ChatGPT

An AI Assistant for Bookkeepers using ChatGPT: Client Emails and Call Notes, with Your Firm's Rules

Set ChatGPT up as an AI assistant for a bookkeeping firm: your rules in a project once, then a client email that routes the tax question to a call and refuses a bank login, and call notes turned into dated action items.

  • Free
  • No sign-up
  • 15 steps
  • ~9 min
Start the free practiceStart practicingDo every step yourself in a practice copyHands-on, ~9 min, best on a computer