Reporting & Analysis for Accounting Firms

Turn everyday work into business insights

Monitor your client’s profitability and work productivity with the help of Uku’s flexible business analytics reports.

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Top Accounting Practice Management Software

Accounting Practice Management Reports - Uku
Uku CRM - Client workflow

“Uku has increased efficiency and visibility throughout our team.”

Kersti S.

Uku member

Do you have an overview of what is actually happening in your business?

An overview of what is actually happening in your business

Make decisions based on real data, not an inaccurate gut feeling.

See where employees spend their time

  • Time spent on clients, tasks, and employees
  • Time usage over periods
  • Time spent by topics (e.g. time spent on annual reports)

Find precise answers fast with report filters

  • Overview of tasks and their status – done, ongoing, overdue
  • Change in employee and client workload by month
  • Clients profitability analysis

Continue analyzing in different software

  • Fetch Uku’s data to other software
  • Analyse data in Power BI

Business Analytics Features

Realtime reports

Conveniently accessible information about what is happening in the company at the moment.

Micro and macro view

Detailed and comprehensive reports to get answers to the questions that interest you most.

Time usage reports

Either detailed or broad reports of time usage by customers, employees or jobs.

Employee workload

Overview of employees’ workload. Arrange tasks so workload is divided equally.

Client agreement monitoring

Automatic comparison between agreed upon and actual work of volume.

Client’s profitability

Effortlessly assess the client’s profitability with Uku’s automatic client agreement monitoring.

Pricing of services

Easily compare the time used to provide the service with the requested fee and, if necessary, make corrections in the price.

Service evidence

Export completed work and time records as a file to show the client where the time has been spent.

Powerful filters

Sort out the information that interests you from the reports.

Key Features of the Software for Accounting Firms

Workflow Automation

Automate recurring tasks and deadlines with customizable templates.

Task Management

Track tasks, deadlines, and assignments across your entire team.

Time Tracking

One-click timers and flexible time entries with billing integration.

Team Collaboration

Real-time visibility into workloads, comments, and shared workspaces.

Client Management

Centralized client profiles with contacts, documents, and notes.

Business Analytics

Financial reports, team performance, and profitability insights.

Client Agreement Monitoring

Monitor workloads and get alerts when work exceeds agreements.

Flextime

Manage flexible working hours and vacation balances.

Automated Billing

Generate invoices automatically from tracked time and contracts.

Email Management

Connect your inbox directly to client cards and tasks.

Document Management

Store, organize, and share documents with your team.

Client Portal

A branded portal for secure client communication and file sharing.

Project Management

Plan and track accounting projects from start to finish.

Client Budgeting

Set and monitor client budgets with automated alerts.

Workforce Management

Manage team schedules, vacations, and capacity planning.

Integrations

Connect with Xero, QuickBooks, Merit Aktiva, and more.

Highly Valued Accounting Practice Management Software,
Trusted by Thousands of Accountants.

Capterra
★★★★★
4.8
Capterra
G2
★★★★★
4.8
G2
GetApp
★★★★★
4.7
GetApp
Software Advice
★★★★★
4.7
Software Advice
Capterra Best Value 2025 G2 Best Usability 2025 G2 Momentum Leader 2025 Software Advice Best Customer Support 2025 GetApp Best Product 2025 GetApp Category Leader 2025

Start a free trial or get a demo.

Elevate your efficiency with Uku, the powerful yet easy-to-use accounting practice management software.

Rain Allikvee - Uku Founder