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of 5— Navigate to the Custom GPT builder
What you'll accomplish
A Custom GPT configured specifically for writing bookkeeping emails and client communications. It knows your firm's name, tone, and common situations, so you get ready-to-send emails in seconds instead of minutes. Think of it as a new teammate who already knows your clients and how you like to communicate.
What you'll need
- A ChatGPT Plus subscription ($20/month at chatgpt.com)
- 45–60 minutes to set it up the first time
- Your firm's name, your name, and a description of your typical clients
- Time needed: 45–60 minutes once; then 30 seconds per email after setup
- Cost: $20/month (ChatGPT Plus, required for Custom GPT builder)
Build a Custom GPT as Your Bookkeeping Email Writer
Step 1: Navigate to the Custom GPT builder
- Log in to chatgpt.com with your Plus account
- Click your profile icon (top-right corner) → My GPTs
- Click Create a GPT or the + Create button
What you should see: A split screen — the left side is a chat interface where you configure the GPT, and the right side shows a live preview of what your GPT will look like.
Troubleshooting: If you don't see "My GPTs" in the menu, confirm you're on ChatGPT Plus (not the free plan). The Custom GPT builder requires Plus.
Tools:ChatGPTDescript