FAQ from ASSIST Document Management Software
What is ASSIST Document Management Software?
ASSIST is an AI-first financial document intelligence platform that eliminates manual data entry, reduces errors, and empowers finance teams to act on data—not paperwork. It goes beyond basic scanning to understand context, enforce rules, and deliver actionable intelligence.
How to use ASSIST Document Management Software?
No complex setup required. Upload documents, let ASSIST’s AI process them in seconds, review suggestions (with human-in-the-loop validation), and push validated data into your systems—all within one unified interface.
How do I sign up for a free trial of ASSIST?
Sign up instantly for our **Forever Free Plan**—includes 50 processed pages per month, full AI features, and unlimited users. No credit card needed. Upgrade anytime as your volume grows.
Why are my documents not being sent to ASSIST?
Common causes include unsupported file types (e.g., password-protected PDFs), oversized files (>100 MB), or misconfigured email forwarding rules. Our diagnostics dashboard identifies issues in real time—and our support team responds within 2 hours during business hours.
How can I add additional users to my company on ASSIST?
Admins can invite team members in one click via Settings > Team Management. Assign roles (Viewer, Processor, Approver, Admin), set permissions per folder or workflow, and track activity across your entire organization.
How do I cancel my subscription to ASSIST?
You retain full access until your billing cycle ends. Cancel anytime from Billing Settings—no penalties, no hidden fees. Your data remains yours: download everything or request a secure export before downgrade.
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