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Articles on:Getting started
Set up your workspace, connect your bank, and see how BooksGPT keeps your books current.

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  • Getting started
  • Switch to BooksGPT
  • Banking and transactions
  • Invoicing and bills
  • Accounting
  • Reports
  • For bookkeepers
  • Workspace and setup
  • Account and billing
  • Personal
  • 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.Popular
  • Ask the AI Copilot about your books
    Ask questions about your finances in plain language and get answers grounded in your own books.Some readers
  • 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.Few readers

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