How to Use Docyt: The Ultimate Beginner’s Guideline in 2025

Is dealing with bills and papers making your head spin? 

Well, guess what?

There’s a cool tool called Docyt that can help you out!

Lots of people find it hard to keep all their money papers and online accounts organized.

It can be a real headache! 

This guide will show you how to use Docyt so you can say goodbye to the clutter and hello to simple money management!

Getting Started with Docyt

• Okay, you’re thinking, “How do I jump in and start using this Docyt thing?” Good question!
• First, you gotta sign up. Think of it like making an account for a game or social media. Go to the Docyt website. You’ll see a button that says something like “Sign Up” or “Get Started.” Click on that.
• They’ll ask for some basic info about you, like your name and email. Make sure you pick a password that’s hard for other people to guess – that keeps your information safe.
• Sometimes, they have different kinds of accounts. Maybe one for regular folks and another for a business. Pick the one that fits you best. Just follow what the screen tells you to do. They’ll probably send an email to make sure your email is real. Click the link in that email to finish signing up.
• Alright, you’re in! Now, you’ll see the main page, which is called the dashboard. This is where all the action happens in the software. It might look a little new at first, but don’t worry! You’ll see different sections, maybe one for your receipts, another for your bank stuff, and another for reports.
• Look around and see what’s what. There should also be a place where you can find help if you get stuck. Docyt is made to be easy for the user, so take a few minutes to click around and get comfy with how things are laid out. It’s like learning the buttons on a new TV remote – you’ll get the hang of it!

Connecting Your Financial Accounts

• So, why should you connect your bank stuff to Docyt? It’s like having a robot helper for your bookkeeping! When you connect your bank accounts and other money apps, Docyt can automatically capture all your transactions.
• Think about it: no more typing in every single thing you spend or earn! This helps automate a lot of the work and makes keeping track of your expenses and revenue way easier. Plus, it helps cut down on mistakes.
• Okay, how do you actually do it? Look for a section on the Docyt dashboard that says something like “Accounts” or “Connections.” Click on that.
• You’ll probably see a list of different banks and other places where you keep your money (like credit cards). Docyt works with lots of them.
• When you pick your bank, Docyt uses super safe ways to connect. It’s like a secret handshake between Docyt and your bank. You’ll likely go to your bank’s website to log in and say it’s okay for Docyt to see your transaction information. Don’t worry; Docyt just wants to see the information it needs for your bookkeeping; it can’t move your money around.
• The steps might look a little different for each bank, but follow the instructions on the screen. They’ll guide you through it.
• Can you connect other things besides banks? Yep! Maybe you use PayPal or other online payment services. The process is usually pretty similar. Just look for the option to add a new connection and find the service you use.
• What if things don’t connect right away? Sometimes, there might be a little hiccup. Double-check that you typed in your bank login info correctly. If it still doesn’t work, Docyt usually has a help section or a way to contact their support team. They can help you figure out what’s going on. Connecting your financial accounts is a big step towards getting real-time insights into your money! It’s like turning on the lights so you can actually see what’s happening with your revenue and expenses. This automation makes things much simpler for you and even for your accountant if you have one. It helps with the whole accounting software side of things, too!

Uploading and Managing Documents

• Okay, so Docyt automatically pulls in a lot of your money stuff. But what about those paper receipts or bills that don’t come through your bank? You’ll need to upload those. Think of it like putting files onto your computer.
• Docyt gives you a few ways to do this.
  • Manual Upload: This is the basic way. You click a button (it might say “Upload” or have a little cloud icon). Then, you find the file on your computer or phone and click “Open” or “Upload.” Easy peasy! You can usually drag and drop files, too—just grab the file with your mouse and drop it into the Docyt window.
  • Email Upload: Some bookkeeping software, like Docyt, gives you a special email address. If you get a bill or receipt in your email, you can forward it to that special Docyt email. Then, Docyt will grab it and put it in your account. Pretty neat, huh?
  • Mobile App: Does Docyt have an app on your phone? If so, it might have a scanner built in! You can take a picture of your paper receipt with your phone’s camera, and the app will upload it straight into Docyt. This is super handy when you’re out and about.
• Now that you have all these documents in Docyt, how do you keep them from becoming a big digital mess? Organization is key!
  • Folders and Categories: Think of folders like the ones on your computer. You can make folders for different things, like “Rent Bills,” “Restaurant Receipts,” or “Client Invoices.” Docyt might also have some categories already set up for you. You can usually move your documents into these folders to keep things tidy.
  • Tagging: Tags are like little labels you can stick on your documents. For example, you could tag a restaurant receipt as “Expense,” “Meal with Client,” or “Travel.” This makes it even easier to find things later. You can usually add more than one tag to a document.
  • Naming Conventions: When you upload a file, give it a name that makes sense! Instead of “Image001.jpg,” try something like “Electric Bill – March 2025” or “Client Payment—Acme Co—Invoice #123.” This makes it much easier to see what the document is without even opening it.
• Once your documents are in Docyt, you can usually click on them to view them. Some AI-powered bookkeeping software might even let you make basic edits, like rotating a picture if it was uploaded sideways or cropping out extra stuff around the edges.
• Do you need to share a document with someone, like your accountant? DocuSign usually allows you to download the file or share it directly through the platform. This can really help with collaboration and make the whole accounting workflow smoother.
• What kinds of files can you upload? DocuSign usually works with common file types like PDFs (these are great for bills and statements), JPGs and PNGs (for photos of receipts), and sometimes even other types. There might be a limit on how big each file can be, so keep that in mind if you’re trying to upload a huge document. Keeping your records organized in Docyt is a big part of having real-time financial insights and making the month-end process much less stressful. It helps with the whole reconciliation process, too!

Utilizing Docyt’s Key Features

• Okay, Docyt isn’t just a place to dump your files. It has some really smart features that can make your life way easier! Let’s check them out.

Automatic Data Grabber

• • This is where Docyt gets really clever! It can automatically read the information on your documents, like your receipts and bills. This is thanks to some smart tech that acts like a brain (some people call it AI-powered).
  • Think about an invoice. Docyt can usually figure out the date, who sent it, how much it was for, and what it was for – all by itself! It does the same with your bank statements and receipts.
  • What kind of info does it grab? Things like dates, amounts of money, and the names of stores or companies.
  • How good is it at this? Usually pretty good! But sometimes, if a receipt is crumpled or blurry, it might not get everything perfect.
  • What happens if it makes a mistake? Don’t worry! DocuSign usually lets you access and fix any information that isn’t quite right. You can edit the amounts or change the categories if needed.

Putting Your Money in Categories

• • Knowing where your money goes is super important. Docyt can automatically categorize your transactions. For example, money you spend at the grocery store might go into a “Food” category, and money you earn might go into an “Income” category.
  • How does it know where to put things? It uses some smart rules and learns over time.
  • Can you change these categories? Yep! You can usually make your categories or change the ones Docyt picked. This way, you can see your money in a way that makes sense to you.
  • This is helpful because it makes it easy to see where you’re spending the most money and how much you’re earning. This can help you with things like budgeting.

Showing You the Big Picture (Reporting and Insights)

• • Docyt doesn’t just store info; it can also show you what it all means! It can make different kinds of reports. For example, it can show you a summary of how much you spent in different areas over the last month.
  • How does this help? These reports can give you real-time insights into your financial situation. You can see if you’re spending more than you’re earning or where you might be able to improve. You can also spot trends in your spending, like if you’re spending more on coffee lately.
  • Are there pictures? Sometimes, Docyt will show you charts or graphs to help you visualize the data, which can make it even easier to understand.
  • Can you look at different periods? Yes! You can usually tell Docyt to show you reports for a week, a month, a year, or any other time frame you want. This helps you see how your finances change over time, and it is all part of financial reporting.

Working Together (If You Need To)

• • If you have an accountant or need to share financial info with someone else (like a client if you own a business), Docyt might have features to help with collaboration.
  • This could mean you can give other people access to certain documents or reports. You can usually control what they can see and do. This makes it easier to work together on accounting tasks. It can really speed up the accounting workflow.

Advanced Tips and Tricks for Docyt

Okay, you know the basics of Docyt.

Now, let’s look at some cooler tricks that can make things even easier and faster!

These tips can really help you streamline how you manage your money.

Setting Up Your Own Rules

• • Want to make Docyt even smarter? You can often set up your own rules for how things get handled. For example, if you always buy coffee at “The Coffee Place,” you can tell Docyt to categorize those transactions as “Coffee” every time automatically.
  • Are there other things you can automate? For example, you might want all receipts from a certain store to be automatically tagged as “Business Expense.” You can often set up rules like that.
  • How does this save you time? Once you set up these rules, Docyt will do it automatically in the future, so there will be less work for you.

Becoming a Search Master

• • As you use Docyt more, you’ll have lots of documents. Knowing how to search like a pro is super beneficial.
  • What are the best ways to search? Try using keywords (like a store name or date), tags you’ve added, or even amounts.
  • Look for advanced search options. You might be able to search within a specific date range or look for documents with certain tags.

Connecting Docyt to Other Cool Tools

• • Does Docyt work with other apps you use? Maybe accounting software or tax prep programs? If so, connecting them can really streamline your workflow.
  • How does this help? It can save you from having to enter the same information in multiple places. The apps can talk to each other!

Making Docyt Your Own

• • Can you change how Docyt looks or works? Look in the settings! You might be able to tailor your dashboard to show you the info that’s most important to you. You might also be able to change notification settings so you get updates about things you care about. This helps make Docyt work best for you.

Using these advanced tips can help you get even more actionable insights from your financial data entry.

You can better understand your cash flow, catch any errors.

And make the whole process of managing your money much smoother.

Some generative AI-powered features might even pop up in the future to help you even more!

Wrapping Up

So, there you have it!

Docyt is a really helpful tool for keeping all your money papers and online stuff organized. 

It makes it easier to see where your money is going.

Helps you categorization your expenses and income.

And it can even help you reconcile your accounts without a big headache. 

While this guide gives you a comprehensive look.

Remember that using Docyt can seriously boost your revenue tracking and give you a better handle on your profitability.

It can also make things way smoother if you ever have an audit.

Ready to say goodbye to money clutter? 

Frequently Asked Questions