Assist

What is Assist?

Assist is a powerful document management software designed to automate data entry, streamline accounts payable (AP) and accounts receivable (AR) categorization, and simplify the management of financial documents such as invoices and receipts. By leveraging advanced Optical Character Recognition (OCR) technology, Assist allows businesses to capture data effortlessly from various document types, reducing manual data entry and minimizing errors. The core value of Assist lies in its ability to save time and cut costs for businesses, making document handling more efficient and less labor-intensive.

How to use Assist?

1. Capture or Scan Documents: Use your smartphone or scanner to snap a photo or scan your receipts and invoices.
2. Upload or Send Documents: Upload the scanned documents to the Assist platform or send them via email to the designated Assist address.
3. Manage Documents: Once uploaded, Assist will automatically extract the relevant data from your documents, allowing you to manage and categorize them efficiently.

What are the main features of Assist?

• Automatic Data Entry: Effortlessly capture data from receipts and invoices without manual input.
• E-invoice Compliance: Ensure your invoices meet local compliance standards for seamless processing.
• Document Classification: Automatically categorize documents for better organization.
• Integration with Popular Accounting Software: Connect seamlessly with Xero and QuickBooks for streamlined financial management.
• Multi-language Support: Operate in various languages to cater to diverse user needs.

Who is Assist for?

Assist is ideal for small to medium-sized businesses, accountants, and bookkeepers who need to manage large volumes of financial documents efficiently. It is particularly beneficial for those looking to automate their data entry processes and streamline their accounts payable and receivable tasks. Additionally, business owners seeking to reduce operational costs and improve accuracy in financial reporting will find Assist to be an invaluable tool.

What are the use cases of Assist?

1. Automating Invoice Processing: Businesses can use Assist to automatically extract and categorize invoice data, reducing manual entry time.
2. Streamlining Expense Management: Capture and manage receipts efficiently, allowing for easier tracking of business expenses.
3. Enhancing Financial Reporting: Utilize Assist's data extraction capabilities to generate accurate financial reports quickly, improving decision-making processes.