Workflow Automation for Accounting Practice
Get work done on time
Get work done on time
“Uku is easy to use and accountants actually love working with it.”
Jurgita A.
CEO, Lithuania
What does job management automation give you?
What does job management automation give you?
Uku makes sure that the right tasks reach the right person’s dashboard at the right time.
Recurring tasks save you time
- Weekly recurrence – one or more days of the week
- Date-based recurrence – monthly, quarterly, or yearly
If the recurrence falls on a day off, choose whether the task is brought forward or backward from that day.
Recurring tasks save you time
- Weekly recurrence – one or more days of the week
- Date-based recurrence – monthly, quarterly, or yearly
If the recurrence falls on a day off, choose whether the task is brought forward or backward from that day.
All important information in one place
- Checklists – a list of subtasks
- Attachments, manuals and other notes
- Topics by which you can group and filter jobs
All important information in one place
- Checklists – a list of subtasks
- Attachments, manuals and other notes
- Topics by which you can group and filter jobs
Each client has their own work plan – system!
In the client’s work plan you will find:
- Agreed tasks with deadlines
- Person in charge
- Customer information and contacts
- Documents, notes, access rights, etc
Each client has their own work plan – system!
In the client’s work plan you will find:
- Agreed tasks with deadlines
- Person in charge
- Customer information and contacts
- Documents, notes, access rights, etc
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
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
Automated tasks features
Automated tasks features
Work plan templates
With a work plan, you get 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.
Custom dashboard
Save your ideal dashboards with chosen filters and grouping for fast access.
Custom fields
Automated time tracking
Real-time overview
Responsible person
Start a free trial or book a demo.
Start a free trial or book a demo.
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
