Offlico

Bookkeeper: keep client work and business admin together

Keep your client work and the ordinary business details of bookkeeper work in one place: contacts, locations, reminders and payments.

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A bookkeeper compares a receipt with paperwork at a desk with a laptop, calculator and open binder.
A bookkeeper sorts small receipts into piles beside a calculator and an open binder.
A bookkeeper points to a clear document sleeve while a shop owner holds a paper slip across the table.

Features

Keep the business side moving

Keep the practical business side of bookkeeper work connected, from the next booking through to payment.

Offlico weekly calendar shown on a phone

Calendar

See your client work, locations and the next part of the day in one diary.

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A bookkeeper and shop owner check papers in an open accordion file at a workshop table.

Your own enquiries

Use your own channels for bookkeeper enquiries, then organise suitable accepted work in Offlico. Local customer requests are not currently available for this role.

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A bookkeeper holding a notebook talks with a customer beside an office desk.

Online booking

Let people request bookkeeper work without a chain of calls and messages.

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Offlico client contact and address details shown on a phone

Client records

Find contacts, previous bookkeeper work and everyday business notes together.

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Offlico reminder responses shown on a laptop

Automatic reminders

Remind people about agreed work before an avoidable gap in the day.

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Tap to Pay contactless payment screen on an iPhone

Tap to Pay

Take a contactless payment on a supported phone without a separate card reader.

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Made for work on the move

The work is specific. The admin should be simple.

Bookkeeping work depends on the transaction period and access to source records, with missing paperwork tracked before accounts are updated.

Home, workplace or agreed meeting venue

Book a bookkeeping session for a defined transaction period and arrange secure access to the source paperwork beforehand.

Confirm which missing documents the client still needs to provide and schedule the next accounts update, without placing financial detail in the diary.

The practical difference

One booking. Every part connected.

Booked bookkeeper work is more than a time slot. The contact, location, agreed work and follow up need to stay together.

See the complete workflow
01

Plan the work

Book a bookkeeping session for a defined transaction period and arrange secure access to the source paperwork beforehand.

02

Keep the right contact

Keep the booking, location and ordinary business contact details where you can find them.

03

Finish and follow up

Confirm which missing documents the client still needs to provide and schedule the next accounts update, without placing financial detail in the diary.

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Find the part you need

Admin overload Managing enquiries Online booking Appointment reminders Client records Business management software

Explore the wider Offlico toolkit

See the general features and choose the parts that fit your work.

Frequently asked questions

A few things worth knowing

Is this useful for bookkeeper work away from a fixed desk?

Offlico keeps ordinary booking, location, contact and payment details available around a mobile working day.

Does Offlico replace specialist tools?

Offlico handles ordinary scheduling and business admin. Keep confidential client material, formal advice and regulated records in the appropriate professional systems.

Can I try Offlico before committing?

Start with a free trial and see how the everyday workflow fits your own way of working.

Offlico for bookkeeper work

Make the next working day easier to run.

Bring your diary, contacts, reminders, payments and ordinary admin into one place.

Start 30-day free trial