A LITTLE MORE CLARITY
Good questions.
Straight answers.
Understand your workspace, your records, and what to expect before you get started.
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Less guesswork starts here.
Who is Sympler Books for?
Small business owners who want clearer records with less day-to-day sorting: contractors, consultants, service businesses, and owners who manage several responsibilities.
Can I start a free trial today?
The 15-day free trial is currently by invitation only. If you have a code, use the registration page. No card is required to create the trial account.
Does AI make changes without asking?
The assistant presents proposed transaction changes for review. You can also run automatic categorization to create editable drafts for eligible purchases. Your existing saved categories are preserved.
Why does a loan payment need a split?
A payment may include both principal and interest. Those portions need separate records. If the breakdown is unknown, it stays flagged for follow-up rather than being invented by AI.
What if I use a personal credit card for business expenses?
Keep the underlying purchase details and receipts. A reimbursement or card payment should not create a duplicate expense if those purchases are already recorded. Explain the context in the transaction notes.
Does categorization mean my account is reconciled?
No. Categories describe transactions. Reconciliation compares the records and balances for an account and period. The software should keep incomplete or unsupported comparisons visible.
Can the assistant tell me what tax I owe?
Tax planning needs a complete profile, the right period, reliable books, and relevant personal or entity information. Any estimate must show its assumptions and missing details. AI cannot infer a reliable tax amount from a partial bank feed alone.
Is FreshBooks available?
A FreshBooks integration is being set up. It is not yet ready for customer testing. We will identify the connection as available inside the live app when authorization and import testing are complete.
Is the demo connected to my bank?
No. The public interactive demo uses fictional records and browser-local changes. Your real records belong to the separate signed-in workspace.
How can I get professional help?
Use Messages + CPA reviews in the live workspace. Professional review availability, scope, assignment, and payment status are shown there. A request alone does not mean a CPA has accepted the work.
YOU HAVE A BUSINESS TO RUN.
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Bookkeeping Made Simple. Built around your business.