Automate, Advise, and Grow with Confidence
Uniconomic empowers accountants and financial advisors to automate bookkeeping, deliver real-time insights, and scale advisory services without increasing workload. Whether you’re managing 5 or 50 clients, we help you stay efficient, accurate, and ahead of expectations.
Serve More Clients, Offer More Value, and Spend Less Time on Manual Work
Advisors today are expected to do more than just keep the books in order. With Uniconomic, you gain a powerful platform designed to automate low-value tasks like transaction entry, reconciliation, and reporting—so you can focus on advisory, forecasting, and strategic client guidance. From AI-powered insights to multi-client dashboards, Uniconomic helps you save time, expand your services, and strengthen every client relationship.
Multi-Client Dashboard
Manage all clients in one place with seamless switching and full visibility.
AI Bookkeeping Assistant
Automate reconciliation, categorization, and journals—accurate and audit-ready.
Real-Time Financial Reporting
Instantly generate reports for clients, stakeholders, or compliance.
AI-Powered Forecasting
Help clients plan ahead with smart cash flow and revenue projections.
Whitelabel AI Agents
Offer Luca, Noa, and Theo under your own brand—boost your service offering.
Client Collaboration Tools
Share updates, assign tasks, and discuss reports directly in-platform.
Built-In Compliance & Audit Trail
Every entry is traceable, timestamped, and ready for review.
Scale Without Burnout
Handle more clients, more efficiently—with automation doing the heavy lifting.
How Uniconomic Makes Advisory More Scalable and Profitable
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Automate What Slows You Down
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AI Agents, Under Your Brand
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One Login, All Clients
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Add Value Instantly
Less Admin, More Advisory
Uniconomic handles time-consuming bookkeeping so you can focus on strategic advice—not reconciling receipts and chasing down documents.
Offer Smarter Services Without Extra Work
With whitelabel AI agents like Luca (Bookkeeper) and Theo (CFO), you can expand your services while keeping your brand front and center.
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True Multi-Client Efficiency
No more logging in and out of separate systems—manage, report, and collaborate across all clients from a single dashboard.
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Real-Time Forecasts & Answers
Clients can ask their AI CFO questions like “What’s my profit margin?” or “How much did I spend on tools?”—and get instant insights, making you look even smarter.
Need clarification?
Will AI replace me as an advisor?
Not at all. Uniconomic is built to enhance your expertise, not replace it. AI handles repetitive tasks so you can focus on strategy, insights, and client relationships.
Can I manage all my clients in one place?
Yes! The Advisor Dashboard is designed for true multi-client workflows, giving you seamless access, task management, and reporting across your client portfolio.
Can I offer AI services under my brand?
Absolutely. With our whitelabel AI agents, you can offer automated bookkeeping and forecasting as part of your service offering—with your name on it, not ours.
How secure is the platform for client data?
We are ISAE 3000 audited and fully GDPR compliant, with all data hosted securely in the EU using enterprise-grade encryption.