Docyt Co-pilot

The Docyt Copilot Dashboard is designed to provide customized dashboard experiences for different user roles, streamlining financial workflows and enhancing usability.

The Docyt Co-pilot is exclusively available under the Docyt Lite Plan, a newly introduced self-serve option.

Importance of the Feature :

Customized User Experiences

1. Dashboards that can be tailored to specific user roles, such as Accountant, Business Admin, and Vendor, allow for a personalised experience.

2. This customisation is designed to enhance efficiency by aligning with the user's business objectives.

Navigation Experience

1. Streamlined workflows tailored for both BooksGPT and Full Bookkeeping operations.

2. Improved integration with business processes and strategic objectives.

3. Highlight role-specific customisation (Accountants vs. Businesses).

4. Emphasize the simplicity and efficiency of Docyt Co-pilot for businesses needing minimal functionality.

5. Showcase the depth of Full Bookkeeping for businesses requiring advanced tools and workflows.

6. Position the project as a scalable solution for businesses of all sizes and needs.

Visual Guide with Screenshots

Enrollment & Client Activation

1. Users enrolling in the Docyt Lite Plan are directed to the dashboard.

   

2. Accountants can view their QuickBooks clients and activate them using the "Activate" button.

   

Client Setup Process

1. Mark all setup steps as done.

   
   
   

2. AI begins learning from QuickBooks data.

   

Running an Audit Scan

1. After AI processing is complete, users can Run an Audit Scan to detect anomalies.

   
   

2. If anomalies exist:

   1. They appear under the Audit Scan tab.

      

   2. The system provides a detailed review with suggested resolutions for any anomalies detected.

      

3. Users can Re-run Audit Scans as needed.

4. If no anomalies are found, the system notifies users that the books are clean.

   
   
   

Closing the Books

1. Users can mark books as closed using "Mark Books As Closed".

   

2. Notes Logs track closure details, including timestamps and user actions.

   

3. Click on View Notes Log to view notes like who closed the books for which business and when.

   
4. User can download the “P&L statement” and “Balance sheet” for the closed months from the Notes.
   
   
5. Users will be notified in the “Issues” section of the dashboard if any of their clients' QuickBooks accounts become disconnected. From this section, they can easily reconnect the accounts. Additionally, any problems related to “Duplicate Vendors” or “COA Sync Issues” will also be displayed, complete with an action button that directs users to business chats where they can seek assistance from @Gary to resolve these issues.
                                                                                Duplicate Vendors Issues
   
   
                                                                                               COA Issues
   
      
                                                                                          ASK Docyt AI
   
6. Additionally, users will have access to business chat features for their client businesses. This allows for quick and easy communication with the customer support team, ensuring that any assistance needed can be readily obtained.
   
   
   
   
   
   
   
7. I can even “Add Client“ using the button available on the dashboard. And then activate the QuickBooks for them   
   
   
8. Finally, the user will navigate to the Settings pages, where they can manage their preferences and configurations as an accountant.
   
9. If the user wants to “Archive“ any client, they can do so from the “My Clients“ section.