SimplBooks AI assistant

  • Ask in plain English – no accounting degree required
  • Works with your real invoices, expenses, and reports
  • Explains concepts and handles follow-ups
  • Creates sales and purchase invoices and accounting entries – NEW!
  • Digitises uploaded purchase invoices and receipts – NEW!
  • Available on every plan – from just €5/month

See it in action

Real questions, real answers – pulled straight from your SimplBooks data.

How much have I spent on staff this quarter?

Your total labour costs this quarter: €3,579,60

Gross salaries: €3,000
Employer’s pension insurance (TyEL): €513
Employer’s health insurance: €57.30
Unemployment insurance: €9.30

Period: 1 Apr – 30 Jun 2026
Want me to break this down month by month?

How does this year’s profit compare to last year?

Here’s the side-by-side:

Period Pre-tax profit Operating profit
2026 €38,210.45 €38,190.20
2025 €31,655.00 €31,630.80

Year-on-year change: +€6,555.45 (+20.7%)

You’re running about a fifth ahead of last year. Want a quarterly breakdown too?

Create a sales invoice for Nordic OY for consulting services in the amount of €1,200

Sales invoice 26008 has been created for Nordic OY.

– Invoice date: 07.08.2026
– Due date: 21.08.2026 (14 days)
– Description: Consulting service – €1,200
– VAT 25.5%: €306
– Total: €1,506

Check the invoice details and send it to the customer.

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Create a purchase invoice based on the receipt


Purchase invoice 328 has been created.

– Supplier: IKEA
– Date: 10.08.2026
– VAT: 25.5% – €8,42

The total amount of the receipt is €41.45 and has been added to the invoice.
The card payment shown on the receipt has been added as a comment. The invoice has not been marked as paid in the system.

It knows your business – not just accounting in general

This isn’t a generic chatbot. Every answer comes from your actual SimplBooks data.

Your numbers, not sample data

The assistant connects directly to your SimplBooks account. Ask about expenses and it looks at your actual entries – not a demo, not a template, not made-up figures.

Follows the thread

Ask a follow-up and it stays with you. Say “break that down by month” and it knows exactly what you mean – no need to repeat yourself or start over.

Speaks plain Finnish

Confused by debits, credits, or why your balance sheet won’t balance? Just ask. The AI explains things the way a helpful colleague would – clearly, without the jargon.

Knows SimplBooks inside out

Ask how to set up a recurring invoice, where to find the VAT report, or how to add a new user – it walks you through it, step by step.

Add it to any plan

Works with MINI, Basic, Plus, and Office. From just €5/month, no strings attached. To get started, activate the AI assistant under Integrations in your SimplBooks account.

Built for Findland accounting

It understands VAT returns, employer reporting, and how Finnish tax rules work. It’s not a generic AI retrofitted for accounting, but one that truly understands local requirements.

Creates sales and purchase invoices – NEW

Tell the AI assistant who the invoice is for, the amount, and what it is for. If necessary, you can also create several invoices at once.
Creating a purchase invoice works in exactly the same way. All you need to do is confirm it.

Creates price quotes and accounting entries – NEW

Provide the necessary information in the chat, and the assistant will use it to create the document directly in SimplBooks. If any information is missing, the assistant will ask follow-up questions.

Digitises purchase invoices and receipts – NEW

Upload a purchase invoice or receipt to the chat window. The AI assistant will identify the necessary information and use it to create a purchase invoice. The original file will remain attached to the invoice, so you can always find the original document later.

Read more about the AI assistant on our blog

Helena, small business owner

“As a small business owner, I regularly come across accounting-related questions, and finding the answers used to take quite a bit of time. Now, I turn to the SimplBooks AI Assistant first, and I’m very pleased with how quickly I get the information I need.

Thanks to this, I no longer have to contact my accountant with every question. I can solve many issues on my own and learn along the way. For me, this is one of the most useful and exciting new features that has been introduced over the past year.”

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