Docyt

Description

From the marketplace listing

Ask about your business. Get answers from Docyt. Connect Docyt to your AI assistant 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: Get profit and loss statements, balance sheets, and cash flow reports for any business or period. • Track performance: Compare financial results across months or years and monitor key hospitality metrics like occupancy, ADR, and RevPAR. • See the bigger picture: Get a consolidated view of performance 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: Find missing bank statements and see how many transactions need review. Your data stays under your control Your assistant can only access the businesses, financial reports, KPIs, portfolio insights, and banking information available through your Docyt account. Your existing access permissions always apply. What to know The connector is read-only. You can explore and analyze your financial data, but actions like categorizing transactions, uploading documents, and completing month-end close still happen in Docyt. Your answers reflect the latest data available in Docyt. If reports are refreshing or transactions are still under review, your assistant will let you know that the numbers may change. Getting started Simply sign in with your Docyt account and approve access. You can disconnect at any time through your assistant or Docyt settings. Whether you manage one business, multiple properties, or accounting for several clients, just specify the business you want to explore or ask for a portfolio-wide view. https://www.docyt.com/help/connect-ai-assistant/