ChatGPT custom app

Run your business from ChatGPT.

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

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 note to the Patel lead and a follow-up task for Friday.

ChatGPT:

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

You:

9 am.

ChatGPT: Saved and verified

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

ChatGPT asks · InvoicifyAI verifies

Two minutes

Connect from inside InvoicifyAI.

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.

  1. 01Sign in to InvoicifyAI and open Settings, then Integrations.
  2. 02Choose ChatGPT and follow the steps shown.
  3. 03Approve the permissions when ChatGPT opens InvoicifyAI.

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.

Ready when you are

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

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

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.

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 assistant, 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?

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.

Get your workspace ready

Put live business context behind your next ChatGPT conversation.

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ChatGPT is a product of OpenAI. InvoicifyAI is not affiliated with or endorsed by OpenAI. Connecting is available on paid ChatGPT plans. It works today while the directory listing is under review.