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Planning software for accounting and bookkeeping firms

Every client's year-end work. On one planning board.

Annual accounts, tax returns and filings per client — with deadline, owner and status visible at a glance. Offsoo is the planning software used by 200+ Dutch accounting and bookkeeping firms.

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No payment details required · cancel any month

200+ firms500,000+ recurring tasks scheduledBuilt and hosted in the Netherlands

From Excel to Offsoo

From spreadsheet tabs to one overview.

Most firms start out in Excel — until the client list grows and the tabs start to strain. Offsoo turns recurring work into one planning board within minutes, through the import.

Three modules, one way of working.

Planning, time tracking and client management in a single package — built for the daily practice of the firm.

Planning

The monthly, quarterly and yearly planning for the whole firm, with status and deadline per client.

Time tracking

Hours logged in seconds, connected directly to client, project and activity.

Client management

One central file per client — from Chamber of Commerce data to holding structure, all connected.
Dashboard

The day starts with an overview.

Hours, tasks, planning and signals from the firm — brought together on one home screen. Every day starts with visibility into what is happening.
  • The day’s own hours and tasks.
  • Progress on monthly and annual work, shown in charts.
  • Signals for files that stay open too long.

Control over work and deadlines — without manual tracking.

Recurring work returns automatically, workload per employee is visible, and signals point to what is being left behind.

Recurring tasks

VAT, year-end and periodic work set up once — per client or for the entire client base at the same time.
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Capacity insight

Workload per employee shown as a percentage, by week or month — peaks stand out before they become a problem.
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Smart signals

Files that stay open too long surface automatically — with a signal threshold that is configurable per activity.
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Planning and hours, seamlessly integrated

Checking off is booked instantly.

Every task has a status and a checklist. Once the last box is checked, Offsoo immediately asks for the hours spent and books them to the right client and activity.
  • Checklist and status per task.
  • Completing a task books the hours automatically.
  • An @-mention notifies the reviewing colleague.
New · AI connection via MCP

Just ask Offsoo.

Offsoo has a built-in MCP connection: an AI assistant such as Claude and ChatGPT — or any other AI assistant that supports MCP — connects securely to the account and answers questions in plain language. The answer comes straight from Offsoo.
  • Questions about planning, hours, budgets and clients.
  • Works with any AI assistant that supports MCP.
  • Each user connects securely to their own account.
Built for firms

The foundation under office planning, every day.

200+

Firms plan in Offsoo every day.

500,000+

Recurring tasks, scheduled automatically.

14 days

Free trial, no payment details required.

100% NL

Built and hosted in the Netherlands.

Finally a software solution that lets progress on our work be tracked at a glance. It gives the insight needed to adjust course wherever necessary.
RT
Remko TelRT Administratiekantoor B.V.

The office, along in a pocket.

Viewing the monthly planning, updating statuses and following progress — on the go, in the Offsoo app for iOS and Android.
  • Monthly and yearly planning with progress.
  • Status updates from the phone.
  • Notifications for mentions and deadlines.

Switching is faster than expected.

Import the clients, set up the recurring work — and the first planning board is ready.
Step 1

Importing clients

The client list comes in at once via the import or the API, enriched from the Chamber of Commerce.

  • Noorderpoort IT B.V.import
  • Rivierwijk Techniek B.V.API
  • Scheldeland Retail B.V.KvK
Step 2

Setting up recurring work

VAT, payroll and year-end work set up once — per client or for all clients at the same time.

  • Noorderpoort ITmonthly
  • Rivierwijk Techniekquarterly
  • Scheldeland Retailmonthly
Step 3

Inviting the team

Colleagues join, work gets divided, and the firm works from one shared planning.

Invitations sent

Frequently asked questions

Another question? Contact us
For accounting and bookkeeping firms with 1 to 50+ employees that plan recurring work — from a one-person practice to a growing team.
Not long: clients come in via the import, the recurring work is set up once (which can be done for all clients at once), and the first planning board is ready.
No. One user is enough to get started, and the subscription can be cancelled monthly.
Planning costs €64.95 per month including 1 user (€12.95 per additional user). Planning & Time Tracking costs €74.95 per month (€15.95 per additional user). Cancel any month.
After 14 days the trial ends automatically — no payment details were entered, so nothing is charged. Continuing is possible with a single click: everything set up during the trial — your own clients and planning — simply stays.
Yes. Through the built-in MCP connection, each user connects an AI assistant — such as Claude and ChatGPT, or any other AI assistant that supports MCP — securely to their own account, and asks questions about planning, hours and clients.
Client data comes directly from the Chamber of Commerce, Simplicate syncs clients and projects, and the open API reads and writes clients, projects, planning, hours and tasks — with rights per token. Via MCP Offsoo communicates with AI assistants.
Yes — planning, hours and tasks also work on the go, on iOS and Android.
The application and all client data run in the Netherlands (Amsterdam). Offsoo is built here too, with a data processing agreement and two-factor authentication.
Everything you need is out in the open: transparent pricing, a 14-day trial without payment details, a 60-minute demo with the whole team, and a migration from Excel or another package via the import. You can start the trial environment before the firm has signed off — decide afterwards.

Calm planning starts today.

Start today in a pre-filled trial environment, or plan a demo with the team.

Start free trial