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Easier Management, better Guidance for Clients

Simplify Client Bookkeeping, Free Up Time, and Provide Real-Time Insights with Our AI-Powered Platform.

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Essential tools and Mutual Growth

We know that managing multiple clients' finances with outdated tools is time-consuming and complex. That's why we created Uniconomic Advisor—a unified, AI-powered platform designed specifically for accountants and financial advisers.

What sets us apart is our ability to integrate advanced automation, real-time data, and AI-driven insights into one seamless solution, empowering accountants to work more efficiently while providing exceptional value to their clients.

With Uniconomic Advisor, accountants can:

Save time by automating repetitive tasks.
Increase client satisfaction through real-time insights and proactive advice.
Grow their business by leveraging white-label AI solutions.

Real time Client Insights

Access up-to-date financial data, reports, and recommendations to deliver smarter, more timely advice to your clients.

Powerfull Automations

Automate tedious bookkeeping tasks, saving you hours of manual work each week.

Client Collaboration

Share financial data, ask questions with audit trail and collaborate with your clients seamlessly, all in one platform.

Increased Efficiency

Reduce administrative overhead and let the platform handle the routine tasks, so you can focus on what matters most.

White-Label AI Agents

Offer AI-driven bookkeeping, investor relations, and CFO services as your own, enabling you to provide added value while freeing up time.

Client Customization

Tailor financial reports, recommendations, and insights to meet the specific needs of each cl

Business Growth

Recommend UniConomic to your clients, helping them streamline their operations while growing your own advisory business

Scalable for Growth

Manage multiple clients with ease, no matter how large or small, thanks to a platform designed to scale with your practice.

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Be the Future Accountant

Our white-label AI agents automate essential financial tasks, allowing you to save time and focus on higher-value work while offering your clients powerful, automated solutions under your own brand.

  • AI Bookkeeper: Automates 75% of bookkeeping tasks—fetching invoices, creating journal entries, and maintaining accurate financial records—so you can spend less time on manual data entry.
  • AI Investor Relations: Sends out automated board and investor updates, keeping your clients’ stakeholders informed without taking up your valuable time.
  • AI CFO: Provides real-time financial insights, generates recommendations, and answers questions instantly, giving your clients actionable advice while saving you from doing the legwork.

With these AI agents, you can reduce manual effort, offer more valuable insights, and spend your time advising clients rather than performing routine tasks.

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