ProfitBooks AI

Manage receipts, tasks, and books with your accounting team in one secure app. ProfitBooks AI keeps your finances in sync and your questions answered.

ProfitBooks AI 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 ProfitBooks AI, the firm's back-office AI accounting platform.

With ProfitBooks AI, you can:

• Chat securely with your accountant in real time
• See your open items and finish assigned tasks in a few taps
• Snap and upload receipts, bills, and financial documents
• Connect your bank accounts for uninterrupted bookkeeping
• Review flagged transactions and answer clarification requests
• Catch missing receipts and missing bank statements before they hold up your books
• Ask questions about your numbers and get timely answers
• Stay in sync with your accounting team from anywhere

Whether you are uploading receipts, clarifying transactions, or reviewing monthly reports, ProfitBooks AI puts everything you need in one secure, intuitive app—right at your fingertips.