ASSIST Document Management Software
ASSIST is an AI-powered document management software that automates data entry from financial documents, integrates with accounting platforms, and streamlines bookkeeping processes.
https://www.assist.biz/
Product Information
Updated:Nov 9, 2024
What is ASSIST Document Management Software
ASSIST is a document management software designed to keep financial records organized and streamline bookkeeping processes for businesses. It uses artificial intelligence to automatically extract key data from invoices, receipts, and other financial documents. ASSIST aims to replace manual filing and data entry tasks, allowing businesses to manage their financial paperwork more efficiently. The software integrates with popular accounting platforms like Xero and QuickBooks, and offers features such as multi-language support, automated workflows, and secure document storage.
Key Features of ASSIST Document Management Software
ASSIST is a document management software that automates financial record keeping and data entry. It uses AI to extract key information from invoices, receipts and other business documents, organizes them digitally, and can integrate with accounting platforms like Xero and QuickBooks. ASSIST offers multilingual support, secure document storage, automated workflows, and data export capabilities to streamline financial operations for businesses.
Smart Document Capture: AI-powered extraction of data from invoices, receipts and other financial documents, eliminating manual data entry.
Multilingual Processing: Ability to process documents in multiple languages including English, Vietnamese, Chinese and other Latin languages.
Accounting Software Integration: One-click integration with popular accounting platforms like Xero and QuickBooks for seamless data transfer.
Secure Document Storage: Centralized, secure storage of all financial documents with easy search and retrieval capabilities.
Automated Workflows: Customizable automated processes to streamline document management and financial operations.
Use Cases of ASSIST Document Management Software
Small Business Bookkeeping: Automate data entry and organization of receipts and invoices for small businesses, saving time on bookkeeping tasks.
Expense Management: Easily capture and categorize business expenses for faster reimbursement and more accurate financial reporting.
Tax Preparation: Quickly retrieve and compile financial documents needed for tax filing, reducing stress during tax season.
Accounts Payable Automation: Streamline invoice processing and payment workflows for improved vendor relationships and cash flow management.
Pros
Significant time savings through automated data entry and document organization
Improved accuracy by reducing manual data input errors
Enhanced accessibility of financial records through cloud-based storage
Cons
May require initial setup and training to fully utilize all features
Dependent on quality of document scans/images for optimal data extraction
How to Use ASSIST Document Management Software
Sign up for an account: Go to app.assist.biz/auth/register and sign up for a free trial account. You'll get 50 free pages to process.
Capture document images: Take photos of your receipts, invoices, or other financial documents. You can also prepare digital copies.
Send documents to ASSIST: Email the document images to your customized ASSIST email address provided during signup. Make sure files are under 1500 KB and in jpg, jpeg, png, or pdf format.
ASSIST processes the documents: The AI system will automatically extract key data fields from the documents you sent.
Review extracted data: Log in to your ASSIST portal to review the extracted data and documents. You can search, organize, and manage your documents here.
Export data (optional): Use the ExportEase feature to download extracted data in CSV format if needed.
Integrate with accounting software (optional): Connect ASSIST to Xero or QuickBooks to automatically transfer the extracted data to your accounting system.
Set up additional users (optional): Go to Settings > Users to add colleagues to your company account if needed.
Manage subscription: Upgrade your plan or cancel subscription as needed through the Settings menu.
ASSIST Document Management Software FAQs
ASSIST is a document management software that keeps financial records in order. It files documents digitally, extracts key data elements from documents like invoices and receipts, and organizes them for easy review and reporting.
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Analytics of ASSIST Document Management Software Website
ASSIST Document Management Software Traffic & Rankings
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Traffic Trends: Jun 2024-Nov 2024
ASSIST Document Management Software User Insights
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Top Regions of ASSIST Document Management Software
Others: 100%
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