The cloud accounting software with native AI. A dedicated agent that handles the repetitive work for you.
SamBooks is the cloud ERP with full double-entry bookkeeping and Sam AI, the agent that handles the repetitive work and supports you day to day. Choose your plan and modernise your back office.
Plans and pricing
7-day free trial, no credit card · cancel whenever you want
FLAT-RATE
per company · VAT excluded
Everything a flat-rate (forfettario) business needs, nothing more.
Try SamBooks free- 50 SDI e-invoices / month
- Quotes and proformas
- Projects and timesheets: jobs, reports and invoicing
- Sam AI Mini
- Bank and transaction reconciliation
- F24 and deadlines
- Free collaboration with your accountant
For the Italian flat-rate scheme (RF19) only
STARTER
per company · VAT excluded
Full double-entry bookkeeping, with Sam AI working at your side.
Try SamBooks free- Complete double-entry bookkeeping: chart of accounts, journal and ledger
- 200 SDI electronic invoices / month
- Projects and timesheet: jobs, time entries and time-and-materials invoicing
- Sam AI (specialist agent for Italian tax matters)
- Unlimited users and free collaboration with your accountant
- Finance: bank, due dates, F24 and transaction reconciliation
- Filings: VAT, settlements, CEE financial statements and obligations
- Mailbox: connect Outlook or Gmail and bring email into your accounting
PRO
per company · VAT excluded
For those who want the most from their back office.
Try SamBooks free- Everything in Starter, plus:
- 200500 SDI electronic invoices / month
- Sam AI: extended usage (2×)
- Priority support
- API and third-party software integrations
- AI workflows
- Logistics and warehouse: items, stock, orders, delivery notes and shipments
TAILORED
Let's talk it through
For groups and high volumes: tailored limits and integrations.
- Everything in Pro, plus:
- Tailored SDI electronic invoice volume
- Sam AI, tailored usage
- Tailored integrations with your business systems (CRM, WMS, ERP)
- Dedicated account manager and white-glove onboarding
Start your free trial, no credit card · Transparent pricing, VAT excluded.
Detailed comparison
Every SamBooks feature, plan by plan. The complete suite — e-invoicing, double-entry bookkeeping, VAT, F24, tax returns and Sam AI — is included on all standard plans (Starter, Pro, Tailored); the Forfettari plan covers the essentials for the Italian flat-rate scheme (RF19). Pro is the recommended plan: more electronic invoices, extended Sam AI and the complete logistics and warehouse module.
| Feature | Forfettari€29.90 / month | Starter€99.90 / month | ProRecommended€199.90 / month | TailoredTailored |
|---|---|---|---|---|
| Sam AI and plan differences | ||||
| Sam AI agent in chat, on every screen | ||||
| Full read access to company data in natural language | ||||
| Tax regulations and operating guides with up-to-date citations | ||||
| AI financial-statement analysis with regulatory references | ||||
| Human confirmation and reversible history on every action | ||||
| AI automations: vendor invoice capture (OCR) and bank reconciliation | ||||
| Sam AI usage | Mini | Standard | Extended (2×) | Tailored |
| SDI electronic invoices / month | 50 | 200 | 500 | Tailored |
| SDI electronic invoices / year (pool) | 600 | 2,400 | 6,000 | Tailored |
| Companies managed | 1 | 1 | 1 | Tailored |
| Team users | Unlimited | Unlimited | Unlimited | Unlimited |
| Support | Priority | Dedicated account manager | ||
| Sales and e-invoicing | ||||
| Quotes and proformas with one-click conversion to invoice | ||||
| SDI e-invoicing: all document types (TD01–TD09) | ||||
| Credit and debit notes (TD04/TD05) | ||||
| Professional fee invoice with withholding and pension fund (TD06) | ||||
| Deferred and delivery-note invoices (TD24) and triangulations (TD25) | ||||
| Special documents: VAT warehouse (TD22/23), own use (TD27), San Marino (TD28) | ||||
| Send to SDI and outcome tracking (delivered, rejected, failed delivery) | ||||
| FatturaPA XML electronic document with attachments | ||||
| Courtesy PDF copy of documents | Coming soon | Coming soon | Coming soon | Coming soon |
| Connected Stripe payments: each charge becomes an invoice or receipt (subscriptions and one-off) | ||||
| Accounting and financial statements | ||||
| Ordinary double-entry bookkeeping | ||||
| Day-book linked to invoices, bank and source documents | ||||
| Customizable CEE chart of accounts | ||||
| CEE financial statements (balance sheet + income statement) in real time | ||||
| VAT registers, general journal and inventory book (stamped PDFs) | ||||
| Fixed assets: depreciation, disposals, capital gains/losses | ||||
| Accruals and deferrals | ||||
| Year-end closing and reopening | ||||
| Year-end physical inventory | ||||
| Day-book lines and entries | Unlimited | Unlimited | Unlimited | |
| Purchases and accounts payable | ||||
| Receipt of supplier invoices from SDI | ||||
| Automatic document reading (OCR) for foreign invoices and receipts | ||||
| AI-assisted accounting categorization | ||||
| Automatic double-entry posting of supplier invoices | ||||
| Self-invoices and reverse charge (TD16–TD21) with automatic detection | ||||
| Omitted/irregular invoicing notice (TD29) | ||||
| Expense notes, itemized receipts and petty cash | ||||
| Customs bill for non-EU imports | ||||
| Banking and finance | ||||
| Cash and liquidity accounts (bank, cash, POS, cards, PSP) | ||||
| Recording of collections and payments | ||||
| Open-items schedule (overdue and upcoming) | ||||
| Automatic (AI) and manual bank reconciliation | ||||
| Netting of credit/debit notes against open items | ||||
| Automatic bank account link (Open Banking PSD2) | Coming soon | Coming soon | Coming soon | Coming soon |
| VAT, F24 and tax returns | ||||
| Periodic VAT settlement and LIPE communication | ||||
| F24: calculation, generation and printing (all 6 sections) | ||||
| December VAT advance payment (automatic) | ||||
| F24 for withholding taxes applied | ||||
| Voluntary correction: reduced penalties and interest on late payments | ||||
| Annual VAT return (VA–VR sections) | ||||
| Reconciliation schedules for annual VAT and corporate income (SC) | ||||
| Certificazione Unica (CU) for self-employment | ||||
| Exporter VAT ceiling and letters of intent (issued and received) | ||||
| Intrastat for EU goods and services | ||||
| Adaptive tax calendar with amounts and pre-filled F24 | ||||
| Master data and counterparties | ||||
| Customer and supplier master data, with document history | ||||
| Suppliers created automatically from received invoices | ||||
| Encrypted IBAN and payment details per counterparty | ||||
| EU VAT number check (VIES) | ||||
| Edit master data via chat with Sam (reversible) | ||||
| Team and collaboration | ||||
| Roles and permissions (Manager, Administrative, Viewer) | ||||
| Free collaboration with your accountant | ||||
| Dedicated portal for the accountant | ||||
| Account security (passkey, 2FA, backup codes) | ||||
| Data and integrations | ||||
| Assisted onboarding and data migration from other software | ||||
| Full data export (CSV/ZIP) for portability | ||||
| Developer API and standard integrations | Coming soon | Coming soon | ||
| Tailored integrations with your systems (CRM, WMS, ERP) | Tailored | |||
| Logistics and warehouse: items, stock, orders, delivery notes, shipments and inventory | ||||
| Mailbox: connect Outlook or Gmail (read, send, attach to Sam) | ||||
| Projects and timesheet | ||||
| Client jobs with time-and-materials, fixed or mixed pricing | ||||
| Timesheets: hours per resource, with an approval flow | ||||
| Time-and-materials invoice (TD01) from approved hours | ||||
| Budget vs actual and margin per job | ||||
| Price lists, resource registry and encrypted internal costs | ||||
| Import hours from ClickUp and CSV/Excel files | ||||
Integrations
It connects to the tools you already use
Payments, your team's hours, bank accounts and tax checks flow into your books with no copy-paste. Every integration is included on every plan.
Stripe
Payments and subscriptions booked automatically: each payment becomes a reconciled invoice (B2B) or a daily-takings receipt (B2C).
ClickUp
The hours and projects your team tracks become a time-and-materials invoice, with no double data entry.
Open Banking (PSD2)Coming soon
Connect your bank accounts and SamBooks reconciles payments in and out automatically.
VIES and Business Register
EU VAT number checks and company filings keep your master data correct.
All included on every plan — more coming soon.
Differences
Why SamBooks is a different category
Compare it with other cloud accounting software, not with invoicing-only tools: the difference is everything SamBooks does for you.
Real double-entry bookkeeping
Native double entry, day-book, CEE financial statements, VAT registers, settlements and tax returns. Not an invoicing-only tool: a complete accounting system.
Sam AI does the work, in chat
Write to Sam AI and post the day-book entry, issue the invoice, prepare the F24. The AI is agentic, not a bolt-on module on form-and-module software.
Assisted migration from your software
Upload the Excel files from your previous software: Sam AI maps the day-book, master data, chart of accounts and assets, and you confirm only the few doubtful cases.
Built-in, up-to-date regulations
Sam AI answers with precise, up-to-date regulatory references, not generic chatbot replies. The source is always cited.
Monthly or annual, your call
Pay month by month with no lock-in, or pay the year up front and save about two months. Other accounting tools tie you to annual billing.
Clear pricing, right here
Public price list and self-service trial, no need to go through a salesperson to learn what it costs. You know what you pay before you start.
FAQ
Pricing questions
Why does SamBooks cost more than invoicing software?
Because it isn't invoicing software. SamBooks is an ERP with full double-entry bookkeeping — day-book, CEE financial statements, VAT registers, settlements, tax returns — and Sam AI that does the work for you. It's the same category as other cloud accounting software, plus the agentic chat of Sam AI that the others don't have.
What counts when you talk about “electronic invoices”?
The active electronic invoices you send to the SDI plus the passive ones you receive: a single number, easy to estimate by looking at a typical month of work. Everything else — day-book lines, manual entries, reconciliations — is unlimited and doesn't count toward the quota.
How does the annual quota work?
On the annual plan the invoice quota is a pool spread across the whole year: 2,400 invoices with Starter, 6,000 with Pro. Quiet months (August, December) waste nothing, you make up for it in peak months. It's exactly twelve times the monthly quota, just more flexible.
What does it mean that Sam AI is “standard” or “extended”?
On Starter, Sam AI is included for everyday accounting work: ask, post, invoice, ask about a rule. On Pro, Sam AI usage is broader, designed for those who work with AI all day. No credits to buy and no usage to track: you just use Sam AI.
What's the difference between Starter and Pro?
The volume of electronic invoices (200 versus 500 per month, 2,400 versus 6,000 per year) and Sam AI usage, broader on Pro. Full double-entry bookkeeping is on both plans.
Can I switch from monthly to annual, or change plan?
Yes, anytime from the dashboard. The upgrade is immediate and billing is re-prorated over the actual days. Switching to annual saves you about two months.
Does the accountant pay?
No. You invite your accountant as a collaborator of your company at no additional cost to them.
Is there a lock-in or an activation fee?
The monthly plan has no lock-in and you cancel whenever you want. The annual plan is a twelve-month advance payment. No activation fee on Starter and Pro. The Tailored plan involves an agreed contract.
Get started
Try SamBooks with your own data
Start the free trial with no credit card. Have a group of companies or particular needs? Talk to us about the Tailored plan.