ASSIST Biz

ASSIST Biz

ASSIST is an advanced document management solution tailored for financial records, featuring automated data extraction to streamline workflows.

About ASSIST Biz

ASSIST simplifies financial record management by capturing and organizing invoices, receipts, and other business documents. Its automated data extraction and reporting features save time and reduce errors. The platform integrates seamlessly with Xero and QuickBooks, enhancing accounting workflows. SmartLearn, an AI-powered feature, continuously improves data accuracy by learning from user corrections, making invoice and receipt processing faster and more reliable.

How to Use

Upload your documents via scan, email, or upload portal. The system automatically extracts relevant data, streamlining your accounting processes.

Features

  • Automated Data Entry for Financial Documents
  • Seamless Integration with Xero & QuickBooks
  • Advanced Optical Character Recognition (OCR)
  • Smart Document Management System
  • E-invoice Compliance and Automation
  • AI-Powered SmartLearn for Improved Accuracy

Use Cases

  • Manage bank statements efficiently
  • Automate data entry from invoices and receipts
  • Simplify uploading of financial documents
  • Streamline accounts payable and receivable categorization

Best For

Virtual AccountantsSmall Business OwnersAccount ManagersBookkeepersFinance TeamsAccounting Firms

Pros

  • Speeds up workflows with automated data entry
  • Intuitive, user-friendly interface
  • High precision in data extraction
  • Robust OCR technology
  • Supports multiple languages
  • Reduces costs through efficient document handling

Cons

  • File size limit of 1500 KB per document
  • Could benefit from more detailed tutorials
  • Supported formats are limited to JPG, JPEG, PNG, PDF
  • Limited customization options

Pricing Plans

Choose the perfect plan. All plans include 24/7 support.

Free Plan

$0

Up to 30 pages per month

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Most Popular

Standard Plan

$8

50 pages monthly, auto-renew

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Premium Plan

$16

250 pages monthly, auto-renew

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Enterprise Plan

Contact us

Custom solutions tailored to your automation needs

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FAQs

How can I start a free trial of ASSIST?
To begin your free trial, sign up on our platform. Enjoy 30 pages free, and watch this tutorial for easy onboarding: https://www.youtube.com/watch?v=F9lze-Gyhv4
What is the SmartLearn feature?
SmartLearn uses AI to improve data extraction accuracy by learning from your corrections. It continuously adapts to your document processing needs for better results.
Why am I unable to send documents to ASSIST? (File size or format issues)
If you see a delivery failure email, ensure your files are under 1500 KB and in JPG, JPEG, PNG, or PDF formats. Multiple files can be sent at once. For assistance, contact support@assist.biz.
How do I add team members to my account?
Navigate to settings, select Users, click '+Add Users', enter their details, and save. They will receive a welcome email to access the platform.
What is the process to cancel my subscription?
To cancel, go to Settings > Plans and select 'Downgrade to Free'. Alternatively, visit Settings > Billing and click 'Cancel Subscription'.