ASSIST Document Management Software Howto
ASSIST is an AI-powered document management software that automates data entry from financial documents, integrates with accounting platforms, and streamlines bookkeeping processes.
View MoreHow 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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