Billing insights & profitability
See your real margin on every client and every service. New reporting turns the work your team already logs into profit, capacity, and revenue-leakage views — so pricing and staffing stop being guesses.
Uku is becoming the AI-native platform for accounting firms — the one your own AI can operate. Read the spine top to bottom: nearest work first, the bigger picture last.
A direction, not a contract · We ship when it’s genuinely good · 4.8 from 1000+ firms
See your real margin on every client and every service. New reporting turns the work your team already logs into profit, capacity, and revenue-leakage views — so pricing and staffing stop being guesses.
Connect Uku to Claude and other AI assistants over MCP, the open standard for AI tools. Ask your AI to check deadlines, surface bottlenecks, or draft a client update — it works directly in your Uku data. The layer that makes Uku genuinely AI-native.
A missing-documents list that fills itself, plus e-signing and secure sharing in the client portal — connected to the storage you already use. Stop chasing clients for source files.
Send a payment link with the invoice and let clients pay by card right in the portal. Faster payment, less chasing, one less tool in the stack.
Client conversations stop living in personal inboxes. A shared timeline the whole team can see, so anyone can pick up exactly where the last person left off.
Scope the work, price it, and send a proposal from inside Uku — then turn an accepted proposal straight into live workflows. Win the client and start the work without switching tools.
Pick the integrations your firm actually uses from a growing menu, and connect Uku to the rest of your stack — without paying for connectors you’ll never touch.
An AI agent that runs new-client intake — gathering details, requesting documents, setting up the engagement — so onboarding starts before you lift a finger. Part of Uku’s AI agents, shipping when they’re genuinely good.
Morning summaries of what needs your attention, drafted client emails ready for review, and more agents over time — the routine work, handled before you sit down.
The best ideas on this list came from firms like yours. Tell us what would make your team’s week easier.