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Client Budgeting for Accounting Firms

See When You're Doing More Than the Client Paid For

  • Agree on a budget and Uku helps you keep track
  • Get notified before the budget's maxed out
  • Plan ahead, adjust, and maintain strong client relationships
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4.8
Uku client budgeting dashboard showing real-time budget progress and balance

What client budgeting delivers

0

Surprise overruns

Every client has a clear budget. Uku warns you before the limit is reached, so you never do free work without knowing.

100%

Budget visibility

Real-time progress bars show exactly where each client stands. No spreadsheets, no guessing.

4

Budgeting styles

Budget by all invoices, contract, project, or set of topics. Choose what fits each client relationship.

"Uku has given our company data which we use monthly to make our pricing decisions."

— Jaanus K., verified on Capterra
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.

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. Clear financial boundaries from start to finish.

By project

Assign budgets to individual projects for detailed tracking. Every task aligns with your client's expectations and financial goals.

By set of topics

Group related tasks under a budgeted set of topics. Keep complex needs organized and transparent.

Uku add budget dialog showing budget types: all invoices, contracts, topics, and project
Full Budget History

Full Insight with Budget History

Gain complete visibility into your clients' budgeting history. Uku keeps a record of previous budget periods.

Easily spot trends, identify recurring issues, and understand whether a budget fluctuation is just a one-off or a real concern.

Uku budget history table showing budget, balance, percent, warning threshold, and status
View Budget Progress

Real-Time Budget Progress Tracking

Stay informed with Uku's clear, real-time progress bar. Accurate budget usage and balance at a glance.

Make adjustments before reaching limits. See the split between regular work, extra work, billable and non-billable time.

Uku budget progress view with progress bar, balance breakdown, and billable hours
Alerts

Smart Alerts for Budget Oversight

Uku keeps you informed with automatic alerts under every client task when a budget is fulfilled.

Sends notifications so you can act quickly to maintain control. No more accidental overwork on low-margin clients.

Uku budget alert notification showing budget fulfilled at 92% on a client task

Client budgeting checklist

Yes, Uku client budgeting can do that.

Every client budgeting question we hear from accounting firms — and the answer is always the same.

  • Can I set a single budget for all invoices of a client? Yes!
  • Can I budget by contract, project, or set of topics? Yes!
  • Can I see a real-time progress bar for every budget? Yes!
  • Can I get automatic alerts when a budget is almost reached? Yes!
  • Can I set a custom warning threshold (e.g. 90%)? Yes!
  • Can I choose who receives budget notifications? Yes!
  • Can I view budget history for previous periods? Yes!
  • Can I see the balance split between regular and extra work? Yes!
  • Can I track billable vs non-billable time within the budget? Yes!
  • Can I set up recurring monthly budgets automatically? Yes!

FAQ

Questions about client budgeting

Agree on a budget with your client, choose the budgeting style (all invoices, by contract, by project, or by set of topics), and Uku tracks usage in real time. You get notified before the budget is maxed out.
Four styles: All invoices (single budget for ongoing work), By contract (per-contract limits), By project (individual project tracking), and By set of topics (grouped related tasks). Choose what fits your client relationship.
Yes. Uku sends automatic notifications when a budget reaches the warning threshold you set. Alerts also appear under every client task so your team stays informed.
Yes. Uku keeps a full record of previous budget periods. You can spot trends, identify recurring issues, and understand whether a fluctuation is a one-off or a real concern.
Client budgeting is included in Uku's Team and Enterprise plans at no extra cost.
Yes. When creating a budget, you define the warning percentage (e.g. 90%) and who receives the notification. Both in-app notifications and email alerts are supported.

Still have questions? Contact Us

Key Features of the Software for Accounting Firms

View all Uku's accounting practice management features

Client Management

Keep all important information in the client profile. Easily import and export all data to keep relevant information always available.

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Time Tracking

Tracking time is addictively easy in Uku. Enter time manually or track with the timer and conveniently map even the smallest tasks.

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Team Collaboration

Take the pain out of employee replacements. Assign tasks, add attachments or comments and keep relevant information in one place.

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Workflow Automation

Standardize your accounting work with recurring task templates and dependencies. Uku sends tasks to the right person at the right time.

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Task Management

Tasks appear on the dashboard and calendar when it's time. The team lead gets a quick overview of whether work is on schedule.

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Reporting & Analysis

Overview of time spent by customers, tasks and employees. Prevent bottlenecks, optimize processes and operate profitably.

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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.

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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.

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Agreements Monitoring

Keep track of billable hours and operate profitably. React operatively to workload changes when workload exceeds agreements.

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Workforce Management

All-in-one workforce management: centralize employee data, automate HR tasks, and streamline time tracking.

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Document Management

Keep files organized, accessible, and secure with automated organization that puts every document exactly where it belongs.

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Email Management

Transform emails into tasks instantly, automate recurring messages, and track follow-ups in one place.

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Project Management

Simplify onboarding for new clients and team members. Track project progress with a real-time overview.

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Client Portal

Elevate client communication, streamline document collection and digitisation with your beautifully branded, secure Client Portal.

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Flextime

Manage working hours, overtime, and vacations in one place. Real-time balance for every team member, exports to your accountant.

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Trusted by 1000+ accounting firms worldwide

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Elevate your efficiency with Uku, the powerful yet easy-to-use accounting practice management software.

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Rain Allikvee, Uku's co-founder

“Let’s create a dream, where the team is happy, clients are well served and profits are fair.

Rain Allikvee / Uku’s co-founder