AI assistant

This guide explains how to enable and use the SimplBooks AI Assistant.

What is the SimplBooks AI Assistant?
The SimplBooks AI Assistant is an intelligent assistant that you can ask questions about using SimplBooks and your company’s accounting. It can answer questions about SimplBooks features, analyze your company’s data, and help identify potential errors or inconsistencies. The AI Assistant remembers the context of the conversation, so you don’t need to explain the same things again each time

Is the AI Assistant free to use?
The AI Assistant is an optional add-on service subject to an additional fee. The service is disabled by default and must be activated before use.

A 30-day free trial applies when the AI Assistant is activated for the first time. If the integration is not removed during the trial period, the service will automatically continue after the trial in accordance with the applicable price list.

📢 Please note: The AI Assistant uses artificial intelligence, which means it may make mistakes or provide inaccurate answers. Always verify the information you receive before making important decisions.

Quick guide
  1. In SimplBooks, go to Settings > Integrations > AI Assistant > Activate.
  2. Once the integration has been activated, the AI Assistant icon will appear in the bottom-right corner of SimplBooks.
  3. Click the AI Assistant icon to start a conversation.
Activating the AI assistant

1. Go to Settings > Integrations > AI Assistant > Activate.

2. Once the integration has been activated, the AI Assistant icon will appear in the bottom-right corner of SimplBooks.

3. Click the AI Assistant icon to start a conversation. Enter your question or task in the chat window that opens.

What can you ask the AI Assistant?

Questions About Using SimplBooks

The AI Assistant has been trained using SimplBooks user guides and webinars.

For example:

  • How do I send an e-invoice?
  • How do I create a credit invoice?
  • How do I modify the chart of accounts?
  • How do I enter a purchase invoice?

Data Analysis and Summaries

You can ask the AI Assistant about the data available in your company’s SimplBooks environment.

For example:

  • What were the largest expenses last year?
  • Compare sales in April over the past three years.
  • In which months was sales revenue the highest?

When asking a question, it is always advisable to specify the period to be analysed and the type of comparison required.

Checklists and Recommendations

You can also ask the AI Assistant for recommendations on reviewing accounting data.

For example:

  • What should be checked before preparing the annual report?
  • What should be reviewed in the receivables and prepayment accounts?
  • What steps should be completed before preparing the VAT return?
Important information
  • The AI assistant’s responses may contain errors. It is a support tool and is not intended to replace the professional judgement of an accountant, auditor, tax adviser, or lawyer.

  • When using the AI assistant, submitted queries are processed on servers located in the United States. As a result, data included in the queries may be transferred outside the European Union.

  • Do not enter more personal data, confidential information, or other sensitive information into the chat than is necessary to answer your question.

  • By activating the AI assistant, the user confirms that they have familiarised themselves with the opportunities and risks associated with using the service.
Removing the AI assistant

You can disable the AI assistant at any time if you no longer wish to use it.

1. Go to Settings > Integrations > AI Assistant > Deactivate.

If you have any further questions, please contact SimplBooks customer support.

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