguntas frequentes

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 contabilidade rápido.
• 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 segurança.
• 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 imediatamente.
• 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 contabilidade trabalhar para você.
• 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 pequenas empresas and financial professionals.