• Copilot: the basics

  Ask questions about your finances in plain language and get answers grounded in your own books.Some readers

• Approve, undo, or ask Copilot for a change

  What Copilot proposes, how to approve or reject it, and how to undo most changes for 30 days.Few readers

• Review what Copilot suggests

  Check what is left in To Review, work through suggested categories, and open the rows a briefing named.Few readers

• Analyze a document with Copilot

  Hand Copilot a payroll PDF, an order CSV, or a receipt and act on what it reads.Few readers

• Edit a transaction from chat

  Change a category, class, note, or split from a Copilot sentence, with a review before anything saves.Few readers

• Draft and download your tax return with CPA-GPT

  CPA-GPT reads your books and drafts a federal tax return you can download as a PDF. It is a draft: review every line with a tax professional before you file. BooksGPT is not a CPA and is not authorized to file returns with the IRS. The download consent says the same. Open CPA-GPT Open All pages in the left sidebar, then click Assistant and Tax returns. The empty chat offers thFew readers

• Drop a bill into Copilot

  Drag a vendor bill, receipt or bank statement onto the chat. BooksGPT reads it and opens the right review. Nothing posts until you confirm.Few readers

• Stop a response and what Copilot just did

  Stop a reply that is still running, and read the task capsules and figures Copilot left behind.Few readers

• Create or send an invoice from chat

  Draft an invoice in Copilot, review it beside the chat, and send it when you are ready.Few readers

• Copilot's books checkup

  The overnight report on your books, and the one cleanup proposal it may queue.Few readers