Module · Planning
Plan monthly, quarterly and annual work.
All of the firm's recurring work per client, with status, deadline, and owner — from bookkeeping to annual accounts.
No payment details required · cancel any month
Annual planning / Financial year 2025
65% complete
DADaan AkkermanAugust
812 clientsCLIENT
RE.
MONTH
Annual accountsAA
CTCT
KVKKVK
ITIT
Van Dijk Beheer Holding B.V.
Van Dijk Vastgoed B.V.
Van Dijk Installaties B.V.
Bakkerij Vermeulen
De Haan Logistiek B.V.
Fysio Middenland
Lindehof Vastgoed B.V.
Peeters & Partners
Scheldehoek Trading SRL
Meerdijk Techniek B.V.
Van Loon Advies B.V.
Brinkhof Groep B.V.
Stadhaven Logistiek B.V.
De Wit Installaties
Kruisland Vastgoed B.V.
Veenstra Bouw B.V.
Hofmeijer Consultancy
Zandvliet Retail B.V.
Ravenstein Beheer B.V.
Duinkerken Transport B.V.
Lelyhof Zorg B.V.
Beekman & Zonen
Progress that tracks itself.
Every checked-off task counts immediately: progress on monthly and annual work is visible per month and for the whole fiscal year — with no manual updating.
- Every obligation per client on one planning board.
- Progress per month and per fiscal year, in charts.
- Filter by employee, month, or tag.
Annual planning / Financial year 2025
56% this year
200010000
Jan100%
Feb100%
Mar100%
Apr98%
May100%
Jun92%
Jul52%
Aug0%
Sep0%
Oct0%
Nov0%
Dec0%
ANNUAL ACCOUNTS336 / 590 completed
One client's month, from left to right.
Bookkeeping, VAT returns, payroll and wage tax sit side by side as columns. Per client, one row tells you what is done, who has it, and where it is stuck.
Monthly planning / July 2026
1,034 of 1,989 completed
CLIENT
ADMINISTRATIE
OMZETBELASTING
SALARIS
LOONHEFFINGEN
Kanaalstede Logistiek B.V.
Duinbrug Beheer B.V.
Noorderpoort IT B.V.
50%Westerrijck Projecten Holding B.V.
Amstelpoort B.V.
Set up once, scheduled automatically from then on.
Define per client which work recurs and how often — monthly, quarterly, or custom. Offsoo schedules it automatically.
- Frequency per activity: monthly, quarterly, or custom.
- Owner, hours, and price set in advance.
- Checklist steps per activity.
Change planning / Noorderpoort IT B.V.
✕
✓File the vat return
Frequency
Choose a frequencyQuarterly▾
hours
—1,50
Price
—€ 85,00
Owner
—NKNina Kuiper
VATJan
VATFeb
VATMar
VATApr
VATMay
VATJun
VATJul
VATAug
VATSep
VATOct
VATNov
VATDec
Checking off books it instantly.
Check off the steps, set the status to done, and Offsoo asks for the hours spent right away — booked to the right client and activity.
- Checklist and status per task.
- Completing a task books the hours automatically.
- An @-mention notifies the reviewing colleague.
Financial bookkeeping / Noorderpoort IT B.V.
6/6 ticked
Status
Bookkeeping received
In progress
Ready for review
Completed
OwnerHMHidde Mulder
PeriodJuly 2026
Scheduled1:12
Checklist
✓Import bank statements
✓Process purchase invoices
✓Process sales invoices
✓Process cash administration
✓Process journal entries
✓Check open items
@Mark hours logged — file ready for review
Time tracking · Wednesday 15 JulyToday 8:00
Noorderpoort IT · Financial bookkeeping
1:30Facturabel
The year ahead, spread across the team.
Link recurring work to employees and see workload per person in the capacity plan — in percentages, per week or month, for the whole fiscal year. Overbooking shows in red.
- Link work to employees, with hours and frequency.
- Workload in % per employee, per week/month.
- Assign dozens of tasks at once.
Capacity / Financial year 2026
18,640.00 h planned
Per colleague
HM
88%
LD
86%
AS
84%
DA
96%
NK
79%
BJ
74%
TV
68%
SV
65%
YE
62%
MV
60%
ID
57%
Per month
Jan
90%
Feb
49%ruimte
Mar
55%ruimte
Apr
83%
May
124%vol
Jun
59%ruimte
Jul
58%ruimte
Aug
52%ruimte
Sep
68%ruimte
Oct
77%
Nov
84%
Dec
91%
Hours belong to this planning: every completed activity books itself against the client and the activity.
See time tracking ›AI connection via MCP
Just ask the planning — through Claude, ChatGPT, or another AI assistant.
More about the AI connection →Offsoo-assistent
MCP
Which VAT returns have not started yet?
3 clients: Bosstad Bouw, Westerrijck Proj. and Amstelpoort — all three due 31 July.
And who has room left this week?
Iris is at 57% and Mark is at 60% — room enough to take the returns over.
The planning, in a pocket.
Check the monthly plan and update statuses on the go, in the Offsoo app for iOS and Android. Progress stays in sync.
- Planning and status always at hand.
- Notifications for mentions and deadlines.
Activity
533/793tasks
67%complete
58own tasks
Bookkeeping receivedIn progressCompleted
Open 543Completed 250All 793
CLIENT
BOOKKEEP.
VAT
Bosstad Bouw Holding B.V.#10035HOLDING
DA—Kanaalstede Logistiek B.V.#10121BV
LDMVDuinbrug Beheer B.V.#10124BV
LDLDNoorderpoort IT B.V.#10010BV
HMNKWesterrijck Projecten Holding B.V.#10038HOLDING
YE—Amstelpoort B.V.#10131BV
DA—Stichting Wijkhuis Noord#10058STICHTING
AS–Calm, organised planning at the firm?
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