--- title: "ASSIST Software Reviews, Demo & Pricing - 2026" description: "Review of ASSIST Software: system overview, features, price and cost information. Get free demos and compare to similar programs." source_url: "https://www.softwareadvice.com/product/521985-ASSIST/" page_type: "product" language: "en" --- [Home](https://www.softwareadvice.com/) / [Other Business Software](https://www.softwareadvice.com/category/4943-other-business/) / ASSIST Software Advice offers objective insights based on verified user reviews and independent product and market research. When our advisors match you to a software provider, we may earn a referral fee. Overview # ASSIST Review From $8-$16/month Free version Free trial 4 plans On this page - Overview - User Interface - Popular Alternatives - Pricing and Plans - Features - Integrations - User Reviews - Popular Comparisons ## Overview ASSIST 4.9 [(15)](https://www.softwareadvice.com/product/521985-ASSIST/#reviews) Pricing Starting at $8.00 flat rate per month Top Alternatives ### 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 User Interface ## Popular ASSIST Alternatives Main Product ASSIST 4.9 [(15)](https://www.softwareadvice.com/product/521985-ASSIST/#reviews) Ratings Breakdown - 5.0Ease of use - 4.87Value for money - 4.93Customer support - 4.93Functionality Pricing Starting at $8.00 per month Alternative Product [Jotform](https://www.softwareadvice.com/market-research/jotform-profile/) 4.7 [(2926)](https://www.softwareadvice.com/market-research/jotform-profile/reviews/) Ratings Breakdown - 4.68Ease of use - 4.46Value for money - 4.45Customer support - 4.60Functionality Pricing Starting at $39.00 per month Alternative Product [Zoho Forms](https://www.softwareadvice.com/data-collection/zoho-forms-profile/) 4.5 [(148)](https://www.softwareadvice.com/data-collection/zoho-forms-profile/reviews/) Ratings Breakdown - 4.57Ease of use - 4.47Value for money - 4.31Customer support - 4.43Functionality Pricing Starting at $12.00 per month Alternative Product [Chronicle](https://www.softwareadvice.com/data-entry/chronicle-profile/) 4.7 [(60)](https://www.softwareadvice.com/data-entry/chronicle-profile/reviews/) Ratings Breakdown - 4.60Ease of use - 4.80Value for money - 4.87Customer support - 4.63Functionality Pricing Starting at $20.00 per month Alternative Product [Mitti (by SafetyCulture)](https://www.softwareadvice.com/cmms/iauditor-profile/) 4.6 [(355)](https://www.softwareadvice.com/cmms/iauditor-profile/reviews/) Ratings Breakdown - 4.62Ease of use - 4.47Value for money - 4.54Customer support - 4.44Functionality Pricing Starting at A$29.00 per month Alternative Product [Appenate](https://www.softwareadvice.com/inspection/appenate-profile/) 4.7 [(167)](https://www.softwareadvice.com/inspection/appenate-profile/reviews/) Ratings Breakdown - 4.50Ease of use - 4.69Value for money - 4.73Customer support - 4.63Functionality Pricing Starting at $20.00 per month ## 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 Read More 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 Read More 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 Other Business Software Distinct Business Functionality - More features of ASSIST Access Controls/Permissions Activity Tracking Alerts/Notifications Collaboration Tools Customizable Branding Data Capture and Transfer Data Extraction Data Import/Export Data Retrieval Document Management Drag & Drop Email Address Extraction Email Management Image Capture Optical Character Recognition Real-Time Data Real-Time Updates Third-Party Integrations Workflow Management ## ASSIST Integrations Xero Integration rated undefined from -1 review QuickBooks Online Accountant Integration rated undefined from -1 review ## ASSIST User Reviews ## ASSIST customer ratings - Overall rating: 4.9/5 - Total reviews: 15 ### Rating distribution - 5 stars: 14 reviews (93%) - 4 stars: 1 reviews (7%) - 3 stars: 0 reviews (0%) - 2 stars: 0 reviews (0%) - 1 star: 0 reviews (0%) ### Secondary ratings - Ease of use: 5/5 - Value for money: 4.9/5 - Customer support: 4.9/5 - Functionality: 4.9/5 --- Have you used ASSIST and would like to share your experience with others? ### Amazing App - Overall rating: 5/5 - Reviewer: Abhishek S. - Verified reviewer: Yes - Industry: Accounting - Company size: 2-10 employees - Product usage: Used weekly for less than 6 months - Reviewed: June 2025 - Review source details: This review was submitted organically. No incentive was offered Assist team is very professional, responsive, and friendly and this app is very convenient when partnered with Quickbooks. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### 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. --- ### The Approval Matrix is the game-changer - Overall rating: 5/5 - Reviewer: Verified Reviewer - Verified reviewer: Yes - Industry: Management Consulting - Company size: 2-10 employees - Product usage: Used monthly for free trial - Reviewed: September 2025 - Review source details: This review was submitted organically. No incentive was offered 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: 5/5 - Value for money: 4/5 - Customer support: 5/5 - Functionality: 5/5 #### 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 --- ### Great tool to simplify you daily bookkeeping workflows - Overall rating: 4/5 - Reviewer: Susanne K. - Verified reviewer: Yes - Industry: Accounting - Company size: Self-Employed - Product usage: Used daily for free trial - Reviewed: August 2025 - Review source details: This review was submitted organically. No incentive was offered 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: 5/5 - Value for money: 4/5 - Customer support: 5/5 - Functionality: 4/5 #### 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. --- ### Accountant's review - Overall rating: 5/5 - Reviewer: Julie Anne O. - Verified reviewer: Yes - Industry: Accounting - Company size: 2-10 employees - Product usage: Used daily for free trial - Reviewed: December 2024 - Review source details: This review was submitted organically. No incentive was offered 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: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### 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. --- ### "Supportive and Smooth Experience with ASSIST" - Overall rating: 5/5 - Reviewer: Verified Reviewer - Verified reviewer: Yes - Industry: Marketing and Advertising - Company size: 11-50 employees - Product usage: Used weekly for free trial - Reviewed: April 2025 - Review source details: This review was submitted organically. No incentive was offered "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: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### 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." --- ### Great for Finance & Accounting Teams - Overall rating: 5/5 - Reviewer: Rory R. - Verified reviewer: Yes - Industry: Food & Beverages - Company size: 11-50 employees - Product usage: Used weekly for free trial - Reviewed: April 2025 - Review source details: This review was submitted organically. No incentive was offered 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: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### 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 --- ### Fantastic and Superb - Overall rating: 5/5 - Reviewer: W Mohd Faiz W. - Verified reviewer: Yes - Industry: Accounting - Company size: Self-Employed - Product usage: Used daily for free trial - Reviewed: May 2025 - Review source details: This review was submitted organically. No incentive was offered #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros Easy to use, Easy to understand, The integration went well with very minimal effort. Highly recommended #### Cons So far my experience with ASSIST all good --- ### Assit app Review - Overall rating: 5/5 - Reviewer: Sunil K. - Verified reviewer: Yes - Industry: Accounting - Company size: 2-10 employees - Product usage: Used weekly for free trial - Reviewed: November 2024 - Review source details: This review was submitted organically. No incentive was offered 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: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### 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. --- ### Assist integration and working review - Overall rating: 5/5 - Reviewer: Stuti G. - Verified reviewer: Yes - Industry: Accounting - Company size: 2-10 employees - Product usage: Used daily for free trial - Reviewed: November 2024 - Review source details: This review was submitted organically. No incentive was offered With Assist it was overall good experience as it help in creating the invoices and bills in the software. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### 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. --- ### Feedback on Assist.biz Website - Overall rating: 5/5 - Reviewer: Anuj S. - Verified reviewer: Yes - Industry: Accounting - Company size: 2-10 employees - Product usage: Used weekly for less than 6 months - Reviewed: November 2024 - Review source details: This review was submitted organically. No incentive was offered 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: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### 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 --- Showing 1 - 10 of 15 Reviews Load More Reviews ## ASSIST Popular Comparisons [Jotform vs ASSIST](https://www.softwareadvice.com/compare/433821-jotform/vs/521985-ASSIST/) ## See what companies are saying about Software Advice