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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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Client-Centric Dashboard
View every client’s financial health from one place — real-time data, insights, and alerts.
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White-Labeled Reports
Deliver branded, polished reports that reflect your firm's professionalism.
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Secure Portals
Allow clients to upload files, give approvals, and track workflows securely.
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Automated Onboarding
Import data, set up accounts, and go live faster — without manual migration headaches.
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Forecasting & Planning
Provide clients with smart budgeting, scenario analysis, and future-ready plans.
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AI-Bookkeeping Agents
Let LUCA, THEA, and NOA handle your categorization, error-flagging, and doc extraction.

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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Fragmented Systems

Switching between tools slows you down and reduces productivity.

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Time-Intensive Tasks

Manual bookkeeping and reporting eat into advisory time.

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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.

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Automation from Day One

Automate tasks like reconciliation, transaction coding, and report generation.

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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.

Ready to transform your advisory practice?

Join our growing network of forward-thinking accounting professionals who trust Uniconomic to elevate their client services.

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No setup. No pressure. Just clarity.