to draft invoice
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.
to draft invoice
kept current
line items by hand
before anything sends
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.
"Invoice Acme Corp for today's HVAC install: labor 8 hours plus the Carrier unit and parts from Home Depot."
AI pulled from your booksOakland, CA 94612
Berkeley, CA 94710
Four steps. Most of which are automatic.
Only one step needs you. The other three happen the moment you finish typing.
You describe the work
One sentence in chat, voice memo, or email. "Bill Acme for today's install" is plenty.
AI pulls the sources
Hours from time tracker, receipts from books, contract terms, current state tax rate. All live-linked.
Draft appears, formatted
Branded paper, customer details, line items, tax, due date. With a citation for every number.
You hit send
Or "tweak draft" if you want to change anything. Nothing leaves without your click. Ever.
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.
Law firms
Matter-level invoicing. Hourly entries, disbursements (filing fees, expert witnesses), trust-fund pulls. Per-client rates on file.
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.
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.
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.
Cited every number
Every line item links to the source: the timesheet entry, the receipt, the contract clause. Click to drill in.
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.
