ASSIST.biz - Document Management

ASSIST.biz

3.5 | 159 | 0
Type:
Website
Last Updated:
2025/08/16
Description:
ASSIST.biz automates data entry, e-invoices, and AP/AR categorization, saving time and costs with smart document management.
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Overview of ASSIST.biz

What is ASSIST.biz?

ASSIST.biz is a document management system designed to automate data entry and streamline accounts payable (AP) and accounts receivable (AR) categorization. It leverages Optical Character Recognition (OCR) technology to extract data from invoices, receipts, bank statements, and other financial documents, making document management more efficient.

Key Features:

  • Automatic Data Entry: Eliminates manual typing by automatically extracting data from documents.
  • E-invoice Compliance: Supports electronic invoicing.
  • Smart Document Management: Categorizes and manages documents efficiently.
  • Integration with Xero & QuickBooks: Seamlessly integrates with popular accounting software.
  • Approval Matrix: Facilitates document approval workflows.
  • Multi-language Support: Handles documents in multiple languages.

How to use ASSIST.biz?

  1. Snap or Scan Documents: Take a photo or scan your receipts and invoices.
  2. Upload or Send Email: Upload the documents to the system or send them via email.
  3. Manage Documents: The system automatically extracts the data from your documents.

Why is ASSIST.biz important?

ASSIST.biz is important because it saves time and reduces costs associated with manual data entry and document management. It improves accuracy and efficiency in financial record-keeping. Businesses can benefit from its automation capabilities, custom integration services, enhanced security features, customizable reporting and analytics, and regulatory compliance assistance.

Customer Testimonials:

  • Olive Lam, Accounts Manager: "ASSIST is a very reliable platform to help companies manage invoice/receipts/claims as it allow fuss free uploading of documents without manual typing on the system. Thus this helps companies to efficiently (by saving time) carry out their tasks with high accuracy."
  • Moises Bercasio, Bookkeeper Manager: "ASSIST’s Optical Character Recognition is excellent! It not only handles invoices and receipts but also seamlessly supports bank statements, making document management easier and more efficient"

Pricing Plans:

  • Free Trial: 30 Pages
  • Standard: $8 (50 Pages, Monthly)
  • Premium: $16 (250 Pages, Monthly)
  • Enterprise: Custom pricing with advanced features and services.

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