BillGrid

Features / AI assistants

Your billing.
In the conversation.

Ask what's overdue. Log the work you just finished. Turn reviewed work into an invoice draft, from a compatible AI assistant.

See how to connect Included with Pro and Team

  1. 01 / FIND

    Start with an answer.

    “Show my overdue invoices, separated by currency.” Get balances and due dates with links to the records behind them.

  2. 02 / PREPARE

    Move the work forward.

    Log time, find unbilled work and prepare an invoice draft. Keep the client, project and billing details in the same request.

  3. 03 / REVIEW

    Open the real record.

    Follow the BillGrid link to check the draft. Review client details, dates, hours, rates and currency before deciding what to send.

See it work

A real request.
A record you can review.

A silent, three-minute walkthrough: the BillGrid app and client portal, followed by a separate synthetic ChatGPT workspace. The app demo uses a no-charge payment example; assistant tools cannot charge cards or move money.
Read the walkthrough

The first minute shows ordinary BillGrid work: complete project tasks, add time and expenses to an invoice, preview its email and follow a client's local no-charge payment demonstration.

The separate assistant demonstration looks up overdue USD and EUR invoices, logs one billable hour and creates a USD150 draft. The saved draft and its ChatGPT activity appear in BillGrid. Next come an estimate lookup, a 10% draft discount and a reminder preview with nothing sent. A receivables report keeps currencies separate, matching the native invoice summary. The final requests demonstrate refusals for card charging, permanent deletion and access to an unauthorized company.

From a request to a draft

A little less navigation.
A clear next step.

“Log one billable hour on Northwind's review project, then draft an invoice from only that work. Do not send it.”

Your assistant uses BillGrid's saved project rates and the work you selected. The invoice stays a draft until you take the next step.

Already have a question? Look up an estimate's approval history, find a client balance or read a report. Amounts keep their currencies.

Illustrative hourly project · USDNorthwind / Review

1 billable hour × $150.00

Invoice draft · $150.00

Prepared from that project's work. No email sent.

Next: review in BillGrid

Check the details before sharing it with your client.

Example workflow using supported BillGrid actions. This is an illustration, not a live conversation.

Preview first

The message.
Before the send.

See what will go out.

Ask to preview an invoice, estimate or payment reminder. Check recipients, subject, amount, opening message and whether a PDF is attached.

Confirm in a separate reply.

When the preview is right, explicitly confirm the send. Connecting an assistant does not authorize an email. A changed or expired preview needs a new review and confirmation.

Assistant access cannot charge cards, transfer or refund money, record received payments, permanently delete records or change your BillGrid subscription.

The same BillGrid rules

Choose your assistant.
Keep your boundaries.

One account at a time.

Connect through Settings → AI assistants. Review the account and permissions before allowing access. Owners control whether staff may connect; each person's record access still applies.

Disconnect one assistant in Settings whenever you need to stop its future access. Completed changes and information already shared with its provider remain.

Review what you share.

Information retrieved by your assistant goes to its provider. Review business records, notes, files and document PDFs before connecting. Read the business-data guide and your provider's privacy controls.

Available on Pro and Team, including trials, and retained Classic integration access. Solo is excluded.

Connect where you work

A shared connection.
A choice of assistants.

Use ChatGPT, Claude, Claude Code or another compatible remote MCP assistant with OAuth sign-in. Your provider's plan, app and workspace settings determine which connection options are available.

BillGrid is not yet listed in the ChatGPT directory. See the connection guide for the setup options available to you.

Open AI assistants

Good to know.

Read the assistant connection guide
Do I need a particular provider or marketplace listing?

Use a compatible remote MCP assistant with OAuth sign-in. Setup options depend on the provider's plan and workspace policy. BillGrid is not yet listed in the ChatGPT directory. Follow the connection guide for current options.

Does connecting send invoices automatically?

No. Direct sends require a preview and a separate explicit confirmation. Some supported actions, such as restoring a client or resuming an existing recurring invoice, can restart emails under your existing automation settings. Review those settings in BillGrid before requesting such an action.

Full-size screenshot