July 2024 | What's new with Docyt?

This month we've made significant enhancements to the reconciliation center, released a new integration, enabled SSO for Google, and more!

GENERAL SETTINGS
Single Sign-On (SSO) with Google

You can now log into Docyt with your Google account. To set this up, visit the Docyt sign-in page, where you'll find the "Sign in with Google" option. Learn More

RECONCILIATION CENTER
Enhanced Chart of Accounts (COA) Management Across Multiple Business 

Enjoy faster COA management across multiple businesses in your portfolio. You can push any COA to multiple businesses. Just navigate to the Portfolio Level, select “Chart of Accounts,” and choose which COAs to edit and apply. This streamlined process simplifies and speeds up the standardization of COAs across multiple businesses in your portfolio.  Learn More

INTEGRATIONS
Stripe Integration

Docyt now connects with Stripe!  Similar to our other revenue integrations, you’ll be able to pull in all your financial data from Stripe accounts into Docyt. 

BUSINESS REPORTS
Improved UX for Business Reports

We’ve been refining the user experience for our Business Reports with a series of updates. To make data easier to navigate and analyze, we’ve added color-coded rows in the report views.\

RECONCILIATION CENTER
Easily Request Missing Documents at Month-end Closing

You can now easily request any missing documents from the month-end checklist, making the process more efficient. Learn More

RECONCILIATION CENTER
Docyt AI Auto-Pilot Settings

RECONCILIATION CENTER
Bulk Upload of Chart of Accounts (COA) via CSV

Accountants can now upload COA CSV files directly into Docyt, bypassing the need to access each client's QBO individually. This simplifies and centralizes the upload process.

Missed last month's release notes? 
See🌻 June release notes