Simple monthly pricing. AI included.

BooksGPT helps categorize transactions, match transfers, and prepare financial reports. You review the results and resolve exceptions. The amount of work you can automate depends on your books and the information you provide.

BooksGPT is a bookkeeping platform with transactions, invoicing, reports, and an AI assistant. Before switching, compare the features you use today and review the migration requirements. Compare your options.

You can connect supported accounts through Plaid or Stripe Financial Connections. Availability depends on your institution and account. Bank authorization happens through the provider. See our security overview for how access works.

BooksGPT helps organize the records and financial reports used for tax preparation. You or your tax professional must review your tax position and arrange filing. Using the software does not mean a licensed accountant has reviewed or signed your return.

BooksGPT offers Solo, Business, Practice, and Firm plans. The pricing page shows current prices, included businesses, trial terms, and available billing intervals. Only the billing options shown at checkout are available.

Choose a plan based on the businesses you manage. Solo, Business, Practice, and Firm include different business allowances. See the current plan details and add-on options before choosing.

Higher plans support more businesses and additional team controls. Compare the current plan details on the pricing page. Keep each business in its own workspace and assign access for the work each person needs to do.

Compare the plan features, number of businesses, and people who need access, as well as the subscription price. Keep any outside bookkeeping or tax preparation costs separate. Our comparison guide explains what to check.

Our security page explains bank access, encryption, access controls, and our current compliance status. The privacy policy explains how data is processed.

We do not use your live transactions, invoices, or documents to train models offered to other customers. Relevant data is processed by AI providers to perform the task you request. Read the privacy policy for the full details.

Setup time depends on your bank connection and whether you are importing historical books. Create your workspace, connect supported accounts or upload your records, and review the results before relying on the reports.

Yes. The supported file workflow accepts CSV and Excel reports, and QuickBooks Online also has a direct connection. What comes across depends on the source and import method. Follow the migration guide and check your balances before switching. Want a hand? Message us in the chat and we will walk you through it, or do the move for you.

Yes. Add BooksGPT to ChatGPT or Claude and ask about your books right from the chat. Changes it can make are prepared in the chat, and you approve them in BooksGPT before anything is written. Follow the setup guide for requirements and permissions.

Review transaction categories and supporting documents, especially unusual or ambiguous entries. Correct errors before relying on the reports. AI output still needs review; automated categorization is not a guarantee that every entry is correct.

You can prepare reports such as profit and loss, balance sheet, trial balance, and general ledger for your accountant. Confirm the date range, accounting basis, and supporting records they need. Your accountant still reviews the books and tax treatment.