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Built for Modern Advisors
Level up your advisory practice with AI-powered accounting tools.
Uniconomic helps you automate routine tasks, manage clients at scale, and deliver high-value insights with minimal manual effort.
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Workflow Automation
No more missed deadlines. Assign tasks, set reminders, and move faster.
Scalable Service Delivery
Expand capacity without growing your team.
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Real-Time Transaction Analysis
Instantly flag suspicious or incomplete records.
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AI for Accountants
Let AI handle the busywork so you can focus on strategic advice.
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Automated transaction categorization
Automated transaction categorization
Automated transaction categorization
Branded AI Agents (Luca, Thea, Neo)
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Multi-Client Dashboard
See all your clients in one unified view.
- Custom filters & metrics
- Role-based team access
Client-Facing Reports
Branded, beautiful reports—automated and customizable.
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Security & Compliance Features
Designed for the most security-conscious organizations with comprehensive protection
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Multi-client Dashboard
Manage all your clients from a single dashboard. Get a bird's-eye view of their financial health and quickly dive into details when needed.
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Unified client overview with key metrics
Unified client overview with key metrics
Unified client overview with key metrics
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AI for Accountants
Leverage AI to automate routine tasks and provide more valuable insights to your clients. Our AI assistant handles the grunt work.
Automated transaction categorization
AI-powered anomaly detection
Smart document processing and data extraction
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Client-facing Reports
Create beautiful, branded reports that provide value to your clients. Customize templates to match your firm's identity.
White-label reporting platform
Customizable templates and branding
Automated report generation and delivery
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Workflow Automation
Streamline your practice with automated workflows that ensure nothing falls through the cracks. Save time and reduce errors.
Customizable workflow templates
Task assignment and tracking
Automated reminders and notifications
Stay in control — without manual checks
Transaction analysis that flags what matters
Uniconomic automatically reviews every client’s books — flagging unusual transactions, missing entries, and posting issues in real-time. Audit faster, spot risks sooner, and deliver sharper insights without added effort.
Never miss a deadline again
Your entire advisory workflow, finally connected
No more inbox chaos or missed sticky notes. Assign tasks, track priorities, and collaborate directly within Uniconomic. Every step of your advisory process is centralized — organized, visible, and actionable.
Your branded AI team, at work.
Scale your service — without adding headcount
Meet Luca, Thea, and Neo — your AI-powered assistants built to support client books, answer questions, and automate bookkeeping. Fully customizable and working under your firm’s brand.
Meet Our AI Agents That Get Things Done
Uniconomic’s AI-powered agents work behind the scenes to simplify your finance operations
— so your team can focus on growth.
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LUCA
LUCA automates your bookkeeping with real-time transaction categorization, reconciliation, and zero spreadsheets.
NEO
NEO handles investor updates effortlessly, delivering instant reports, performance dashboards, and tailored communication.
THEA
THEA transforms data into decisions with automated forecasting, scenario planning, and strategic alerts—so you can plan ahead, reduce risk.