SimplBooks has always aimed to make accounting as simple and seamless as possible – for both small business owners and accountants. Now, we’ve taken the next big step in that direction with the launch of the SimplBooks AI assistant. It’s a smart helper designed to support you in your day-to-day accounting tasks.

📣 It’s important to note that using the SimplBooks AI assistant is entirely optional. It is turned off by default, but you can easily activate it in your environment if you wish:

• Log in to your SimplBooks account
• Go to “Settings” in the top menu, then select “Integrations”
• Find the AI assistant in the list and click “Activate”

What can the SimplBooks AI assistant do for you?

The AI Assistant is much more than a regular chatbot. It has been trained using SimplBooks user guides and webinars, allowing it to provide fast and personalized support around the clock. In addition, it remembers previous conversations, so you can continue the same topic later without needing to explain everything again.

In addition, users can always see how much of their daily and monthly limit has already been used for the AI assistant.

Examples of questions you can ask:

• Personal user support
  • “How do I send an e-invoice?”
  • “How do I create a credit invoice?”
  • “How can I edit the chart of accounts?”

• Data analysis and summaries
  • “What were my largest expenses last year?”
  • “Compare April sales for the last three years.”

• Error detection and checks:
  • “Why is my balance sheet not balanced?”
  • “Are there purchase invoices from the same supplier with the same number?”

• Advice and guidance:
  • “What should I review regarding receivables and prepayments before preparing the annual report?”

Security and responsibility

Data security has always been a top priority for SimplBooks, as accounting data contains highly sensitive information. That is why we want to emphasize that using artificial intelligence is never completely risk-free.

AI can make mistakes. Like any AI system, the SimplBooks AI Assistant is not infallible. Its suggestions and summaries may contain inaccuracies or incomplete information, so we always recommend verifying important decisions yourself.

Data processing on external servers. When using the AI Assistant, requests are processed on servers located in the United States, meaning that data may be transferred outside the European Union.

Our goal is for you to use the AI Assistant consciously, understanding both its possibilities and limitations. By activating the assistant, you confirm that you are aware of these risks.

What’s next?

The current AI Assistant is only the beginning. We are continuously developing new features to make it an even more powerful tool.

Soon, you will also be able to give the assistant direct commands, such as:

• “Create a sales invoice for customer XXX, amount 100 euros”
• “Add this expense to account X”

The assistant will do the work for you and you only need to approve it.

Try the AI assistant free for 30 days

Getting used to new technology takes time, which is why we offer a 30-day free trial for the AI Assistant. If you do not cancel activation, usage will continue automatically after the trial period according to our pricing.

As this is a new and continuously evolving solution, your feedback is extremely valuable to us. Have you discovered a particularly useful way to use the assistant? Or did it struggle to answer a question? Let us know! Your feedback helps us develop the assistant into an even better tool for you.