Bookkeeping, Reporting & CFO Insights with AI
Running a business means juggling invoices, expenses, payroll, and financial reports—all while trying to grow. With Uniconomic’s AI agents, you can automate bookkeeping, cash flow insights, and financial forecasting—so you can focus on what matters most.
AI Agents Built for Smarter Business
Handling business finances shouldn’t be a full-time job. That’s why the agents work behind the scenes to automate financial workflows, detect risks, and provide real-time insights—so you and your team are on top of things!
Uniconomic’s AI agents work seamlessly within your financial system, ensuring your numbers are always accurate, up-to-date, and ready when you need them.
Automate Bookkeeping
No more manual data entry—transactions are categorized, reconciled, and logged automatically.
Instant Financial Insights
Get real-time reports on cash flow, revenue, and expenses without digging through spreadsheets.
CFO Q&A – Ask Anything
Chat directly with your AI CFO to get answers like “What’s my best-selling product?” or “How much do we spend on software per month?”
Smarter Forecasting & Planning
Predict future cash flow and get AI-driven budget recommendations to stay ahead.
Effortless Compliance & Audit-Ready Records
Stay compliant with automated audit trails and accurate financial tracking—always ready for review.
Faster Decision-Making
Your AI agents analyze financial trends, helping you make informed business decisions in seconds.
Scale Without Extra Work
As your business grows, your AI agents handle more transactions and reporting automatically—without added complexity.
All Your Data in One Place
No need for multiple tools—Uniconomic’s AI integrates with your financial system, keeping everything centralized and up to date.
Luca, Noa, and Theo – Your Automated Financial Experts
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Luca – Your AI Bookkeeper
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Noa – Your AI Investor Relations Assistant
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Theo – Your AI CFO
Automated Bookkeeping & Reconciliation
Luca takes the manual work out of bookkeeping by automatically categorizing transactions, reconciling bank accounts, and keeping your books up to date. No more spreadsheets or manual data entry—just accurate, audit-ready financials at all times.
Keep Stakeholders Informed with AI-Generated Reports
Noa automates investor updates, financial summaries, and stakeholder reports, ensuring your business always presents clear, data-driven insights. Whether you’re reporting to investors, banks, or leadership teams, Noa makes communication seamless and professional.
AI-Powered Forecasting & Financial Strategy
Theo acts as your virtual CFO, delivering real-time financial forecasts, cash flow projections, and budget recommendations. You can even ask Theo direct financial questions like “What’s our profit margin this quarter?” or “How much did we spend on software last month?”—and get instant, data-driven answers.
Need clarification?
What if my business already has an accountant?
Uniconomic’s AI agents don’t replace accountants—they enhance their capabilities. Your accountant can use AI-driven insights to provide faster, more strategic financial guidance and spend less time on manual data entry.
How accurate are the AI agents?
Uniconomic’s AI is trained on real financial data and continuously improves through machine learning. It ensures high accuracy in bookkeeping, forecasting, and reporting, minimizing errors and saving valuable time.
How does the AI Q&A feature work?
You can chat directly with Theo, your AI CFO, and ask questions like “What’s my most profitable product?” or “How much did I spend on marketing last month?”—and get instant, accurate insights without running complex reports.
Will this work for my growing business?
Yes! Uniconomic’s AI agents scale with your business, handling increasing transactions, automating financial workflows, and adapting to your needs without extra complexity.