Get paid
“Which invoices are overdue, and how much is each customer behind?”
Real balances from your books, per customer, never a guess.
Available in ChatGPT Plugins
Your team already uses ChatGPT. Give it permissioned access to the invoices, customers, calls, and jobs in InvoicifyAI. Ask what needs attention, then choose what to do next.
Sign in once · No passwords shared · Scoped to your role
Your whole business, one chat
Invoices · Estimates · Customers · Pipeline · AI phone calls · Expenses · Appointments
ChatGPT
InvoicifyAI app connected
ChatGPT asks · InvoicifyAI verifies
Two minutes
Choose Add to ChatGPT to open the InvoicifyAI plugin listing. Install it in ChatGPT, then sign in to InvoicifyAI and approve access to your workspace. The same action is available inside Connect ChatGPT under Settings → Integrations → MCP server.
Plugin availability and actions depend on your ChatGPT account and workspace policy. An active InvoicifyAI subscription or trial is required; your company role and approved permissions apply.
Read the setup docsInvoicifyAI is available in ChatGPT Plugins.
Open the listing, install the plugin, and connect your account. ChatGPT handles installation and consent; opening the listing alone does not connect your workspace.
Ask for outcomes
ChatGPT handles the conversation. InvoicifyAI supplies the authorized records, applies business rules, and verifies what was saved.
“Which invoices are overdue, and how much is each customer behind?”
Real balances from your books, per customer, never a guess.
“What jobs are booked this week, and are there open requests I have not answered?”
Your live schedule and open requests, so nothing slips through.
“Summarize yesterday's AI receptionist calls and flag anything urgent.”
Actual call records and summaries, not ChatGPT's memory of them.
“Create a follow-up task for the kitchen remodel lead for Friday.”
InvoicifyAI applies your approved permissions and returns the saved task.
You sign in to InvoicifyAI yourself. ChatGPT never sees your password, you see exactly what it is asking for, and you can disconnect it any time from Settings.
ChatGPT sees your company's records and nothing else. If you are a viewer in InvoicifyAI, ChatGPT is a viewer too. Every change it makes is logged under your name.
ChatGPT can use only the scopes you approve. Creating, sending, and recording payment remain separate permissions, so one does not silently grant another.
Learn more
ChatGPT for Small Business: 10 Real Uses Beyond Writing Emails
Everyday uses, plus the ones that work once ChatGPT is connected to your invoices and clients.
ChatGPT Connectors (Now Plugins): How They Work and Are They Safe?
How plugins reach your business software, how to add one, and what to check before you connect.
Questions
Every InvoicifyAI plan can connect an AI agent, including the free trial. If your subscription ends, existing connections stay listed in Settings so you can still disconnect them.
No. When you connect, you approve which permissions ChatGPT can use, and creating, sending, and recording a payment are separate permissions. InvoicifyAI also tells ChatGPT to show you a summary and get your confirmation in the chat before every send or payment. Every change is logged under your name.
Only what InvoicifyAI returns for your requests, limited to your company and your role. How your conversations are stored is covered by the privacy settings of the AI app you use.
In InvoicifyAI, open Settings, then Integrations, and choose Disconnect. Access ends right away, and changes already made stay in InvoicifyAI. Owners can also disconnect a teammate's connection.
Open the InvoicifyAI plugin listing to check availability for your ChatGPT account. Workspace admins may control installation and actions. Your InvoicifyAI subscription, company role, and approved permissions determine which business tools you can use.
Get your workspace ready