Automate Bookkeeping, Unlock Insights, and Scale Your Advisory Services
Uniconomic’s AI agents handle bookkeeping, financial reporting, and forecasting—so you can focus on advisory, not admin. Automate repetitive tasks, provide real-time insights, and manage more clients efficiently with AI-driven finance tools built for accountants.
Work Smarter, Serve More Clients, and Enhance Your Advisory Services
Uniconomic’s AI agents automate bookkeeping, generate instant insights, and streamline client collaboration, helping you scale without extra workload. AI handles transaction categorization, reconciliation, and reporting, so you can focus on advisory work.
With real-time financial data and audit-ready reports, your clients get instant answers without delays. They can even ask the AI CFO “What’s my profit margin?” or “How much did I spend on marketing?”, reducing back-and-forth while keeping you in control.
As your firm grows, Uniconomic’s AI scales with you, boosting efficiency and profitability without added complexity.
Multi-Client Management
Easily switch between clients and handle multiple businesses from one dashboard..
AI-Powered Financial Insights
Get real-time trends, risk alerts, and profitability analysis without manual work.
AI Q&A for Clients
Your clients can ask financial questions and get instant AI-powered responses—reducing their dependency on emails and meetings.
Effortless Compliance & Audit-Ready Books
Every transaction is tracked and categorized, ensuring clients stay compliant with minimal effort.
Scale Without Adding More Work
With AI automating tedious bookkeeping tasks, you can serve more clients without increasing your workload.
AI-Generated Reports
Investor updates, tax summaries, and performance insights—automated in seconds.
Seamless Integration
Connects with Uniconomic accounting platforms for full insights
Whitelabel AI Agents
Offer AI-powered bookkeeping and CFO insights under your brand—unlocking new revenue streams.
Luca, Noa, and Theo – The AI Agents Helping You Scale
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Luca – AI-Powered Bookkeeping
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Noa – AI for Investor & Stakeholder Reporting
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Theo – AI CFO for Proactive Advisory
Automate Client Bookkeeping & Reconciliation
Luca automates transaction categorization, bank reconciliation, and journal entries—so you can handle more clients with less effort. With audit-ready books and automated compliance tracking, your workflow is faster, and your clients always have accurate financials.
Generate Client Reports & Financial Updates Instantly
Noa creates professional, AI-generated reports that make client communication seamless. Whether it’s financial summaries, investor updates, or compliance reports, Noa saves you hours of manual reporting—so you can focus on insights, not formatting spreadsheets.
Offer AI-Powered Financial Forecasting & Strategy
Theo analyzes client data and provides real-time forecasting, cash flow predictions, and profitability insights. Your clients can even ask direct questions like “What’s my profit margin?” or “How much did I spend on SaaS tools?”and get instant, AI-driven answers—positioning you as a forward-thinking advisor.
Need clarification?
Will AI replace accountants?
No—AI enhances your expertise, eliminating repetitive tasks so you can focus on high-value advisory work.
Can my clients use the AI agents too?
Yes! Clients can ask Theo (AI CFO) financial questions and receive instant insights—reducing unnecessary back-and-forth while keeping you in control.
How accurate is the AI?
Uniconomic’s AI learns from real financial data, ensuring high accuracy in bookkeeping, forecasting, and reporting—saving you time while improving client service.
How easy is it to switch?
We offer free data migration and seamless onboarding, ensuring you and your clients transition smoothly with zero downtime.