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4.7 out of 5
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Docyt Features
What are the features of Docyt?
Expense Reports
- Digital Receipt Management
- Credit Card Integration
Mobile
- Receipt Capture
Administration
- Business Tool Integration
- Workflow
- Automated Reminders
- Policy Compliance Management
- User, Role, and Access Management
- PCI Regulation Compliant
Platform
- Reporting
- APIs / Integration
- Internationalization
- Performance and Reliability
- Mobile User Support
- Offline
Top Rated Docyt Alternatives
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Technology Glossary Features
View definitions of the features and discover new technology terms.
Docyt Categories on G2
Filter for Features
Expense Reports
Bank / Credit Card Integration | Based on 14 Docyt reviews. Can easily pull in receipts from all credit card statements | 86% (Based on 14 reviews) | |
Smart Categorization | Automatically assigns categories/accounts based on past entries and credit card statements This feature was mentioned in 15 Docyt reviews. | 88% (Based on 15 reviews) | |
Digital Receipt Management | 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. 15 reviewers of Docyt have provided feedback on this feature. | 90% (Based on 15 reviews) | |
Credit Card Integration | Integrates with corporate or personal credit cards (import or bi-directional) This feature was mentioned in 15 Docyt reviews. | 89% (Based on 15 reviews) |
Client Invoicing
Invoice Creation and Delivery | Ability to create and send printable or electronic invoices. Includes standard invoice style library that can be customized/branded. 13 reviewers of Docyt have provided feedback on this feature. | 86% (Based on 13 reviews) | |
Electronic Payments | Accepts electronic payments from clients This feature was mentioned in 13 Docyt reviews. | 86% (Based on 13 reviews) | |
Project Accounting / Revenue Recognition | Provides adequate reporting and/or can integrate to AP systems to recognize revenue appropriately 14 reviewers of Docyt have provided feedback on this feature. | 93% (Based on 14 reviews) |
Mobile
Receipt Capture | Can easily capture receipts, parse receipts and convert/assign them to a report from mobile device This feature was mentioned in 17 Docyt reviews. | 91% (Based on 17 reviews) |
Administration
Business Tool Integration | Provides standard connectors for popular Finance, Payroll, HRMS and CRM systems This feature was mentioned in 18 Docyt reviews. | 94% (Based on 18 reviews) | |
Workflow | Routes Timesheets, Invoices, Expense reports through approval process. Easy to maintain and administer 17 reviewers of Docyt have provided feedback on this feature. | 95% (Based on 17 reviews) | |
Automated Reminders | As reported in 19 Docyt reviews. Sends automatic reminders to employees that have not completed expenses reports and/or timesheets | 95% (Based on 19 reviews) | |
Policy Compliance Management | See feature definition | As reported in 18 Docyt reviews. Enables administrators to create rules that enforce compliances of corporate time and expense policies | 96% (Based on 18 reviews) |
User, Role, and Access Management | Grant access to select data, features, objects, etc. based on the users, user role, groups, etc. 17 reviewers of Docyt have provided feedback on this feature. | 94% (Based on 17 reviews) | |
PCI Regulation Compliant | Complies with PCI security standards This feature was mentioned in 16 Docyt reviews. | 93% (Based on 16 reviews) |
Platform
Reporting | Based on 18 Docyt reviews. Access pre-built and custom reports and dashboards. | 94% (Based on 18 reviews) | |
APIs / Integration | 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. 16 reviewers of Docyt have provided feedback on this feature. | 93% (Based on 16 reviews) | |
Internationalization | As reported in 17 Docyt reviews. Enables users to view and transact business with the same content in multiple languages and currencies. | 86% (Based on 17 reviews) | |
Performance and Reliability | Based on 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. | 94% (Based on 18 reviews) | |
Mobile User Support | As reported in 17 Docyt reviews. Allows software to be easily used on multiple mobile devices include phone and tablet devices. | 95% (Based on 17 reviews) | |
Offline | Provides users ability to create and access expense reports/timesheets while not connected to internet. 17 reviewers of Docyt have provided feedback on this feature. | 75% (Based on 17 reviews) | |
Embedded AI / Machine Learning | Based on 13 Docyt reviews. Offers embedded AI/machine learning | 83% (Based on 13 reviews) | |
Complex Approval Workflow | Provides workflow for complex approval structures This feature was mentioned in 13 Docyt reviews. | 85% (Based on 13 reviews) |
Data Management
Consolidation | Based on 14 Docyt reviews. Consolidate information from multiple sources or multiple entities | 92% (Based on 14 reviews) | |
Classification | Based on 14 Docyt reviews. Classify information by category, supplier, or supplier | 92% (Based on 14 reviews) | |
External Sources | Based on 13 Docyt reviews. Integrate with external sources for market intelligence | 83% (Based on 13 reviews) | |
Integration | Integrates with ERP systems general ledgers for transfering of AP transaction data This feature was mentioned in 13 Docyt reviews. | 91% (Based on 13 reviews) | |
Cleaning | As reported in 13 Docyt reviews. Ability to cleanse and consolidate AP data | 90% (Based on 13 reviews) |
Analytics
Benchmarking | As reported in 13 Docyt reviews. Provide benchmarking options for comparison with peers | 82% (Based on 13 reviews) | |
KPIs | Include standard spending KPIs that can be customized 14 reviewers of Docyt have provided feedback on this feature. | 88% (Based on 14 reviews) | |
Compliance | Based on 13 Docyt reviews. Deliver reports for compliance purposes | 94% (Based on 13 reviews) | |
Errors | Analysis that identifies errors in AP processes such as duplicate payments, anomalies, and fraud 13 reviewers of Docyt have provided feedback on this feature. | 92% (Based on 13 reviews) | |
Due Dates | As reported in 10 Docyt reviews. Track invoices based on due dates to identify overdue payments | 100% (Based on 10 reviews) | |
Benchmarking | Ability to compare AP automation metrics with other companies | Not enough data | |
KPIs | Monitor KPIs such as time to process an invoice or erroneous payments This feature was mentioned in 10 Docyt reviews. | 83% (Based on 10 reviews) | |
Due Dates | Based on 11 Docyt reviews. Track invoices based on due dates to identify overdue payments | 98% (Based on 11 reviews) | |
Cashflow | Based on 11 Docyt reviews. Analyze variations between incoming and outgoing cash | 95% (Based on 11 reviews) | |
KPIs | As reported in 11 Docyt reviews. Monitor KPIs such as time to process an invoice or erroneous payments | 83% (Based on 11 reviews) | |
Payment Tracking | Based on 12 Docyt reviews. Track different types of payment such as deposits or partial payments | 96% (Based on 12 reviews) |
Invoice Management
Capture | Provide features to capture invoices such as import or scanning | Not enough data | |
Supplier Portal | Allow suppliers to submit invoices using an online portal | Not enough data | |
Repository | Deliver a central repository of AP documents, such as POs and invoices | Not enough data |
Invoice Processing
Matching | Ability to match AP invoices to POs, contracts, or payments | Not enough data | |
Payments | Identify incomplete or late supplier payments | Not enough data | |
Workflows | Include workflows for approvals and invoice processing | Not enough data | |
Tax Compliance | Comply with local and global tax regulations for collections | Not enough data | |
Approvals | Include workflows for approvals of invoices or payments | Not enough data | |
Batch Processing | Process multiple invoices without human intervention | Not enough data | |
Consolidation | Allow users to consolidate multiple invoices into one This feature was mentioned in 10 Docyt reviews. | 95% (Based on 10 reviews) | |
Match Invoices | Match invoices with purchases and sales orders, as well as with payments | Not enough data |
Integration
Accounting | Provide integration with accounting and financial management software | Not enough data | |
Payment Integration | Integrate with payment gateways and enterprise payments software | Not enough data | |
ERP | Deliver integrations with accounting modules of ERP systems | Not enough data | |
Accounting | Provide integration with accounting and financial management software | Not enough data | |
Payments | Integrate with payment gateways and enterprise payments software | Not enough data | |
ERP | Deliver integrations with accounting modules of ERP systems | Not enough data | |
Account Sync | Sync with company accounts to transfer payments for approved invoices 11 reviewers of Docyt have provided feedback on this feature. | 92% (Based on 11 reviews) |
Invoice Generation
Templates | Provide standard invoice templates that can be customized by users | Not enough data | |
Digital Invoices | Ability to convert invoices to digital formats such as PDF | Not enough data | |
Recurring Invoices | Automatically generates invoices at pre-defined time intervals | Not enough data |
Risk
Analysis | Reduces future risks through root cause analysis and process improvement 10 reviewers of Docyt have provided feedback on this feature. | 95% (Based on 10 reviews) | |
Identification | Reduces frequency of errors, identifies risk and improves efficiency | Not enough data | |
Scoring | Scores suppliers and employees based on risk factors | Not enough data |
Recovery
Recoup | Identifies and recoups funds and prevents errors from happening again | Not enough data | |
Reporting | Offers reporting to aid in minimizing future lost profits and process breakdown | Not enough data | |
Historical payments | Approve, reject, or query historical payment transactions to identify anomalies This feature was mentioned in 14 Docyt reviews. | 93% (Based on 14 reviews) | |
Overpayments | Recover overpayments, duplicate payments, or unused credits from suppliers 13 reviewers of Docyt have provided feedback on this feature. | 88% (Based on 13 reviews) |
Audit
Filters | Includes a library of audit-tested filters to identify AP outliers that are outside company policy | Not enough data | |
Post Audits | Conducts a post-audit analysis of large volumes of data to identify historical payment errors and automatically generate claims | Not enough data | |
Overpayments | Detects and prevents a wide range of overpayment errors | Not enough data | |
Duplicates | Detects and prevents a wide range of duplicate payments | Not enough data |
Fraud
Vendor Checks | Enables automatic checks of new vendors being set up in the system to combat potential billing schemes | Not enough data | |
Data Generation | Generates comprehensive data needed to conduct a thorough investigation | Not enough data | |
Monitoring | Provides continuous, proactive fraud monitoring across multiple systems and data formats | Not enough data |
AP Data Processing
Workflows | Constantly evaluate AP transactions to optimize workflows 11 reviewers of Docyt have provided feedback on this feature. | 92% (Based on 11 reviews) | |
Transparency | Improves management oversight by reconciling external data against internal transaction data This feature was mentioned in 10 Docyt reviews. | 95% (Based on 10 reviews) | |
Controls | 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. | 89% (Based on 11 reviews) |
Communication
Client Portals | Provide portals for customers to communicate with accountants 11 reviewers of Docyt have provided feedback on this feature. | 97% (Based on 11 reviews) | |
Automation | As reported in 11 Docyt reviews. Automate client requests and reminders | 97% (Based on 11 reviews) | |
Consolidation | As reported in 11 Docyt reviews. Consolidate communication between accountants and clients | 97% (Based on 11 reviews) |
Collaboration
Collaboration | As reported in 11 Docyt reviews. Provide repository to collaborate on email, clients, jobs and tasks | 92% (Based on 11 reviews) | |
Tasks | Create tasks and sub-tasks with assignee, status and due date This feature was mentioned in 11 Docyt reviews. | 92% (Based on 11 reviews) | |
Version Control | Provide real-time access of files with the most updated versions This feature was mentioned in 11 Docyt reviews. | 94% (Based on 11 reviews) |
Billing
Reporting | Run reports on billing, time, revenue, credits, etc. 11 reviewers of Docyt have provided feedback on this feature. | 94% (Based on 11 reviews) | |
Invoices | Create invoices for services provided and track payments 11 reviewers of Docyt have provided feedback on this feature. | 94% (Based on 11 reviews) |
Onboarding
Templates | Standardize the onboarding process with templates This feature was mentioned in 11 Docyt reviews. | 95% (Based on 11 reviews) | |
Checklists | Assing tasks and checklists to new clients 11 reviewers of Docyt have provided feedback on this feature. | 97% (Based on 11 reviews) | |
New Client | Create new client in system once propsal is accepted 11 reviewers of Docyt have provided feedback on this feature. | 95% (Based on 11 reviews) |
Visibility
Job Status | Based on 11 Docyt reviews. Know where every job stands, who’s working on what, and what’s being said to clients | 91% (Based on 11 reviews) | |
Metrics | Track/uncover metrics to improve firm decisions and efficiency 11 reviewers of Docyt have provided feedback on this feature. | 92% (Based on 11 reviews) | |
File Organization | Based on 11 Docyt reviews. Share, save, and organize files | 97% (Based on 11 reviews) | |
Audit Trail | Provide a detailed audit trail 11 reviewers of Docyt have provided feedback on this feature. | 88% (Based on 11 reviews) | |
Notifications | As reported in 11 Docyt reviews. Receive real-time notifications via email and/or IM about new assignments, updates, and due dates | 95% (Based on 11 reviews) | |
Integrations | As reported in 11 Docyt reviews. Manage integrations for accounting, project management, email, data integration, or similar platforms | 95% (Based on 11 reviews) |
Reconciliation - Financial Reconciliation
Automation | Automates the process of comparing financial transactions between different accounts, statements, or systems This feature was mentioned in 12 Docyt reviews. | 94% (Based on 12 reviews) | |
Bank Statements | Helps match transactions recorded in the company's books with those in the bank statement 11 reviewers of Docyt have provided feedback on this feature. | 98% (Based on 11 reviews) | |
Exceptions | As reported in 11 Docyt reviews. Alerts users when exceptions and discrepencies can't automatically be resolved | 85% (Based on 11 reviews) | |
Algorithms | Uses algorithms, such as rule-based matching, fuzzy logic, or machine learning techniques to help with comparing large sets of data | Not enough data |
Audit - Financial Reconciliation
Accuracy | Based on 11 Docyt reviews. Ensures that financial records are accurate and precise, reducing the chances of errors that could lead to audit issues | 95% (Based on 11 reviews) | |
Compliance | Meets industry-specific compliance requirements and supports regulatory standards This feature was mentioned in 11 Docyt reviews. | 97% (Based on 11 reviews) | |
Reporting | 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. | 97% (Based on 12 reviews) | |
Audit Trail | As reported in 11 Docyt reviews. Provides a detailed history of reconciliations and supports the accuracy of financial records | 86% (Based on 11 reviews) |
Integrations - Financial Reconciliation
Accounting | As reported in 12 Docyt reviews. Integrates with accounting platforms to allow the import and reconciliation of financial data | 100% (Based on 12 reviews) | |
Inventory | Integrates with inventory management systems to help reconcile financial data related to product movements, purchases, and sales | Not enough data | |
ERP | Integrates with ERP systems to reconcile financial data across various modules and departments 11 reviewers of Docyt have provided feedback on this feature. | 97% (Based on 11 reviews) | |
Banking | As reported in 11 Docyt reviews. Integrates with banking systems to import and match bank transactions | 98% (Based on 11 reviews) |
User Permissions and Security - Financial Reconciliation
Access | Based on 11 Docyt reviews. Offers role-based access control (RBAC) allowing administrators to define roles with specific sets of permissions | 91% (Based on 11 reviews) | |
Authentication | Uses features such as multi-factor authentication (MFA) to help ensure that only authorized users can access the software 12 reviewers of Docyt have provided feedback on this feature. | 94% (Based on 12 reviews) | |
Encryption | Has encryption techniques to prevent unauthorized access or interception of data This feature was mentioned in 12 Docyt reviews. | 99% (Based on 12 reviews) | |
Regulations | As reported in 10 Docyt reviews. Complys with regulations and standards, such as Sarbanes-Oxley (SOX), GDPR, or HIPAA | 92% (Based on 10 reviews) |
Agentic AI - Accounting Practice Management
Autonomous Task Execution | Capability to perform complex tasks without constant human input | Not enough data | |
Multi-step Planning | Ability to break down and plan multi-step processes | Not enough data | |
Cross-system Integration | Works across multiple software systems or databases | Not enough data |
Agentic AI - Accounts Payable (AP) and Spend Analysis
Decision Making | Makes informed choices based on available data and objectives | Not enough data |
Agentic AI - Financial Reconciliation
Autonomous Task Execution | Capability to perform complex tasks without constant human input | Not enough data |
Agentic AI - Expense Management
Autonomous Task Execution | Capability to perform complex tasks without constant human input | Not enough data | |
Cross-system Integration | Works across multiple software systems or databases | Not enough data |
Agentic AI - Invoice Management
Cross-system Integration | Works across multiple software systems or databases | Not enough data | |
Adaptive Learning | Improves performance based on feedback and experience | Not enough data | |
Proactive Assistance | Anticipates needs and offers suggestions without prompting | Not enough data |
Agentic AI - AP Automation
Autonomous Task Execution | Capability to perform complex tasks without constant human input | Not enough data | |
Proactive Assistance | Anticipates needs and offers suggestions without prompting | Not enough data | |
Decision Making | Makes informed choices based on available data and objectives | Not enough data |
