ASSIST Biz

ASSIST is a document management software that keeps your financial records in order. From invoices, receipts to other business records, ASSIST captures data from these documents for easy extraction and reporting. ASSIST automates data entry, einvoice, simplifies AP & AR categorization, saving you time & cutting costs effortlessly. It integrates with Xero & QuickBooks. SmartLearn is a feature that makes processing documents easier and more accurate. It learns from past interactions and corrections to improve data extraction from invoices and receipts.

How to Use

Capture or scan your documents, upload or send via email, and the system will automatically extract your data.

Key Features

• Automatic Data Entry
• Smart Document Management
• Optical Character Recognition (OCR)
• E-invoice Compliance
• Integration with Xero & QuickBooks
• SmartLearn AI

Use Cases

• Automate data entry from invoices and receipts.
• Streamline AP & AR categorization.
• Manage invoice/receipts/claims with fuss-free uploading.
• Support bank statements for document management.

FAQ

What is SmartLearn feature? Why are my documents not sent to ASSIST? (File limitation)