For owners who want answers from their own sales, stock, cash and customer records.
Ask in plain English. Tell Herbie a sale or an expense and it records the entry once you confirm.
Herbie is the assistant inside your Simplebks account. Ask a question in plain English and get an answer from your own sales, stock, cash, customers and production records.
Tell Herbie a sale or an expense and it records the entry once you confirm.
Herbie comes with every plan, Free to Enterprise, at no extra charge. You use it in the web app, and on WhatsApp for how-to help and a route to Simplebks support. What Herbie can answer follows the features on your plan and the permissions on your role.
Herbie answers from your own records. When it has no way to see something, it tells you and points you to the right report.
Ask about sales, customers and money owed, cash and expenses, stock and purchasing, accounts and reports, website orders and projects. For example: How much did I sell this week? Who has not paid me? What is running low? Show my profit and loss for last quarter. Each question needs the plan and the role permission of the matching screen.
Herbie answers from the same figures your production screens show: output, records waiting for approval, materials used, pre-orders and cost per unit on Professional and Enterprise.
Enterprise adds work in progress, labour, bottlenecks, budget against actual and lot tracing. Wages and costs show only to roles with cost access.
Herbie records sales, money in, money out and expenses. Say what happened and Herbie shows a summary and a confirmation code; nothing posts until you reply CONFIRM and that code.
The code works for 5 minutes, only for the person who asked. Herbie does not edit or delete records or change settings.
Herbie on WhatsApp gives quick help or a person: ask how to do things, get pointed to the right report, or say "talk to a person" and chat goes to Simplebks support.
Your figures stay in the app: it does not read your sales, balances or stock, and does not record entries.
Every Herbie tool passes one access check before any data is read, using the same permission, plan and branch rules as the screen showing those figures.
Branch-limited members see their own branches' figures; cost and margin stay with cost roles. Outside your plan, Herbie says a higher plan is needed instead of showing a figure.
| Free | Basic | Professional | Enterprise | |
|---|---|---|---|---|
| Record sales, money in, money out and expenses by chat | Yes | Yes | Yes | Yes |
| Herbie on WhatsApp: how-to help and Simplebks support | Yes | Yes | Yes | Yes |
| Overdue invoices, transaction look-ups, business health score, report guidance | Yes | Yes | Yes | Yes |
| Sales, expense and customer questions: top customers, best sellers, staff and branch ranking, refunds, comparisons, forecast, customers who stopped buying | No | Yes | Yes | Yes |
| Payables, credit limits, balance confirmations, customer and supplier records | No | Yes | Yes | Yes |
| Stock levels and low stock | No | Yes | Yes | Yes |
| Quotations | No | Yes | Yes | Yes |
| Profit and loss | No | Yes | Yes | Yes |
| Balance sheet, trial balance, cash and bank balances, website card money still with the payment gateway, fixed assets | No | No | Yes | Yes |
| Purchase orders, stock transfers, price change history, stock movement and planning | No | No | Yes | Yes |
| POS discounts and register shortages | No | No | Yes | Yes |
| Projects | No | No | Yes | Yes |
| Website orders and website connection check | No | No | Yes | Yes |
| Production: output, records by status, materials used, pre-orders, cost and variance by period | No | No | Yes | Yes |
| Advanced production: work in progress, labour, stages, material requests, lot recall, subcontracting and quality checks, single-batch cost and variance | No | No | No | Yes |
| Cash advances and requests waiting for approval | No | No | No | Yes |
Each row follows the plan that includes the feature Herbie reads from. A question about a feature outside your plan gets a plain note that it needs a higher plan. See plans and pricing.
All of them. Free, Basic, Professional and Enterprise include Herbie at no extra charge. What Herbie can answer depends on the features in your plan and the permissions on your role, for example production answers need Professional or Enterprise.
Yes. Herbie records sales, money in, money out and expenses. It records as you: it checks your role, plan, branch and the open accounting period, shows you a summary and a confirmation code, and posts only after you reply CONFIRM followed by that code within 5 minutes.
No. Herbie on WhatsApp gives how-to help, points you to the right report and connects you to Simplebks support. Your figures stay in the app and on the web, where Herbie reads them for you.
No. Herbie checks each request against the same permission, plan and branch rules as the matching screen before it reads anything. A role that cannot open a report gets a polite refusal, roles without cost access do not see costs, and branch-restricted staff do not get business-wide views.
On Professional and Enterprise: output, records by status, materials used, pre-orders, and cost and variance by period. On Enterprise: work in progress, labour, stage history and bottlenecks, material requests, lot recall, subcontracting, quality checks and what blocks a batch from closing.
No. Herbie reads your data and records new sales, money in, money out and expenses after you confirm. It does not edit or delete anything and does not change settings.
Start free and ask Herbie your first question about your business.
