ASSIST Biz

ASSIST Biz is a document management system that uses AI to automate the tedious process of manual data entry for accounts payable and receivable. You simply snap a photo or scan of your invoices, receipts, or bank statements, upload them via the web app or email, and the system automatically extracts all the key details like vendor names, dates, amounts, and line items. It then categorizes these documents and prepares them for export to popular accounting platforms.

The tool stands out with its excellent optical character recognition (OCR) that handles multiple languages including English, Vietnamese, and Chinese. It integrates directly with Xero and QuickBooks, eliminating the need for manual data transfer. The system also includes an approval matrix for workflow management, ensuring documents are routed to the right team members for review before final processing.

This is particularly valuable for business owners, bookkeepers, and accounting teams who handle high volumes of financial documents. Real-world use cases include processing expense reports, managing vendor invoices, reconciling bank statements, and maintaining organized digital records without manual data entry. It's especially useful for small to medium businesses looking to reduce administrative overhead and minimize errors in their financial documentation.