Workflow Automation for Accounting Firms
Standardize work, so your team doesn't reinvent the process every time
- Bookkeeping workflow program creates a perfect daily task plan
- Never miss a deadline with automated task scheduling
- Recurring templates for weekly, monthly, quarterly, and yearly tasks
No credit card required.
What does accounting workflow management software give you?
100%
Tasks automated
Uku's automated workflows ensure that tasks reach the right person's dashboard when the time is right. No manual assignment needed.
0
Missed deadlines
Recurring tasks appear automatically on the right day. If a recurrence falls on a weekend, Uku adjusts it forward or backward based on your preference.
1 place
For all task information
Subtasks, attachments, manuals, notes, and topics — everything about a task lives in one place, accessible to the right people.
"Uku is easy to use and accountants actually love working with it."
Save time with bookkeeping workflow templates
Add a weekly recurrence to show tasks one or more days of the week. Use date-based recurrences for monthly, quarterly, or yearly tasks.
If the recurrence falls on a weekend, choose whether you'll finish the task before or after the day.
All important information in one place
Checklists — a list of subtasks for every task. Add attachments, manuals and other notes to keep context together.
Topics allow you to group and filter tasks so you can find what you need instantly.
Each client has their own work plan
In the client's work plan you will find: agreed tasks with deadlines, person in charge, customer information and contacts, documents, notes, access rights, and more.
Create unique workflows for each client — a complete system tailored to their needs.
Uku plans tasks for you
Stay focused — today's jobs are prioritized by default. Manage tasks on your dashboard or calendar.
Quickly find the task you want with search and filter. No more scrolling through endless lists.
Workflow automation checklist
Yes, Uku workflow automation can do that.
Every workflow automation question we hear from accounting firms — and the answer is always the same.
- Can I create recurring task templates for monthly, quarterly, and yearly work? Yes!
- Can I set weekly recurrences for tasks that repeat on specific days? Yes!
- Can I automatically adjust deadlines when tasks fall on weekends or holidays? Yes!
- Can I keep subtasks, attachments, and notes all in one place per task? Yes!
- Can I create a unique work plan for each client with their own deadlines and responsible persons? Yes!
- Can I group and filter tasks by topics across all clients? Yes!
- Can I see today's prioritized tasks on my dashboard automatically? Yes!
- Can I use workflow templates as a basis when setting up new clients? Yes!
- Can I customize dashboards with my preferred filters and grouping? Yes!
- Can I track time directly within a task and auto-log it when marking done? Yes!
- Can I use custom fields to track client-specific information like document delivery status? Yes!
- Can I see an overview of my team's tasks as the responsible person? Yes!
Everything you need
Accounting Workflow Management Features
Accounting workflow templates
A workflow template gives you a quick and convenient overview of the tasks. When creating a work plan for a client, you can use work plan templates as a basis.
Customizable task dashboard
Save your ideal dashboards with chosen filters and grouping for fast access.
Personalizable custom fields
Enter information to Uku that is important to you. For example, you can use additional fields to keep track of whether a customer is late in sending documents.
Automated time tracking
Automate the time tracking by entering a time forecast for a task. Mark the task done and automate the time logging.
Real-time overviews
The report consolidates information about tasks, time and volumes by customers, team, etc. This gives you an insight what and how to improve.
The person responsible
Users' rights lets every team member see only the information they need. The responsible person also sees an overview of team members' tasks.
Accountancy Practice Management Software
Why accounting firms
love ❤️ Uku?
Focused, productive & organized
A simple way to track your clients' work status and who's doing which task. Never miss a task deadline again, even when substituting a colleague.
Billing is simple & fast
Uku does the mundane work of creating invoices for you. You just have to proofread and send the invoices out.
Save ~30% of the time
Set up recurring tasks, emails for notifications and reminders, and much more. Add, edit, and reuse the templates forever.
Full visibility to grow
Time-tracking based insights help you price your services fairly and determine where to remove inefficiencies.
FAQ
Questions about workflow automation
Still have questions? Contact Us
Independent user reviews
Top-rated by accounting firms, consistently.
Uku's user reviews and ratings
Based on our G2 ratings
Ease of Use
Average: 8.6
Quality of Support
Average: 8.6
Ease of Setup
Average: 8.5
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.
Explore moreTime Tracking
Tracking time is addictively easy in Uku. Enter time manually or track with the timer and conveniently map even the smallest tasks.
Explore moreTeam Collaboration
Take the pain out of employee replacements. Assign tasks, add attachments or comments and keep relevant information in one place.
Explore more CurrentWorkflow Automation
Standardize your accounting work with recurring task templates and dependencies. Uku sends tasks to the right person at the right time.
Explore moreTask 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.
Explore moreReporting & Analysis
Overview of time spent by customers, tasks and employees. Prevent bottlenecks, optimize processes and operate profitably.
Explore moreBilling
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.
Explore moreClient Budgeting
Agree on a budget with your client, and we'll help you keep track. Get notified before the budget's maxed out.
Explore moreAgreements Monitoring
Keep track of billable hours and operate profitably. React operatively to workload changes when workload exceeds agreements.
Explore moreWorkforce Management
All-in-one workforce management: centralize employee data, automate HR tasks, and streamline time tracking.
Explore moreDocument Management
Keep files organized, accessible, and secure with automated organization that puts every document exactly where it belongs.
Explore moreEmail Management
Transform emails into tasks instantly, automate recurring messages, and track follow-ups in one place.
Explore moreProject Management
Simplify onboarding for new clients and team members. Track project progress with a real-time overview.
Explore moreClient Portal
Elevate client communication, streamline document collection and digitisation with your beautifully branded, secure Client Portal.
Explore moreFlextime
Manage working hours, overtime, and vacations in one place. Real-time balance for every team member, exports to your accountant.
Explore moreTrusted by 1000+ accounting firms worldwide
Get started with Uku today.
Elevate your efficiency with Uku, the powerful yet easy-to-use accounting practice management software.
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“Let’s create a dream, where the team is happy, clients are well served and profits are fair.
Rain Allikvee / Uku’s co-founder