Skip to main content
Blog

Automation

Everything we have written about Automation — practice stories, background and concrete tips for bookkeeping and accounting firms.
All articlesPlanning 9Client file 6Comparison 6Recurring work 5Time tracking 5Automation 4Capacity 4Connections 3Costs 3Switching 3AI 1Mobile 1

4 articles on Automation

The VAT return per client in the Offsoo monthly planning

14 April 2026

Planning the VAT round without separate lists

Rebuilding the same client list every quarter costs time and produces no overview. Here is how the VAT return is configured once and then appears in the right months by itself.

Clients and projects from Simplicate in Offsoo client management

24 September 2025

Synchronising clients and projects from Simplicate into Offsoo

Firms using Simplicate as their CRM had to maintain their client list twice. The Simplicate connection pulls clients and projects across automatically.

Searching the Dutch commercial register while creating a client in Offsoo

17 March 2025

Client data that keeps itself current: the KVK connection

Address and name changes rarely reach the firm before post goes astray. The KVK connection is on by default for every client and keeps the company details current.

Manual lists next to an automated recurring planning

20 October 2023

Automating the administration process: which actions disappear

Automation in a bookkeeping practice is rarely about the work itself. It is about the actions around it: assembling lists, chasing status and retyping data.

Calm planning starts today.

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

Start free trial