ChatGPT Plugin

Instant Books

Ask your AI Bookkeeper

Brand: Instant Books

Category: Finance
Primary Subcategory: Accounting & Bookkeeping

Integration details

Description

Instant Books is AI bookkeeping for small businesses. Connect your Instant Books company and ask about spending by vendor or category, cash position, unpaid bills, overdue invoices, bank transactions and the profit and loss - the same questions the AI Bookkeeper answers in the portal. Restaurants can also record a Toast or DoorDash payout as a posted journal entry: sales, tax, tips and fees on the accounts the company confirmed on its Integrations page. The app reads your books and records entries; it never moves money, pays anyone or changes what is already booked, and a payout recorded twice is refused.

Integration type: Plugin
Verification status: Not applicable
Platform: ChatGPT
Category: Finance
Primary Subcategory: Accounting & Bookkeeping
Secondary Subcategories: None listed
Brand: Instant Books
Access: Account required
First tracked: 2026-10-06
Tool count: 22
Geography: US

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Primary Subcategory

Competing in ChatGPT Accounting & Bookkeeping

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Listed in alphabetical order

Primary Subcategory

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Tools

22 tools agents can invoke

Record the breakdown behind one Toast or DoorDash deposit (sales, tax, tips, fees) as a posted journal entry in the books. A bookkeeping record only - it moves no money and changes nothing already booked. Lines name the account (a chart-of-accounts name or its ref) - or, when listAccounts returned a confirmed mapping for the source, its role - and carry a debit or a credit, two decimals; debits must equal credits, leave zero lines out. One entry per reference: a payout already booked is returned as already_booked and nothing is created. TWO CALLS: the first returns status confirm_required with the resolved lines and writes nothing - show those lines to the person and get their explicit yes - then call again with confirmed=true to book. Never send confirmed=true on a person's behalf. Set dry_run to check account names and the balance without booking.
createPayoutJournalEntry
Generate a cash flow report for a specific company
getCashFlowReport
Current balance of every bank, credit card and loan account, and total cash on hand. For 'how much cash do I have', 'what is the balance of my Visa'.
get_account_balances
Get full details of a specific bill by its ID, including line items, payment history, and open balance.
get_bill_details
How up to date the books are: transactions waiting for review, bills needing review, overdue bills and invoices, and the last bank sync. For 'is everything reconciled', 'what is waiting on me'.
get_books_status
Money received into the bank: deposits, e-transfers and card settlements for a period (transfers between the company's own accounts excluded). For 'what came in this month', 'did the deposit from X arrive'.
get_deposits
Income, expenses and net for a period, by category, optionally with the previous period and the change. For 'am I profitable this quarter', 'this month vs last month', 'same month last year'.
get_financial_summary
Bank and card charges that have no bill or receipt matched to them yet. For 'which charges am I missing receipts for', 'what should I ask my staff for'.
get_missing_receipts
Get all unpaid and overdue bills with aging analysis. Shows what the company currently owes.
get_outstanding_bills
Who owes the company: unpaid and overdue customer invoices with aging, by customer. For 'who owes me', 'what is overdue', 'which customer is slowest to pay'.
get_outstanding_invoices
Sales tax (HST/GST/VAT) collected on invoices and paid on bills for a period, and the net owed or refundable. For 'how much HST do I owe this quarter'.
get_sales_tax_summary
Where the money went: bank/credit card debits for a period, grouped by vendor, category or month, with the previous period alongside for comparison. THE tool for 'why was my credit card bill so high', 'what did I spend at Costco this month vs last', 'which categories grew'. Restrict to one account to explain one account's statement.
get_spending_breakdown
Top vendors by bills received in a period, each with the previous period for comparison. For 'who do I spend the most with', 'how much have I spent with X this year vs last'.
get_top_vendors
Money going out soon: bills due and recurring bills expected in the next N days. For 'what comes out of my account this month', 'can I afford X next month'.
get_upcoming_payments
Get details about a specific vendor including total spending, bill count, and recent bills.
get_vendor_summary
The company's chart of accounts: every account a journal entry line may use, each with its ref (e.g. 'account:192', 'category:5302'), name and type. Also `mappings`: for each source whose account mapping the owner has confirmed in Instant Books, a role -> ref map (bank, commission, merchant_fees, tax_recoverable, sales, tax_payable, tips, ...) - book by `role` with it and do not ask the user which account is which. Call it once before booking payouts, and again when createPayoutJournalEntry reports an ambiguous or unknown account name.
listAccounts
The company this connector was authorized for (its id is the company_id every other tool takes)
listCompanies
Payout journal entries already booked (Toast, DoorDash), newest first, with each one's reference. Use it to find the last payout booked before reading the portal, or with source and reference to check one payout.
listPayoutJournalEntries
Search bills and invoices by vendor, date range, category, or payment status. Returns a list of matching bills with amounts and dates.
search_bills
Search the invoices the company sent to customers, by customer, status or period. For 'did customer X pay invoice 1234', 'how many invoices did I send this month and how many are paid'.
search_invoices
Search for receipts with various filters
searchReceipts
Search bank and credit card transactions. Filter by account, date range or period, amount range, vendor, category, keywords in the description, or status. Use it to find a specific charge ('what is this $1,234.56 on the 14th'), everything paid to a vendor from the bank, or uncategorised items (status=for_review).
search_transactions

FAQs

Instant Books ChatGPT Plugin FAQ

How the directory, categories and Discoverability Score work.

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How do I improve Instant Books's ChatGPT Plugin discoverability?

The levers are the listing surface agents actually read: names, descriptions, keywords, tool metadata, and registry health. Which lever matters depends on where discovery breaks, which is what continuous measurement shows.

What are Instant Books alternatives on ChatGPT?

As of 2026-10-06, Instant Books competes with Accountable, AgentCollect, Akaunting, AuntBird Practice Management, B2B.nu, Briefcase, Campfire, Caribooks and 40 more in ChatGPT Accounting & Bookkeeping, ranked by public Discoverability Score.

Where is this profile measured?

This profile uses the geography attached to the latest public registry snapshot: US. Locale tags are intentionally omitted.

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Competing in ChatGPT Accounting & Bookkeeping

22 tools agents can invoke

Instant Books ChatGPT Plugin FAQ