{"id":41787,"date":"2026-05-25T08:00:31","date_gmt":"2026-05-25T05:00:31","guid":{"rendered":"https:\/\/www.simplbooks.fi\/?p=41787"},"modified":"2026-05-27T13:31:57","modified_gmt":"2026-05-27T10:31:57","slug":"simplbooks-ai-assistant-a-smart-assistant-for-accounting","status":"publish","type":"post","link":"https:\/\/www.simplbooks.fi\/en\/blog\/simplbooks-ai-assistant-a-smart-assistant-for-accounting\/","title":{"rendered":"SimplBooks AI Assistant \u2013 A smart assistant for accounting"},"content":{"rendered":"<p>SimplBooks has always aimed to make accounting as simple and seamless as possible \u2013 for both small business owners and accountants. Now, we\u2019ve taken the next big step in that direction with the launch of the SimplBooks AI assistant. It\u2019s a smart helper designed to support you in your day-to-day accounting tasks.<\/p>\n<p>&nbsp;<\/p>\n<p><a href=\"https:\/\/www.simplbooks.fi\/wp-content\/uploads\/2026\/05\/aiassistant.png\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-41780\" src=\"https:\/\/www.simplbooks.fi\/wp-content\/uploads\/2026\/05\/aiassistant.png\" alt=\"\" width=\"1920\" height=\"1280\" srcset=\"https:\/\/www.simplbooks.fi\/wp-content\/uploads\/2026\/05\/aiassistant.png 1920w, https:\/\/www.simplbooks.fi\/wp-content\/uploads\/2026\/05\/aiassistant-1024x683.png 1024w, https:\/\/www.simplbooks.fi\/wp-content\/uploads\/2026\/05\/aiassistant-768x512.png 768w, https:\/\/www.simplbooks.fi\/wp-content\/uploads\/2026\/05\/aiassistant-1536x1024.png 1536w, https:\/\/www.simplbooks.fi\/wp-content\/uploads\/2026\/05\/aiassistant-640x427.png 640w, https:\/\/www.simplbooks.fi\/wp-content\/uploads\/2026\/05\/aiassistant-400x267.png 400w\" sizes=\"(max-width: 1920px) 100vw, 1920px\" \/><\/a><\/p>\n<p><strong>\ud83d\udce3\u00a0<\/strong>It\u2019s important to note that using the\u00a0<strong>SimplBooks AI assistant is entirely optional<\/strong>. It is turned off by default, but you can easily activate it in your environment if you wish:<\/p>\n<ul data-start=\"554\" data-end=\"713\">\n<li data-section-id=\"dn44dt\" data-start=\"554\" data-end=\"591\">Log in to your SimplBooks account<\/li>\n<li data-section-id=\"z70mbq\" data-start=\"592\" data-end=\"656\">Go to \u201cSettings\u201d in the top menu, then select \u201cIntegrations\u201d<\/li>\n<li data-section-id=\"niswh5\" data-start=\"657\" data-end=\"713\">Find the AI assistant in the list and click \u201cActivate\u201d<\/li>\n<\/ul>\n<p>&nbsp;<\/p>\n<h2 data-section-id=\"r29riw\" data-start=\"715\" data-end=\"767\"><span style=\"color: #295555;\">What can the SimplBooks AI assistant do for you?<\/span><\/h2>\n<p data-section-id=\"r29riw\" data-start=\"715\" data-end=\"767\">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.<\/p>\n<p data-start=\"261\" data-end=\"379\">In addition, users can always see how much of their daily and monthly limit has already been used for the AI assistant.<\/p>\n<p data-start=\"261\" data-end=\"379\"><strong>Examples of questions you can ask:<\/strong><\/p>\n<ul>\n<li><strong>Personal user support<\/strong>\n<ul>\n<li>\u201cHow do I send an e-invoice?\u201d<\/li>\n<li>\u201cHow do I create a credit invoice?\u201d<\/li>\n<li>\u201cHow can I edit the chart of accounts?\u201d<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<p>&nbsp;<\/p>\n<ul>\n<li><strong>Data analysis and summaries<\/strong>\n<ul>\n<li>\u201cWhat were my largest expenses last year?\u201d<\/li>\n<li>\u201cCompare April sales for the last three years.\u201d<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<p>&nbsp;<\/p>\n<ul>\n<li><strong data-start=\"1261\" data-end=\"1292\">Error detection and checks:<\/strong>\n<ul>\n<li>\u201cWhy is my balance sheet not balanced?\u201d<\/li>\n<li>\u201cAre there purchase invoices from the same supplier with the same number?\u201d<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<p>&nbsp;<\/p>\n<ul>\n<li><strong data-start=\"1261\" data-end=\"1292\">Advice and guidance:<\/strong>\n<ul>\n<li>\u201cWhat should I review regarding<a href=\"https:\/\/www.simplbooks.fi\/en\/blog\/accrued-liabilities-and-accrued-receivables\/\">\u00a0receivables and prepayments<\/a>\u00a0before preparing the annual report?\u201d<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<p>&nbsp;<\/p>\n<h2 data-section-id=\"11s71xz\" data-start=\"1527\" data-end=\"1558\"><span style=\"color: #295555;\">Security and responsibility<\/span><\/h2>\n<p class=\"isSelectedEnd\">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.<\/p>\n<p class=\"isSelectedEnd\"><strong>AI can make mistakes<\/strong>. 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.<\/p>\n<p class=\"isSelectedEnd\"><strong>Data processing on external servers<\/strong>. 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.<\/p>\n<p>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.<\/p>\n<p>&nbsp;<\/p>\n<h2><span style=\"color: #295555;\">What\u2019s next?<\/span><\/h2>\n<p class=\"isSelectedEnd\">The current AI Assistant is only the beginning. We are continuously developing new features to make it an even more powerful tool.<\/p>\n<p class=\"isSelectedEnd\">Soon, you will also be able to give the assistant direct commands, such as:<\/p>\n<ul>\n<li class=\"isSelectedEnd\">\u201cCreate a sales invoice for customer XXX, amount 100 euros\u201d<\/li>\n<li class=\"isSelectedEnd\">\u201cAdd this expense to account X\u201d<\/li>\n<\/ul>\n<p>The assistant will do the work for you and you only need to approve it.<\/p>\n<p>&nbsp;<\/p>\n<h2 data-section-id=\"14cbe7z\" data-start=\"2937\" data-end=\"2978\"><span style=\"color: #295555;\">Try the AI assistant free for 30 days<\/span><\/h2>\n<p>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\u00a0<a href=\"https:\/\/www.simplbooks.fi\/en\/plans-pricing\/\" target=\"_blank\" rel=\"noopener\">pricing<\/a>.<\/p>\n<p>&nbsp;<\/p>\n<p>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.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>SimplBooks has always aimed to make accounting as simple and seamless as possible \u2013 for both small business owners and accountants. Now, we\u2019ve taken the next big step in that direction with the launch of the SimplBooks AI assistant. It\u2019s a smart helper designed to support you in your day-to-day accounting tasks. &nbsp; \ud83d\udce3\u00a0It\u2019s important [&hellip;]<\/p>\n","protected":false},"author":10,"featured_media":41780,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"inline_featured_image":false,"footnotes":""},"categories":[214,6],"tags":[],"featured_image_src":{"landsacpe":["https:\/\/www.simplbooks.fi\/wp-content\/uploads\/2026\/05\/aiassistant-1140x445.png",1140,445,true],"list":["https:\/\/www.simplbooks.fi\/wp-content\/uploads\/2026\/05\/aiassistant-463x348.png",463,348,true],"medium":["https:\/\/www.simplbooks.fi\/wp-content\/uploads\/2026\/05\/aiassistant-300x200.png",300,200,true],"full":["https:\/\/www.simplbooks.fi\/wp-content\/uploads\/2026\/05\/aiassistant.png",1920,1280,false]},"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v23.7 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>SimplBooks AI Assistant \u2013 A smart assistant for accounting - SimplBooks<\/title>\n<meta name=\"description\" content=\"SimplBooks AI-assistant helps you with accounting. 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