{"id":10059,"date":"2026-08-18T11:25:39","date_gmt":"2026-08-18T08:25:39","guid":{"rendered":"https:\/\/support.simplbooks.fi\/fi\/kayttoohjeet\/ai-avustaja\/"},"modified":"2026-08-18T14:40:52","modified_gmt":"2026-08-18T11:40:52","slug":"ai-assistant","status":"publish","type":"ht_kb","link":"https:\/\/support.simplbooks.fi\/fi\/en\/kayttoohjeet\/ai-assistant\/","title":{"rendered":"AI assistant"},"content":{"rendered":"\n<p><strong>This guide explains how to enable and use the SimplBooks AI Assistant.<\/strong><\/p>\n\n\n\n<div style=\"height:20px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<div class=\"su-note\"  style=\"border-color:#c0d4c3;border-radius:8px;-moz-border-radius:8px;-webkit-border-radius:8px;\"><div class=\"su-note-inner su-u-clearfix su-u-trim\" style=\"background-color:#DAEEDD;border-color:#ffffff;color:#333333;border-radius:8px;-moz-border-radius:8px;-webkit-border-radius:8px;\"><strong> What is the SimplBooks AI Assistant?<br><\/strong>The SimplBooks AI Assistant is an intelligent assistant that you can ask questions about using SimplBooks and your company\u2019s accounting. It can answer questions about SimplBooks features, analyze your company\u2019s data, and help identify potential errors or inconsistencies. The AI Assistant remembers the context of the conversation, so you don\u2019t need to explain the same things again each time<\/p>\n\n\n\n<p><strong>Is the AI Assistant free to use?<br><\/strong>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.<\/p>\n\n\n\n<p><strong>A 30-day free trial applies when the AI Assistant is activated for the first time.<\/strong>\u00a0If the integration is not removed during the trial period, the service will automatically continue after the trial in accordance with the applicable\u00a0<a href=\"https:\/\/www.simplbooks.fi\/en\/plans-pricing\/\">price list<\/a>.<\/p>\n\n\n\n<p>\ud83d\udce2 <strong>Please note:<\/strong> 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.<\/p>\n\n\n\n<\/div><\/div>\n\n\n\n<div style=\"height:35px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<div style=\"height:20px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<div class=\"su-box su-box-style-default\" id=\"\" style=\"border-color:#002222;border-radius:8px\"><div class=\"su-box-title\" style=\"background-color:#295555;color:#ffffff;border-top-left-radius:6px;border-top-right-radius:6px\">Quick guide<\/div><div class=\"su-box-content su-u-clearfix su-u-trim\" style=\"border-bottom-left-radius:6px;border-bottom-right-radius:6px\">\n\n\n\n<ol class=\"wp-block-list\">\n<li>In SimplBooks, go to <strong>Settings > Integrations > AI Assistant > Activate<\/strong>.<\/li>\n\n\n\n<li>Once the integration has been activated, the AI Assistant icon will appear in the bottom-right corner of SimplBooks.<\/li>\n\n\n\n<li>Click the AI Assistant icon to start a conversation.<\/li>\n<\/ol>\n\n\n\n<\/div><\/div>\n\n\n\n<div style=\"height:20px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<div style=\"height:20px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<div class=\"su-spoiler su-spoiler-style-modern su-spoiler-icon-chevron su-spoiler-closed\" data-scroll-offset=\"0\" data-anchor-in-url=\"no\"><div class=\"su-spoiler-title\" tabindex=\"0\" role=\"button\"><span class=\"su-spoiler-icon\"><\/span>Activating the AI assistant<\/div><div class=\"su-spoiler-content su-u-clearfix su-u-trim\">\n\n\n\n<p><strong>1. Go to Settings > Integrations > AI Assistant > Activate.<\/strong><\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><a href=\"https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2026\/08\/1.png\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"532\" src=\"https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2026\/08\/1-1024x532.png\" alt=\"\" class=\"wp-image-10044\" srcset=\"https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2026\/08\/1-1024x532.png 1024w, https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2026\/08\/1-300x156.png 300w, https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2026\/08\/1-768x399.png 768w, https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2026\/08\/1-50x26.png 50w, https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2026\/08\/1-1536x799.png 1536w, https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2026\/08\/1-920x478.png 920w, https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2026\/08\/1-600x312.png 600w, https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2026\/08\/1-320x166.png 320w, https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2026\/08\/1.png 1585w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/a><\/figure>\n\n\n\n<div style=\"height:35px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p><strong>2. Once the integration has been activated, the AI Assistant icon will appear in the bottom-right corner of SimplBooks.<\/strong><\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><a href=\"https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2026\/08\/2.png\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"583\" src=\"https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2026\/08\/2-1024x583.png\" alt=\"\" class=\"wp-image-10046\" srcset=\"https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2026\/08\/2-1024x583.png 1024w, https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2026\/08\/2-300x171.png 300w, https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2026\/08\/2-768x437.png 768w, https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2026\/08\/2-50x28.png 50w, https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2026\/08\/2-1536x875.png 1536w, https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2026\/08\/2-920x524.png 920w, https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2026\/08\/2-600x342.png 600w, https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2026\/08\/2-320x182.png 320w, https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2026\/08\/2.png 1587w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/a><\/figure>\n\n\n\n<div style=\"height:35px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p><strong>3. Click the AI Assistant icon to start a conversation. Enter your question or task in the chat window that opens.<\/strong><\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><a href=\"https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2026\/08\/3.png\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"577\" src=\"https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2026\/08\/3-1024x577.png\" alt=\"\" class=\"wp-image-10048\" srcset=\"https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2026\/08\/3-1024x577.png 1024w, https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2026\/08\/3-300x169.png 300w, https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2026\/08\/3-768x433.png 768w, https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2026\/08\/3-50x28.png 50w, https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2026\/08\/3-1536x865.png 1536w, https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2026\/08\/3-920x518.png 920w, https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2026\/08\/3-600x338.png 600w, https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2026\/08\/3-320x180.png 320w, https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2026\/08\/3.png 1587w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/a><\/figure>\n\n\n\n<\/div><\/div>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<div style=\"height:20px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<div class=\"su-spoiler su-spoiler-style-modern su-spoiler-icon-chevron su-spoiler-closed\" data-scroll-offset=\"0\" data-anchor-in-url=\"no\"><div class=\"su-spoiler-title\" tabindex=\"0\" role=\"button\"><span class=\"su-spoiler-icon\"><\/span>What can you ask the AI Assistant?<\/div><div class=\"su-spoiler-content su-u-clearfix su-u-trim\">\n\n\n\n<div style=\"height:20px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"questions-about-using-simplbooks\" ><strong>Questions About Using SimplBooks<\/strong><\/h4>\n\n\n\n<p>The AI Assistant has been trained using SimplBooks user guides and webinars.<\/p>\n\n\n\n<p>For example:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>How do I send an e-invoice?<\/li>\n\n\n\n<li>How do I create a credit invoice?<\/li>\n\n\n\n<li>How do I modify the chart of accounts?<\/li>\n\n\n\n<li>How do I enter a purchase invoice?<\/li>\n<\/ul>\n\n\n\n<div style=\"height:35px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"data-analysis-and-summaries\" ><strong>Data Analysis and Summaries<\/strong><\/h4>\n\n\n\n<p>You can ask the AI Assistant about the data available in your company\u2019s SimplBooks environment.<\/p>\n\n\n\n<p>For example:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>What were the largest expenses last year?<\/li>\n\n\n\n<li>Compare sales in April over the past three years.<\/li>\n\n\n\n<li>In which months was sales revenue the highest?<\/li>\n<\/ul>\n\n\n\n<p>When asking a question, it is always advisable to specify the period to be analysed and the type of comparison required.<\/p>\n\n\n\n<div style=\"height:35px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"checklists-and-recommendations\" ><strong>Checklists and Recommendations<\/strong><\/h4>\n\n\n\n<p>You can also ask the AI Assistant for recommendations on reviewing accounting data.<\/p>\n\n\n\n<p>For example:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>What should be checked before preparing the annual report?<\/li>\n\n\n\n<li>What should be reviewed in the receivables and prepayment accounts?<\/li>\n\n\n\n<li>What steps should be completed before preparing the VAT return?<\/li>\n<\/ul>\n\n\n\n<\/div><\/div>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<div style=\"height:20px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<div class=\"su-spoiler su-spoiler-style-modern su-spoiler-icon-chevron su-spoiler-closed\" data-scroll-offset=\"0\" data-anchor-in-url=\"no\"><div class=\"su-spoiler-title\" tabindex=\"0\" role=\"button\"><span class=\"su-spoiler-icon\"><\/span>Important information<\/div><div class=\"su-spoiler-content su-u-clearfix su-u-trim\">\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>The AI assistant\u2019s responses may contain errors.<\/strong> It is a support tool and is not intended to replace the professional judgement of an accountant, auditor, tax adviser, or lawyer.<\/li>\n<\/ul>\n\n\n\n<p><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>When using the AI assistant, submitted queries are processed on servers located in the United States<\/strong>. As a result, data included in the queries may be transferred outside the European Union.<\/li>\n<\/ul>\n\n\n\n<p><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Do not enter more personal data, confidential information, or other sensitive information into the chat than is necessary to answer your question.<\/strong><\/li>\n<\/ul>\n\n\n\n<p><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>By activating the AI assistant, the user confirms that they have familiarised themselves with the opportunities and risks associated with using the service.<\/strong><\/li>\n<\/ul>\n\n\n\n<\/div><\/div>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<div style=\"height:20px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<div class=\"su-spoiler su-spoiler-style-modern su-spoiler-icon-chevron su-spoiler-closed\" data-scroll-offset=\"0\" data-anchor-in-url=\"no\"><div class=\"su-spoiler-title\" tabindex=\"0\" role=\"button\"><span class=\"su-spoiler-icon\"><\/span>Removing the AI assistant<\/div><div class=\"su-spoiler-content su-u-clearfix su-u-trim\">\n\n\n\n<p>You can disable the AI assistant at any time if you no longer wish to use it.<\/p>\n\n\n\n<p><strong>1. Go to <strong>Settings > Integrations > AI Assistant > Deactivate<\/strong>.<\/strong><\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><a href=\"https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2026\/08\/4.png\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"536\" src=\"https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2026\/08\/4-1024x536.png\" alt=\"\" class=\"wp-image-10050\" srcset=\"https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2026\/08\/4-1024x536.png 1024w, https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2026\/08\/4-300x157.png 300w, https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2026\/08\/4-768x402.png 768w, https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2026\/08\/4-50x26.png 50w, https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2026\/08\/4-1536x804.png 1536w, https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2026\/08\/4-920x481.png 920w, https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2026\/08\/4-600x314.png 600w, https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2026\/08\/4-320x167.png 320w, https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2026\/08\/4.png 1577w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/a><\/figure>\n\n\n\n<\/div><\/div>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<div style=\"height:20px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p>If you have any further questions, please contact SimplBooks <a href=\"https:\/\/www.simplbooks.fi\/en\/contact\/\">customer support<\/a>.<\/p>\n\n\n\n<div style=\"height:35px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p><\/p>\n","protected":false},"author":7,"comment_status":"open","ping_status":"closed","template":"","format":"standard","meta":{"footnotes":""},"ht_kb_category":[119],"ht_kb_tag":[125],"class_list":["post-10059","ht_kb","type-ht_kb","status-publish","format-standard","hentry","ht_kb_category-integrations","ht_kb_tag-ai-assistant"],"_links":{"self":[{"href":"https:\/\/support.simplbooks.fi\/fi\/en\/wp-json\/wp\/v2\/ht_kb\/10059","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/support.simplbooks.fi\/fi\/en\/wp-json\/wp\/v2\/ht_kb"}],"about":[{"href":"https:\/\/support.simplbooks.fi\/fi\/en\/wp-json\/wp\/v2\/types\/ht_kb"}],"author":[{"embeddable":true,"href":"https:\/\/support.simplbooks.fi\/fi\/en\/wp-json\/wp\/v2\/users\/7"}],"replies":[{"embeddable":true,"href":"https:\/\/support.simplbooks.fi\/fi\/en\/wp-json\/wp\/v2\/comments?post=10059"}],"version-history":[{"count":4,"href":"https:\/\/support.simplbooks.fi\/fi\/en\/wp-json\/wp\/v2\/ht_kb\/10059\/revisions"}],"predecessor-version":[{"id":10067,"href":"https:\/\/support.simplbooks.fi\/fi\/en\/wp-json\/wp\/v2\/ht_kb\/10059\/revisions\/10067"}],"wp:attachment":[{"href":"https:\/\/support.simplbooks.fi\/fi\/en\/wp-json\/wp\/v2\/media?parent=10059"}],"wp:term":[{"taxonomy":"ht_kb_category","embeddable":true,"href":"https:\/\/support.simplbooks.fi\/fi\/en\/wp-json\/wp\/v2\/ht_kb_category?post=10059"},{"taxonomy":"ht_kb_tag","embeddable":true,"href":"https:\/\/support.simplbooks.fi\/fi\/en\/wp-json\/wp\/v2\/ht_kb_tag?post=10059"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}