Invoices
Create customer invoices, track what has been paid and spot overdue amounts.
Simple Books features
Everything you need to keep your business organised
Bring everyday business records, a clearer view of your finances and useful tools together—without making business software feel complicated.
Everyday record keeping
Stay on top of the work as it happens
Keep the details you use every day connected, searchable and easier to follow.
Bills
Record supplier bills, due dates and payment status so upcoming costs stay visible.
Expenses
Keep business spending, VAT details and supporting documents together.
Mileage
Record business journeys and calculate mileage claims from one simple log.
Clients
Keep customer contact details and invoice activity in one organised record.
Projects
Connect income and costs to projects to understand profitability and budget progress.
Understand your numbers
Useful answers, from the big picture to the detail
Start with a straightforward overview, plan ahead, then open the detail when you or your accountant need it.
Your starting point
Dashboard
See income, costs, unpaid items and business health signals without digging through every record.
Budgets
Set spending plans and follow progress against them.
Cashflow
Look ahead using expected money in and money out.
Business Insights
Review performance signals, forecasts and practical areas that may need attention.
Profit & Loss
Understand income, expenses and the resulting profit or loss for a period.
Balance Sheet
See what the business owns, owes and has built up at a chosen date.
Trial Balance & General Ledger
Review account balances and the individual entries behind your reports.
AI-assisted features
Practical help with your own records
AI is used for focused tasks inside Simple Books, with you staying in control of what is saved.
Ask about your business data
The AI Assistant answers questions about your Simple Books invoices, bills, expenses, projects, budgets and cashflow. It explains the records already in your account; it does not create, edit or delete them.
Spend less time retyping documents
Scan a supplier bill or expense receipt to prepare useful details for review. You choose whether to apply them and check the original before saving the record.
Banking
Bring CSV bank statements into view
Import a CSV bank statement, map the columns and review transactions alongside your existing records. Simple Books can suggest possible matches to invoices, bills and expenses, helping you work through your statement more quickly.
This is statement import and review—not a live Open Banking feed or completed reconciliation workflow.
- 1PreviewCheck the CSV before importing
- 2MapMatch columns to transaction fields
- 3ReviewSee unmatched items and suggestions
Accountant and export tools
Keep control of your business records
Download information for your own files or make it easier to pass organised records to an accountant.
Accountant Pack
Prepare an accountant-ready ZIP with Excel reports, CSV files, PDFs and available supporting documents.
Excel export
Download invoices, bills, expenses and mileage in a multi-sheet workbook with a summary.
Data backup
Export core account, invoice, bill and client or customer records as JSON so you can retain your own copy.
Simple from start to finish
Start without needing to become an accounting expert
Begin with everyday records, then use planning, reporting and export tools as your business needs them.