Reporting & Analysis for Accounting Firms
Turn everyday work into business insights
Monitor your client’s profitability and work productivity with the help of Uku’s flexible business analytics reports.
TOP Accounting practice management SOFTWARE
Kersti S.
Uku member
Do you have an overview of what is actually happening in your business?
An overview of what is actually happening in your business
Make decisions based on real data, not an inaccurate gut feeling.
See where employees spend their time
- Time spent on clients, tasks, and employees
- Time usage over periods
- Time spent by topics (e.g. time spent on annual reports)
The time usage report shows where time is actually spent
- Time spent on clients, tasks, and employees
- Time usage over periods
- Time spent by topics (e.g. time spent on annual reports)
Find precise answers fast with report filters
- Overview of tasks and their status - done, ongoing, overdue
- Change in employee and client workload by month
- Clients profitability analysis
Find answers with powerful filters
- Overview of tasks and their status - done, ongoing, overdue
- Change in employee and client workload by month
- Clients profitability analysis
Continue analyzing in different software
- Fetch Uku’s data to other software
- Analyse data in Power BI
Continue analysis in other software with the help of the public API
- Fetch Uku’s data to other software
- Analyse data in Power BI
Business Analytics Features
Business analytics features
Realtime reports
Conveniently accessible information about what is happening in the company at the moment.
Micro and macro view
Detailed and comprehensive reports to get answers to the questions that interest you most.
Time usage reports
Either detailed or broad reports of time usage by customers, employees or jobs.
Employee workload
Overview of employees’ workload. Arrange tasks so workload is divided equally.
Client agreement monitoring
Client’s profitability
Pricing of services
Easily compare the time used to provide the service with the requested fee and, if necessary, make corrections in the price.
Service evidence
Powerful filters
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.
Explore more ›
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
