Docyt Reviews & Product Details

The user friendly docyt platform is very easy and reliable. From uploading invoices to getting it paid and checking all reports is so easy. Review collected by and hosted on G2.com.

I do not see any downsides of using the docyt. Review collected by and hosted on G2.com.

I like the idea of real-time books, having the software link up with my hotels' PMS systems. Real-time KPIs and real-time books would be a game changer. Review collected by and hosted on G2.com.

Unfortunately, it has been a bug-riddled road. The team that supports the software, the account manager, primary bookkeeper are all inferior to what should be provided. I am assuming they are understaffed thus the constant issues.

Additionally, the software is constantly days or weeks behind, thus negating the real-time aspect. I am very much considering other options at this point. Very very frustrating experience. Review collected by and hosted on G2.com.

Efficient, Professional and Cost Effective solution for small business bookkeeping. Sahil and Saurabh make themselves available to us and get the task at hand accomplished without having to follow up all the time. Review collected by and hosted on G2.com.

If using the Docyt check feature, it takes many days for the checks to finally reach the vendor. Review collected by and hosted on G2.com.

Onboarded 9 hotels with Docyt in early 2024.

We really like that they have an integration with most hotel systems.

Docyt has the ability to be an all in one system including document management, accounts payable, receipt capture, and reporting. It allows the ability to provide limited access to different team members.

Ability to pull USALI formatted financials and to pull reports and KPI on a portfolio basis is a plus.

The IOS app is great to quickly research something or pull reports on the go.

The team has been responsive to resolve any questions, concerns, and issues.

Docyt has a great help center and a suggest feature section which shows they are continually looking to improve the product. Review collected by and hosted on G2.com.

The onboarding was a bit painful especially if you are planning to use your own chart of accounts.

Setting access and permission for team members is difficult. They need to add to have preset permissions and ability to copy across different entities.

The system keeps auto categorizing expenses without departments

Processing bills and receipts require too many steps/clicks.

There has been a lot of turnover in a short amount of time on the dedicated team Review collected by and hosted on G2.com.

The customer service. Saurabh Chitlangiya has been very helpful trying to correct errors from past postings. He is very willing to meet via call to help me understand why and where items are charted Review collected by and hosted on G2.com.

The fact that certain vendors are unfamiliar the team. We have had numerous team member changes that have resulted in inconsistent postings. If Saurabh remains on our team consistent posting will occur and be quickly corrercted. Review collected by and hosted on G2.com.

Easy to use, seamless intregration and great support. Onboarding was quick and supportive. Review collected by and hosted on G2.com.

So far we have good experience and would recommend to other business owners. Review collected by and hosted on G2.com.

After a short period of time, the trained AI really does some great work. I use QBO. Although QBO has its own AI capabilities, I find that Docyt takes it up two notches. From bill pay, uploading vendor invoices and receipts, I find Docyt's A.I. faster and more accurate than many of the other software that I've tested/used over the last 6 years. Review collected by and hosted on G2.com.

There is a slight learning curve, but that's the case with all software. Review collected by and hosted on G2.com.

Customer service, knowledge, prompt solution to problems, readily available, reports at your fingertips, easy access, integrated with current accounting software and QuickBooks. Review collected by and hosted on G2.com.

None so far, everyone from sales, implementation to the monthly review has excelled in their performance. No shortcomings. Review collected by and hosted on G2.com.

Working with Lokesh and Saurabh and disussing and resolving any challenges with myfinances Review collected by and hosted on G2.com.

the Time difference can be challenging butthey do their best to work with me Review collected by and hosted on G2.com.

Docyt has been a great financial management tool. The software is easy to navigate, with a user-friendly interface that makes data entry and management so easy. We especially appreciate the helpful prompts to categorize uncoded items, ensuring accuracy in our financial records.

We also liked it's interactive upload section. The reminders to add statements and relevant documents for reconciliation streamline the process significantly. And the seamless integration with QBO and payroll accounts was great.

But most importantly, the team! From Vaishali in onboarding to monthly management, to Kori as a CPA and overseer, and Lily in sales & marketing, everyone was incredibly helpful and hands-on throughout the entire process. They made the transition smooth and ensured we felt supported every step of the way.

We highly recommend Docyt to anyone looking for a user-friendly and efficient AI accounting solution. The combination of intuitive software and a fantastic support team makes Docyt truly valuable. Review collected by and hosted on G2.com.

Of course, as with any AI tool, there's always room for improvement and further development. Some of the journal entry features were not ideal! However, Docyt's overall functionality and exceptional customer service far outweigh any minor setbacks. We are also confident that Docyt will continue to learn and refine its capabilities. Review collected by and hosted on G2.com.