In today's competitive landscape, relying on manual bookkeeping and accounting methods no longer work. Discover AI concepts and tools to elevate your practice. By the end of the course, you'll master standardized processes, increased efficiency, and time-saving techniques with Docyt AI.

Discover AI concepts and tools to elevate your practice with Docyt AI. This six-chapter course covers:

Introduction to Docyt AI:
Learn its unique features and how it revolutionizes accounting automation for growth and workflow management.

Setup and Client Configuration:
Configure and manage business settings, employee access, management groups, financial accounts, payment methods, and integration features for optimal efficiency.

Urgent Tasks to Unblock Bookkeeping:
Explore the Tasks Dashboard, Open Items Dashboard, Flagged Transactions, Document Requests, Chat, and resolving duplicate vendors and disconnected accounts to streamline processes.

Business Operational Activities:
Dive into the Accounting Dashboard, Accounts Payable Module, Invoice Workflow, Split Invoices, Paying Bills, Approval Controls, Receipt Workflow, Corporate Credit Card Expense Management, and Employee Expense Report & Reimbursements.

Administrative Activities:
Understand the manual mode for Bank and Credit Cards, uploading CSV files, and managing vendors' W-9 Forms for tax reporting and compliance.

Business Health and Insights:
Explore KPI Dashboards, Management Reports, Departmental Reports, Expense Reports, Portfolio Reports, Budget & Forecast, and Revenue Reports for financial health insights.