Docyt Business Intelligence Suite

AI Dashboards: the portfolio dashboard your lender wants, built from one sentence

“Debt service coverage by property, trailing twelve months, against our 1.25x covenant.” That used to be a data warehouse, a BI tool, a consultant and a quarter. Now it's a sentence. Docyt AI builds the dashboard, tests it, ties it to your P&L, and keeps it live on your books. Open it next month and it's already current.

Business IntelligenceBooksGPT
Shoreline Hospitality

New AI Dashboard: ask about your businesses

Describe the report you want in plain English. Docyt turns it into an AI Dashboard that runs live on your books.

2 of 10 AI Dashboards used

Debt service coverage by property, trailing twelve months, against our 1.25x covenant.

Starter dashboards

Start with the questions every hotel portfolio asks.

Lender reporting

Debt service coverage by property

Trailing 12 months of revenue, NOI, interest and principal, with DSCR against your 1.25x covenant line. The lender report, done.

Labor

Labor cost per occupied room

Every property ranked, next to rooms sold. See who's over before the month closes.

Margin

GOP margin by property

Each department's expense as a percent of revenue, side by side.

Revenue

Revenue, ADR and RevPAR vs last year

Every hotel, this year against last.

Real requests

Two dashboards, as they were asked for

No report builder, no field picker, no ticket to the BI team. These are the requests customers typed, in the words they typed them.

Business Intelligence · AI Dashboards · 80 properties
Portfolio P&L

Show revenue, operating expenses and GOP for each hotel, with the total.

Every property down the rows, the portfolio total at the bottom: the view most management companies rebuild by hand every month.

Lender reporting

Debt service coverage by property, January through August.

A calculated ratio, per asset, across eight periods. The kind of request that normally starts with “can we even pull that?”

From sentence to dashboard

Build it in minutes, not quarters.

Minute 0

You describe it

Name the metrics, the properties and the periods the way you'd say them out loud.

Minutes 1 to 15

Docyt AI builds and proves it

It writes the report, test-runs it across the portfolio, and checks the totals against your P&L. If they don't tie, it doesn't save. Keep working; it'll be ready when you're back.

Then

It's yours

Live on your books every time it opens. Next month's version isn't another project. It's a click.

Ask once. Tie out. Keep it live.

Portfolio revenue · August
$38,412,906
Tied to your P&L before saving
Source: Docyt general ledger

No report builder. No BI team. No ticket.

Describe what you want to see. Docyt AI writes the report, test-runs it, and only saves numbers that reconcile to your P&L. Want it different? Reword the sentence.

  • Plain-English ask, for a portfolio or one hotel
  • Totals tied to your P&L before saving
  • Reword to rebuild; rename, edit or delete any time
  • Starter dashboards for the reports every portfolio needs
PropertyAccountVendorClass
DSCR · trailing 12 months

Live on your books, for any period, any slice

A saved dashboard re-runs on your ledger every time it opens. Switch to trailing twelve, year to date or last quarter. Filter to the properties, accounts or vendors the meeting is about. Pick chart, table or both.

  • Trailing 12 months, year to date, last quarter or custom
  • Filter by property, account, vendor, class or department
  • KPI tiles, totals, and target lines like a loan covenant
  • Export to CSV
Labor · Harborview Suites · August
$412,880
Aug 15Payroll · Rooms$198,240
Aug 31Payroll · Rooms$201,610
Aug 31Benefits accrual$13,030
Journal lines: date, property, account, memo

Every number traceable. Safe to share with anyone.

Click any figure and see the journal lines behind it: date, property, account, memo. Share the dashboard across the portfolio and each owner, lender or GM sees only the properties they're allowed to see.

  • Drill from any figure to the journal line
  • Portfolio-wide sharing, property-level permissions
  • Clear note of anything excluded
  • Permissions checked every time it opens

Why it is different

The stack you don't have to build.

Portfolio BI has always meant infrastructure first: a data warehouse, a BI layer, connectors into every PMS and accounting system, and the people to keep it all running. A budget line and a hiring plan before anyone sees a number. With Docyt the books are already here, reconciled and closed, so the data layer exists on day one. Type the request. The dashboard builds itself, ties to the P&L, and you can defend every figure in a lender meeting.

  • Built on reconciled books, not exports
  • Tied to the P&L before it saves
  • Every figure traceable to its source
  • Zero pipelines, zero analysts, zero waiting

The traditional path

License a data warehouse. Add a BI tool. Build and maintain the pipelines. Hire or contract the people who keep it running. Wait a quarter or more for the first dashboard.

With Docyt

The books are already in Docyt, reconciled and closed, so the data layer exists on day one. Type the request and the dashboard builds itself, tied to your P&L.

Who it is for

One dashboard, every seat at the table.

Owners and asset managers

DSCR, GOP and RevPAR across every property, live, without waiting for the month-end package.

Management companies

One dashboard for the whole portfolio, shared with every owner, each seeing only their hotels.

CFOs and controllers

Answer the board's question once and keep the answer live, instead of rebuilding the same workbook every month.

See it on your portfolio

Bring us the report you can't get.

Schedule a demo and bring the cross-property report that always ends with “can we even pull that?” We'll build it with you on a live portfolio. The first dashboard makes the case better than we can.

FAQ

Frequently asked questions

How is an AI Dashboard different from asking BooksGPT?

BooksGPT answers a question in a conversation. An AI Dashboard turns that question into a saved, live report you reopen, filter, share and export every month.

How long does it take to build one?

Minutes. Docyt AI writes the report, test-runs it across your portfolio and ties it to your P&L before it saves. You can keep working while it builds. Once saved, it opens live every time.

Can I trust the numbers?

Every dashboard is checked against your P&L before it saves, and every figure drills down to the journal lines behind it. If it doesn't tie, it doesn't ship.

Who sees a shared dashboard?

Everyone with access to the portfolio, and each person sees numbers only for the properties they're allowed to see.

What can I ask for?

Any metric in your books: revenue, expenses, GOP, NOI, DSCR, labor, ADR, RevPAR, vendor spend, by property, department, vendor or account, over any period.

Which businesses can use AI Dashboards?

AI Dashboards run on hotels and portfolios on Docyt native ledger, the ledger Docyt keeps for you, which is why every dashboard ties to your P&L. Schedule a demo and we'll build your first one together.

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

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