Invoist + ChatGPT

Ask ChatGPT about your invoices

Connect Invoist to ChatGPT, then ask in plain words: what you spent with a supplier, which invoices need checking, or where last month's power bill is.

  • ChatGPT
  • Included in every Invoist plan
Start free trialSee the setup steps

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AI assistant

What you get

  • Answers from your invoices

    ChatGPT answers from the invoices in your Invoist account, so you can check its source.

  • Approved by you

    You approve the connection on an Invoist page, and can disconnect it at any time.

  • It can't delete or send

    ChatGPT can read your invoices. It can't delete them, send them anywhere or move money.

What you can ask ChatGPT

ChatGPT

Invoist connected
  • How much did we spend with Northwind Paper this quarter?
  • Which invoices are waiting for someone to check them?
  • Find the invoice from City Power in March.
  • How many invoices did we receive this month?
Things to ask ChatGPT once Invoist is connected.

Set up Invoist with ChatGPT

Invoist's address, the one thing ChatGPT needs

  1. 1

    In ChatGPT, open Settings, then Apps and connectors. Under Advanced, turn on developer mode.

  2. 2

    Create a connector named Invoist with Invoist's address, shown above, and choose OAuth to sign in.

  3. 3

    ChatGPT opens Invoist so you can approve it.

  4. 4

    Start a new chat, turn Invoist on for it, and ask about your bills or invoices.

Full setup guide

Good to know

You approve it in Invoist
The assistant opens an Invoist page where you see what it's asking to do, and you approve it. No password is shared with the assistant.
What it can change
Only one thing, and only if you allow it: marking an invoice Invoist held for a second look, such as one with new bank details, as checked.
Disconnect at any time
In Invoist, open Settings, then AI assistants, to see every connected assistant and disconnect any of them.
It uses ChatGPT's developer mode
Developer mode is ChatGPT's setting for adding your own connectors, and you need it until Invoist is in ChatGPT's app directory. If developer mode isn't in your settings, your ChatGPT plan may not include it.

More ways to connect Invoist

All integrations

Try it on a real invoice.

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