Help center
How to connect Docyt to your AI assistant
Connect Docyt to your AI assistant to get answers about your books without leaving the tool you already use. Once connected, you can ask questions about your financials and get insights on financial reports, KPIs, transactions and statement status for every business you manage.
Claude
ChatGPT
Muse
Before you begin
Make sure you have the following:
- A Docyt account with access to at least one business.
- A Claude plan that supports connectors. ChatGPT and Meta Muse support is coming soon.
- Admin approval, if required. If your firm or company limits which apps can connect to your AI tools, check with your admin before you start.
Claude
Pro, Max, Team or Enterprise
ChatGPT
We’ll update this page when it’s live
Muse
Meta’s personal AI agent
New to connecting your books to an assistant? See what you can do with Docyt in Claude.
Claude, ChatGPT and Muse are trademarks of Anthropic, OpenAI and Meta respectively.
Connect Docyt to Claude in minutes
You do this once. The connection stays active until you disconnect it.
Find Docyt
In Claude, open the connectors directory, find Docyt and choose Connect.
Sign in
Sign in with your Docyt email and password.
Approve
Review what the assistant will be able to see, then choose Approve.
Ask
Back in your assistant, start a new chat and ask. For example: “Show the P&L for Hampton Inn Richmond for August.”
Questions you can ask
Ask your AI assistant about financial reports, KPIs, transactions and statement status. If you manage more than one business, name the business in your question. Questions about your whole portfolio need portfolio access in Docyt.
Examples
Show me the profit and loss for [business] last month.
How does this month’s revenue compare to last year?
What were occupancy, ADR and RevPAR for [property] last week?
Give me a portfolio summary for August.
Which businesses have bank statements missing?
How much did [business] pay [vendor] this year?
How many transactions are waiting for review in [business]?
Has the latest statement for [business] finished processing?
What the AI assistant can and can’t do
What the AI assistant can see
Read-only access- The businesses your Docyt account can access
- Financial reports: Profit and Loss, Balance Sheet, Cash Flow, operating statements and other reports available to you
- KPIs and metrics from Insights (for hospitality businesses: occupancy, ADR, RevPAR and related statistics)
- Portfolio summaries, if you have portfolio access
- Bank transactions: totals by vendor, searches, and what’s verified or waiting for review
- Bank statement status and coverage
It sees only what your Docyt account already sees. Never your password, bank logins or underlying documents.
What it can’t do
- Categorize, verify or edit a transaction
- Upload a statement, invoice or receipt
- Change a vendor, category or department
- Run a month-end close, sign off a report, or change any setting
Do those in Docyt. The assistant will tell you when something needs your attention and where to go.
About the numbers
Reports and KPIs reflect what’s in Docyt at the time you ask. If a report is still being refreshed, or transactions for the period are still under review, the assistant should say the figures may not be final.
For vendor totals, the assistant uses Docyt’s own totals rather than adding up a partial list.
How to disconnect or reconnect
- From Docyt: Settings, then MCP Access, then remove the assistant.
- From Claude: remove Docyt from its connectors.
- Either one ends the access. To reconnect, repeat the steps under Connect.
- If you reset your Docyt password, connected assistants may be signed out. Reconnect if your assistant says it can’t reach Docyt.
Privacy and security
Your assistant receives only the data needed to answer what you ask. Docyt does not share your books with the assistant provider outside of your questions. Access is scoped to your own account and can be revoked at any time. See the privacy notice, terms and security overview.
Troubleshooting
| What you see | What to do |
|---|---|
| “I can’t access Docyt” | The connection may have expired or been removed. Reconnect. |
| The assistant can’t find a business | Use the business name as it appears in Docyt. If you have many businesses, be specific. |
| KPIs aren’t available for a business | KPIs are available for businesses set up with Insights (for example hospitality properties). Reports and transactions work for every business. |
| A report says it isn’t fresh | Docyt is refreshing it. Ask again in a few minutes, or open the report in Docyt. |
| Docyt isn’t responding at all | Check the service status page. |
Need help?
We’re here if you get stuck
Contact your Docyt account manager, or reach the team directly.