{"id":38584,"date":"2026-05-07T12:05:46","date_gmt":"2026-05-07T09:05:46","guid":{"rendered":"https:\/\/www.simplbooks.ee\/?p=38584"},"modified":"2026-05-11T17:32:50","modified_gmt":"2026-05-11T14:32:50","slug":"simplbooks-ai-assistant","status":"publish","type":"post","link":"https:\/\/www.simplbooks.ee\/en\/blog\/simplbooks-ai-assistant\/","title":{"rendered":"SimplBooks AI assistant \u2013 your smart accounting assistant"},"content":{"rendered":"<p data-start=\"63\" data-end=\"374\">SimplBooks has always aimed to make accounting as simple and seamless as possible &#8211; 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 data-start=\"376\" data-end=\"552\">It\u2019s important to note that using the <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<h3 data-section-id=\"r29riw\" data-start=\"715\" data-end=\"767\">What can the SimplBooks AI assistant do for you?<\/h3>\n<p data-section-id=\"r29riw\" data-start=\"715\" data-end=\"767\">The Ai assistant is more than just a chatbot. It has been trained on SimplBooks user guides and webinars, allowing it to provide fast, personalized support at any time.<\/p>\n<p data-start=\"939\" data-end=\"977\"><strong data-start=\"939\" data-end=\"977\">Examples of questions you can ask:<br \/>\n<\/strong><strong data-start=\"979\" data-end=\"1009\">Personalized user support:<\/strong><\/p>\n<ul data-start=\"1010\" data-end=\"1127\">\n<li data-section-id=\"n6qt0u\" data-start=\"1010\" data-end=\"1043\">\u201cHow do I send an e-invoice?\u201d<\/li>\n<li data-section-id=\"1linwyl\" data-start=\"1044\" data-end=\"1083\">\u201cHow do I create a credit invoice?\u201d<\/li>\n<li data-section-id=\"1quonvh\" data-start=\"1084\" data-end=\"1127\">\u201cHow can I modify the chart of accounts?\u201d<\/li>\n<\/ul>\n<p data-start=\"1129\" data-end=\"1161\"><strong data-start=\"1129\" data-end=\"1161\">Data analysis and summaries:<\/strong><\/p>\n<ul data-start=\"1162\" data-end=\"1259\">\n<li data-section-id=\"1fze9v5\" data-start=\"1162\" data-end=\"1208\">\u201cWhat were my largest expenses last year?\u201d<\/li>\n<li data-section-id=\"aolfj5\" data-start=\"1209\" data-end=\"1259\">\u201cCompare April sales over the last three years.\u201d<\/li>\n<\/ul>\n<p data-start=\"1261\" data-end=\"1292\"><strong data-start=\"1261\" data-end=\"1292\">Error detection and checks:<\/strong><\/p>\n<ul data-start=\"1293\" data-end=\"1413\">\n<li data-section-id=\"1xvq41s\" data-start=\"1293\" data-end=\"1336\">\u201cWhy is my balance sheet not balanced?\u201d<\/li>\n<li data-section-id=\"1x6g2zo\" data-start=\"1337\" data-end=\"1413\">\u201cAre there purchase invoices from the same supplier with the same number?\u201d<\/li>\n<\/ul>\n<p data-start=\"1415\" data-end=\"1426\"><strong data-start=\"1415\" data-end=\"1426\">Advice:<\/strong><\/p>\n<ul data-start=\"1427\" data-end=\"1525\">\n<li data-section-id=\"1vhdjk0\" data-start=\"1427\" data-end=\"1525\">\u201cWhat should I review regarding receivables and prepayments before preparing the annual report?\u201d<\/li>\n<\/ul>\n<p>&nbsp;<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-large wp-image-38626\" src=\"https:\/\/www.simplbooks.ee\/wp-content\/uploads\/2026\/05\/AI-assistant-chat-724x1024.png\" alt=\"AI assistant chat\" width=\"724\" height=\"1024\" srcset=\"https:\/\/www.simplbooks.ee\/wp-content\/uploads\/2026\/05\/AI-assistant-chat-724x1024.png 724w, https:\/\/www.simplbooks.ee\/wp-content\/uploads\/2026\/05\/AI-assistant-chat-640x905.png 640w, https:\/\/www.simplbooks.ee\/wp-content\/uploads\/2026\/05\/AI-assistant-chat-400x566.png 400w\" sizes=\"(max-width: 724px) 100vw, 724px\" \/><\/p>\n<p>&nbsp;<\/p>\n<h3 data-section-id=\"11s71xz\" data-start=\"1527\" data-end=\"1558\">Security and responsibility<\/h3>\n<p data-start=\"1560\" data-end=\"1744\">Security has always been a top priority at SimplBooks, as accounting data is highly sensitive. That\u2019s why we emphasize that using artificial intelligence is never completely risk-free.<\/p>\n<p data-start=\"1746\" data-end=\"1944\"><strong data-start=\"1746\" data-end=\"1771\">AI can make mistakes.<\/strong> Like any AI, the SimplBooks AI assistant is not infallible. Its suggestions and summaries may contain errors, so we recommend always verifying important decisions yourself.<\/p>\n<p data-start=\"1946\" data-end=\"2133\"><strong data-start=\"1946\" data-end=\"1986\">Data processing on external servers.<\/strong> When using the AI assistant, queries are processed on servers located in the United States, which means data may be transferred outside of Europe.<\/p>\n<p data-start=\"2135\" data-end=\"2324\">Our goal is for you to use the AI assistant consciously, understanding both its capabilities and its limitations. By activating the assistant, you confirm that you are aware of these risks.<\/p>\n<p>&nbsp;<\/p>\n<h3 data-section-id=\"1s6sksf\" data-start=\"2326\" data-end=\"2349\">What\u2019s coming next?<\/h3>\n<p data-start=\"2351\" data-end=\"2469\">The current AI assistant is just the beginning. We are actively working on new features to make it even more powerful.<\/p>\n<p data-start=\"2471\" data-end=\"2705\">Very soon, you\u2019ll be able to give the assistant direct commands, such as:<br data-start=\"2544\" data-end=\"2547\" \/>\u201cCreate a sales invoice for client XXX for 100 euros\u201d or \u201cAdd this expense to account X.\u201d<br data-start=\"2644\" data-end=\"2647\" \/>The assistant will do the work, and you simply confirm it.<\/p>\n<p data-start=\"2707\" data-end=\"2935\">We are also developing conversation history functionality. At the moment, each interaction starts from scratch, but soon you\u2019ll be able to continue previous conversations and the assistant will remember context across sessions.<\/p>\n<p>&nbsp;<\/p>\n<h3 data-section-id=\"14cbe7z\" data-start=\"2937\" data-end=\"2978\">Try the AI assistant free for 30 days<\/h3>\n<p data-start=\"2980\" data-end=\"3197\">Adapting to new technology takes time, which is why we offer a 30-day free trial of the AI assistant. If you do not cancel activation, usage will continue automatically after the trial period according to our <a href=\"https:\/\/www.simplbooks.ee\/en\/plans-pricing\/\">pricing<\/a>.<\/p>\n<p data-start=\"3199\" data-end=\"3456\" data-is-last-node=\"\" data-is-only-node=\"\">Since this is a new and evolving solution, your feedback is extremely valuable.<br data-start=\"3278\" data-end=\"3281\" \/>Did you discover a particularly useful use case? Or did the assistant struggle with a question? Let us know! Your input helps us make the assistant an even better tool for you.<\/p>\n<p data-start=\"3199\" data-end=\"3456\" data-is-last-node=\"\" data-is-only-node=\"\"><div class=\"call-to-action\">\n\t<h3>\n\t\tTry SimplBooks accounting software!\n\t<\/h3>\n\t<p>\nA more advanced and easy accounting software SimplBooks with over 20,000 active users -\u00a0 <a href=\"https:\/\/www.simplbooks.ee\/en\/plans-pricing\/\">register an account and you can try 30 days free of charge and risk-free<\/a> (no financial obligations shall arise). <a href=\"#popmake-32901\">Or try our demo version!<\/a>\n\t<\/p>\n\t<div class=\"custom-html\"><a class=\"custom-nupp-roheline\" style=\"font-weight:700 !important;\" href=\"#\" onclick=\"window.location.href='https:\/\/www.simplbooks.ee\/en\/plans-pricing\/'\">Try right away for free<\/a><\/div>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>SimplBooks has always aimed to make accounting as simple and seamless as possible &#8211; 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. It\u2019s important to [&hellip;]<\/p>\n","protected":false},"author":12,"featured_media":38588,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"inline_featured_image":false,"footnotes":""},"categories":[220,214,231],"tags":[],"featured_image_src":{"landsacpe":["https:\/\/www.simplbooks.ee\/wp-content\/uploads\/2026\/05\/SimplBooks-AI-assistant.png",1100,424,false],"list":["https:\/\/www.simplbooks.ee\/wp-content\/uploads\/2026\/05\/SimplBooks-AI-assistant-463x348.png",463,348,true],"medium":["https:\/\/www.simplbooks.ee\/wp-content\/uploads\/2026\/05\/SimplBooks-AI-assistant-300x116.png",300,116,true],"full":["https:\/\/www.simplbooks.ee\/wp-content\/uploads\/2026\/05\/SimplBooks-AI-assistant.png",1100,424,false]},"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v22.7 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>SimplBooks AI assistant \u2013 your smart accounting assistant - SimplBooks<\/title>\n<meta name=\"description\" content=\"SimplBooks AI assistant is a smart helper designed to support you in your day-to-day accounting tasks. 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