# ASSIST Reviews 2026. Verified Reviews, Pros & Cons | Capterra

> Is ASSIST the right Data Entry solution for you? Explore 15 verified user reviews from people in industries like yours to make a confident choice.

Source: https://www.capterra.com/p/10023217/ASSIST/reviews

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ASSIST

4.9 (15)

[View alternatives](https://www.capterra.com/p/10023217/ASSIST/alternatives/)

Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/)

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Last updated March 13th, 2026

# Reviews of ASSIST

Ease of use

5.0

Customer Service

4.9

## Showing most helpful reviews

Showing 1-15 of 15 Reviews

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Most Helpful

Rating

Company Size

Reviewer's Role

Length of Use

Frequency of Use

Abhishek S.  
Owner  
Accounting  
Used the software for: Less than 6 months

### "Amazing App"

June 12, 2025

5.0

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

VR

Verified Reviewer  
Executive Director  
Management Consulting  
Used the software for: I used a free trial

### "The Approval Matrix is the game-changer"

September 23, 2025

5.0

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/)

Reason for choosing ASSIST

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

Review Source

SK

Susanne K.  
Accountant  
Accounting  
Used the software for: I used a free trial

### "Great tool to simplify you daily bookkeeping workflows"

August 20, 2025

4.0

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

JAO

Julie Anne O.  
Financial Analyst  
Accounting  
Used the software for: I used a free trial

### "Accountant's review"

December 4, 2024

5.0

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

VR

Verified Reviewer  
Human Resources  
Marketing and Advertising  
Used the software for: I used a free trial

### ""Supportive and Smooth Experience with ASSIST""

April 23, 2025

5.0

"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

SK

Sunil K.  
Account Executive  
Accounting  
Used the software for: I used a free trial

### "Assit app Review"

November 27, 2024

5.0

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

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.

Review Source

RR

Rory R.  
Finance Manager  
Food & Beverages  
Used the software for: I used a free trial

### "Great for Finance & Accounting Teams"

April 9, 2025

5.0

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

SG

Stuti G.  
Account executive  
Accounting  
Used the software for: I used a free trial

### "Assist integration and working review"

November 25, 2024

5.0

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

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.

Review Source

AS

Anuj S.  
Account Executive  
Accounting  
Used the software for: Less than 6 months

### "Feedback on Assist.biz Website"

November 27, 2024

5.0

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

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

Review Source

WMFW

W Mohd Faiz W.  
Managing Partner  
Accounting  
Used the software for: I used a free trial

### "Fantastic and Superb"

May 2, 2025

5.0

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

JD

Juvan D.  
Owner  
Accounting  
Used the software for: I used a free trial

### "Accountant's review"

December 1, 2024

5.0

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

VR

Verified Reviewer  
Manager  
Information Services  
Used the software for: 1-2 years

### "Still happy with ASSIST"

March 19, 2026

5.0

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

KK

Kyle K.  
CEO  
Food & Beverages  
Used the software for: Less than 6 months

### "Assist is the go-to Integration for AR & AP"

November 29, 2024

5.0

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

FM

Fachri M.  
Marketing Executive  
Accounting  
Used the software for: Less than 6 months

### "Marketing Officer"

November 22, 2024

5.0

offer lifetime free trial, good interface, easy, and provide Xero and Quickbook integration

Pros

Very easy and provide Xero and Quickbook integration

Cons

so far better and cheaper than the other platforms

Review Source

MB

Moises B.  
Bookkeeper  
Accounting  
Used the software for: Less than 6 months

### "I recommend Assist!"

November 25, 2024

5.0

I am happy to see that this software is developed and I am looking forward for future improvements. This kind of software is very helpful to the bookkeepers and accountants just like me.

Pros

Its OCR feature, its fast and realiable.

Cons

Not all features that are needed by the bookkeeper are included.

Review Source

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