SimplBooks AI assistant
- Ask in plain English – no accounting degree required
- Works with your real invoices, expenses, and reports
- Explains concepts, spots trends, and handles follow-ups
- Available on every plan – from just €5/month
See it in action
Real questions, real answers – pulled straight from your SimplBooks data.
– Gross salaries: €3,000
– Social tax: €990
– Unemployment insurance: €24
Period: 1 Apr – 30 Jun 2026
Want me to break this down month by month?
– INV-1041 – Nordic Trade AS – €8,500
– INV-1040 – Nordic Trade AS – €8,500
– INV-1039 – Kuldne Kodu OÜ – €1,750
I can also pull up unpaid invoices that aren’t overdue yet, or show everything by client.
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?
The general ledger is the master record of every transaction in your business.
– every transaction gets recorded here
– entries are organised by account
– it’s what your balance sheet and income statement are built from
For example: issue a €1,000 sales invoice and two things happen – your receivables go up, and so does your revenue. Both show up as entries in the ledger.
Want me to explain how the general ledger differs from the journal?
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 English
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 paid plan
Works with MINI, Start, Premium, and Büroo. From just €5/month, no strings attached. To get started, activate the AI assistant under Integrations in your SimplBooks account.
Built for Estonian accounting
It understands TSD, KMD, and VD reports and knows how Estonian tax rules work. Not a generic AI retrofitted for accounting – one that actually knows the local specifics.
Helena Aus, 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.”
