Docyt Enterprise Suite
Your books, in the AI assistant you already use.
Connect Docyt to Claude and ask about last year's revenue, this month's margins or which properties are missing a bank statement. The answer comes straight from your live books, read-only, with the source and the period stated. ChatGPT and Muse are next.
Available in Claude
ChatGPT coming soon
Muse coming soonRead-onlyClaudeDocyt connectedDemo 003's total revenue for 2025 was $540,466.09 (Total Income on the Profit and Loss report, Jan 1 to Dec 31, 2025).
The biggest contributors were UPS shipping charges (~$159.6K), other commissions (~$106.0K), notary income (~$94.5K), mailbox service (~$52.9K), and public service payments (~$48.8K). December was the strongest month at ~$52.2K; July was the lowest at ~$39.7K.
One note: the report is flagged as not fully fresh, so the figure may shift slightly if there are pending reconciliations for 2025.
From a real Claude session on a Docyt demo business.
Two minutes: a hotel portfolio asks Claude about revenue, margins, hotel KPIs and the close, and every answer comes from its Docyt books.
Beyond the number
Ask a follow-up. Get the analysis your controller would do.
Claude doesn't stop at a total. Ask for profit centers and it pairs every income line with its cost, works out the margin, and tells you which lines are carrying the business and which are losing money. Then it offers the spreadsheet.
- Margins by line, built from your Profit and Loss
- Pass-through lines called out, not counted as profit
- Lines that lost money flagged, with a likely reason
- Says when a figure may still move
ClaudeDocyt connected| Profit center | Revenue | COGS | Gross profit | Margin |
|---|---|---|---|---|
| Shipping (UPS) | $159,596 | $80,946 | $78,650 | 49% |
| Other commissions | $106,105 | $0 | $106,105 | 100% |
| Notary | $94,455 | $4,268 | $90,187 | 95% |
| Public service payments | $48,802 | $47,138 | $1,664 | 3% |
| Packaging materials | $10,995 | $17,337 | -$6,342 | -58% |
| and 15 more lines | ||||
| Total | $540,466 | $164,735 | $375,731 | 70% |
- Shipping, commissions and notary drive the store. Together they produce ~$275K of the $376K gross profit (about 73%).
- Public service payments is pass-through, not a real profit center: $48.8K in and $47.1K out.
- Packaging materials and printing lost money, which could be a bulk purchase or a coding issue.
Same session, shortened to fit.
Examples
Ask it the way you'd ask your controller.
Name the property or business you mean. Portfolio questions work when your account has portfolio access.
Show me the profit and loss for the Hampton Inn last month.
How does September revenue compare to last year, by property?
What were occupancy, ADR and RevPAR across the portfolio last week?
Give me a portfolio summary for the quarter.
Which properties have bank statements missing?
How much did we pay our linen vendor this year?
How many transactions are waiting for review?
Which lines lost money last year, and by how much?
Why the answer is right
Not a guess. Your books.
A general-purpose assistant answers from whatever you paste into it. Connected to Docyt, it reads the same ledger Docyt categorizes, reconciles and closes for you.
From the ledger, not a paste
Claude reads the reports Docyt keeps current, so the number in the chat is the number in your financials. No exports, no stale spreadsheets.
As you, and only you
The assistant sees the businesses and reports your Docyt permissions already allow, and nothing else. It cannot change a transaction, a vendor or a setting.
Honest about what's final
If a report is still refreshing or a period is still under review, the assistant tells you the figure may move. Docyt's own totals are used, never a sum of a partial list.
Availability
Available in Claude. ChatGPT and Muse next.
Connect once and ask from the assistant your team already works in: next to the owner email, the board deck and the spreadsheet.
Claude
Find Docyt in Claude's connectors directory.
ChatGPT
Same Docyt connection, inside ChatGPT.
Muse
Meta’s personal AI agent.
Setup
Connected in five minutes.
You do it once. The connection stays until you remove 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 Claude will be able to see, then choose Approve.
Ask
Start a new chat and ask about any business your account can see.
BooksGPT or your own assistant?
Same books. Ask from wherever you work.
BooksGPT is the assistant inside Docyt. Connecting Claude brings the same numbers into the assistant your team already uses. Many teams use both.
BooksGPT, inside Docyt
Saved, searchable conversations, hotel KPIs across every property, and a source link into the report behind every number.
Explore BooksGPT →Claude, connected to Docyt
Your books next to everything else you do in Claude: drafting the owner update, building the board deck, shaping a spreadsheet.
Security
Built for finance teams.
You start the connection, approve it on a consent screen, and can end it at any time. See the security overview and the privacy notice for the detail.
- Read-only by design: nothing in your books can change from a chat
- Scoped to your own Docyt permissions, business by business
- Every request logged: who asked, which assistant, from where
- Disconnect from Docyt Settings or from Claude, any time
- Your data is never used to train models for other companies
FAQ
AI assistants and Docyt: frequently asked questions
Which AI assistants work with Docyt?
Claude works with Docyt today: find Docyt in Claude's connectors directory and connect. ChatGPT and Muse are coming soon.
What can the assistant see?
The businesses your Docyt account can access, their financial and operating reports, KPIs from Insights, portfolio summaries if you have portfolio access, transaction totals and searches, and bank statement status.
Can the assistant change my books?
No. The connection is read-only. The assistant cannot categorize, verify or edit a transaction, upload a document, or change a vendor, category or setting. Do those in Docyt.
Does the assistant provider see my books?
The assistant receives only the data needed to answer what you ask, as with anything you type into it. Docyt does not share your books with the assistant provider outside your questions. See the privacy notice.
Does it work for every business I manage?
It works for every business your Docyt account can see. Reports and transactions work for every business; KPIs are available for businesses set up with Insights, such as hotels.
How is this different from BooksGPT?
Both answer from the same Docyt books. BooksGPT lives inside Docyt with saved conversations and a source link into every report. Connecting Claude brings the same numbers into the assistant your team already uses.
See Docyt live
See how Docyt Enterprise Suite automates payments, accounting, and business intelligence, on one ledger.
- Control spend
- Stop revenue leakage
- Zero-day close
- Forecast with confidence