Preview a CSV bank statement, map its columns and import transactions alongside your existing records. Duplicate checks help avoid importing the same transactions again, while possible matches to invoices, bills and expenses are ready for you to review. Matching suggestions are not applied automatically.
Explore Banking featuresSimple Books updates
See what's new in Simple Books
Simple Books is regularly improved with practical additions and clearer ways to work. This page brings the most meaningful recent changes together.
Featured update
Bring bank statements into Simple Books
Recent updates
Practical improvements, newest first
These entries cover meaningful additions to Simple Books rather than every small visual or behind-the-scenes change.
AI tools
Monthly AI allowances are now active
The monthly allowances included with Starter and Pro are now applied to both AI Assistant questions and AI document scans. Clear messages help you see when an allowance has been reached and when it will be available again.
Banking
Review imported statements alongside your records
CSV bank statements can now be previewed, mapped and imported, with duplicate checks and read-only suggestions for possible matches to invoices, bills and expenses. Suggestions are for review and are not applied automatically. This is a statement import and review workflow, not a live bank feed.
Business Insights
See priorities, trends and forecasts together
Business Insights brings a health summary, priorities, trends, practical recommendations and forecasts into one dedicated view, helping you move from a high-level picture into the records behind it.
Demo
Explore a fuller sample business
The demo now includes a broader set of representative records and workflows, including Pro features, with a straightforward reset option so you can return to the original sample data.
Guides
More help for everyday tasks and accounting reports
The Guides library now covers more core Simple Books workflows and accounting reports, with practical explanations designed to make each task and report easier to understand.
Browse the GuidesReports
Open the accounting detail behind your records
Trial Balance, General Ledger, Profit and Loss and Balance Sheet reports make it easier to review business activity at the level of detail you or your accountant need.
AI tools
Ask about your records and prepare documents for review
The AI Assistant can answer questions about your Simple Books records. Document scanning can prepare details from bills and receipts, ready for you to check before saving them.
How Simple Books evolves
Useful improvements, added carefully
New capability should solve a practical business problem while keeping familiar tasks clear. The aim is to make Simple Books more useful without making it harder to understand.
Take a closer look
See how Simple Books works today
Explore the current feature set, try the demo with sample records or compare the available plans.