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.
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• New Profile screen: open it from the account menu to view and edit your name.
• Add your mobile number to chat with ProfitBooks AI by text message or WhatsApp.
• Bug fixes and performance improvements.
Version 1.9.1
The developer, Docyt Inc, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy .
Data Not Collected
The developer does not collect any data from this app.
Privacy practices may vary, for example, based on the features you use or your age. Learn More
Accessibility
The developer has not yet indicated which accessibility features this app supports. Learn More
Information
Seller
Docyt Inc
Size
86 MB
Category
Business
Compatibility
Requires iOS 18.4 or later.
iPhone Requires iOS 18.4 or later.
iPad Requires iPadOS 18.4 or later.
Mac Requires macOS 15.4 or later and a Mac with Apple M1 chip or later.