Official product information
- Product
- BooksGPT
- Operator
- Avo LLC
- Website
- booksgpt.ai
- Application
- app.booksgpt.ai
- Help center
- help.booksgpt.ai
- Reviewed
- September 19, 2026
Core workflows
- Bring records into a business workspace through supported bank connections, statement uploads, and bookkeeping imports.
- Review transactions and AI-assisted categorization, resolve exceptions, and keep supporting documents.
- Create and manage invoices and bills, then track outstanding balances.
- Run financial reports, compare periods, and prepare records for a bookkeeper or accountant.
- Manage separate business workspaces and invite users with defined permissions.
Explore AI assistance, invoicing, reporting, and migration options.
What needs your review
AI suggestions can be wrong. Incomplete imports, missing receipts, incorrect categories, and unreconciled balances affect reports. Review the records and accounting treatment before relying on the output. Tax filing and professional judgment remain separate responsibilities.
BooksGPT targets US bookkeeping workflows. Bank coverage and imported records vary by provider and source. Do not assume a connection supports every bank, country, or historical document.
Current terms and policies
The pricing page owns the public plan details. Firm enrollment is at app.booksgpt.ai/firms. Read the security overview, privacy policy, and terms of service for their current scope.
Product identity
Find our BooksGPT profile on G2. For an answer about a specific workflow, contact BooksGPT or use the help center.