# ProfitBooks AI

> ProfitBooks AI (iPhone/iPad app by Docyt Inc.)

- Source: https://appshunter.io/ios/app/profitbooks-ai/id6744879033 (this page in markdown: same URL + `.md`)
- Developer: [Docyt Inc](https://appshunter.io/developer/1077908559)
- Category: Business, Productivity
- Price: Free
- Age rating: 17+
- Requires: iOS 18.4 · 80 MB
- Languages: American English
- Released: 2025-06-09
- Data updated: 2026-08-10
- User reviews in markdown: https://appshunter.io/ios/app/profitbooks-ai/id6744879033/reviews.md

## What is ProfitBooks AI?

ProfitBooks AI 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 ProfitBooks AI, the firm's back-office AI accounting platform.

With ProfitBooks AI, you can:
- Chat securely with your accountant in real time
- See your open items and finish assigned tasks in a few taps
- Snap and upload receipts, bills, and financial documents
- Connect your bank accounts for uninterrupted bookkeeping
- Review flagged transactions and answer clarification requests
- Catch missing receipts and missing bank statements before they hold up your books
- Ask questions about your numbers and get timely answers
- Stay in sync with your accounting team from anywhere

Whether you are uploading receipts, clarifying transactions, or reviewing monthly reports, ProfitBooks AI puts everything you need in one secure, intuitive app—right at your fingertips.


## Version history (last 5 releases)

### 1.6.0 — 2026-08-07

We are now ProfitBooks AI. New name, new look, and the same secure workspace for you and your accounting team.

### 1.5.0 — 2026-05-29

- 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.

### 1.4.0 — 2026-03-19

- Introducing Open Items with item counts to highlight Flagged Transactions.
- Flagged Transactions — Easily review and manage transactions that need your attention, all in one place.
- Tabbed Transaction Cards — Quickly switch between Comments and other details within each transaction card.                                          
- "No Document Needed" Option — Mark transactions that don't require supporting documents directly from the flagged transactions view.                
- Bug fixes and performance improvements.

### 1.3.0 — 2025-12-31

- Enhanced navigation experience with a new tab-based layout
- Introducing Open Items with item counts to highlight missing bank statements and prompt uploads
- Display unread message counts on the Business Chats tab
- Upload missing bank statements directly from the app

### 1.1.0 — 2025-11-18

- Added support for connecting financial accounts using Quiltt-based aggregators.
- General bug fixes and performance enhancements to improve overall app stability and user experience

## Apps similar to ProfitBooks AI

| App | Rating | Price | Category |
| --- | --- | --- | --- |
| [Chat CxC](https://appshunter.io/ios/app/chat-cxc/id6504215036) | 3.8 (13) | Free | Business |
| [Royale Management Services HOA](https://appshunter.io/ios/app/royale-management-services-hoa/id6748669389) | 5.0 (1) | Free | Business |
| [Unify Leads](https://appshunter.io/ios/app/unify-leads/id6743325618) | — | Free | Business |
| [Liveforce](https://appshunter.io/ios/app/liveforce/id6532601300) | 5.0 (1) | Free | Business |
| [Future Firm Accelerate](https://appshunter.io/ios/app/future-firm-accelerate/id1565486414) | 5.0 (3) | Free | Business |
| [Vent: AI Pocket Accountant](https://appshunter.io/ios/app/vent-ai-pocket-accountant/id6563138760) | — | Free | Business |

## More apps by Docyt Inc

- [Docyt: Real-Time Bookkeeping](https://appshunter.io/ios/app/docyt-real-time-bookkeeping/id995800612)

All apps by Docyt Inc: https://appshunter.io/developer/1077908559

## Related topics

[accountant ai copilot](https://appshunter.io/ios/topics/accountant-ai-copilot) · [1800accountant](https://appshunter.io/ios/topics/1800accountant)

---

*Data collected daily from the US App Store and indexed by [AppsHunter](https://appshunter.io/). User reviews are verbatim App Store reviews. Ratings, prices and chart positions refresh continuously; this snapshot is from 2026-08-10.*