--- title: "ASSIST Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about ASSIST Software - reviews, pricing plans, popular comparisons to other Other Business Software products and more." source_url: "https://www.capterra.com/p/10023217/ASSIST/" page_type: "product" language: "en" --- # ASSIST Software Review 2026: Features, Integrations, Pros & Cons Last updated on September 16, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews) ASSIST ## What is ASSIST? Say Good Bye to Manual Data Entry! ASSIST automatically reads and extracts data from your invoices and receipts, seamlessly uploading everything into Xero. Try it for free—no commitment, forever! With smart document management and advanced data recognition, we simplify and automate your bookkeeping process. Plus, ASSIST offers a fully LHDN Malaysia-compliant e-invoice feature for hassle-free invoicing. ## What is ASSIST used for? [Data Entry](https://www.capterra.com/data-entry-software/)[Other Business Software](https://www.capterra.com/other-business-software/) Recognitions Best ease of use Top alternative Featured Overall rating Based on 15 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Starting price $8 Flat Rate, Per Month Free trial available Includes Free Version Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... - Data Entry / 2026 Our "Best of" badge program showcases products with the highest ratings... - Data Entry / 2026 ## ASSIST Overview Updated September 2026 AI summary ASSIST supports small and midsize businesses with data entry needs by offering tools for data capture and transfer, data retrieval, image capture, and optical character recognition. It includes document management, access controls, and data import/export to facilitate organized workflows. ASSIST is deployed via web and desktop platforms, making it adaptable for teams seeking efficient information management. ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### ASSIST 4.9 (15) VS. [4.7 (60)](https://www.capterra.com/p/187388/Chronicle/reviews/) Starting Price $8 Flat Rate, Per Month Starting Price $165 Usage Based, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 5.0 (15) Ease Of Use 4.6 (2,902) Value For Money 4.9 (15) Value For Money 4.8 (2,333) Customer Service 4.9 (15) Customer Service 4.9 (2,161) ## ASSIST alternatives [Jotform](https://www.capterra.com/p/158456/JotForm-4-0/) [4.7 (2,926)](https://www.capterra.com/p/158456/JotForm-4-0/reviews/) Starting price $39.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 96% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/158456/JotForm-4-0/) [Cognito Forms](https://www.capterra.com/p/138990/Cognito-Forms/) [4.7 (220)](https://www.capterra.com/p/138990/Cognito-Forms/reviews/) Starting price $19.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 98% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/138990/Cognito-Forms/) [AutoEntry](https://www.capterra.com/p/227227/AutoEntry/) [4.4 (227)](https://www.capterra.com/p/227227/AutoEntry/reviews/) Starting price $12.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 89% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/227227/AutoEntry/) Highest Rated [Culverdocs](https://www.capterra.com/p/204575/Culverdocs/) [5.0 (66)](https://www.capterra.com/p/204575/Culverdocs/#reviews) Starting price $20.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 100% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/204575/Culverdocs/) [View all alternatives](https://www.capterra.com/p/10023217/ASSIST/alternatives/) ## FAQs about ASSIST Overview ### Which roles and teams benefit most from ASSIST? ASSIST is most used by finance professionals, business owners, and commercial teams that need organized operational support. Accountants, bookkeepers, and finance managers rely on it for financial tracking and reporting, while executives and owners use it to oversee performance. Sales and marketing staff benefit from streamlined coordination, customer management, and day-to-day administrative workflows. Answer based on 15 reviews Overview ### What company size and industries is ASSIST built for? ASSIST is built for small businesses, with 100% of reviewers coming from that segment, and it is used most in accounting at 67%. It also serves food and beverages businesses at 13% and information services at 7%, with data entry as the primary use case across all reviewers. Answer based on 15 reviews Features and Usability ### What are the key features of ASSIST? ASSIST offers access controls and permissions, workflow management, and collaboration tools for coordinating tasks and users. It also includes document management, data capture and transfer, data import/export, and data retrieval. Additional features include OCR, email management, alerts and notifications, real-time updates, activity tracking, and third-party integrations. Pricing ### How much does it cost and what fees or limitations are included? ASSIST starts at $8 per month for the Standard Plan - 50 Pages Monthly, with a free version and free trial also available. The Premium Plan - 1000 Pages Monthly costs $16 per month. Both paid plans include document classification, automatic extraction, e-invoice, approval matrix, SmartLearn AI, CSV export, and Xero and QuickBooks integration. Integrations ### Which third-party tools and platforms does ASSIST integrate with? ASSIST integrates with QuickBooks Desktop, QuickBooks Online Accountant, and Xero for accounting and bookkeeping workflows. Getting Started and Support ### What training and onboarding options does ASSIST offer? ASSIST provides in person training, webinars, and documentation to help teams get started. In person sessions allow direct instruction, webinars support guided remote learning, and documentation offers written material for self-paced reference and step-by-step review. Getting Started and Support ### What customer support options does ASSIST offer? ASSIST provides email/help desk support, FAQ/forum resources, a knowledge base, and chat. With no reviewer feedback available on support experience, only the listed channels can be confirmed. Each option gives users a direct way to find answers or contact support through the product’s documented help resources. ## Features AI summary Based on 853 Other Business Software reviews Capterra reviewers highlight these as the features buyers value most when comparing data entry software: - **Data Capture and Transfer** (**55%** of reviewers rated this feature as critical) - **Customizable Forms** (**63%**) - **Customizable Fields** (**55%**) ASSIST supports **Data Capture and Transfer**, which covers one of the top capabilities buyers look for in this category. However, it does not include **Customizable Forms** or **Customizable Fields**. Instead, it offers **Data Import/Export** (**47%**) and **Data Retrieval** (**54%**), which still give teams practical ways to move information between systems and access stored records when needed. These features help businesses manage data flow more efficiently, providing teams with faster access to information and more consistent record handling. Data Capture and Transfer 4.9 (12) 83.33% of 12 reviewers that rated this feature as important or highly important Import, collect, and capture data from multiple sources Data Import/Export 4.8 (13) 92.31% of 13 reviewers that rated this feature as important or highly important Import and export data to and from software applications Data Retrieval 4.9 (13) 76.92% of 13 reviewers that rated this feature as important or highly important Search and find data in a structured format Image Capture 4.9 (13) 84.62% of 13 reviewers that rated this feature as important or highly important Process images and automatically scan for data Optical Character Recognition 4.9 (12) 83.33% of 12 reviewers that rated this feature as important or highly important Ability to recognize printed or written text within digital images or scanned documents Document Management 4.8 (11) 72.73% of 11 reviewers that rated this feature as important or highly important Store, manage, and track all electronic documents in a centralized location ASSIST 19 features ### All Features - Access Controls/Permissions: Define levels of authorization for access to specific files or systems - Activity Tracking: Track and document all activities across devices, networks, and other systems - Alerts/Notifications: Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges - Collaboration Tools: Provides a channel for team members to share AI models, media files, communicate, and work together - Customizable Branding: Add customized logos and colors to align with company branding - Data Capture and Transfer: Import, collect, and capture data from multiple sources - Data Extraction: Automatically retrieve and pull information from documents, websites, images, data sets, and other sources - Data Import/Export: Import and export data to and from software applications - Data Retrieval: Search and find data in a structured format - Document Management: Store, manage, and track all electronic documents in a centralized location - Drag & Drop: Assemble applications and processes by dragging over and arranging pre-built components - Email Address Extraction: Extract email addresses from multiple data sources - Email Management: Manage, store and organize emails within the system or via third-party apps - Image Capture: Process images and automatically scan for data - Optical Character Recognition: Ability to recognize printed or written text within digital images or scanned documents - Real-Time Data: Receive data and information in real time - Real-Time Updates: Receive system updates as soon as any changes are made - Third-Party Integrations: Set up connections to third-party platforms to improve business processes - Workflow Management: Create, design and manage workflows for repetitive tasks --- Features 4.9 (15) 4.9 Based on 15 reviews ## Pricing Value for money 4.9 (15) Free Trial Free Version [View pricing plan details](https://www.capterra.com/p/10023217/ASSIST/pricing/) Standard Plan - 50 Pages Monthly $8.00 Flat Rate,Per Month It 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 - Multilingual Premium Plan - 1000 Pages Monthly $16.00 Flat Rate,Per Month It 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 - Multilingual Enterprise Custom Quote Available It includes: - Custom Integration Services - Enhanced Security Features - Scalability Options - Customizable Reporting and Analytics - SLA (Service Level Agreements) - Advanced AI/ML Customizations Value for money 4.9 (15) 4.9 Based on 15 reviews ## Integrations [ Xero](https://www.capterra.com/p/120109/Xero/)[ QuickBooks Online Accountant](https://www.capterra.com/p/229996/QuickBooks-Online-Accountant/) ## Support, customer service and training options Customer Service 4.9 (15) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 4.9 (15) 4.9 Based on 15 reviews ## User reviews Overall rating 4.9 Based on 15 reviews Filter by rating 5(14) 4(1) 3(0) 2(0) 1(0) Mentioned topic Sorted by most recent AN Anonymous User Manager Information Services ### "Still happy with ASSIST" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 4.0 4.0 Likelihood to Recommend 9/10 March 19, 2026 still happy with it. the accuracy is good and the additional BI has further improved its capabilities. Pros they incorporated AI into ASSIST and it has improved more since then. Look forward to their further development Cons none at the moment. so far they are adding practical solutions to the existing application. Good practice. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. AN Anonymous User Executive Director Management Consulting ### "The Approval Matrix is the game-changer" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 8/10 September 23, 2025 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. 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 Alternatives considered [Dext](https://www.capterra.com/p/160189/Dext/) Reasons for choosing ASSIST Approval matrix function, multi-language, multi-user, multi-currency Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. SK Susanne K. Accountant Accounting ### "Great tool to simplify you daily bookkeeping workflows" 4.0 Overall Rating 4.0 4.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 7/10 August 20, 2025 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. 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. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Abhishek S. Owner Accounting ### "Amazing App" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 June 12, 2025 Assist team is very professional, responsive, and friendly and this app is very convenient when partnered with Quickbooks. 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. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. WM W Mohd Faiz W. Managing Partner Accounting ### "Fantastic and Superb" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 May 2, 2025 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 Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. AN Anonymous User Human Resources Marketing and Advertising ### ""Supportive and Smooth Experience with ASSIST"" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 April 23, 2025 "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." 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." Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. RR Rory R. Finance Manager Food & Beverages ### "Great for Finance & Accounting Teams" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 April 9, 2025 Integration with Xero works very well. The automated data capture saves our finance team a lot of time, especially for recurring vendor invoices. 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 Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. JA Julie Anne O. Financial Analyst Accounting ### "Accountant's review" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 December 4, 2024 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 Pros This app is very convenient when partnered with Quickbooks Cons Not available on google playstore/Apple appstore yet. Switched from [Dext](https://www.capterra.com/p/160189/Dext/) Dext is more expensive. We are checking on possible alternative which can reduce our cost. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. JD Juvan D. Owner Accounting ### "Accountant's review" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 December 1, 2024 It pretty much saved most of bookkeepers time and money for business. It significantly reduced time of manually inputting data to the accounting software. Pros The description on each line items of receipt or invoice is completely captured. Cons There are some issues noted with regards to the correct tax rate as sometimes it is not captured especially on Australian invoices/receipts Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. KK Kyle K. CEO Food & Beverages ### "Assist is the go-to Integration for AR & AP" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 November 29, 2024 I use Assist to push AR & AP into Xero from my email. Being able to manage my AR & AP from my inbox versus the old way of manually submitting all the information saves me time and money as a business owner. Pros It scrapes the data from bills/invoices seamlessly in all different file types. It's 99% accurate. Cons Some types of AP, such as an AP aging report, Assist has some trouble reading, but for 99% of invoices it works flawlessly. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. [View all Reviews](https://www.capterra.com/p/10023217/ASSIST/reviews/) ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.