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What's New at Docyt? May 2025

Summer’s heating up—and so are these product updates. From smarter AI matching to a streamlined integration experience and more control over categorization, this month’s updates are all about saving time and eliminating friction in your accounting workflows.

RECONCILIATION CENTER
Review GL Categories Before They Hit the Ledger

Review GL Categories

Gain more control over your books with our new approval workflow. Instead of auto-posting, Docyt AI now predicts categories for each transaction based on past activity, but nothing hits the ledger until you review and approve. Reduce errors, eliminate rework, and build trust in your data—one category at a time. Learn More

 

JOURNAL ENTRIES
Bulk Journal Entries—Smarter, Faster, and QuickBooks-Ready 

Bulk Journal Entries
Uploading journal entries just got a major upgrade. You can now access bulk upload directly from the Journal Entry page—no more digging through settings. Enjoy QuickBooks-compatible templates, smarter validations, and instant visibility into errors, unbalanced entries, and cumulative totals—all before submission. Fewer headaches, faster uploads, cleaner books. Learn More

FINANCIAL REPORTS
New Deposit Tracking Summary: Spot Discrepancies Faster

New Deposit Tracking Summary
Easily track daily deposits across all your business bank accounts with our latest Deposit Tracking Summary Report. Quickly compare deposit amounts to recorded revenue, catch discrepancies early, and maintain tighter financial control with a simple, consolidated view. Learn More

 

INTEGRATIONS
Enhanced Integration Experience

Enhanced Integration Experience
Connecting Docyt to your POS or revenue system just got way easier. With a guided, self-serve setup flow, you can connect third-party apps to Docyt without back-and-forth emails or support tickets. One screen, zero confusion, and smart checks to keep you moving—so you can activate faster and start seeing results sooner.




Content Spotlight💡

What are AI Agents? How are They Revolutionizing Bookkeeping & Accounting Today?

What Are AI Agents_ How Are They Revolutionizing Bookkeeping and Accounting Today_ (1)

AI agents are advanced autonomous systems that use artificial intelligence to accomplish specific tasks. Powered by LLMs & Gen AI, they learn, adapt, and act based on real-time feedback and evolving conditions without needing constant human...Read More

 

Missed last month's product release notes? 

See 🌷 April’s release notes