We have transformed bookkeeping from endless support chats into a self-service experience. Your dashboard now features dedicated financial year tiles, a clear to-do checklist, and an invoice-matching tool. You can link receipts to bank transactions, declare cash payments, or explain unlinked documents directly in the app without waiting for an agent.
Why we built this: From chat chaos to clear tasks
Bookkeeping used to run almost entirely on chat. Bookkeepers spent hours chasing clients for missing receipts, bank statements, and transaction details, while founders were left without a clear to-do list for their financial year. Context was easily lost in long message threads, leading to delays and growing backlogs.
We built Self-Serve Bookkeeping to replace reactive chasing with direct control. Instead of waiting for a bookkeeper to message you, you can now see exactly what is outstanding for your financial year and clear your tasks in a few clicks.
What is new: Your 3-step self-service flow
Your homepage now features dedicated tiles for each financial year with ongoing bookkeeping. We anchor your review to a target deadline of one month after your financial year end (FYE + 1 month), giving you plenty of buffer time before official tax filings.
Inside the review flow, you will find three structured steps:
1. Confirm bank accounts: See all bank accounts associated with the financial year, spot missing statements immediately, and connect integrations or upload files in one place.
2. Transaction matching: Review transactions that require supporting documents or explanations for that specific financial year.
3. Invoice matching and declarations: Our major new feature. If you have leftover invoices or receipts that do not have a bank transaction (for example, expenses paid in cash or unpaid invoices), you can now select the document and explain why. You can link it to a transaction or declare "No transaction" with a note for your bookkeeper.
Behind the scenes: How this speeds up your books
When you take action in the self-service flow, our system automatically attempts to reconcile your entries based on the data provided.
If manual verification is needed, the system generates a structured, specific task for your bookkeeper with your notes already attached. Your bookkeeper can verify the entry instantly instead of writing chat messages to ask what the expense was for.
What is next?
We are expanding this self-service experience with upcoming features, including:
- In-app balance confirmation: Confirm end-of-year balances, money owed, and money owing directly on screen which you can view and approve or reject in-app.
- Interactive report review: Review financial reports in the app and leave comments on specific line items instead of exchanging PDFs over chat.
- Mobile rollout: Complete your bookkeeping tasks on the go from the Osome mobile app.
Note: We built this to give you complete visibility over your financial year while helping our accounting team deliver faster, more accurate books. Login to my.osome.com and try out the new review flow on your dashboard today.
