Even Margin Blog
Can You Use ChatGPT or Claude for Bookkeeping? Yes, With Your Books Connected
A chat only knows what you paste into it. Connected to your books, it answers from real totals and helps you review categories, with your confirmation.
In 20 seconds
- Yes, for questions and for reviewing categories, once your books are connected.
- A pasted bank statement answers one question, once.
- Use the assistant you already like. What matters is what it is connected to.
Pasted statement or connected books?
- A pasted statement: Out of date tomorrow. The chat adds up the totals itself. You paste again next month.
- Your books, connected: Current from your bank. Totals from your books. Every category with its reason.
What a connected chat looks like
Pick a question. Claude reads your books in Even Margin and answers from them.
Ask these first
- How did last month go?
- Where did most of the money go this quarter?
- What am I paying for every month?
- What is waiting for review, largest first?
- What will my accountant ask about this year?
Claude or ChatGPT for bookkeeping?
Both can connect to other apps. Pick the one you already use for work, and connect it to books that carry a category and a reason on every transaction. Even Margin works in both.
What a good bookkeeping connector does
- Lets you choose read only.
- Shows you the exact transactions before anything changes.
- Keeps a history of every change.
- Lets you revoke it any time.
With Even Margin
Connect once, then ask. Your assistant reads Even Margin's reason for each transaction, suggests a category, and waits for your click. Included in every plan.
About this guide
This guide explains bookkeeping in general terms. For how something is treated on your tax return, ask your accountant.