For Business Owners
See Your Business Health at a Glance
Track cash flow and business operations alerts in real time, automate manual finance tasks — so you can make faster, more informed business decisions.
Running a Business Comes with Too Much Paperwork
Business owners often spend hours managing invoices, receipts, and financial documents. Manual filing, scattered records, and last-minute searches create stress, slow down decision-making, and increase the risk of errors—especially during reporting and tax season.
Easy document depository.
Automatically capture and categorize invoices and receipts
- Just scan/take a photo and email in
- Pre-approved vendor status
Automatically organized
Stay organized and prepared for reporting and compliance
- Documents are categorized by type, date, and vendor
- No manual sorting or filing required
Quick document retrieval
Easily share records with accountants and finance teams
- Easy access anytime, anywhere
- Instantly search and find documents in seconds
Focus on Growing Your Business
Reduce manual entry, maintain accuracy, and keep your accounting records always up to date.
- Focus on strategy instead of manual administration
- Make faster, data-driven decisions with organized documents
- Support scalable growth with structured, reliable information
Simple, Fast, and Reliable
With an intuitive workflow and automated processing, managing your business documents becomes faster, more accurate, and completely hassle-free.
- Upload or email your business documents directly to ASSIST
- ASSIST automatically processes, classifies, and organizes the files
- Search, retrieve, and securely share documents whenever you need them
