Name Assist biz
Overview Assist is an advanced document management software tailored specifically for business owners and bookkeepers. It simplifies the capture and exportation of financial documents by automating the extraction of data from invoices and receipts, thereby minimizing the need for manual filing and data entry. The software’s SmartLearn feature learns from user corrections, progressively improving data extraction accuracy. Assist also accommodates several languages, making it ideal for global enterprises. Its integration with widely used accounting platforms, such as Xero and QuickBooks, allows for smooth data transfer and enhances financial workflows. Users can categorize documents efficiently for quick retrieval, especially during tax reporting periods, and they have the flexibility to export data in CSV format for management across various applications.
Key features & benefits
  • Effective document management.
  • Automated document classification.
  • Data extraction without manual input.
  • Option to export data in CSV format.
  • Integration capabilities with accounting software.
Use cases and applications
  • Automates data extraction from invoices and receipts, saving substantial time for business owners and bookkeepers.
  • Enhances accuracy in financial document processing through the SmartLearn feature, leading to fewer errors.
  • Facilitates easy integration with platforms like Xero and QuickBooks for efficient financial operations across multiple languages.
Who uses? Business owners, Bookkeepers
Pricing Free Trial available.

  • Free plan: $0/mo
  • Standard plan: $8/mo
  • Premium plan: $16/mo
  • Standard plan: $90/year
  • Premium plan: $180/year
  • Enterprise plan: Contact us

**Pricing packages may change; verify on the official website.

Tags Document Management, Financial Automation, Data Extraction, AI Tools
App available? No app

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