Clean client books, without chasing receipts.
Your clients snap their receipts and track their 2307s. You get organized books, BIR-ready reports and an audit trail — on the web or on your phone.
Your client invites you. You get to work.
Your client invites you
From the app, your client adds you as a collaborator. Advance includes 1 collaborator and Business includes 3.
Quick ID check
Like every owner, collaborators pass a short ID and live selfie check, so clients know exactly who’s in their books.
Work with the access they give
Your client chooses what you can do. Every addition, change and deletion is recorded in the audit log.
Built around BIR work
Books of Accounts
Cash Receipts, Cash Disbursements, General Journal, General Ledger and trial balance, ready to print (Advance and Business).
2307s in one place
Credits from clients and platforms are logged with scans, and prepared 2307s for withholding on payments (Advance and Business).
Reports and exports
P&L, Cash Flow, General Ledger, General Journal and summaries, with PDF/Excel/CSV exports on Advance and Business.
Tax option comparison
8%, graduated + OSD and itemized, computed from the client’s records, plus ₱3M threshold tracking.
Reconciliation
Bank and credit card reconciliation with month locks on the Business plan.
Audit log
Who opened the business and who added, changed or deleted what, and when.
Good to know: Deskless Books prepares records and draft forms. Filing and paying with the BIR stays with you and your client.
Have clients who need cleaner books?
Send them to desklessbooks.com — they can start free and invite you when they move to Advance or Business.