AI for Bookkeeping / Accounting / Auditing Clerk

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Bookkeeping / Accounting / Auditing Clerk AI Guide

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Bookkeeping / Accounting / Auditing Clerk AI Guide

How-To Guide: Build a Custom GPT as Your Bookkeeping Email Writer

of 5— Navigate to the Custom GPT builder

What you'll accomplish

By the end of this guide, you'll have a Custom GPT — a personalized AI assistant — configured specifically for writing bookkeeping emails and client communications. It will know your firm's name, tone, and common situations, so you can 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)

How-To Guide: 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.