Works with Claude & ChatGPT

Invoice From the AI You Already Talk To

Connect Claude or ChatGPT to your Invio account and ask it to draft an invoice, the same way you'd ask it anything else. Drafting and sending are two separate asks - and every send runs the exact same checks, AI or human. Free on every plan, including Starter.

Free on every plan · drafting and sending are separate steps

Why It Helps

One less app to open

A lot of tradies and sole traders already have Claude or ChatGPT open all day - for quotes, for emails, for working out a materials list. Invoicing usually means stopping that, opening a separate app, and typing the same job details again.

Connect Invio to the AI you already use and the invoice can start right there, in the same conversation. You say what the job was - client, hours, materials - and it comes back as a real draft in your Invio account, ready to check.

Prefer to type it in yourself, or use voice-to-invoice on your phone? Both stay exactly as they are. This is another way in, not a replacement for either.

In Your Own Words

What you can actually ask it

No commands to memorise - talk to it the way you'd talk to an offsider.

"Invoice Dave at Maple Joinery, 6 hours fitting at $85 an hour, plus $120 for materials."

"Who owes me money right now?"

"What was my GST collected this quarter?"

"Draft a quote for the Henderson deck job."

How Sending Works

Drafting and sending are two different asks

Drafting and sending are two separate tools, not two steps of one action - there is no combined "create and send" the AI could reach for by accident. To actually send, it has to call a different tool and pass an explicit confirmation, and it is instructed to show you the full draft and get your go-ahead first. To be precise about what that is: an instruction the AI follows, not a lock a server holds - we would rather say that plainly than let the wording imply more than it delivers.

What genuinely is enforced, on every single send, whether an AI or a human sent it: valid bank details, a verified email, and room on your plan. Miss any of those and the send is rejected outright - no exceptions, no workaround. Some AI-connected invoicing tools do not say anywhere what their AI can and cannot do. Invio publishes the whole list - every tool it has access to, and what is only an instruction versus what the server actually checks - on the setup guide, because a business tool that touches money should not need to be taken on trust.

  • Draft and send in the same step - sending is always a separate tool call, and the AI is instructed to check with you before making it.

  • Skip a plan limit or the bank-details check - it hits the exact same rules a human sending from the app hits.

  • Change your bank details, tax identity, or region without reading the change back to you, asking first, and emailing you the moment it happens.

  • Record a payment, issue a refund, or delete anything.

Draft-first, one confirmation away from real - see the full tool list and setup steps in the connect your AI guide.

Setup

Connected in a couple of minutes

Generate a connector link from Settings > AI in Invio, then add it in whichever AI you use - Claude has a one-click button that pre-fills it; ChatGPT (Plus or Pro) needs Developer Mode turned on first. Full walkthrough, screen by screen, is in the setup guide.

FAQ

Common questions about AI invoicing

Is AI invoicing free on Invio?
Yes - connecting Claude or ChatGPT to your Invio account is free on every plan, including Starter. There is no separate charge and no plan gate; you use whichever AI subscription you already have.
Do I need a paid ChatGPT or Claude plan?
On the Invio side, no - it is free either way. On the AI side, it depends which one you use: ChatGPT requires a Plus or Pro plan with Developer Mode turned on in Settings before it will add a custom connector. Claude has a one-click "Open in Claude" button that pre-fills the connector for you. Full steps are in the setup guide.
Can my AI send an invoice without me seeing it first?
Not by design, though it's worth being precise about what that means. Sending is a separate tool call from drafting, and the AI is instructed to show you the full draft and get your explicit go-ahead before making it - that instruction is not a server-enforced lock, it is what the AI is told to do. What genuinely is enforced, on every single send, AI or human: valid bank details, a verified email, and room on your plan. Miss any of those and the send is rejected outright, no exceptions.
What can my AI actually do?
Draft invoices and quotes, tell you who owes what, pull your revenue and GST numbers, and change a handful of everyday settings when you ask - always with your review first on anything sensitive. It is instructed to always ask before sending anything, and has no way at all to record a payment, issue a refund, or touch your plan or billing - those tools simply do not exist for it. The full list of every tool it does have access to is public on the setup guide.
Does this work with tools other than ChatGPT and Claude?
Yes - the connector works with any AI app that supports remote MCP connectors, which by mid-2026 includes most of the major ones. Claude and ChatGPT are simply the two most people already use.

Want the full tool list, the exact safety rules, and step-by-step setup for Claude or ChatGPT? Read the connect your AI guide. Prefer talking to your phone instead of an AI chat? Voice-to-invoice does the same drafting job by holding a button and speaking.

Get Started

Invoice From the AI You Already Have Open

Connect Claude or ChatGPT to your Invio account, free on every plan. Drafting and sending are separate steps, checked the same way every time.

Free on every plan · every send runs the same checks, AI or human