Docyt

Ask about your business. Get answers from Docyt. Connect Docyt to Claude and get the financial information you need, simply by asking. No switching between apps or searching through reports. What can you do? • Explore your financials: profit and loss, balance sheets and cash flow for any business or period. • Track performance: compare results across months or years and monitor hospitality KPIs like occupancy, ADR and RevPAR. • See the bigger picture: a consolidated view across your businesses and properties. • Find transactions: check how much you paid a vendor or look up bank transactions. • Stay on top of your accounting: see missing bank statements and how many transactions need review. Your data stays under your control. Claude can only access what your Docyt account can access, and your existing permissions always apply. The connector is read-only. Categorizing transactions, uploading documents and month-end close still happen in Docyt. Answers reflect the latest data in Docyt; if reports are still refreshing, Claude will say the numbers may change. Sign in with your Docyt account and approve access. You can disconnect at any time in Claude or in Docyt settings.