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What’s on the Docyt: July 2026 Product Releases

Whats On The Docyt

Built for how hotel finance teams actually work.

If you’re evaluating accounting software for a multi-property portfolio, most vendors will tell you what their platform does in general. What actually matters is more specific: how it handles a deposit that covers multiple PMS/POS sources, whether month-end close status is visible without asking around, and whether AI-coded transactions still require your sign-off.

Here’s what Docyt shipped in July – and what each one says about how the platform is built.

Business Intelligence Tools & Forecasting

Forecast rooms revenue without the spreadsheet patchwork

Market segments, booking data, and Actuals vs. Budget – all in one workspace, updated automatically as bookings come in.

Why it matters: Less time rebuilding forecasts by hand, more time reviewing what they’re telling you.

Why It Matters

Set your portfolio drivers once, and the forecast fills itself

Docyt’s Budget & Forecast Driver Setup lets you configure the drivers that power your portfolio’s budgets and forecasts. Once they’re set, Docyt automatically populates the Revenue, Labor, and Expense columns in your forecast – so you spend less time keying numbers and more time reviewing them.
Set Your Portfolio Drivers Once

Check your trial balance live

Available for QuickBooks Online – no separate export needed to confirm everything ties out.
Check Your Trial Balance Live

Compare P&L across quarters and years

Switch your Profit & Loss view to Quarters or Years, with multi-year comparison built in, to spot trends and seasonality at a glance.

Why it matters: Portfolio-level trend analysis without rebuilding the report every cycle.

Revenue Management

Match one deposit to revenue from every source, in one step

Hotel revenue rarely comes from a single source. Docyt now matches one bank deposit against revenue from multiple PMS and POS systems at once – plus daily cash collection – so reconciliation reflects how properties actually take payment.

Why it matters: This is the kind of workflow to ask about in any demo – a generic accounting platform forces a one-to-one match; a hospitality-built one doesn’t.

Accounts receivable: Track revenue and deposits by customer

Assign a customer to any revenue or deposit transaction, and Docyt tracks it for you – so you can see exactly who owes what and how much revenue each customer brings in.

Why it matters: AR visibility without a separate system bolted on the side.

Faster Month-End Close

See exactly where month-end close stands, at a glance

A redesigned Bookkeeper Tracker dashboard breaks close into four clear stages – Needs Your Attention, Collecting Data, AI Categorization, and Close Month – so any team member can see what’s holding things up without asking around.

Why it matters: If you’re comparing platforms, ask to see this screen specifically – close visibility is a good proxy for how much of the process is actually automated versus manual behind the scenes.

See Exactly Where Month End

Docyt AI shows its work: Auto-Categorization

Docyt AI explains why it picked a given category for a transaction – and gets sharper every time you accept, reject, or correct a suggestion.

Why it matters: Categorization you can trust, not a black box.

Docyt Ai Shows Its Work Auto Categorization

Review and export your ledger activity

Review all journal-entry activity, including reversals, directly from the Ledger menu – and export it anytime you need a record for a reviewer or accountant.

Why it matters: A clean audit trail without a separate request to your accounting team.

Review And Export Your Ledger Activity

Smarter Bill Pay

Bill Pay that catches errors before they post

Duplicate invoices now appear side by side for review before you merge them, so you’re never overwriting the wrong amount.

Docyt’s AI-coded invoices wait for your approval

Docyts Ai Coded Invoices Wait For Your Approval

Bill Pay access scoped by department

Assign each user to a department, and their Bill Pay queue shows only that department’s invoices – keeping sensitive bills in the right hands.

Let Docyt AI Inbox match documents for you

Drop a document in the AI Inbox, and Docyt matches it to the right bill or receipt and reconciles it – you just confirm anything that needs a second look.

Why it matters: Fewer double-paid bills, less manual matching, tighter control over who sees what.

Docyt’s Bill Pay, now on Android

Approve, pay, and review invoices from your phone – Docyt Bill Pay is now available on Android, alongside iOS. Download here.

New Integrations

More of your stack, connected

New integrations this month include Point POS, Innrly, CondiSoft, SwipeClock, and UKG Ready – extending the list of PMS, POS, and HR/payroll systems that plug directly into Docyt.

The question worth asking any vendor you're evaluating

Most hospitality accounting software was built for a single location and stretched to cover a portfolio. Ask any vendor how they handle multi-source deposit matching, cross-property segment reporting, and close visibility – the answer tells you which category they’re in.

Docyt was built for multi-property hoteL portfolios from day one. See what that looks like running on your hotel properties. Book a demo today.

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