How it works
Getting started with Vookeeper is straightforward. Once everything is connected, your dedicated bookkeeper works on your records every week, keeps questions organised through the client portal and prepares your books for a smooth year-end handover.
Review our monthly plans and select the one that covers your number of monthly transactions.
Provide your details and set up your monthly payment online. You will also receive access to the Vookeeper client portal.
We will introduce you to your dedicated bookkeeper, based in the Philippines and suited to your business reality.
Invite your bookkeeper as a user to your accounting software.
Your bookkeeping follows a regular weekly cycle rather than being left until the end of the month or year.
Each week, your bookkeeper reviews the transactions and records available in your accounting software, including relevant bank, card, sales and purchase activity.
Transactions are matched, categorised and reconciled using the information available. VAT coding is maintained where applicable and within the agreed scope of your plan.
Your bookkeeper will not guess when information is missing or a transaction is unclear. Instead, they will send you a focused question or document request through the client portal, while the transaction is still relatively fresh.
You can reply to your bookkeeper, upload a receipt or invoice, or provide the missing information through the portal. Once you respond, your bookkeeper can resolve the item and continue updating your records.
This weekly rhythm helps prevent unreconciled transactions, missing documents and unanswered questions from building up over several months. It also means your accountant receives cleaner and better-organised records when the accounting year ends.
You do not need to manage your bookkeeper's day-to-day work. Your bookkeeper reviews the records available, processes the routine bookkeeping and contacts you only when information or clarification is required.
Your main responsibilities are to:
Your bookkeeper takes responsibility for carrying out the routine bookkeeping covered by your plan, including processing transactions, performing reconciliations, identifying missing information and keeping the records organised.
Your client portal
The Vookeeper portal gives you a central place to work with your bookkeeper instead of relying on scattered emails and attachments.
Through the portal, you can:
Your bookkeeping records continue to be maintained in your accounting software. The portal acts as the communication and coordination space around that work.
Year-end handover
Once your accounting year is complete, your bookkeeper hands over organised records to your accountant.
Your dedicated bookkeeper processes transactions and reconciliations every week, so records are not left until year-end.
At the end of your accounting period, remaining bookkeeping items are reviewed and cleared where possible.
Organised records are passed to your accountant in your accounting software — ready for them to begin their work.
They prepare accounts, tax returns and any filings. That work sits outside routine bookkeeping and remains their responsibility.
Vookeeper
Routine bookkeeping throughout the accounting year.
Your accountant
Statutory and compliance work from your bookkeeping records.
Year-end handover to your accountant is included in all monthly plans. The process is straightforward — your books stay in your software, clearly organised and ready to use. Read more in the FAQ.
Select a plan, get your own dedicated bookkeeper and keep your financial records moving forward every week.
