Plan the work
Book a bookkeeping session for a defined transaction period and arrange secure access to the source paperwork beforehand.
For bookkeepers
Business management for bookkeepers
Bring bookkeeper work, contacts, reminders and payments into one connected business workflow.
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How Offlico works
One booking. Every part connected.
Bookkeeping work depends on the transaction period and access to source records, with missing paperwork tracked before accounts are updated.
Choose the parts of the working day you want to connect. A booking for bookkeeper work may lead to travel, an invoice or a repeat visit, but that does not mean the same app must replace every tool used to perform or document the work itself.
Offlico in practice
A clearer view of the next step.
Bring the calendar, contacts and payment steps of a working day together.
Book a bookkeeping session for a defined transaction period and arrange secure access to the source paperwork beforehand.
Start with the diary and contact details, then use the reminder and payment steps that fit your work. Each ordinary business step should give useful context to the next one.
How it works
One booking, every part connected
A practical way to manage the business side of bookkeeper work.
Keep the right contact
Keep bookkeeper booking and contact details available during the working day.
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.
Features
Keep the business side moving
Keep the practical business side of bookkeeper work connected, from the next booking through to payment.
Calendar
See your client work, locations and the next part of the day in one diary.
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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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Online booking
Let people request bookkeeper work without a chain of calls and messages.
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Client records
Find contacts, previous bookkeeper work and everyday business notes together.
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Automatic reminders
Remind people about agreed work before an avoidable gap in the day.
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Tap to Pay
Take a contactless payment on a supported phone without a separate card reader.
ExploreWhere specialist tools still matter
Offlico handles ordinary scheduling and business admin. Keep confidential client material, formal advice and regulated records in the appropriate professional systems.
Explore the details
Find the part you need
Frequently asked questions
A few things worth knowing
Can Offlico replace every tool I use for bookkeeper work?
Offlico handles ordinary scheduling and business admin. Keep confidential client material, formal advice and regulated records in the appropriate professional systems.
Can I use Offlico alongside other work tools?
Yes. Try Offlico for the everyday diary, contact, reminder and payment steps, then decide which parts of that business workflow help you most. Keep any specialist work in the tools it needs.
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.