Docyt review
Accounting automation with a free entry point and multi-entity workflows.
Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
Docyt is a cloud accounting automation platform for small businesses, hospitality operators, multi-entity organizations, and accounting firms. Its feature set covers AI transaction categorization, bank and credit card reconciliation, revenue and merchant deposit reconciliation, document matching, bill pay, approval workflows, budgeting, forecasting, and month-end close management. Web, iOS, and Android access support teams working across locations and entities.
The published plans provide a clear progression. Accountant Copilot is free at $0 per entity per month and includes AI transaction categorization, reconciliation, month-end close automation, and task and team management. Profitbooks costs $99 per entity per month, billed monthly, and adds unlimited document uploads, continuous AI processing, live bank feeds, automatic transaction matching, real-time reports, and an exception review dashboard. Enterprise Suite costs $299 per entity per month with annual billing and adds intercompany reconciliation, merchant deposit tracking, PMS and POS integrations, and a multi-entity chart of accounts. Custom Suite offers portfolio volume pricing, custom reporting, dedicated implementation, priority SLA support, and custom integrations.
Docyt fits organizations that need accounting automation beyond basic transaction entry, particularly when reconciliation, close checklists, approvals, and consolidated reporting span multiple entities. Integrations with QuickBooks Online, banks and financial institutions, POS systems, PMS systems, payroll systems, and business management systems support varied operating environments. The seven-day free trial provides another way to evaluate the paid offering. Teams seeking a free starting point can begin with Accountant Copilot, while larger portfolios should compare per-entity pricing with the value of intercompany workflows and consolidated reporting. Organizations that do not need multi-entity accounting or hospitality-related integrations may find the higher tiers broader than necessary.
Docyt pros and cons
- Where it wins
- Free Accountant Copilot plan includes categorization, reconciliation, and close automation
- Supports intercompany accounting and consolidated reporting across entities
- Connects with QuickBooks Online, banks, POS, PMS, payroll, and business systems
- Where it doesn't
- Paid plans charge per entity, which can increase costs across portfolios
- Enterprise Suite requires annual billing
- Custom integrations and priority support are reserved for Custom Suite
Docyt fact sheet, pricing and score →
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