Easy Management.
More Insight. Better Advice.
Simplify client bookkeeping and provide more business value - with our all-in-one platform that automates tasks, streamlines processes and provides real-time insights.
Uniconomic Advisor – Built for Accountants, Designed for Efficiency
Uniconomic Advisor is a powerful platform that helps accountants and financial professionals automate bookkeeping, manage multiple clients, and deliver real-time insights—all from one intuitive dashboard. Spend less time on manual tasks and more time providing value to your clients
Multi-Client Management
Easily switch between clients and manage multiple businesses from a single dashboard.
AI-Powered Transaction Insights
Automatically detect trends, anomalies, and red-flags with AI-driven analysis.
Seamless Bookkeeping Automation
Reconcile transactions, categorize expenses, and automate journal entries with ease.
Effortless Data Sync & Compliance
Stay compliant with automated audit trails and seamless integration with financial systems.
Real-Time Financial Reporting
Generate instant, accurate reports to keep clients informed and ahead of deadlines.
Whitelabel AI Agents
Enhance your services by offering AI-powered bookkeeping and CFO insights under your brand.
Client Collaboration Tools
Communicate, assign tasks, and share insights with clients directly within the platform.
Fast & Secure Access
Access all client financials securely, anytime, from any device.
Work Smarter, Not Harder – The Future of Accounting Starts Here
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Multi-Client Management
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AI-Powered Insights
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Seamless Bookkeeping & Compliance
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Agents for Accountants
All Your Clients, One Dashboard
Managing multiple clients shouldn’t be overwhelming. With Uniconomic Advisor, you get a centralized dashboard to seamlessly switch between businesses, track financials, and collaborate in real time. No more logging in and out of multiple systems—just one place for everything.
Smarter Financial Decisions with AI
Gone are the days of manual data analysis. Uniconomic’s AI scans transactions, detects anomalies, and predicts financial trends—giving you proactive insights to help your clients make better business decisions, faster.
Automate, Reconcile, and Stay Audit-Ready
Uniconomic automates transaction categorization, bank reconciliation, and compliance tracking, ensuring that every financial record is accurate and audit-ready. Save time while reducing errors and meeting regulatory requirements effortlessly.
Your Own AI Bookkeeper & CFO – Under Your Brand
Offer AI-powered bookkeeping and CFO insights as part of your services. With Uniconomic’s Whitelabel AI, you can provide automated transaction handling, real-time financial insights, and strategic forecasting—without extra workload, under your own brand.
Need clarification?
How does Uniconomic Advisor make my work easier?
Uniconomic automates bookkeeping, transaction reconciliation, and financial reporting, reducing manual work and saving hours every month. With AI-powered insights and an intuitive multi-client dashboard, you can manage more clients efficiently while focusing on higher-value advisory services.
How do my clients benefit from an all-in-one financial platform?
Instead of using multiple disconnected systems for invoicing, bookkeeping, payroll, and reporting, Uniconomic brings everything into one place. This reduces errors, speeds up financial processes, and gives clients real-time visibilityinto their business finances—while keeping accountants in full control.
Can I offer AI-powered financial services under my own brand?
Yes! With whitelabel AI agents, you can provide automated bookkeeping, transaction insights, and CFO-level forecasting under your own firm’s name—enhancing your services and increasing billable hours without extra workload.
How easy is it to switch to Uniconomic?
We offer free data migration and guided onboarding to ensure a seamless transition for you and your clients. Our platform is designed to integrate smoothly with existing financial systems, so you can get started quickly with minimal disruption.