Accountant AI Copilot

Docyt Inc

About this app

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 Co-pilot puts everything you need in one secure, intuitive app—right at your fingertips.

What’s new

- 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.
- Bug fixes and performance improvements.