Frequently Asked Questions

AppConnect links the apps that run your business — like FreshBooks and your CRM — to the AI assistant you already use, such as Claude or ChatGPT. Once an app is connected, you can just ask: “Who owes me money?” “Add this new lead.” “Log that expense.” No spreadsheets, no app-switching, and no data entry.

Yes — that is the whole idea. Start with one app on the Single app plan, or get the All apps plan and connect everything to talk to your whole business in one place. You can change plans anytime from your dashboard.

FreshBooks (accounting and invoicing) and Less Annoying CRM are available today, and we are adding more. Once an app is connected, your assistant can work with it directly. Tell us which app you would connect next and we will factor it into what we build.

AppConnect works with the AI assistants you already use:

• Claude — one-click to add
• ChatGPT — one-click to add

Other developer tools (such as Claude Desktop, Cursor, Windsurf, Continue, and Cline) are supported too. See our documentation for setup details.

No. There are no commands, terminals, or config files. Just sign up, add an app and sign in once, then add AppConnect to your AI assistant — there is no key to copy. If you can add a contact to your phone, you can set this up.

It depends on the apps you connect. With FreshBooks, you can manage almost everything in your account through natural language:

• Invoicing: Create, view, update, and send invoices
• Clients: Look up, create, and manage client information
• Time Tracking: Log time entries, start/stop timers
• Expenses: Record and categorize business expenses
• Projects: Create and manage projects and tasks
• Payments: Record client payments and track payment status
• Vendors & Bills: Manage vendor information and bills
• Reports: Generate profit & loss, payments collected, and tax summary

Connect Less Annoying CRM and you can work with leads, contacts, and pipelines the same way. Each app you add brings its own full set of capabilities.

Each connected app is fully unlocked — every capability that app offers is available to your assistant, with no feature tiers or per-feature limits. The only thing that changes between plans is how many apps you can connect.

Currently, each AppConnect account connects to one account per app (for example, one FreshBooks account). If you need to manage multiple accounts for the same app, you would need a separate AppConnect subscription for each.

Yes. Security is our top priority:

• AES-256 encryption for all access tokens at rest
• HTTPS/TLS for all data in transit
• Row-level security in our database
• Read-only mode by default — write operations are disabled until you enable them

Importantly, we never store your business data (your invoices, clients, leads, expenses, and so on). We only store the encrypted tokens needed to access each connected app on your behalf.

By default, AppConnect operates in read-only mode, meaning your assistant can only view the data in your connected apps — it cannot create, update, or delete anything. This gives you time to get comfortable with the service before enabling write access. You can turn on write access for the specific areas you want (like invoices or leads) from your dashboard settings.

Yes. You have granular permission controls:

• Read-only mode: Disable all write operations globally
• Category permissions: Enable or disable access to specific areas (invoices, clients, leads, etc.)
• Fine-grained control over individual operations

Changes take effect immediately — there is nothing to reconnect.

Only you. Your business data is pulled directly from each connected app when your AI assistant makes a request — we don't store or cache it. Our staff cannot see it. We only store encrypted access tokens and basic account information (email, subscription status). See our Privacy Policy for full details.

There are two simple plans, and you can pay monthly or yearly:

• Single app: $29/month, or $290/year (2 months free) — connect one app, fully unlocked
• All apps: $49/month, or $490/year (2 months free) — connect every available app

Every plan unlocks all of an app's capabilities. The only difference is how many apps you can connect. See the pricing page for details.

Yes! Every plan includes a 14-day free trial. You'll need to enter a credit card to start the trial (to prevent abuse), but you won't be charged until the trial ends. Cancel anytime before your trial ends and you won't pay anything.

Yes. You can move between the Single app and All apps plans, or switch between monthly and yearly billing, at any time from your dashboard. When you upgrade, you'll receive a prorated credit for what you've already paid.

You can cancel anytime from your dashboard. Go to Settings and click "Manage Subscription" to access the Stripe billing portal. When you cancel, you'll retain access until the end of your current billing period.

We accept all major credit and debit cards (Visa, Mastercard, American Express, Discover) through our payment processor, Stripe. We do not accept PayPal or cryptocurrency at this time.

After signing up and starting your trial:

1. Choose an app to add from your dashboard (for example, FreshBooks)
2. You'll be sent to that app to authorize the connection
3. Sign in to the app and approve access
4. You'll be returned to your dashboard, now connected

The entire process takes less than a minute, and you can add more apps the same way.

In Claude or ChatGPT, add AppConnect and sign in — there's no key to copy or config file to edit. After that, just ask your assistant to send an invoice, pull up a lead, or check who owes you. For other developer tools, see our documentation.

FreshBooks OAuth requires requesting full permissions — there's no way to request partial access. However, you control what the AI can actually do through our permission settings. By default, all write operations are disabled (read-only mode). You can enable only the specific categories and operations you need.

Yes. You can disconnect any connected app at any time from your dashboard. This immediately revokes access and deletes the stored access tokens for that app. You can reconnect later if you change your mind.

This usually means:

• Your subscription has expired — check your subscription status in the dashboard
• You haven't connected the app yet — make sure the app shows as connected in your dashboard
• Your assistant needs to be re-added — remove and re-add AppConnect, then sign in again

If the problem persists, contact support and we'll help you sort it out.

This means the action is blocked by your permission settings. By default, all write operations are disabled (read-only mode). To enable it:

1. Go to Settings in your dashboard
2. Find the area (e.g., Invoices, Clients, Leads) you want to enable
3. Turn on the permissions you need

Changes take effect immediately — there is nothing to reconnect.

OAuth tokens occasionally expire or become invalid. Try these steps:

1. Go to your dashboard and check if FreshBooks shows as connected
2. If disconnected, click "Connect FreshBooks" to re-authorize
3. If still connected but not working, try disconnecting and reconnecting

Our system automatically refreshes tokens before they expire, but occasional manual reconnection may be needed if you revoke access from FreshBooks directly.

If you're experiencing issues not covered here:

• Email us at support@goodsamsoftware.com
• Include your account email and a description of the problem
• We typically respond within 24 hours on business days