如何使用 Docyt：在 2026 年实现记账自动化？

快速入门

本指南涵盖了Docyt的所有功能：

• 入门 — Create your account and connect banking accounts
• 如何使用财务记账和报告 — Get real time financial reports on demand
• 如何使用实时收入核对功能 — Reconcile revenue data across all channels
• 如何使用交易自动标记功能 — Catch errors and duplicates before they become problems
• 如何使用 Docyt Accountant Copilot — Let AI handle routine bookkeeping tasks
• 如何使用协作工具 — Work with your team while verifying invoices
• 如何使用ERP数据迁移 — Move your financial data without losing records
• 如何使用 Docyt 360 — See your full financial picture in one dashboard
• 如何使用 ClosingFlow — Close your books faster with guided workflows
• 如何使用 InsightFlow — Track KPIs and profitability in real time

所需时间： 每部影片 5 分钟

本指南还包含以下内容： 专业提示 | 常见错误 | 故障排除 | 定价 | 替代方案

为什么信任本指南

I’ve used Docyt for over 6 months and tested every feature covered here. This how to use Docyt tutorial comes from real hands-on experience — not marketing fluff or vendor screenshots.

Docyt is one of the most powerful AI powered 会计软件 目前可用的工具。

但大多数用户仅仅触及了它功能的冰山一角。

本指南将向您展示如何使用所有主要功能。

一步一步教你，附带截图和专业技巧。

Whether you’re an accountant, a 商业 owner, or part of an accounting firm, you’ll find something useful here.

Docyt教程

This complete Docyt tutorial walks you through every feature step by step, from initial setup to advanced tips that will make you a power user. By the end, you’ll know how to use Docyt to automate your entire accounting workflow.

Docyt入门指南

使用任何功能之前，请先完成此一次性设置。

It takes about 3 minutes to get started.

Onboarding with Docyt involves connecting financial accounts and automating document ingestion.

I recommend having your bank login credentials and QuickBooks Online access ready before you begin.

现在让我们一步一步来。

第一步：创建您的帐户

Go to Docyt’s website and click “Get Started.”

请输入您的电子邮件地址并创建密码。

Select your business type during the signup process.

✓ 检查点： 检查你的 收件箱 请发送确认邮件。

第二步：连接您的金融账户

Link your banking accounts and credit cards from the dashboard.

Docyt connects with over 12,000 financial institutions for data synchronization.

Connect your QuickBooks Online or Xero account next.

这就是仪表盘的样子：

✓ 检查点： You should see connected bank feeds on your dashboard.

步骤 3：完成初始设置

Set up your chart of accounts and map categories.

Docyt integrates with existing accounting software like QuickBooks or Xero to manage financial data.

Configure your receipt box to start accepting documents.

如何使用Docyt财务记账和报告

财务簿记 && 报告 lets you automate your entire accounting process and close your books daily.

This is the core feature most Docyt users start with.

It replaces hours of manual data entry with AI powered 自动化.

以下是使用步骤。

Watch Financial Bookkeeping & Reporting in action:

现在让我们逐一分析每个步骤。

Step 1: Access the Bookkeeping Dashboard

Click “Bookkeeping” from the main navigation menu.

You’ll see all your transactions and financial statements in one place.

Step 2: Review AI-Categorized Transactions

Docyt AI automatically categorizes and codes transactions based on historical patterns.

Transaction categorization by Docyt achieves over 99% accuracy.

Review the categorized expenses and approve or adjust as needed.

这就是它的样子：

✓ 检查点： You should see transactions sorted by category with confidence scores.

Step 3: Generate Financial Reports

Click “Reports” to generate real time financial reports 即刻.

Docyt provides reporting on P&L, balance sheets, and cash flow.

Export or share reports with your team or client’s stakeholders.

如何使用Docyt实时收入核对功能

实时收入核对 lets you reconcile revenue data from multiple businesses and POS systems automatically.

This feature is especially valuable for hospitality and retail businesses.

It ensures every dollar you earn is properly accounted for.

以下是使用步骤。

Watch Real-Time Revenue Reconciliation in action:

现在让我们逐一分析每个步骤。

Step 1: Connect Your Revenue Sources

Navigate to “Revenue” and link your POS systems.

Docyt connects with more than 30 POS systems for data synchronization.

Step 2: Configure Reconciliation Rules

Set up matching rules for your revenue streams and bank deposits.

Docyt allows for daily or near-real-time reconciliation of financial data.

这就是它的样子：

✓ 检查点： You should see matched revenue entries across all channels.

Step 3: Review and Approve Reconciled Data

Check the reconciliation summary for any discrepancies.

Approve matched transactions to accept them into the General Ledger.

如何使用 Docyt 自动标记交易

Automatic Flagging on Transactions lets you catch duplicate invoices, missing documents, and unusual patterns before they cause errors.

This feature acts like a safety net for your entire accounting workflow.

It catches problems that human reviewers often miss.

以下是使用步骤。

Watch Automatic Flagging in action:

现在让我们逐一分析每个步骤。

Step 1: Enable Flagging Rules

Go to “Settings” and turn on automatic flagging for transactions.

Docyt’s AI detects anomalies by flagging duplicates and unusual patterns early.

Step 2: Review Flagged Transactions

Open the flagged transactions queue from your dashboard.

Docyt uses advanced algorithms to detect potential duplicate invoices.

Each flagged item shows the reason and suggested action.

✓ 检查点： You should see flagged items with color-coded severity levels.

Step 3: Resolve or Dismiss Flags

Click each flag to understand the issue and take action.

Dismiss false positives or correct the error directly in Docyt.

如何使用 Docyt Accountant Copilot

Docyt 会计副驾驶 lets you hand off routine bookkeeping tasks to AI agents designed for 会计师 以及会计师事务所。

This is where Docyt AI really shines for busy accounting professionals.

The Copilot can handle expense management, receipt processing, and more.

以下是使用步骤。

Watch Accountant Copilot in action:

现在让我们逐一分析每个步骤。

Step 1: Open Accountant Copilot

Navigate to the Copilot section from your Docyt dashboard.

Docyt uses AI agents, referred to as ‘GARY’, to handle routine bookkeeping tasks.

Step 2: Assign Tasks to the AI

Select the tasks you want the copilot to automate for you.

This includes receipt capture, expense reports, and bill pay processing.

Once data is captured, Docyt automates the complex accounting tasks for you.

✓ 检查点： You should see tasks queued and processing under the Copilot tab.

Step 3: Review Completed Work

Check the completed tasks queue for accuracy before final approval.

Docyt AI reads and understands your expenses like a human accountant.

如何使用 Docyt 协作工具

协作工具 let you communicate with your team while verifying invoices and managing expenses together.

No more sending emails back and forth about invoice approvals.

Everything stays in one place for your entire firm to access.

以下是使用步骤。

观看协作工具的实际应用：

现在让我们逐一分析每个步骤。

步骤 1：打开聊天功能

Click the chat icon on any invoice or transaction.

Docyt provides a chat feature that lets you communicate with your team directly.

Step 2: Tag Team Members and Assign Tasks

Mention specific team members to request verification or input.

Attach receipts or supporting documents right within the conversation.

✓ 检查点： You should see tagged members receive notifications instantly.

Step 3: Verify and Approve Together

Follow the conversation thread to track approvals and changes.

Docyt allows users to perform bulk actions on selected invoices for faster processing.

如何使用Docyt ERP数据迁移

ERP数据迁移 lets you move your financial data from legacy systems without losing any records.

Switching accounting systems can feel overwhelming.

Docyt makes it painless by handling the heavy lifting for you.

以下是使用步骤。

Watch ERP Data Migration in action:

现在让我们逐一分析每个步骤。

Step 1: Select Your Source System

Choose the ERP or accounting software you’re migrating from.

Docyt supports migration from systems like QuickBooks, Xero, and others.

Step 2: Map Your Data Fields

Match your existing chart of accounts to Docyt’s structure.

Docyt helps you quickly get back on track with catch-up bookkeeping.

✓ 检查点： You should see a mapping preview before migration begins.

步骤 3：运行迁移

Click “Start Migration” and let Docyt transfer your data.

Verify the migrated information matches your original records.

如何使用 Docyt 360

Docyt 360 lets you see your full financial picture across multiple businesses in one unified dashboard.

If you manage more than one entity, this feature is essential.

It gives you consolidated reporting without switching between accounts.

以下是使用步骤。

Watch Docyt 360 in action:

现在让我们逐一分析每个步骤。

Step 1: Open the 360 Dashboard

Click “Docyt 360” from the left navigation panel.

You’ll see consolidated data from all your connected entities.

Step 2: Drill Down into Specific Entities

Click any business or location to view its individual financial details.

Docyt offers drill-down 能力 to view original source documents from financial reports.

✓ 检查点： You should see each entity’s P&L and balance sheet individually.

步骤三：生成汇总报告

Select the entities you want included and click “Generate Report.”

Docyt allows you to generate consolidated financial statements for multiple business locations.

如何使用 Docyt ClosingFlow

关闭流程 lets you close your books faster with a guided, step-by-step workflow.

Month-end closes that used to take days now take hours.

The guided checklist ensures nothing gets missed at the end of each period.

以下是使用步骤。

Watch ClosingFlow in action:

现在让我们逐一分析每个步骤。

Step 1: Start a New Closing Period

Navigate to ClosingFlow and select the month to close.

Docyt continuously reconciles accounts, making month-end closes up to 5x faster.

Step 2: Follow the Guided Checklist

Work through each checklist item Docyt provides for the closing process.

Each step shows completion status so you know exactly where you stand.

✓ 检查点： You should see all checklist items turning green as you complete them.

步骤 3：最终确定并锁定周期

Review the closing summary and click “Finalize.”

This locks the period to prevent accidental changes to closed books.

如何使用 Docyt InsightFlow

InsightFlow lets you track industry-specific KPIs and profitability metrics in real time.

This is where you turn your accounting data into actionable business intelligence.

Watch the information update live as transactions are processed.

以下是使用步骤。

Watch InsightFlow in action:

现在让我们逐一分析每个步骤。

Step 1: Open InsightFlow

Click “InsightFlow” from the main navigation menu.

Docyt allows users to customize dashboards to track industry-specific KPIs.

Step 2: Configure Your KPI Dashboard

Select the metrics that matter most to your business.

Docyt adapts and grows with businesses, enabling tracking of KPIs and metrics.

✓ 检查点： You should see your selected KPIs displayed on the dashboard.

Step 3: Monitor and Act on Insights

Review trends and compare performance against benchmarks.

Docyt AI enables businesses to gain instant visibility into their financial status.

Docyt 专业技巧和快捷方式

经过 6 个多月的 Docyt 测试，以下是我总结的最佳使用技巧。

These tips will save you hours every week and help you avoid common pitfalls.

Follow these closely when you first get started with the platform.

键盘快捷键

行动	捷径
Quick search transactions	Ctrl + K
Open receipt box	Ctrl + R
Navigate to reports	Ctrl + Shift + R
Approve selected transaction	进入

大多数人错过的隐藏功能

• 移动收据采集： Employees can upload receipts immediately via the Docyt mobile app for timely record-keeping. Open the app, snap a photo, and the AI extracts the information automatically.
• Bulk Invoice Actions: Select multiple invoices at once to edit categories, verify, or mark as paid in a single step. This saves hours on accounts payable processing.
• Document Vault: Docyt stores documents in a secure, encrypted, SOC2 Type II compliant data vault. Use it as your central document repository for all financial records.

Docyt 常见错误及避免方法

Mistake #1: Not Connecting All Banking Accounts

Mistake #2: Overriding AI Categorization Too Often

Mistake #3: Ignoring the Receipt Box

Docyt故障排除

问题：银行账户信息不同步

原因： Your bank may have updated its 安全 protocols or your login credentials changed.

使固定： Go to Settings, disconnect the bank account, and reconnect it with your updated credentials. If the error persists, check that your bank is among Docyt’s 12,000+ connected institutions. Sometimes a simple browser refresh can also resolve temporary sync delays.

Problem: Transactions Not Categorized Correctly

原因： The AI hasn’t received enough historical data to understand your specific vendors and expense patterns.

使固定： Manually correct miscategorized transactions for the first few weeks. Docyt learns from your input and adjusts its categorization rules based on your changes.

Problem: QuickBooks Online Sync Errors

原因： A mismatch between your chart of accounts in Docyt and QuickBooks Online.

使固定： Open Settings and re-map your chart of accounts. Make sure account names and types match exactly between both systems. Re-sync after making changes.

📌 笔记： If none of these fix your issue, contact Docyt support.

Docyt是什么？

多西特 is an AI powered, all-in-one accounting automation platform for small-to-medium businesses and accounting firms.

Think of it like having an AI accountant that works 24/7 to keep your books clean.

观看这段快速概览：

Docyt uses a combination of Precision and Generative AI to process and extract information from invoices and receipts. It reduces manual data entry by up to 80% and saves businesses an average of 500 hours and $2,000 annually.

它包含以下主要特点：

• 财务记账与报告： Automate your entire bookkeeping process and generate real time financial reports
• 实时收入核对： Continuously reconcile revenue from POS systems and bank deposits
• Automatic Flagging on Transactions: Catch duplicate invoices and anomalies before they cause errors
• Docyt Accountant Copilot: AI agents handle routine bookkeeping so accountants focus on advisory services
• 协作工具： Chat-based team collaboration for invoice verification and expense management
• ERP数据迁移： Seamlessly move data from legacy systems with zero data loss
• Docyt 360： Consolidated financial view across all your business entities
• 关闭流程： Guided month-end close workflow that’s up to 5x faster
• InsightFlow： Custom KPI dashboards for real time business intelligence

Docyt uses High Precision Accounting Intelligence (HpAI) to digitize, classify, and match financial documents with bank transactions in real time. It stores all documents in a secure, encrypted, SOC2 Type II compliant data vault.

The platform is designed for businesses that want to eliminate manual bookkeeping without hiring extra staff. Whether you manage a single location or multiple businesses, Docyt adapts to your needs.

I recommend Docyt for any business processing more than 50 transactions per month. The AI automation pays for itself in time saved within the first month.

If you found this article helpful, be sure to watch the demo provided on their website. It shows the full platform in action and helps you understand how each feature works together.

如需完整评测，请参阅我们的 Docyt 评论.

Docyt 定价

以下是 Docyt 在 2026 年的费用：

Each plan includes AI powered bookkeeping, bank feed connections, and real time reporting.

The main difference between plans is transaction volume and reporting depth.

计划	价格	最适合
影响	每月 299 美元	小型企业 with basic bookkeeping needs
先进的	每月 499 美元	Growing businesses needing departmental accounting
高级增强版	每月 799 美元	Multi-location businesses with complex reporting
企业	每月999美元	Large organizations with multiple entities and custom needs

免费试用： 是的——Docyt 为会计事务所提供 7 天免费试用。

退款保证： Contact Docyt directly for specific refund details.

💰 性价比最高： Impact plan at $299 per month — it covers all core accounting automation features and is designed for businesses that want to eliminate manual data entry without overspending. If you handle fewer than 500 transactions per month, this plan gives you everything you need to automate your bookkeeping.

Docyt 与其他方案

Docyt 的表现如何？以下是竞争格局：

我测试了这些工具中的每一个，以便为您提供客观的并排比较。

工具	最适合	价格	等级
多西特	AI accounting automation	每月 299 美元	⭐ 4
右手	Receipt extraction	每月 24 美元	⭐ 4.3
Xero	Global accounting	每月15美元	⭐ 4.4
轻松月末	Month-end closing	每月 49 美元	⭐ 4.5
Puzzle IO	创业会计	自由的	⭐ 4.2
圣人	企业会计	每月10美元	⭐ 4.1
Zoho Books	Budget-friendly books	自由的	⭐ 4.4
辛德	E-commerce accounting	每月 20 美元	⭐ 4.5

快速精选：

• 综合最佳： Docyt — full AI powered accounting automation for multiple businesses
• 最佳预算： Zoho Books——免费计划涵盖基本会计需求
• 最适合初学者： 海浪 — completely free with an easy learning curve
• Best for accounting firms: Dext — fast receipt capture and client management

🎯 Docyt 的替代方案

正在寻找 Docyt 的替代方案？以下是一些最佳选择：

• 🚀 右手： Fast receipt extraction and document management for accounting firms that need to process high volumes of receipts quickly.
• 🌟 Xero： Cloud-based accounting with thousands of integrations and a strong global presence for businesses operating internationally.
• ⚡ 轻松结束月末： Focused specifically on making month-end closes faster with automated checklists and reconciliation workflows.
• 🧠 Puzzle IO： AI-first accounting designed for startups with automated categorization and real time reporting at no cost.
• 🏢 圣人： Enterprise-grade accounting with deep customization options for large organizations managing complex financial operations.
• 💰 Zoho Books： Affordable accounting software with a free plan and solid features for small businesses on a tight budget.
• 🎯 辛德： Best for e-commerce sellers who need to sync sales data from multiple channels into their accounting software.
• 🔧 刷新我: Automated bank reconciliation tool that helps accountants match transactions faster and reduce manual work.
• 👶 海浪： Completely free accounting software that’s perfect for 自由职业者 and small businesses just getting started.
• 💼 加速： 个人和 小型企业 finance management with budgeting, bill tracking, and investment monitoring tools.
• 📊 Hubdoc: Automated data capture from financial documents that feeds directly into Xero or QuickBooks for faster bookkeeping.
• 🔥 Expensify: Expense management and receipt scanning with automatic expense reports and corporate card reconciliation features.
• ⭐ QuickBooks： The industry standard accounting software for small businesses with extensive third-party integrations and app marketplace.
• 🔒 自动输入: Automated data entry from invoices and receipts directly into your accounting software to eliminate manual input.
• 🎨 FreshBooks: User-friendly invoicing and accounting designed for service-based businesses and freelancers who bill by the hour.
• 🏢 NetSuite: Full enterprise resource planning system for large corporations with complex accounting and operational needs.

完整列表请参见我们的 Docyt的替代方案 指导。

⚔️ Docyt 对比

以下是Docyt与各竞争对手的对比情况：

• 多西汀与右美托咪定: Docyt offers full AI bookkeeping while Dext focuses on receipt extraction only. Pick Docyt for end-to-end accounting automation.
• Docyt 对比 Xero: Xero has more integrations but Docyt has better AI automation. Choose Docyt for hands-free bookkeeping with less manual work.
• Docyt 与 Easy 月末: Docyt automates all accounting while Easy Month End focuses on closing. Docyt is more complete for daily operations.
• Docyt vs Puzzle IO: Both use AI but Puzzle IO targets startups. Docyt serves established businesses with multiple locations better.
• Docyt 对阵 Sage: Sage works better for large enterprises. Docyt wins for AI powered small-to-medium business accounting with less complexity.
• Docyt 和 Zoho Books 的比较: Zoho Books is much cheaper but Docyt offers deeper AI automation. Pick based on your budget and automation needs.
• 多西特对阵斯奈德: Synder is best for e-commerce sellers. Docyt handles all industries, especially hospitality and multi-location businesses.
• Docyt vs RefreshMe: RefreshMe focuses on bank reconciliation. Docyt covers the full accounting workflow from receipts to financial statements.
• Docyt vs Wave: Wave is free but limited. Docyt provides advanced AI automation that saves hundreds of hours for growing businesses.
• Docyt 对阵 Quicken: Quicken is designed for personal finance. Docyt is built for business accounting with team collaboration and multi-entity support.
• Docyt 与 Hubdoc: Hubdoc captures documents well but Docyt goes further with full AI bookkeeping and real time reporting capabilities.
• Docyt 与 Expensify 对比: Expensify handles expense reports well. Docyt manages the entire accounting cycle including revenue reconciliation and bill pay.
• Docyt vs QuickBooks: QuickBooks is traditional accounting software. Docyt integrates with QuickBooks Online and adds AI automation on top of it.
• Docyt 与 AutoEntry: AutoEntry automates data entry only. Docyt provides full bookkeeping automation from document capture to financial reporting.
• Docyt 对比 FreshBooks: FreshBooks is great for invoicing and freelancers. Docyt is better for multi-location businesses needing AI powered accounting.
• Docyt 与 NetSuite: NetSuite is a full ERP for large corporations. Docyt is more affordable and focused on AI accounting for growing businesses.

立即开始使用 Docyt

你已经学会了如何使用Docyt的所有主要功能：

• ✅财务记账与报告
• ✅ 实时收入核对
• ✅ 交易自动标记
• ✅ Docyt Accountant Copilot
• ✅ 协作工具
• ✅ ERP数据迁移
• ✅ Docyt 360
• ✅ 关闭流程
• ✅ InsightFlow

下一步： 选择一项功能，立即试用。

大多数人都是从财务记账和报告开始的。

It takes less than 5 minutes to get started.

Once you see the AI categorize your first batch of transactions, you’ll understand why so many businesses trust Docyt with their accounting.

常见问题解答

Docyt是如何运作的？

Docyt uses AI powered automation to handle your bookkeeping tasks. It connects to your banking accounts and accounting software like QuickBooks Online or Xero. The AI then categorizes transactions, matches receipts with expenses, and generates real time financial reports. You review and approve the work instead of doing manual data entry yourself. The platform is provided with all the tools you need from day one. I recommend watching the demo on their website to see each feature in action before you sign up.

Docyt 的价格是多少？

Docyt pricing starts at $299 per month for the Impact plan. The Advanced plan is $499 per month, Advanced Plus is $799 per month, and Enterprise is $999 per month. Each business location needs its own subscription. Docyt also offers a 7-day free trial for accounting firms to test the platform before committing.

哪个 人工智能工具 is best for accounting?

Docyt AI is one of the best AI tools for accounting, especially for businesses managing multiple locations. It automates tedious accounting tasks and provides real time insights. For simpler needs, Zoho Books and Wave are good budget alternatives. The best choice depends on your transaction volume, number of entities, and automation needs.

使用最广泛的会计软件是什么？

QuickBooks is the most widely used accounting software for small businesses. However, many businesses now use AI powered tools like Docyt alongside QuickBooks Online to automate their bookkeeping. Docyt integrates directly with QuickBooks and handles the repetitive data entry and categorization work that QuickBooks requires you to do manually.

四大会计师事务所是否使用人工智能？

Yes, the big 4 accounting firms all use AI in their operations. AI tools help them automate audit processes, detect anomalies, and generate reports faster. For smaller accounting firms, platforms like Docyt provide similar AI capabilities at an accessible price point, helping them compete with larger firms by automating routine tasks.

如何一步一步地进行记账？

Start by setting up your chart of accounts and connecting your bank feeds. Then categorize all transactions as they come in. Reconcile your bank statements monthly, or daily if you use a tool like Docyt. Generate your financial statements including P&L, balance sheet, and cash flow. Finally, close your books at the end of each period.

如何使用会计软件？

First, create your account and connect your banking accounts and credit cards. Set up your chart of accounts to match your business structure. Then start recording transactions, either manually or through automated bank feeds. Use the software to generate invoices, track expenses, and produce financial reports. AI powered tools like Docyt can automate most of these steps for you.

What software do most bookkeepers use?

Most bookkeepers 使用 QuickBooks Online as their primary accounting software. Many also use receipt capture tools like Dext or Hubdoc. Increasingly, bookkeepers and accounting firms are adopting AI powered platforms like Docyt to automate the tedious parts of their work, including transaction categorization, revenue reconciliation, and generating expense reports. If you found this article helpful, share it with other bookkeepers looking to save time on manual tasks.

How to do accounting step by step?

Follow these steps: set up your accounting system and chart of accounts, connect all bank and credit card accounts, record and categorize every transaction, reconcile accounts regularly, generate financial statements, and close your books at the end of each period. With Docyt AI, you can automate most of these steps and focus on reviewing the results instead of doing manual data entry.

How to use an accounting app?

Download the app and create your account. Connect your financial accounts so the app can pull in your transactions automatically. Use the receipt box feature to photograph and upload receipts as you receive them. Review categorized transactions and approve them. The app should provide you with financial statements and reports you can share with your team or accountant.

人工智能时代，CPA（注册会计师）还值得采用吗？

Absolutely. AI is not replacing accountants — it’s making their life easier. Tools like Docyt handle the tedious tasks like data entry and categorization so accountants can focus on strategic decision-making and advisory services. A CPA with AI tools is more productive and can serve more customers than one doing everything manually.