DocMe and Atzmait: automatic journal entries without Excel imports or an API

Anyone working with Atzmait knows its big advantage: familiar, stable accounting software that is comfortable for running a business day to day. But certain workflows hit a limit that blocks full automation - the existing package or quote does not always allow importing Excel files, and does not always allow an automatic API connection.

When that happens, many businesses and bookkeeping firms are left with manual work: open the invoice, identify the vendor, the amount, the VAT, the date, the debit account, the credit account, and then type out a journal entry. It is repetitive work, it eats time, and it increases the risk of mistakes.

The DocMe integration with Atzmait is designed to solve exactly that step. DocMe does not ask you to replace Atzmait and does not require changing your accounting software. Instead, it adds a smart automation layer that handles the documents, analyses them, and produces automatic journal entries shaped to your workflow.

Why businesses working with Atzmait need automation around documents

The challenge in bookkeeping isn't only storing documents. The real challenge is turning every document into the correct accounting action. A vendor invoice, a receipt, an office expense, electricity, rent, fuel, or a professional service - each one has to be recorded properly.

When there is no Excel import and no automatic API, the manual process creates a few recurring problems:

A lot of working time spent typing repetitive journal entries.
A risk of mistakes when copying amounts, dates, and reference numbers.
Difficulty keeping consistency between different users in the office.
Heavy load during reporting periods and at month end.
Dependence on one employee who knows each vendor's classification rules by heart.

DocMe was built to take the grunt work out of that process. The system reads documents, identifies vendors, extracts amounts, dates, VAT, and accounting data, and produces a structured journal entry according to your rules.

How DocMe creates automatic journal entries for Atzmait

The process starts when the document arrives. You can upload a file in the web interface, send documents to a dedicated email address, use Telegram, send through WhatsApp, share a file from your phone, or scan a document in the app.

Once it arrives, DocMe runs an AI analysis of the document and extracts the important data:

Vendor or client name.
Company or dealer ID, when it appears on the document.
Document date and value date.
Gross amount, net amount, and VAT.
Invoice or reference number.
Expense type or transaction type.
Debit account and credit account according to the firm's rules.

The system then builds a complete journal entry. The entry includes the required accounting lines, the split between debit and credit, the VAT amounts, and the relevant references. If fixed rules exist for a particular vendor, DocMe can apply them automatically to keep everything consistent.

The result is a process where Atzmait stays the central accounting software, and DocMe prepares the work around it: capturing documents, extracting data, classifying accounts, and creating orderly journal entries.

The answer to the Excel and API limitation in Atzmait

In some accounting systems, users expect to solve automation with an Excel import or an API. But when those options are not available in your existing Atzmait package or quote, there is no reason to go back to working manually from scratch.

DocMe's integration with Atzmait focuses on the business outcome: producing automatic journal entries that are ready for the next step in your process. In other words, with no Excel import and no automatic API connection, DocMe still pulls the required information out of the documents, builds valid journal entries, and brings order to the workflow.

This matters especially for businesses and bookkeeping firms that don't want to replace existing software. Instead of changing the system, you change the work around it: less typing, fewer repeated checks, less document hunting, and more control.

A practical example: from a vendor invoice to a journal entry in Atzmait

Say an office receives dozens of invoices every month from regular vendors: electricity, telecoms, rent, IT services, office equipment, and freelancers. In the past, every invoice went manually to a bookkeeping employee.

With DocMe, the process looks different:

The invoice is sent to the business's dedicated email address or uploaded to the system.
DocMe identifies the vendor and the invoice details.
The system calculates the net amount, VAT, and gross amount.
The rules engine assigns the invoice to the right expense account.
A journal entry is created with debit, credit, amount, and reference.
The user reviews the data and approves the entry.
The entry is ready for the next step against Atzmait, following the office's process.

Instead of opening every PDF and typing one field after another, the user focuses on review and approval. That is a meaningful point: good automation in bookkeeping does not remove professional responsibility. It removes the manual work and leaves the professional with the checking, the approval, and the decision.

Who is this integration for?

The DocMe and Atzmait integration is a particularly good fit for anyone already working with Atzmait who wants to improve how documents are captured and how journal entries are recorded.

It is relevant for:

Freelancers and business owners who receive a lot of expense invoices.
Bookkeeping firms handling documents for many clients.
Accountants who want to cut manual work ahead of reporting periods.
Service companies with recurring expenses from regular vendors.
Operations and finance teams that want every document in one place.

DocMe also includes a digital archive, document filtering and search, a range of upload channels, and full Hebrew support. So you can not only create journal entries, but also manage all your documents comfortably and clearly.

Mistakes to avoid when rolling out the integration

For the work with DocMe and Atzmait to be efficient, it is worth defining the process correctly from the start.

Common mistakes to avoid:

Starting without an organised list of vendors and expense accounts.
Not defining fixed rules for recurring vendors.
Not running an initial test on several different document types.
Not deciding who approves journal entries before they move on.
Mixing personal, business, and irrelevant documents in the same flow.

The right way is to start with a small group of common documents, define clear rules, review the journal entries produced, and then expand gradually. That way the system learns your habits and the process stays under control.

A checklist before you start working with DocMe and Atzmait

Before rolling out the process, it is worth preparing a few simple things:

A list of your main vendors.
A mapping of common debit and credit accounts.
Recurring VAT rules and transaction classifications.
Examples of real documents from the last month.
An internal approval process for journal entries.
A responsible user to review the first results.

A short preparation like this can save a lot of time later. Instead of fixing mistakes after hundreds of documents, you define up front the rules DocMe should apply.

How to get started

If you work with Atzmait and feel that typing journal entries takes too much time, DocMe can make the process far faster and more organised. Even when there is no option to import Excel and no automatic API connection available, you can build a smart process in which documents are captured, analysed, and turned into automatic journal entries.

The next step is to see it on your own real documents: vendor invoices, receipts, monthly expenses, and recurring paperwork. A short demo makes it clear how DocMe identifies the data, how the accounting rules are defined, and how the journal entries fit into your Atzmait workflow.

That way you keep working with the software you already know, while significantly reducing the manual work around it.