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Fragmented Systems
Switching between tools slows you down and reduces productivity.
Purpose-Built for Financial Advisors
Scale your advisory services with AI-powered tools designed to automate the routine and elevate the strategic.
Uniconomic simplifies your firm’s operations — from real-time client insights to branded reports and AI-led bookkeeping. Focus on high-impact advisory work while we handle the busywork.
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Solutions Tailored for Advisory Firms
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Easy Client Management
View every client’s financial health from one place - real-time data, insights, and alerts. Quickly Switch between clients.
Transaction Analysis
Built-in transaction analysis and more to ease up audit documentation
Audit-trail Documentation
Ask questions, request documentation with built in audit trail directly in the platform
Automated Onboarding
Import data, set up accounts, and go live faster — without manual migration headaches.
Forecasting & Planning
Provide clients with smart budgeting, scenario analysis, and future-ready plans.
Whitelabel AI
Use our AI as your own to help your clients with more insights - without adding headcount or analysis.
From Chaos to Clarity: Solving SMB
Finance Challenges
Small and midsized businesses face unique hurdles as they grow—from disjointed systems to a lack of visibility.
Common Challenges Faced by Advisory Firms
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Time-Intensive Tasks
Manual bookkeeping and reporting eat into advisory time.
Scaling Painfully
Adding new clients means more chaos — unless your systems scale with you.
How Uniconomic Solves It
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All-in-One Advisory Platform
Replace multiple apps with one — dashboards, reports, forecasting, and more.
Automation from Day One
Automate tasks like reconciliation, transaction coding, and report generation.
Seamless Growth
Whether 5 clients or 500, Uniconomic’s architecture scales effortlessly.
Solutions Built for Advisory Firms
Tools that help you automate client work, increase margins, and deliver more value
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Multi-Client Dashboard
Manage all your clients from a single dashboard with real-time financial insights and alerts.
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Client Onboarding
Streamline client setup with automated data migration and chart of accounts creation.
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AI-Powered Bookkeeping
Leverage AI to automate routine bookkeeping tasks and free up time for advisory services.
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White-Label Reporting
Customize and brand financial reports for clients with your company's logo and style.
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Client Portal
Provide a secure client portal for document sharing, approvals, and collaborative workflows.
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Advisory Tools
Advanced forecasting and scenario planning tools to help clients make informed business decisions.