Get paid
“Which invoices are overdue, and how much is each customer behind?”
Real balances from your books, per customer, never a guess.
ChatGPT custom app
Give the assistant your team already uses 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 receptionist calls · Expenses · Appointments
ChatGPT
InvoicifyAI app connected
ChatGPT asks · InvoicifyAI verifies
Two minutes
Sign in, open Settings, then Integrations, and choose ChatGPT. InvoicifyAI shows you the exact steps and the address to paste. ChatGPT then opens InvoicifyAI so you can approve the connection.
Needs a paid ChatGPT plan with Developer Mode turned on. On Business and Enterprise, an admin must allow custom apps first. Any InvoicifyAI plan works, including the free trial.
Connect ChatGPT in about two minutes.
The exact steps for ChatGPT are inside InvoicifyAI after you sign in, so they always match the current ChatGPT settings. Nothing to install.
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.
“Add a note to the kitchen remodel lead and create a follow-up task for Friday.”
InvoicifyAI applies your approved permissions and returns the saved note and 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.
Questions
Every InvoicifyAI plan can connect an AI assistant, 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.
Paid ChatGPT plans can add InvoicifyAI as a custom app once Developer Mode is turned on in ChatGPT settings. On Business and Enterprise, a workspace admin must allow custom apps first. InvoicifyAI shows the exact steps after you sign in.
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