Client Agreement Monitoring for Accounting Firms

Do you know how profitable your clients are?

Data-driven work volume reports help respond to changes on time
Automated comparison between client agreements and actual work done
Prevent free extra work with real-time monitoring

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4.8

Uku client agreement monitoring dashboard showing profitability overview

"Uku has given me and other managers valuable insights on employees, clients, and tasks."
— Christer Haimi, CHK

The Uku monitoring process

Agreement

Enter the client agreement in Uku — by time or by volume (documents, payroll, VAT). Set the allowed fluctuation.

Tracking

Uku reads time entries and the document log in real time. Workload vs. agreement updates automatically — no end-of-month reconciliation needed.

Decision

When a client drifts from the agreement, you see it immediately in one view — green, orange, or red. React before losses pile up.

Business Efficiency

Lead smarter

Monitoring grounds your decisions in data — not gut feeling.

Save analysis time — all client agreements on one screen, not monthly Excels
Grow your profit — see at a glance who brings in money and who eats hours
One-glance overview — time, entries, documents, payroll, and VAT together
Control over time spent — actual workload per client, in real time

Uku monitoring dashboard — client agreement fulfilment across entries, documents, and hours

Fair Pricing

Uku tells you right away when a price needs to change

Red — over-fulfilment — the client pays less than the work actually demands
Green — the agreement holds, profit is on track
Orange — there is still room, but the limit is approaching

The colors give you a clear signal for the pricing conversation — not gut feel, but data.

Uku monitoring color codes — red, orange, green status indicators

Easy Setup

Don't waste time on complicated setups

Set up monitoring for all your clients at once. Get access to real-time data and raise prices on a timely manner.

It's easier than filling an Excel sheet. Once configured, monitoring runs automatically in the background.

Uku monitoring is easy to set up for all clients at once

Client agreement monitoring features

Everything you need to monitor agreements

Monitor by time

Compare the time agreed upon with the actual time spent on a client.

Monitor by the volume of work

Compare the work agreed upon with the actual volume of work.

Set allowed fluctuation

Set allowed time and volume of work fluctuation.

Easy to set up

Set up monitoring for all of your clients at once. It is easier than filling an Excel sheet.

Visual overview

Monitoring shows you visual data about client agreement fulfilment.

Real-time data

Monitoring is in accordance with real-time data.

Agreement monitoring checklist

Yes, Uku agreement monitoring can do that.

Every agreement monitoring question we hear from accounting firms — and the answer is always the same.

Can I compare agreed work volume with actual work done per client? Yes!
Can I monitor both time and volume of work — entries, documents? Yes!
Can I set allowed fluctuation for time and work volume? Yes!
Can I see a visual overview of agreement fulfilment across all clients? Yes!
Can I set up monitoring for all clients at once? Yes!
Can I get real-time data instead of last month's numbers? Yes!
Can I see which clients are red, green, or orange? Yes!
Can I use monitoring data to justify price increases to clients? Yes!
Can I track profitability per client automatically? Yes!
Can I react on time when workload exceeds agreements? Yes!

"Uku has helped us up our service quality, always deliver work on time and increase profitability."
— Anu A., verified on Capterra

FAQ

Questions about agreement monitoring

What is client agreement monitoring?

Client agreement monitoring automatically compares the work you agreed upon with the client to the actual work done. It tracks both time spent and volume of work, so you always know whether a client is profitable — or whether you're doing free extra work.

How does the traffic light system work?

Uku uses a simple color-coded system. Red means the client exceeds the agreed plan — you're doing more work than you're being paid for. Green means work is within the agreed limits. Orange means there is room for additional work within the agreement.

How do I set up monitoring for my clients?

You can set up monitoring for all your clients at once. Define the agreed time and work volume per client, set allowed fluctuation, and Uku starts tracking automatically. It's easier than filling an Excel sheet.

Does monitoring work with real-time data?

Yes. Monitoring is based on real-time data from your team's time tracking and task completion. You see the current state of every client agreement, not last month's numbers.

Can I use monitoring to raise prices?

Absolutely. The automated monitoring reports show exactly when you need to raise your price. When a client consistently exceeds the agreed plan (red), you have clear data to support a price conversation.

What's the difference between monitoring and billing?

Billing handles invoicing — creating and sending invoices. Monitoring tracks whether the work you're doing matches what you agreed to. They work together: monitoring tells you if your pricing is right, and billing executes the invoicing.

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