Client Budgeting Software for Accounting Firms
See when you’re doing more than the client paid for
Agree on a budget with your client, and we’ll help you keep track.
Get notified before the budget’s maxed out, so you can plan ahead, adjust, and maintain strong client relationships.
No credit card required.
Top Accounting Practice Management Software
Thomas M.
Sandgrav Solutions
Anu A.
CFO
Christer H.
CEO
A Smarter Way to Give
Your Team’s Productivity a Push
Highly Flexible
Client Budgeting
Uku makes it easy to budget on your terms. Choose the budgeting style that best fits your client relationship and project scope best:
- All invoices Set a single budget that covers every invoice for a client, perfect for ongoing work or retainers.
- By contract Budget based on specific contracts, giving you and your clients clear financial boundaries from start to finish.
- By project Assign budgets to individual projects for detailed tracking, ensuring every task aligns with your client’s expectations and financial goals.
- By set of topics Group related tasks under a budgeted set of topics, keeping complex needs organized and transparent.
Full Insight with Budget History
Gain complete visibility into your clients’ budgeting history. Uku keeps a record of previous budget periods, allowing you to easily spot trends, identify recurring issues, and understand whether a budget fluctuation is just a one-off or a real concern.
Real-Time Budget Progress Tracking
Stay informed with Uku’s clear, real-time progress bar, displaying accurate budget usage and balance at a glance—helping you make adjustments before reaching limits.
Smart Alerts for Budget Oversight
Uku keeps you informed with automatic alerts under every client task when a budget is fulfilled, and sends notifications so you can act quickly to maintain control.
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.
Start a free trial or get a demo.
Elevate your efficiency with Uku, the powerful yet easy-to-use accounting practice management software.
