Flagged Transactions & Document Requests
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Document Requests

At Docyt, we are committed to ensuring efficient management of your financial records. We may request various documents from you every month to keep your records up-to-date and accurate.

Typical Documents Requested:

         ● Bank Statements

         ● Invoices and Receipts

         ● Payroll Information

         ● Loan and Credit Card Statements

         ● Tax Documents (e.g. W-9 forms)

         ● Daily/Monthly Revenue Reports

         ● Inventory Records

 

Effortless Document Sharing with Docyt

● Prefer a hands-off approach? Provide Docyt with read-only access to your financial and business systems.

● With this access, your account manager can retrieve the necessary documents without needing your constant involvement.

Benefits of Read-Only Access:

● Enables Docyt to view important financial information.

● Eliminates the need for you to send manual statements and documents.

● Saves time by avoiding the process of uploading and emailing documents to your account manager.

Keep in mind: At Docyt, we prioritize your convenience and aim to make managing your financial records efficient. Whether you choose to manually share your documents or grant us read-only access, our goal is to simplify and streamline your financial record management process. We want to ensure that you have a hassle-free experience while maintaining accurate and up-to-date records.

Related articles:

Responding to Document Requests

How to Upload a Bank Statement in Docyt for Bank Feed Verification