For Advisors

Level up your advisory practice with AI

The perfect accounting software for advisors: automate routine tasks, manage multiple clients effortlessly, and deliver higher value services.

 

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White-label accounting tools built for advisors

Our multi-client dashboard and automated workflows help you scale your practice and focus on high-value advisory work.

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Multi-client Dashboard

Manage all your clients from a single dashboard. Get a bird's-eye view of their financial health and quickly dive into details when needed.

 Unified client overview with key metrics
Customizable views and filters
Role-based access control for your team

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Client-facing Reports

Create beautiful, branded reports that provide value to your clients. Customize templates to match your firm's identity.

 White-label reporting platform
Customizable templates and branding
 Automated report generation and delivery

 

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AI for Accountants

Leverage AI to automate routine tasks and provide more valuable insights to your clients. Our AI assistant handles the grunt work.

 Automated transaction categorization
 AI-powered anomaly detection
 Smart document processing and data extraction

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Workflow Automation

Streamline your practice with automated workflows that ensure nothing falls through the cracks. Save time and reduce errors.

 Customizable workflow templates
 Task assignment and tracking
 Automated reminders and notifications

 

Stay in control — without the manual checks

Transaction analysis that flags what matters

Uniconomic automatically reviews your clients’ bookkeeping — flagging unusual transactions, missing data, or posting issues.

Audit faster, spot risks earlier, and deliver more accurate reporting with less effort.

You get a real-time, intelligent layer on top of every client’s books.

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Your entire advisory workflow, finally connected

Never miss a deadline again

Assign tasks, manage priorities, and collaborate directly inside Uniconomic.

Our built-in task and messaging system helps you organize your team and deliver what each client actually needs — on time, every time.

No more inbox chaos or sticky notes. Everything’s tracked.

Scale your service — without adding headcount

Your AI team, branded as your own

Offer automated bookkeeping, smart forecasts, and investor-ready updates with Uniconomic’s AI agents — Luca, Theo, and Noa.

They work under your brand, on your clients’ books, helping you provide faster, smarter service and focus on real advisory work.

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Ready to transform your advisory practice?

Join our growing network of forward-thinking accounting professionals.

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