For Bookkeepers
Automate Data Entry, Reduce Errors & Close Books Faster
ASSIST handles document collection, data extraction, and record organization — so your team spends time on client work, not manual entry.
Trusted by Bookkeepers Who Want to Work Smarter
Whether you manage a few clients or hundreds, ASSIST helps you eliminate repetitive work and focus on higher-value tasks.
The Problem with Manual Bookkeeping
Manual bookkeeping is slowing you down.
What Bookkeeping Looks Like Without The Manual Work
ASSIST handles the parts that consume your time.
Automatic Document Collection
No more chasing clients for receipts and invoices.
Instant Data Extraction
Receipt details are captured automatically with minimal effort.
Organized Records
Everything is stored neatly and ready when you need it.
Review Clean Data
Focus on reviewing accurate information instead of raw receipts.
Send approved data directly to Xero or QuickBooks in just a few clicks.
Why Bookkeepers Choose ASSIST?
- Save 70% of Time on Data Entry
- Close Books Faster Every Month
- Reduce Errors & Improve Accuracy
- Eliminate Back-and-Forth with Clients
- Scale Your Firm Without Hiring
How ASSIST Works
Capture Documents
Upload, snap, or email invoices, receipts, and financial documents.
AI Extracts Data
ASSIST reads and extracts key information automatically using advanced OCR and AI.
Review & Export
Verify the data and export it directly into Xero or QuickBooks.
What ASSIST Does For You
AI Data Extraction (OCR)
Reads invoices, receipts, and bank statements and pulls out key fields accurately without manual input.
Smart Learning
ASSIST gets more accurate with use. It learns from corrections and applies them to similar documents going forward.
Xero & QuickBooks Integration
Extracted data connects directly to your accounting software. No copy-pasting between systems.
Multi-Language Support
Processes documents in multiple languages, useful for firms handling international or cross-border clients.
Structured Data Export
Download organized data in standard formats for reporting, audits and compliance filing.
Before and After ASSIST
- ✕ Manual data entry
- ✕ Missing or incomplete documents
- ✕ Frequent errors
- ✕ Stress during deadlines
- ✕ Limited scalability
- ✓ Automated workflows
- ✓ Centralized document management
- ✓ Faster month-end closing
- ✓ Improved accuracy
- ✓ More time for advisory services
Who Is ASSIST For?
What Bookkeepers Say About ASSIST
ASSIST allows fuss-free uploading without manual typing, helping us save time and improve accuracy.