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Getting started
Set up your workspace, connect your bank, and see how BooksGPT keeps your books current.
Getting started: your first day in BooksGPT
Set up your workspace and take the three best first steps: connect a bank, import your history, send an invoice.
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Ask the AI Copilot about your books
Ask questions about your finances in plain language and get answers grounded in your own books.
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Why your dashboard or P&L shows $0
Your data is fine. Transactions count in reports once you review them. Here is how to confirm them in one click.
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