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
AI-assistant english

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: €4,014
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?
Do I have any overdue invoices?
You’re all clear – no overdue invoices. All 31 invoices are matched to payments. The most recent:
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.
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?

What exactly is a general ledger?

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 Leppik-Aasma, accountant (Contatrans OÜ)

“What impressed me most about SimplBooks was the fixed assets module. It was the first time I felt that a genuinely complex process had been made simple and logical. Once the data is entered correctly, the system takes care of the rest – especially the automatic depreciation entries. It cuts out the manual work, makes fixed asset management much more straightforward, and saves a lot of time.”
Try free for 30 days

Helena Leppik - Contatrans OÜ

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