Accountant AI Copilot

Accountant AI Copilot

by Docyt Inc

0 ratings
Free

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Details

  • Released
  • Updated
  • June 9, 2025
  • May 29, 2026

Features

Accountant AI Copilot screenshot #1 for iPhone
Accountant AI Copilot screenshot #2 for iPhone
Accountant AI Copilot screenshot #3 for iPhone
Accountant AI Copilot screenshot #4 for iPhone
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About

Accountant AI Copilot is the dedicated mobile app for clients of accounting firms who use Docyt AI accounting solution. It streamlines communication between accountants and their clients, making document sharing, task management, and account reviews fast, secure, and hassle-free. Designed for clients of accounting firms, the app enables seamless collaboration on bookkeeping, accounting, and financial document workflows—all synced with Accountant AI Copilot, the firm's back-office AI accounting platform. With Accountant AI Copilot, you can: Chat securely with your accountant in real time Complete assigned tasks and upload documents with ease Share sensitive financial information in a secure environment Receive requests for transaction clarification and document uploads Ask questions about your books and get timely responses Stay in sync with your accountant—no email clutter, no confusion Whether you are uploading receipts, clarifying transactions, or reviewing monthly reports, Accountant AI Copilot puts everything you need in one secure, intuitive app—right at your fingertips.
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What's New in Accountant AI Copilot

1.5.0

May 29, 2026

- Introducing Open Items with item counts to highlight Missing Receipt Transactions. - Missing Receipt Transactions — Easily review and manage transactions that need your attention, all in one place. - Tabbed Transaction Cards — Quickly switch between Documents and Comments tab. - Bug fixes and performance improvements.

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