Sandgrav Solutions sped up work with accounting task management systems

Switching Excel and Outlook for a better practice management solution

Sandgrav Solutions specializes in digitalizing bookkeeping for their clients. As Frederik Kromann, Director, puts it:

“Our competitors are often 1-2 years behind when it comes to solutions we implement for our clients.”

But internally, the firm was managing tasks through Excel spreadsheets and Outlook calendars. The system required much manual work since Excel and Outlook do not integrate very well. Employees had to add deadlines and tasks in one app and set reminders in another. Team leads spent significant time ensuring employees met deadlines.

“We wanted a single platform that all employees could use similarly to ensure that all client tasks are done on time and nothing is forgotten.”

Onboarding help straight from the accounting tech expert

After evaluating several tools, Sandgrav found Uku to be a perfect match.

“After a very good presentation of Uku, we saw that it was a perfect match for our company. Uku has all we need and many features we don’t yet need.”

Uku offers two hours of free onboarding help. The implementation went smoothly. Uku’s onboarding specialist assisted with creating the plans and the tasks. They also helped by importing the client list and associating the tasks to the clients.

Accounting firm employees enjoy using practical software

The team’s reception was overwhelmingly positive.

“Many of our colleagues think Uku is cool to use, and they have already made their own checklists and delegated tasks to each other.”

Frederik Kromann highlights the ease of adoption:

As he puts it, “it is easy for employees to create tasks for colleagues, help others with work, and use the system overall. Everybody can see the advantage of working in the same system on all our tasks.”

“We all now work on the same platform and have a system that reminds us of tasks to perform. That saves time and makes our weekdays very effective.”

Systematic task management saves accountants time

Tasks appear on accountants’ dashboards on specific dates and remain there until completed, reducing the risk of missed deadlines or tasks.

“That means we will never again forget tasks on our clients. Uku has definitely made our life much easier.”

Automated task management systems have greatly boosted Sandgrav Solutions’ working speed. Uku eliminated the need to add tasks, time entries and deadlines to various Excel sheets.

“Now that reminders appear automatically on our dashboards, we save around 20% of time spent on task management.”

Management has a complete overview of employees’ tasks and no longer has to hover around employees to check if everybody has completed their tasks.

Imperfections brighten an accountant’s day

The software is translated into seven languages, including Danish. Even though the translation had a few words that might not have been suitable, Sandgrav’s employees find joy in the little things.

“You get in a good mood from using Uku. Unfortunately, the translation has been done a bit quickly, but you will smile when you see some of the translations.”

Built according to accountants’ wishes

Sandgrav appreciates that Uku actively listens to user feedback.

“When we get ideas on how to improve the system, they always listen.”

Improvement suggestions from Sandgrav Solutions include more noticeable red notifications and making VAT numbers more visible in the client list.

Thomas Fox Maule’s recommendation:

“If you need a very smart, intuitive, and effective task management system and don’t want to buy more than you need, you should look at Uku. We have met a serious company, helpful employees, and a system that matches our requirements.”