Client Budgeting Software
for Accounting Firm
Stay on Top of Client Budgets
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.
No credit card required.
TOP Accounting practice management SOFTWARE
“Now that reminders appear automatically on our dashboards, we save around 20% of time spent on task management.”
Thomas M.
Sandgrav Solutions
”Uku’s Client Portal puts client first, makes collecting missing documents and communication easy, and is very easy to use.”
Anu A.
CFO
“Thanks to Uku, decisions have become better and work easier. We’re doing the same tasks more systematically and better.”
Christer H.
CEO
Reimagine how you manage your workforce with the help of Uku.
A Smarter Way to Give
Your Team’s Productivity a Push
Choose Different Budgets
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 Budget History
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.
View Budget Progress
Real-Time Budget Progress Tracking
Stay informed with Uku’s clear, real-time progress bar, displaying accurate budget usage and balance at a glance—helping you make adjustments before reaching limits.
Alerts
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.
Highly Valued Accounting Practice Management Software
Valued by over 4000 customers
4.8/5
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Start a free trial or get a demo.
Elevate your efficiency with Uku, the powerful yet easy-to-use accounting practice management software.
“
Let’s create a dream, where the team is happy, clients are well served and profits are fair.Rain Allikvee / Uku’s co-founder
