ASSIST 2026: Benefits, Features & Pricing

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On this page

Overview
Pricing and Plans
Features
Integrations
User Reviews

Overview

ASSIST

4.9

(15)

Pricing

Starting at $8.00 per month

About ASSIST

ASSIST is a document management solution that helps businesses manage their finance and cash flow.

ASSIST's key features include automated data extraction, multilingual capabilities, accounting integration, data export and automated workflows. The AI-driven SmartDoc Entry feature extracts information from invoices, receipts and other financial documents. The Polyglot Processing extends data entry automation across multiple languages. Additionally, it integrates with platforms, including Xero and QuickBooks, and the ExportEase feature allows users to convert and download data in CSV format.

ASSIST Screenshots

ASSIST Pricing and Plans

Starting price: $8.00 per month

Free Trial

Free Version

Free

$0.00

flat rate, one time

Plan includes:

integration with QuickBooks
integration with Xero
Multi-language support
Export to CSV
Automatic extraction of document details
Document classification
Multilingual
Smart Document Management
Add members
SmartLearn AI

Standard Plan - 50 Pages Monthly

$8.00

flat rate, per month

Plan includes:

Document classification
Automatic extraction of document details
Export to CSV
Multi-language support
integration with Xero
integration with QuickBooks
Email support
Add members
SmartLearn AI
Smart Document Management

Premium Plan - 1000 Pages Monthly

$16.00

flat rate, per month

Plan includes:

Document classification
Automatic extraction of document details
Export to CSV
Multi-language support
integration with Xero
integration with QuickBooks
Email support
Add members
SmartLearn AI
Smart Document Management

Enterprise

Pricing available upon request

Plan includes:

Custom Integration Services
Enhanced Security Features
Scalability Options
Customizable Reporting and Analytics
SLA (Service Level Agreements)
Advanced AI/ML Customizations

ASSIST Features

Popular features found in Data Entry
Abbreviation Detection
Customizable Forms
Data Import/Export
Data Quality Control
Data Replication
Document Management
Image Capture
Optical Character Recognition
Task Management
More features of ASSIST
Access Controls/Permissions
Activity Tracking
Alerts/Notifications
Collaboration Tools
Customizable Branding
Data Capture and Transfer
Data Extraction
Data Retrieval
Drag & Drop
Email Address Extraction
Email Management
Real-Time Data
Real-Time Updates
Third-Party Integrations
Workflow Management

ASSIST Integrations

QuickBooks Desktop

Xero

QuickBooks Online Accountant

ASSIST User Reviews

Overall Rating

4.9

Ratings Breakdown

93%

Secondary Ratings

Ease of Use

5.0

Value for money

4.9

Customer support

4.9

Functionality

4.9

Have you used ASSIST and would like to share your experience with others?

Abhishek S.

Verified reviewer

Accounting

2-10 employees

Used weekly for less than 6 months

Review source

Reviewed June 2025

Amazing App

Assist team is very professional, responsive, and friendly and this app is very convenient when partnered with Quickbooks.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

This app helped me save a lot of time and efforts and provide clients with faster turnaround. I genuinely recommend this app to anyone who needs it.

Cons:

At the moment, there’s nothing I would change or point out as a negative. Everything was very smooth and easy. I didn't face any issues in using Assist.

Verified

Reviewer

Management Consulting

2-10 employees

Used monthly for free trial

Review source

Reviewed September 2025

The Approval Matrix is the game-changer

the overall experience is good, and the demo and support systems in placed were great. I would definitely recommend ASSIST to my clients and business-owners network.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

The competitive edge of ASSIST is definitely the Approval Matrix. For back-office professionals processing payments, the approval matrix cuts down their processing time and makes the payment turnaround faster and more efficient.

Cons:

the linking process to a desktop license accounting software is a tad difficult, especially for old licenses

Reasons for choosing ASSIST

Approval matrix function, multi-language, multi-user, multi-currency

Susanne K.

Verified reviewer

Accounting

Self-Employed

Used daily for free trial

Review source

Reviewed August 2025

Great tool to simplify you daily bookkeeping workflows

I can definitely recommend ASSIST.biz, especially when you run a bookkeeping or accounting business and deal with several companies/clients on a regular basis.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

I like how simple the ASSIST platform is to navigate. It really improves the workflow and simplifies entering receipts and invoices. The inbuilt AI extraction works really well and saves me a lot of time. It also alerts you when you enter the same invoice or receipt twice, which helps to always have the correct amounts for your reporting.

Cons:

It sometimes takes some time to upload receipts and invoices, it seems a bit slow but I do understand it does the AI extraction at the same time.

Julie Anne O.

Verified reviewer

Accounting

2-10 employees

Used daily for free trial

Review source

Reviewed December 2024

Accountant's review

It is more convenient when I upload a bill in assist since it go straight as open bill. Also Supplier name is required in Assist prior to publishing, thus avoiding duplicate Contacts appearing in Quickbooks

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

This app is very convenient when partnered with Quickbooks

Cons:

Not available on google playstore/Apple appstore yet.

Reasons for switching to ASSIST

Dext is more expensive. We are checking on possible alternative which can reduce our cost.

Verified

Reviewer

Marketing and Advertising

11-50 employees

Used weekly for free trial

Review source

Reviewed April 2025

"Supportive and Smooth Experience with ASSIST"

"My overall experience with ASSIST was very positive. The team was professional, efficient, and always willing to help. They communicated clearly and responded quickly whenever I had questions or concerns, which made things a lot easier. I appreciated how organized everything was and how smoothly the process went from start to finish. It really felt like they cared about providing a good experience and were genuinely supportive throughout. I’m grateful for the help and would definitely recommend them."

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

"What I appreciated most about ASSIST was the team’s professionalism, responsiveness, and friendly attitude. They were always quick to assist and made the entire process feel smooth and manageable. Communication was clear, and I felt supported every step of the way. It was easy to trust that they had things handled, which really reduced a lot of stress. Overall, it felt like they genuinely cared about creating a positive experience, and that level of support meant a lot."

Cons:

"At the moment, there’s nothing I can say I disliked about ASSIST. My experience was smooth and positive throughout. The team was responsive, professional, and helpful at every stage. I didn’t encounter any major issues or concerns worth mentioning. Everything was handled well, and I felt supported the entire time. If anything comes up in the future, I’d be happy to share, but for now, there’s nothing I would change or point out as a negative."

Sunil K.

Verified reviewer

Accounting

2-10 employees

Used weekly for free trial

Review source

Reviewed November 2024

Assit app Review

Assist.biz has great potential, and with these enhancements, it could become an even more powerful tool for managing invoices and bills

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Assist.biz has been largely positive, particularly with the successful upload of bills and invoices directly into Xero. The website is user-friendly and effective for my needs.

Cons:

There are several areas for improvement .Account and tax columns, clearer currency handling instructions feature is not available.

Stuti G.

Verified reviewer

Accounting

2-10 employees

Used daily for free trial

Review source

Reviewed November 2024

Assist integration and working review

With Assist it was overall good experience as it help in creating the invoices and bills in the software.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Assist help in creating the bills and invoices by Integrating and uploading in the accounting software like quickbook online and xero. So this make our work easy and accurate.

Cons:

In the assist when we upload the bills or invoices it does not provide all the fields so we need to go to the software and edit the invoice or bills.

Rory R.

Verified reviewer

Food & Beverages

11-50 employees

Used weekly for free trial

Review source

Reviewed April 2025

Great for Finance & Accounting Teams

Integration with Xero works very well. The automated data capture saves our finance team a lot of time, especially for recurring vendor invoices.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

- Seamless Xero integration - Auto-capture key invoice details - Reduces manual bookkeeping

Cons:

- Mobile version could be improved - Might take time to set up complex approval flows

Anuj S.

Verified reviewer

Accounting

2-10 employees

Used weekly for less than 6 months

Review source

Reviewed November 2024

Feedback on Assist.biz Website

Overall, Assist.biz shows great potential, and with a few enhancements, it could become an even more powerful tool for managing invoices and bills.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

In the assist app All images and PDFs are correctly uploaded, and they appeared in the draft section of accounting software, whether as bills or invoices.

Cons:

In assist app, there is no option to specify account codes for expenses or income, nor is there a tax column

W Mohd Faiz W.

Verified reviewer

Accounting

Self-Employed

Used daily for free trial

Review source

Reviewed May 2025

Fantastic and Superb