Run your business from ChatGPT.

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

Invoices · Estimates · Customers · Pipeline · AI phone calls · Expenses · Appointments

ChatGPT

InvoicifyAI app connected

You:

Which invoices are overdue, and how much is each customer behind?

ChatGPT: Checked InvoicifyAI · receivables

3 invoices are overdue, $4,860 in total:

Patel Renovations
$2,310
Northside Dental
$1,650
K. Morgan
$900
You:

Add a follow-up task for the Patel lead for Friday.

ChatGPT:

What time on Friday should the follow-up be due?

You:

9 am.

ChatGPT: Saved and verified

Added a call-back task for Patel Renovations due Friday at 9:00 am, your business time.

ChatGPT asks · InvoicifyAI verifies

Two minutes

Add the plugin. Connect your workspace.

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.

  1. 01Choose Add to ChatGPT and install InvoicifyAI from its plugin listing.
  2. 02Connect your InvoicifyAI account in ChatGPT.
  3. 03Approve the permissions when ChatGPT opens InvoicifyAI.

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 docs
Ready when you are

InvoicifyAI 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

Less app hunting. More business context.

ChatGPT handles the conversation. InvoicifyAI supplies the authorized records, applies business rules, and verifies what was saved.

01

Get paid

“Which invoices are overdue, and how much is each customer behind?”

Real balances from your books, per customer, never a guess.

02

Plan the week

“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.

03

Catch up fast

“Summarize yesterday's AI receptionist calls and flag anything urgent.”

Actual call records and summaries, not ChatGPT's memory of them.

04

Move a deal

“Create a follow-up task for the kitchen remodel lead for Friday.”

InvoicifyAI applies your approved permissions and returns the saved task.

No passwords to hand over

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.

Only your business, only your role

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.

Read and write access stays separate

ChatGPT can use only the scopes you approve. Creating, sending, and recording payment remain separate permissions, so one does not silently grant another.

Questions

Before you connect

Which InvoicifyAI plan do I need?

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.

Can ChatGPT send invoices or record payments on its own?

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.

What can ChatGPT see?

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.

How do I disconnect ChatGPT?

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.

Which ChatGPT plans can connect?

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

Put live business context behind your next ChatGPT conversation.

Start free trial
ChatGPT is a product of OpenAI. InvoicifyAI is not affiliated with or endorsed by OpenAI. Plugin availability is subject to your ChatGPT account and workspace policy.