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
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
Your whole business, one chat
Invoices · Estimates · Customers · Pipeline · AI phone calls · Expenses · Appointments
ChatGPT
InvoicifyAI app connected
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.
- 01Sign in to InvoicifyAI and open Settings, then Integrations.
- 02Choose ChatGPT and follow the steps shown.
- 03Approve the permissions when ChatGPT opens InvoicifyAI.
Write actions require ChatGPT Business, Enterprise, or Edu with Developer Mode enabled. ChatGPT Pro can connect with read/fetch permissions only. On workspace plans, admins control setup. Any InvoicifyAI plan works, including the free trial.
Read the setup docsReady when you are
Connect ChatGPT in about two minutes.
Use the public setup docs for a walkthrough, or sign in for the setup available in your environment. 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.
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.
Catch up fast
“Summarize yesterday's AI receptionist calls and flag anything urgent.”
Actual call records and summaries, not ChatGPT's memory of them.
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?
ChatGPT Business, Enterprise, and Edu support full MCP write actions. ChatGPT Pro supports read/fetch only in Developer Mode. Workspace admins control custom apps. InvoicifyAI shows the exact steps after you sign in.
Get your workspace ready
Put live business context behind your next ChatGPT conversation.
ChatGPT is a product of OpenAI. InvoicifyAI is not affiliated with or endorsed by OpenAI. Full MCP write access requires ChatGPT Business, Enterprise, or Edu; Pro connections are read/fetch only.