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

Ready to ditch the spreadsheets and save time? Docyt users report saving up to 20 hours per month on accounting tasks. Start your free trial today and see how Docyt can revolutionize your business!

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Docyt Tutorial

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

Next, let the AI scan your receipts and bills.

It sorts everything into the right categories for you.

Review the data 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 business 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 accounting 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

• Dext: This software focuses on automating data extraction from receipts and invoices. It saves time on manual data entry by digitizing your paperwork.
• Xero: This is a popular cloud-based accounting platform. It’s an alternative for Atera’s bookkeeping features, offering tools for invoicing, bank reconciliation, and expense tracking.
• Easy Month End: This specialized software is designed specifically to simplify the financial close process. It integrates with other accounting platforms like QuickBooks and Xero to ensure a smooth and easy month end.
• Puzzle io: This is a modern accounting software built specifically for startups. It helps with financial reporting and automation, offering real-time insights and a focus on streamlining the books for a faster close.
• Sage: A well-known provider of business management software, Sage offers a range of accounting and financial solutions that can serve as an alternative to Atera’s financial management module.
• Zoho Books: Part of the Zoho suite, this is a strong accounting tool for small to medium businesses. It helps with invoicing, expense tracking, and inventory management, and is a good alternative for those who need comprehensive financial tools.
• Synder: This software focuses on syncing your e-commerce and payment platforms with your accounting software. It’s a useful alternative for businesses that need to automate data flow from sales channels into their books.
• Easy Month End: This tool is designed specifically to streamline the month-end closing process. It’s a specialized alternative for businesses that want to improve and automate their financial reporting and reconciliation tasks.
• Docyt: An AI-powered bookkeeping platform, Docyt automates financial workflows. It is a direct competitor for Atera’s AI-driven bookkeeping features, offering real-time data and automated document management.
• RefreshMe: This is a personal financial management platform. While not a direct business alternative, it offers similar features like expense and invoice tracking.
• Wave: This is a popular free financial software. It’s a good choice for freelancers and small businesses for invoicing, accounting, and receipt scanning.
• Quicken: A well-known tool for personal and small business finance. It helps with budgeting, spending tracking, and financial planning.
• Hubdoc: This software is a document management tool. It automatically fetches your financial documents and syncs them to your accounting software.
• Expensify: This platform focuses on expense management. It is great for receipt scanning, business travel, and creating expense reports.
• QuickBooks: One of the most widely used accounting software programs. QuickBooks is a strong alternative that offers a full set of tools for financial management.
• AutoEntry: This tool automates data entry. It is a good alternative for the receipt and invoice capture features within Atera.
• FreshBooks: This program is great for invoicing and accounting. It is popular with freelancers and small businesses that need a simple way to track time and expenses.
• NetSuite: A powerful and complete cloud-based business management suite. NetSuite is an alternative for larger businesses that need more than just financial management.

Docyt Compared

Conclusion

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 bookkeeping.

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!

Frequently Asked Questions

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 bookkeeping fast.
• 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 security.
• 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 instantly.
• 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 accounting work for you.
• 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 small businesses and financial professionals.