Your books, inside ChatGPT.

Why use Even Margin in ChatGPT

• Ask what you made last month
• Review your categories in the chat
• Nothing changes until you click confirm

Try asking

• How did last month go?
• Walk me through my review
• What am I paying for every month?
• Who may need a 1099 for 2026?
• Give me my weekly check-in
• How many months of cash do I have?

Review in three beats

• ChatGPT reads you Even Margin's reason
• You see the exact transactions
• You click confirm

One step to connect

In ChatGPT, open Plugins, search for Even Margin and click Connect. Sign in, and that's it. Using a different assistant? Your connector address is in Settings in Even Margin.

Better with your other connectors

• With Gmail: "Which charges over $75 have no receipt?" Even Margin lists the charges. ChatGPT checks your inbox.
• With Google Sheets: "Build the packet for my accountant" Even Margin brings the totals. ChatGPT writes the sheet.
• With Stripe: "Match my payouts to my deposits" Even Margin has the deposits. ChatGPT reads the payouts.
• With Google Calendar: "Who was each September meal with?" Even Margin lists the meals. ChatGPT finds the meetings.

What stays in your control

• Read only, or read and categorize
• Every change waits for your click
• Every change in History, with ChatGPT's reason
• Owners can keep it read only for everyone
• Revoke it any time in Settings

Can I use ChatGPT for bookkeeping?

Yes, with your books connected. ChatGPT answers from your categorized transactions and real totals, and every change waits for your confirmation.

What data can ChatGPT access through Even Margin?

Your transactions with the reason for each category, reports, review list, rules and closed months, within your role. Never bank logins, billing or your team.

How do I connect Even Margin to ChatGPT?

In ChatGPT, open Plugins, search for Even Margin and click Connect, then sign in and choose what ChatGPT can do.

Can an Owner keep assistants read only?

Yes. In Settings, turn off letting assistants suggest category changes, and every connection in the organization can only read.

What if a bank connection stops syncing?

ChatGPT says so at the top of its next answer, and Owners and Admins get an email.

Does it cost extra?

No. It is included in every Even Margin plan.

Can ChatGPT change my books or move money?

ChatGPT can suggest a category or a rule, and nothing changes until you click Confirm. Even Margin's bank access is read-only, so your money stays where it is.

Who sees my financial data?

The answers you ask for go to ChatGPT under your OpenAI account's terms. Even Margin never sells your data, and you can revoke access any time.

Does Even Margin prepare my taxes?

No. Even Margin keeps your books and gives your accountant a clear summary. Your accountant prepares your return.

Trademarks

ChatGPT is a trademark of OpenAI. Gmail, Google Sheets and Google Calendar are trademarks of Google LLC, and Stripe is a trademark of Stripe, Inc. Even Margin is not affiliated with or endorsed by them.