Switch from Jetpack Workflow to Uku.
Keep the workflow management you rely on — and add the Client Portal, automated billing, and BI Analytics Jetpack leaves out. One platform instead of bolting on extra tools, billed monthly.
- Built-in Client Portal — the client-facing layer Jetpack doesn't have
- Automated billing — turn tracked time into invoices in ~30 minutes
- Workflow + portal + billing + analytics in one place — or ~23% off yearly
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The question that runs a firm is simple: who’s doing what, and is it on time? Jetpack answers it for tasks. Uku answers it for the whole client relationship — portal, billing, and analytics included.
Jetpack does workflow well — but it’s workflow only.
Jetpack Workflow is a reliable, focused tool for standardizing recurring client work. Firms move to Uku when they tire of paying for separate portal, billing, and analytics tools to cover everything Jetpack deliberately leaves out.
- No portal
No client portal — collaboration lives in email.
Jetpack stops at internal task tracking. There's no built-in client portal, so document requests and client messages scatter across inboxes and threads. Uku includes a branded Client Portal on every plan, where clients and your team work on the exact same task.
- No billing
No built-in billing — you bolt on extra tools.
Jetpack tracks time but can't turn it into invoices. Firms run separate billing software and reconcile by hand. Uku's automated billing flows tracked time straight into invoices — turning what took days into about 30 minutes.
- Thin reporting
Reporting is basic — no deep analytics.
Jetpack's Progress, Metrics, and Done reports cover task completion. Firms making pricing and staffing calls need more. Uku adds Reporting from the Team plan and BI Analytics on Elite — real-time profitability and workload visibility.
- Integrations
Native integrations stop at QuickBooks.
Jetpack connects natively to QuickBooks Online; everything else leans on Zapier. Uku integrates natively with Xero, QuickBooks, e-conomic, and more — so data syncs without middleware.
The client portal Jetpack doesn’t have — built in.
In Jetpack, client communication happens over email, so document requests get buried in inboxes. Uku includes a branded Client Portal on every plan — your logo, colors, and domain, magic-link access with no passwords. It mirrors the same task on both sides, so client and accountant work on one item with all communication, documents, and time tracking in one place.
See how the Client Portal works
Turn tracked time into invoices — without a second tool.
Jetpack tracks time but can’t bill from it, so firms reconcile in separate invoicing software by hand. Uku’s automated billing connects straight to your workflow: time tracked against tasks flows into invoices generated from client contracts. It cuts invoice prep from days to about 30 minutes — and tracks cost vs sales price, so you see which clients are actually profitable.
How automated billing works
Start on day one, add capabilities as you grow.
You don’t have to switch everything at once. Uku is modular: begin with CRM and tasks, then turn on the Client Portal, automated billing, and BI Analytics over the following weeks. Import your Jetpack client list and recurring jobs, and you’re productive the same week — no weeks of upfront configuration, and no three extra subscriptions to run alongside.
“Uku organizes everything in one place. The monthly to-do list is a game changer — it ensures I never miss a task or deadline.”
Mari K. · verified review on G2
Jetpack Workflow vs Uku, at a glance.
Jetpack covers workflow; Uku covers workflow plus the portal, billing, and analytics you’d otherwise pay for separately. All figures are list prices in USD.
Jetpack Workflow figures sourced from Jetpack Workflow’s published 2026 pricing. Uku prices shown are yearly-billed display rates.
Want the full plan-by-plan breakdown? See our deep dives on Jetpack Workflow pricing, the Jetpack Workflow review, and the best Jetpack Workflow alternatives. Or see Uku’s full pricing.
What firms see after switching.
tools in one platform
Workflow, Client Portal, billing, and BI Analytics — instead of Jetpack plus three add-ons.
to run a billing cycle
Automated billing turns tracked time into invoices — work Jetpack can't do at all.
days to fully migrate
Client import, setup, and training — run in parallel with Jetpack, no lock-in.
You won’t do the move alone.
Moving off Jetpack Workflow sounds heavy — in practice it’s a short, guided project, not a system rebuild. Here’s the shape of it.
Export from Jetpack Workflow
Pull your client list, contacts, recurring jobs, and time entries (CSV/Excel). Uku imports them directly — or syncs clients straight from Xero, QuickBooks, or e-conomic.
Set up your workflow
We help map your recurring Jetpack jobs into Uku workflow templates and automations — then add the Client Portal and billing layers Jetpack doesn't have.
Train the team
A 90-minute onboarding session, free with every account, gets your members confident fast — most are productive the same week.
Go live
Turn on the Client Portal, automated billing, and Reporting. Keep Jetpack running in parallel — Uku's monthly billing means no lock-in either way. Most firms are fully live within 5–7 business days.
Want the step-by-step? Our help center has the full client-import playbook, with screenshots and the exact export/import flow. Read the migration playbook
Switching from Jetpack Workflow — your questions
How long does it take to switch from Jetpack Workflow to Uku?
Most firms complete the full move — client import, workflow setup, and team training — within 5–7 business days. Because Uku bills monthly with no annual lock-in, you can keep Jetpack Workflow running in parallel during the transition. Every new account also gets a free 90-minute onboarding session.
Will I lose my workflow templates moving from Jetpack to Uku?
No. You export your client list, contacts, recurring jobs, and time entries from Jetpack Workflow (CSV/Excel), and Uku imports them directly into its task-plan structure. You can also sync clients straight from Xero, QuickBooks, or e-conomic. Our team helps with the import.
Does Uku give me the client portal and billing Jetpack lacks?
Yes — that's the main reason firms switch. Uku includes a branded Client Portal on every plan, automated billing that turns tracked time into invoices in about 30 minutes, and e-signatures. Instead of pairing Jetpack with two or three extra subscriptions, you get workflow, portal, billing, and analytics in one place.
How much can a firm save switching from Jetpack Workflow to Uku?
On Jetpack Workflow annual ($40/user/month), a 15-person firm pays $9,000/year. The same team on Uku Team ($38/member/month annual) is $6,840/year — about $2,160 saved a year (roughly 24% less). The bigger win is consolidation: Uku replaces the separate portal, billing, and e-signature tools Jetpack firms pay for on the side.
Does Uku replace Jetpack's reporting?
Yes, and goes further. Uku includes Reporting on every plan from Team up, and BI Analytics on the Elite plan ($48/member/month) — real-time profitability, billable vs non-billable analytics, and client agreement monitoring. Jetpack's reporting covers task completion; Uku answers which clients are actually profitable.
Is there an annual contract with Uku?
No. Uku bills monthly with no long-term commitment — cancel anytime. Annual billing for roughly 23% off is optional, never required. Jetpack's lowest rate requires an annual commitment.
Have a question? Contact us — real people answer.
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Microsoft 365Keep your workflow. Add everything Jetpack left out — be live on Uku by next week.
"Let's create a dream, where the team is happy, clients are well served and profits are fair." — Rain Allikvee, Co-founder of Uku
