Client Budgeting Software for Accounting Firms
See when you’re doing more than the client paid for
Get notified before the budget’s maxed out, so you can plan ahead, adjust, and maintain strong client relationships.
TOP Accounting practice management SOFTWARE
Sandgrav Solutions
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A Smarter Way to Give
Your Team’s Productivity a Push
Highly Flexible
Client Budgeting
Uku makes it easy to budget on your terms. Choose the budgeting style that best fits your client relationship and project scope best:
- All invoices Set a single budget that covers every invoice for a client, perfect for ongoing work or retainers.
- By contract Budget based on specific contracts, giving you and your clients clear financial boundaries from start to finish.
- By project Assign budgets to individual projects for detailed tracking, ensuring every task aligns with your client’s expectations and financial goals.
- By set of topics Group related tasks under a budgeted set of topics, keeping complex needs organized and transparent.
Full Insight with Budget History
Gain complete visibility into your clients’ budgeting history. Uku keeps a record of previous budget periods, allowing you to easily spot trends, identify recurring issues, and understand whether a budget fluctuation is just a one-off or a real concern.
Real-Time Budget Progress Tracking
Smart Alerts for Budget Oversight
Uku keeps you informed with automatic alerts under every client task when a budget is fulfilled, and sends notifications so you can act quickly to maintain control.
Key Features of the Software for Accounting Firms
Workflow Automation
Standardize your accounting work with recurring task templates and dependencies. Hereinafter Uku will send the tasks to the right person’s dashboard at the right time.
Task Management
Tasks appear on the dashboard and in the calendar when it’s time to work on them. The accounting team lead gets a quick overview of whether the work is on schedule.
Time Tracking
Tracking time is addictively easy in Uku, the bookkeeping practice management software. Enter time manually or track with the timer and conveniently map even the smallest tasks.
Team Collaboration
Take the pain out of employee replacements. Assign tasks to an accountant, add attachments or comments and keep relevant information in one place.
CRM
Keep all important information in the client profile. Easily import and export all data to keep relevant information always available.
Business Analytics
Uku gives you an overview of time spent by customers, tasks and employees. Prevent bottlenecks, optimize processes and operate profitably.
Client Agreement Monitoring
Keep track of billable hours and operate profitably. React operatively to workload changes – Uku notifies you when the workload exceeds your agreements.
Flextime
Manage work-life balance with ease with accountants practice management software. Get an overview of your team’s working hours, overtime, and vacation balance.
Automated Billing
Speed up your invoicing by setting up automated billing with a fixed, hourly or service-based rate. Send invoices to clients and your accounting software.
Email Management
Transform emails into tasks instantly, automate recurring messages, and track follow-ups in one place — never miss client communications or deadlines in your accounting workflow.
Document management
Smart document management system for accounting firms: keep files organized, accessible, and secure with automated organization that puts every document exactly where it belongs.
Client Portal
Elevate your client communication, streamline documents collection and digitisation with your beautifully branded, simple, secure Client Portal.
Project Management
Simplify onboarding for new clients and team members. Track project progress with a real-time overview and run any deadline-driven projects.
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Client Budgeting
Agree on a budget with your client, and we’ll help you keep track. Get notified before the budget’s maxed out, so you can plan ahead, adjust, and maintain strong client relationships.
Workforce Management
All-in-one workforce management platform for accounting firms: centralize employee data, automate HR tasks, and streamline time tracking in one powerful solution.
Integrations
Uku fits nicely in your toolbox and is integrated with other software and business registers. Automated data exchange further reduces tedious and error-prone manual work.
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Highly Valued Accounting Practice Management Software,
Trusted by Thousands of Accountants.
Start a free trial or get a demo.
Elevate your efficiency with Uku, the powerful yet easy-to-use accounting practice management software.
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Let’s create a dream, where the team is happy, clients are well served and profits are fair.Rain Allikvee / Uku’s co-founder
