Skip to content
English
Sign in
  • There are no suggestions because the search field is empty.

Getting Started With ASSIST: Your Step-By-Step Onboarding Guide

To ensure you hit the ground running, we have curated a structured series of video tutorials that cover every essential feature of the platform.

Here is a breakdown of what you will find in our onboarding video series to help you master the ASSIST workflow.

1. How to Upload Docs and Start Data Extraction with ASSIST

Learn the fundamentals of getting your data into the system. This guide covers how to upload invoices, receipts, and other business records, and demonstrates how ASSIST’s AI accurately captures and extracts key information for your reports.

 

2. Compliance: E-Invoicing (MyInvois & InvoiceNow Compliant)

Stay compliant with regional tax regulations effortlessly. We provide dedicated tutorials on creating and submitting e-invoices that meet LHDN MyInvois (Malaysia) and IRAS InvoiceNow (Singapore) standards.

 

3. One-Click Accounting Integration (Xero & QuickBooks)

Connectivity is at the heart of ASSIST. Watch our integration guides to learn how to sync your data seamlessly with Xero and QuickBooks, ensuring your books are always up to date with a single click.

4. Workflow Automation with Zapier

Take efficiency to the next level by connecting ASSIST with thousands of other apps. Our automation guide shows you how to use Zapier to create custom workflows that trigger actions across your entire tech stack.

 

5. Managing Approval Workflows

Maintain control over your company spending. This video teaches you how to set up an Approval Matrix, allowing you to define specific rules and personnel for reviewing and approving documents before they are finalized.

 

6. How to Manage Expense Claims Reporting with ASSIST

Simplify the reimbursement process for your team. Learn how to manage, track, and report on employee expense claims directly within the ASSIST dashboard, reducing manual entry and errors.