BooksGPT
AI invoicing

A sentence in. A clean invoice out.

Tell BooksGPT what to bill, in plain English. It pulls the hours from your time tracker, the receipts from your expenses, the right sales-tax rate for the state, the rate from the client's contract. And drafts an invoice ready to send. You review, click, send.

12s
Average time from prompt
to draft invoice
50 states
Sales-tax rates
kept current
3×
Faster than typing
line items by hand
100%
Drafts only. You approve
before anything sends
Watch it work

Type what you did. Get the invoice.

This is a real prompt with the real sources BooksGPT pulls from. Click "Tweak draft" and you can edit any line by hand. The AI just gets you to draft-zero in 12 seconds.

You said

"Invoice Acme Corp for today's HVAC install: labor 8 hours plus the Carrier unit and parts from Home Depot."

AI pulled from your books
8 hours from your time tracker
Today, job #1142 · billed at $150/hr per contract
2 Home Depot receipts
Auto-categorized this morning as Materials
California sales tax · 8.625%
For installation services in Alameda County
Acme MSA on file
Net-14 terms · ACH preferred · billing contact verified
AI Draft
Invoice
INV-2026-104
Issued
May 14, 2026
From
Smith HVAC LLC
EIN 12-3456789
Oakland, CA 94612
Billed to
Acme Corp
1234 Industrial Way
Berkeley, CA 94710
HVAC installation, labor8 hours × $150/hour · per Acme MSA
$1,200.00
Carrier 24K BTU unitPro Series, installed
$3,200.00
Parts & suppliesFrom 2 Home Depot receipts
$387.45
Subtotal $4,787.45
Sales tax (CA 8.625%) $413.04
Total due $5,200.49
Net-14 · due May 28, 2026
ACH Card Check
The process

Four steps. Most of which are automatic.

Only one step needs you. The other three happen the moment you finish typing.

1

You describe the work

One sentence in chat, voice memo, or email. "Bill Acme for today's install" is plenty.

2

AI pulls the sources

Hours from time tracker, receipts from books, contract terms, current state tax rate. All live-linked.

3

Draft appears, formatted

Branded paper, customer details, line items, tax, due date. With a citation for every number.

4

You hit send

Or "tweak draft" if you want to change anything. Nothing leaves without your click. Ever.

Across every kind of business

One prompt format. Every industry.

The AI maps your prompt to the source of truth for your kind of business. Hourly, fixed-fee, milestone, retainer. Same workflow.

Trades & field service

Job-level invoicing. Labor hours, materials, equipment rental, mileage. State sales tax baked in for installation services.

"Invoice the Riverside job: 12 hours plus the materials from yesterday."

Law firms

Matter-level invoicing. Hourly entries, disbursements (filing fees, expert witnesses), trust-fund pulls. Per-client rates on file.

"Bill Murphy & Co for matter 2026-04: this week's hours plus the USPTO filing fee."

Consulting & agencies

Retainer + scope-creep tracking. AI catches when you're over your retainer and itemizes the overage. Net-15 by default, net-30 if the client asks.

"Send Northwind their May retainer plus the workshop bonus from April 22."
Controls & safeguards

No invoice leaves your books without your click.

The AI drafts. You decide. There's no auto-send, no scheduled batches you forgot you set up, no machine-to-machine billing without your eyes on it.

A

Always a draft

Every AI output sits in "draft" status until you click send. No background tasks, no auto-renewals of last month's invoice.

B

Cited every number

Every line item links to the source: the timesheet entry, the receipt, the contract clause. Click to drill in.

C

Reversible at every step

Sent the wrong invoice? One-click void, with the journal entry auto-reversed and an audit log entry written.

Type one sentence. Bill a client.

AI invoicing is included in every BooksGPT plan. No per-invoice fees. No subscription, ever.