Blog
Connections
Everything we have written about Connections — 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
3 articles on Connections

29 July 2026
The MCP connection: an AI assistant that can read the planning
Offsoo has gained a connection that gives an AI assistant read-only access to the firm’s own environment. What it delivers, and where the boundary sits.

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.

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