ASSIST Biz

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

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AI Document Extraction AI Accounting AI OCR

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 for your needs. All plans include 24/7 support and regular updates.

Free Plan

Up to 30 pages per month

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Standard Plan

50 pages monthly, auto-renew

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Premium Plan

$16

250 pages monthly, auto-renew

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Enterprise Plan

Custom solutions tailored to your automation needs

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Frequently Asked Questions

Find answers to common questions about ASSIST Biz

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'.