Built for Modern Advisors
Level up your advisory practice with AI-powered accounting tools.
Uniconomic helps you automate routine tasks, manage clients at scale, and deliver high-value insights with minimal manual effort.
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Workflow Automation
No more missed deadlines. Assign tasks, set reminders, and move faster.
Scalable Service Delivery
Expand capacity without growing your team.
Real-Time Transaction Analysis
Instantly flag suspicious or incomplete records.
AI for Accountants
Unico handles bookings, accruals, and follow-ups — so you don’t have to.
Auto-bookings from inbox to ledger
Built-in approvals and accrual logic
80% less manual work
White-Labeled AI Access

Multi-Client Dashboard
See all your clients in one unified view.
- Custom filters & metrics
- Role-based team access
Client-Facing Reports
Branded, beautiful reports—automated and customizable.
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Security & Compliance Features
Designed for the most security-conscious organizations with comprehensive protection
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
Unified client overview with key metrics
Unified client overview with key metrics
AI for Accountants
Leverage AI to automate routine tasks and provide more valuable insights to your clients. Our AI handles the grunt work.
Automated transaction categorization
AI-powered anomaly detection
Smart document processing and data extraction
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
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 manual checks
Transaction analysis that flags what matters
Uniconomic automatically reviews every client’s books — flagging unusual transactions, missing entries, and posting issues in real-time. Audit faster, spot risks sooner, and deliver sharper insights without added effort.

Never miss a deadline again
Your entire advisory workflow, finally connected
No more inbox chaos or missed sticky notes. Assign tasks, track priorities, and collaborate directly within Uniconomic. Every step of your advisory process is centralized — organized, visible, and actionable.

Your branded AI team, at work.
Scale your service — without adding headcount
Unico automates the repetitive work across all clients — from bookkeeping and approvals to reminders and reporting — so you can serve more clients, with less effort, and boost your margins.

AI Behind the Scenes - and Makes You Look Brilliant
Unico handles the heavy lifting across your clients’ finances, so you can deliver faster, smarter, and more profitable service
- without changing how you work
Bookkeeping, Handled
From document to posting — Unico takes care of coding, approvals, and accruals.
Always One Step Ahead
Spot missing receipts, anomalies, or delays before your client ever asks.
Branded as Yours
Offer advanced AI services under your own name - fully integrated and invisible to the client.
Ready to transform your advisory practice?
Join our growing network of forward-thinking accounting professionals who trust Uniconomic to elevate their client services.
No setup. No pressure. Just clarity.