Plan from one diary
Book a bookkeeping session for a defined transaction period and arrange secure access to the source paperwork beforehand.
For bookkeepers
Bookkeepers: spending too much time on admin?
Bookings, messages and follow up can pile up while you are busy with bookkeeper work. They still need attention after the work is done.
Start 30-day free trial See how it works
Make the day feel lighter
Keep the working day in one place.
Bookkeeping work depends on the transaction period and access to source records, with missing paperwork tracked before accounts are updated.
For bookkeeper work, a changed time, a different location or a missing contact can interrupt a day that was otherwise planned. Keep those ordinary details beside the booking so you can see what needs attention before the next piece of work begins.
Offlico in practice
A clearer view of the next step.
See the next booking, its location and the contact details before the day starts.
Book a bookkeeping session for a defined transaction period and arrange secure access to the source paperwork beforehand.
When the plan changes, the next booking and its contact details are easier to find in one place than across a string of messages. You can spend less time reconstructing what was agreed and more time preparing for the work ahead.
Explore the full workflowHow it works
From booked work to finished admin
A practical way to manage the business side of bookkeeper work.
Keep details together
See the contact, location and previous bookkeeper work beside the next booking.
Close the loop
Confirm which missing documents the client still needs to provide and schedule the next accounts update, without placing financial detail in the diary.
What changes
Leave less admin for the evening.
Keep the everyday business details of bookkeeper work beside the booking, instead of reconstructing the day from messages and loose notes.
Start 30-day free trialOne view of booked work
The right contact to hand
Reminders linked to the diary
Payment follow up in view
Explore the details
Find the part you need
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.
What should I keep beside a booking for bookkeeper work?
Start with the agreed service, time, location and contact. If the plan changes, update those practical details so you are not relying on an old message when the next working day begins.
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.