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.

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Real-Time Transaction Analysis

Instantly flag suspicious or incomplete records.

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AI for Accountants

Unico handles bookings, accruals, and follow-ups — so you don’t have to.

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Auto-bookings from inbox to ledger

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Built-in approvals and accrual logic

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80% less manual work

White-Labeled AI Access
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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

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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.

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Unified client overview with key metrics

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Unified client overview with key metrics

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Unified client overview with key metrics

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AI for Accountants

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

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Automated transaction categorization

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AI-powered anomaly detection

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Smart document processing and data extraction

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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.

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White-label reporting platform

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Customizable templates and branding

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Automated report generation and delivery

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Workflow Automation

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

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Customizable workflow templates

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Task assignment and tracking

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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.

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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.

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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.

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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

End-to-end automation

From document to posting — Unico takes care of coding, approvals, and accruals.

Always One Step Ahead

Proactive alerts & insights

Spot missing receipts, anomalies, or delays before your client ever asks.

Branded as Yours

White-labeled AI assistant

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.