Docyt Features

As reported in 14 Docyt reviews. Can easily pull in receipts from all credit card statements

As reported in 15 Docyt reviews. Automatically assigns categories/accounts based on past entries and credit card statements

As reported in 15 Docyt reviews. Provides various methods to easily capture receipts digitally and can automatically parse receipts to create expenses report entries. Methods may include mobile photos, desktop drag and drop, etc.

Integrates with corporate or personal credit cards (import or bi-directional) 15 reviewers of Docyt have provided feedback on this feature.

Based on 13 Docyt reviews. Ability to create and send printable or electronic invoices. Includes standard invoice style library that can be customized/branded.

Accepts electronic payments from clients This feature was mentioned in 13 Docyt reviews.

As reported in 14 Docyt reviews. Provides adequate reporting and/or can integrate to AP systems to recognize revenue appropriately

As reported in 17 Docyt reviews. Can easily capture receipts, parse receipts and convert/assign them to a report from mobile device

Provides standard connectors for popular Finance, Payroll, HRMS and CRM systems 18 reviewers of Docyt have provided feedback on this feature.

Routes Timesheets, Invoices, Expense reports through approval process. Easy to maintain and administer 17 reviewers of Docyt have provided feedback on this feature.

Sends automatic reminders to employees that have not completed expenses reports and/or timesheets This feature was mentioned in 19 Docyt reviews.

Enables administrators to create rules that enforce compliances of corporate time and expense policies 18 reviewers of Docyt have provided feedback on this feature.

Based on 17 Docyt reviews. Grant access to select data, features, objects, etc. based on the users, user role, groups, etc.

Complies with PCI security standards This feature was mentioned in 16 Docyt reviews.

Access pre-built and custom reports and dashboards. 18 reviewers of Docyt have provided feedback on this feature.

Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc. with other software applications. This feature was mentioned in 16 Docyt reviews.

Based on 17 Docyt reviews. Enables users to view and transact business with the same content in multiple languages and currencies.

As reported in 18 Docyt reviews. Software is consistently available (uptime) and allows users to complete tasks quickly because they are not waiting for the software to respond to an action they took.

Allows software to be easily used on multiple mobile devices include phone and tablet devices. 17 reviewers of Docyt have provided feedback on this feature.

Provides users ability to create and access expense reports/timesheets while not connected to internet. This feature was mentioned in 17 Docyt reviews.

Offers embedded AI/machine learning 13 reviewers of Docyt have provided feedback on this feature.

Provides workflow for complex approval structures 13 reviewers of Docyt have provided feedback on this feature.

Consolidate information from multiple sources or multiple entities This feature was mentioned in 14 Docyt reviews.

As reported in 14 Docyt reviews. Classify information by category, supplier, or supplier

Integrate with external sources for market intelligence 13 reviewers of Docyt have provided feedback on this feature.

Integrates with ERP systems general ledgers for transfering of AP transaction data This feature was mentioned in 13 Docyt reviews.

Based on 13 Docyt reviews. Ability to cleanse and consolidate AP data

Provide benchmarking options for comparison with peers This feature was mentioned in 13 Docyt reviews.

Based on 14 Docyt reviews. Include standard spending KPIs that can be customized

Based on 13 Docyt reviews. Deliver reports for compliance purposes

Based on 13 Docyt reviews. Analysis that identifies errors in AP processes such as duplicate payments, anomalies, and fraud

As reported in 10 Docyt reviews. Track invoices based on due dates to identify overdue payments

Ability to compare AP automation metrics with other companies

Based on 10 Docyt reviews. Monitor KPIs such as time to process an invoice or erroneous payments

As reported in 11 Docyt reviews. Track invoices based on due dates to identify overdue payments

Analyze variations between incoming and outgoing cash 11 reviewers of Docyt have provided feedback on this feature.

Monitor KPIs such as time to process an invoice or erroneous payments 11 reviewers of Docyt have provided feedback on this feature.

Track different types of payment such as deposits or partial payments 12 reviewers of Docyt have provided feedback on this feature.

Provide features to capture invoices such as import or scanning

Allow suppliers to submit invoices using an online portal

Deliver a central repository of AP documents, such as POs and invoices

Ability to match AP invoices to POs, contracts, or payments

Identify incomplete or late supplier payments

Include workflows for approvals and invoice processing

Comply with local and global tax regulations for collections

Include workflows for approvals of invoices or payments

Process multiple invoices without human intervention

As reported in 10 Docyt reviews. Allow users to consolidate multiple invoices into one

Match invoices with purchases and sales orders, as well as with payments

Provide integration with accounting and financial management software

Integrate with payment gateways and enterprise payments software

Deliver integrations with accounting modules of ERP systems

Provide integration with accounting and financial management software

Integrate with payment gateways and enterprise payments software

Deliver integrations with accounting modules of ERP systems

As reported in 11 Docyt reviews. Sync with company accounts to transfer payments for approved invoices

Provide standard invoice templates that can be customized by users

Ability to convert invoices to digital formats such as PDF

Automatically generates invoices at pre-defined time intervals

Reduces future risks through root cause analysis and process improvement This feature was mentioned in 10 Docyt reviews.

Reduces frequency of errors, identifies risk and improves efficiency

Scores suppliers and employees based on risk factors

Identifies and recoups funds and prevents errors from happening again

Offers reporting to aid in minimizing future lost profits and process breakdown

Based on 14 Docyt reviews. Approve, reject, or query historical payment transactions to identify anomalies

As reported in 13 Docyt reviews. Recover overpayments, duplicate payments, or unused credits from suppliers

Includes a library of audit-tested filters to identify AP outliers that are outside company policy

Conducts a post-audit analysis of large volumes of data to identify historical payment errors and automatically generate claims

Detects and prevents a wide range of overpayment errors

Detects and prevents a wide range of duplicate payments

Enables automatic checks of new vendors being set up in the system to combat potential billing schemes

Generates comprehensive data needed to conduct a thorough investigation

Provides continuous, proactive fraud monitoring across multiple systems and data formats

Based on 11 Docyt reviews. Constantly evaluate AP transactions to optimize workflows

As reported in 10 Docyt reviews. Improves management oversight by reconciling external data against internal transaction data

Strengthens process controls by using analysis to proactively reduce errors before they happen and detect fraud risk 11 reviewers of Docyt have provided feedback on this feature.

Provide portals for customers to communicate with accountants 11 reviewers of Docyt have provided feedback on this feature.

Automate client requests and reminders This feature was mentioned in 11 Docyt reviews.

As reported in 11 Docyt reviews. Consolidate communication between accountants and clients

Provide repository to collaborate on email, clients, jobs and tasks This feature was mentioned in 11 Docyt reviews.

Create tasks and sub-tasks with assignee, status and due date This feature was mentioned in 11 Docyt reviews.

Based on 11 Docyt reviews. Provide real-time access of files with the most updated versions

Based on 11 Docyt reviews. Run reports on billing, time, revenue, credits, etc.

Create invoices for services provided and track payments 11 reviewers of Docyt have provided feedback on this feature.

Standardize the onboarding process with templates This feature was mentioned in 11 Docyt reviews.

As reported in 11 Docyt reviews. Assing tasks and checklists to new clients

Create new client in system once propsal is accepted This feature was mentioned in 11 Docyt reviews.

Based on 11 Docyt reviews. Know where every job stands, who’s working on what, and what’s being said to clients

As reported in 11 Docyt reviews. Track/uncover metrics to improve firm decisions and efficiency

Share, save, and organize files 11 reviewers of Docyt have provided feedback on this feature.

Based on 11 Docyt reviews. Provide a detailed audit trail

Receive real-time notifications via email and/or IM about new assignments, updates, and due dates 11 reviewers of Docyt have provided feedback on this feature.

Based on 11 Docyt reviews. Manage integrations for accounting, project management, email, data integration, or similar platforms

Automates the process of comparing financial transactions between different accounts, statements, or systems This feature was mentioned in 12 Docyt reviews.

Based on 11 Docyt reviews. Helps match transactions recorded in the company's books with those in the bank statement

Based on 11 Docyt reviews. Alerts users when exceptions and discrepencies can't automatically be resolved

Uses algorithms, such as rule-based matching, fuzzy logic, or machine learning techniques to help with comparing large sets of data

Ensures that financial records are accurate and precise, reducing the chances of errors that could lead to audit issues 11 reviewers of Docyt have provided feedback on this feature.

Based on 11 Docyt reviews. Meets industry-specific compliance requirements and supports regulatory standards

Offeres customizable reporting features to provide a clear overview of the financial reconciliation process and any issues that may need attention 12 reviewers of Docyt have provided feedback on this feature.

As reported in 11 Docyt reviews. Provides a detailed history of reconciliations and supports the accuracy of financial records

Integrates with accounting platforms to allow the import and reconciliation of financial data 12 reviewers of Docyt have provided feedback on this feature.

Integrates with inventory management systems to help reconcile financial data related to product movements, purchases, and sales

Based on 11 Docyt reviews. Integrates with ERP systems to reconcile financial data across various modules and departments

Based on 11 Docyt reviews. Integrates with banking systems to import and match bank transactions

As reported in 11 Docyt reviews. Offers role-based access control (RBAC) allowing administrators to define roles with specific sets of permissions

Uses features such as multi-factor authentication (MFA) to help ensure that only authorized users can access the software This feature was mentioned in 12 Docyt reviews.

As reported in 12 Docyt reviews. Has encryption techniques to prevent unauthorized access or interception of data

Based on 10 Docyt reviews. Complys with regulations and standards, such as Sarbanes-Oxley (SOX), GDPR, or HIPAA

Capability to perform complex tasks without constant human input

Ability to break down and plan multi-step processes

Works across multiple software systems or databases

Makes informed choices based on available data and objectives

Capability to perform complex tasks without constant human input

Capability to perform complex tasks without constant human input

Works across multiple software systems or databases

Works across multiple software systems or databases

Improves performance based on feedback and experience

Anticipates needs and offers suggestions without prompting

Capability to perform complex tasks without constant human input

Anticipates needs and offers suggestions without prompting

Makes informed choices based on available data and objectives