Uku Features
Time Tracking (5)
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Ease of Completing Timesheets
Timesheet entry takes little time and is intuitive for new users
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Tracking Time to Project/Task
Users can easily track time based on task or activity and assign to projects
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Billable Time Rate Management
Allows users and administrators to adjust rates based on user, role, task, project assignments, etc.
Reimbursement Management
Manage compensation for out-of-pocket expenses incurred by an employee, client or another party
Task Progress Tracking
Track the status and progress of tasks
Client Invoicing (5)
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Invoice Creation and Delivery
Ability to create and send printable or electronic invoices. Includes standard invoice style library that can be customized/branded.
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Electronic Payments
Accepts electronic payments from clients
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Project Accounting / Revenue Recognition
Provides adequate reporting and/or can integrate to AP systems to recognize revenue appropriately
Biometric Recognition
Facial or other physical recognition to confirm identity
Optical Character Recognition
Ability to recognize printed or written text within digital images or scanned documents
Mobile Time Tracking (15)
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Project Time Tracking
Measure time to completion or hours worked for projects
Expense Tracking
Monitor and record expenses such as purchases or charges incurred
Progress Tracking
Reporting on how each user, task or process has advanced since its initiation
Activity Tracking
Track and document all activities across devices, networks, and other systems
Time Tracking by Client
Track time worked per client
Project Tracking
Monitor the progress of projects from start to finish
Billable Items Tracking
Track the list of items required to be billed/invoiced to clients
Attendance Tracking
Track the attendance of specific individuals or groups
Vacation/Leave Tracking
Request, track, and manage time off requests and vacation time
Project Time Tracking
Measure time to completion or hours worked for projects
Leave Tracking
Manage and track employee attendance
Budget Tracking
Track actual spending to ensure it's in line with the planned budget
Online Time Tracking
Track employee and task times using internet connection
Offline Time Tracking
Track employee and task times without internet connection
Location Tracking
Identify the physical location of an individual, asset, device, etc.
Administration (16)
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Business Tool Integration
Provides standard connectors for popular Finance, Payroll, HRMS and CRM systems
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Workflow
Routes Timesheets, Invoices, Expense reports through approval process. Easy to maintain and administer
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Automated Reminders
Sends automatic reminders to employees that have not completed expenses reports and/or timesheets
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Policy Compliance Management
Enables administrators to create rules that enforce compliances of corporate time and expense policies
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User, Role, and Access Management
Grant access to select data, features, objects, etc. based on the users, user role, groups, etc.
Timesheet Management
Track the amount of time spent on a job or task
Payroll Management
Manage employee salary processes, data, taxes, and records administration efficiently
Employee Management
Track employee schedules, availability, and performance across projects and tasks
Invoice Management
Captures invoice data and maintains comprehensive records for auditing and reporting purposes
Calendar Management
Track and manage schedules and meetings via an integrated calendar
Workflow Management
Create, design and manage workflows for repetitive tasks
Task Management
Create, manage and track all task activities and progression
Mobile Access
Access software remotely via mobile devices
Mobile Access
Access software remotely via mobile devices
Workflow Management
Create, design and manage workflows for repetitive tasks
Compliance Management
Track and manage adherence to policies for any service, product, process, or supplier
Platform (12)
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Reporting
Access pre-built and custom reports and dashboards.
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APIs / Integration
Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc. with other software applications.
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Internationalization
Enables users to view and transact business with the same content in multiple languages and currencies.
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Performance and Reliability
Software is consistently available (uptime) and allows users to complete tasks quickly because they are not waiting for the software to respond to an action they took.
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Mobile User Support
Allows software to be easily used on multiple mobile devices include phone and tablet devices.
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Offline
Provides users ability to create and access expense reports/timesheets while not connected to internet.
Accounting Integration
Integrate with a third-party accounting system
QuickBooks Integration
Integrates with QuickBooks
Real-Time Reporting
Active reporting of data and metrics
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Payroll Integration
Facilitates integration with multiple third-party payroll systems
Accounting Integration
Integrate with a third-party accounting system
Setup (6)
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Activities
Provide standard activities and tasks that can be customized by users
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Flows
Users can easily create flows using drag and drop features
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Dependencies
Define and manage dependencies between tasks and workflows
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Notifications
Include alters that can be used with workflows
Calendar Management
Track and manage schedules and meetings via an integrated calendar
Business Process Automation
Helps automate and manage information, tasks, and procedures by establishing routines and patterns associated with processes
Management (3)
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Updates
Ability to update multiple workflows at the same time
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Audit Trail
Maintain a history of all workflow changes
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Integration
Integrate with ERP or project management software
Platform Additional Functionality (4)
Cloud
Provides a cloud based version of the platform
Messaging
Contains in-application messaging abilities
Payment
Contains built-in payment processing capabilities or integrates with payment processing software
Client Portal
Private online space that lets businesses securely share documents and provide information access to clients
Platform Content (1)
Automation
Automates some or all operation related tasks
Platform Data (1)
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Content (5)
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Document Collaboration
Allows users to simultaneously collaborate on a document within the application.
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Versioning
Stores different versions of a document.
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E-Signature
Allows users to provide an e-signature within the platform.
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File Request
Allows businesses to request files from clients.
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Feedback
Allows businesses to solicit feedback on projects or documents from clients.
Collaboration (11)
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Billing and Invoicing
Provides billing and invoicing within the application.
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Instant Messaging
Provides internal and/or external instant messaging capability.
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Project Management
Offer project management features like task creation and tracking within the application.
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Analytics
Offer analytics concerning productivity or client engagement.
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Time Tracking
Allows businesses to track time spent on projects within the application.
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Mobile Application
Provides a mobile application.
Engagement Tracking
Tracks metrics that provide insight into how a user interacts with any interface or product
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Collaboration
Provide repository to collaborate on email, clients, jobs and tasks
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Tasks
Create tasks and sub-tasks with assignee, status and due date
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Version Control
Provide real-time access of files with the most updated versions
Approval Process Control
Manage the process of evaluating documents or requests submitted for approval
Communication (3)
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Client Portals
Provide portals for customers to communicate with accountants
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Automation
Automate client requests and reminders
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Consolidation
Consolidate communication between accountants and clients
Billing (4)
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Time
Track the status of each project and calculate billable time
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Reporting
Run reports on billing, time, revenue, credits, etc.
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Invoices
Create invoices for services provided and track payments
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Onboarding (4)
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Document Templates
Customizable sample documents that contain placeholder text or a standard layout that can be repeated for each new file
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Checklists
Assing tasks and checklists to new clients
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New Client
Create new client in system once propsal is accepted
Customizable Templates
Pre-designed layouts that can be customized to match preferences and requirements
Visibility (6)
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Job Status
Know where every job stands, who’s working on what, and what’s being said to clients
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Metrics
Track/uncover metrics to improve firm decisions and efficiency
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File Organization
Share, save, and organize files
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Audit Trail
Provide a detailed audit trail
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Notifications
Receive real-time notifications via email and/or IM about new assignments, updates, and due dates
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Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Generative AI (2)
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AI Text Generation
Allows users to generate text based on a text prompt.
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Agentic AI - Accounting Practice Management (3)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Multi-step Planning
Ability to break down and plan multi-step processes
Cross-system Integration
Works across multiple software systems or databases
Agentic AI - Tax Practice Management (5)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Adaptive Learning
Improves performance based on feedback and experience
Natural Language Interaction
Engages in human-like conversation for task delegation
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Decision Making
Makes informed choices based on available data and objectives
Agentic AI - Workflow Management (7)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Multi-step Planning
Ability to break down and plan multi-step processes
Cross-system Integration
Works across multiple software systems or databases
Adaptive Learning
Improves performance based on feedback and experience
Natural Language Interaction
Engages in human-like conversation for task delegation
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Decision Making
Makes informed choices based on available data and objectives
Additional Functionality (151)
Data Import/Export
Import and export data to and from software applications
Estimating
Estimate expected cost based on various factors before a project begins
Timer
Multi-Currency
Manage and handle various international currencies
Customizable Reports
Alter the layout and content of reports
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
Real-Time Updates
Receive system updates as soon as any changes are made
Projections
Estimate or forecast of a future scenario based on the study of present trends
Customizable Fields
Customize data fields to support various needs and use cases
Approval Process Control
Manage the process of evaluating documents or requests submitted for approval
Mobile App
Access the system via a mobile application
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Billing & Invoicing
Create, manage, and send invoices or bills to customers
Budgeting/Forecasting
Create budgets based on historical data and future projections
Resource Allocation & Planning
Assign available resources (human and/or non-human) to various projects and tasks
Access Controls/Permissions
Define levels of authorization for access to specific files or systems
Real-Time Notifications
Notifications that are delivered to users as soon as an event occurs
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Summary Reports
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Real-Time Data
Receive data and information in real time
Automatic Time Capture
Automate recording of time to reduce human error
Overtime Calculation
Manage and record overtime hours for hourly employees
Clock In/Out
Track employees' arrival and departure timings for payroll purposes
Productivity Analysis
Statistical data that helps identify improvement areas, delays or interruptions, and output of an employee
Multi-Language
Manage and support multiple languages
Employee Scheduling
Assign working shifts or tasks to employees based on their availability
Employee Database
Electronic storage of staff/employee contact information and job status in a centralized repository
Billable & Non-Billable Hours
Track billable hours and/or non-billable expenses for work performed
Usage Tracking/Analytics
Track and interpret metrics on the usage of company resources
Invoice Management
Captures invoice data and maintains comprehensive records for auditing and reporting purposes
Expense Tracking
Monitor and record expenses such as purchases or charges incurred
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Online Payments
Accept and process online payment transactions
Messaging
Communicate using messages within the system
Financial Analysis
Evaluate units, projects, budgets, and other finance-related data to gauge their performance and potential risk
Email Management
Manage, store and organize emails within the system or via third-party apps
Workflow Management
Create, design and manage workflows for repetitive tasks
Customizable Reports
Alter the layout and content of reports
Client Management
Manage contact details and communication with clients
Document Management
Store, manage, and track all electronic documents in a centralized location
Time Tracking
Measure and track time including hours worked and paid time off (PTO)
Staff Management
Schedule shifts for staff/employees, track hours worked, and manage staff payroll
Timer
Search/Filter
Search and filter data across systems to locate required information by entering keywords or certain criteria
For Accountants
Software specialized for accountants and accounting firms
Multi-Currency
Manage and handle various international currencies
Financial Management
Plan, manage, and track the financial activities of an individual or organization
For CPA Firms
Software specialized for certified public accountants (financial advisors) who help outside entities reach financial goals
API
Application programming interface that allows for integration with other systems/databases
Progress Tracking
Reporting on how each user, task or process has advanced since its initiation
Task Management
Create, manage and track all task activities and progression
Secure Data Storage
Securely stores data to prevent data loss or breaches
Electronic Payments
Electronically collect payments for goods or services
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Credit Card Processing
Accept and process credit card transactions
Time & Expense Tracking
Log and record hours worked and costs spent to assist in billing and invoicing
Project Management
Plan and coordinate all the resources, costs and time needed to execute assignments
Appointment Management
Manage various aspects of appointments including booking, rescheduling, canceling
Approval Workflow
Route documents and other data through one or more stakeholders for review and approval
Billing & Invoicing
Create, manage, and send invoices or bills to customers
Document Storage
Store and organize documents in a centralized system
Status Tracking
Track the status over time for a request, process, asset, or transaction
Configurable Workflow
Configure existing workflows to meet your organization's needs
Due Date Tracking
Ability to identify, sort on and alert participating parties about the approaching date by which action has to be taken
Project Time Tracking
Measure time to completion or hours worked for projects
Reminders
Timed notification for any upcoming task, deadline, appointment, or activity
Accounting
Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc.
Data Import/Export
Import and export data to and from software applications
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
Customizable Branding
Add customized logos and colors to align with company branding
Invoice Processing
Creation, processing, verification, and execution of invoices till the payment is made
Search/Filter
Search and filter data across systems to locate required information by entering keywords or certain criteria
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Commenting/Notes
Leave comments and notes on documents for others to view
Content Publishing Options
Facilitates online authoring and publishing of the content
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Content Library
Centralized repository to store content and assets
Document Classification
Assign categories, labels, tags, or attributes to documents for organization, search and storage
Drag & Drop
Assemble applications and processes by dragging over and arranging pre-built components
Drag & Drop
Assemble applications and processes by dragging over and arranging pre-built components
Template Management
Create, save, and re-purpose templates for emails, forms, etc.
Approval Process Control
Manage the process of evaluating documents or requests submitted for approval
Customizable Dashboard
Alter the layout and content of dashboards
Rules-Based Workflow
Automates and streamlines business processes by creating a sequence of predefined rules and actions that govern the flow of work
Document Management
Store, manage, and track all electronic documents in a centralized location
Monitoring
Observe and track the demand, usage, progress or quality of a system, product, or user
Progress Tracking
Reporting on how each user, task or process has advanced since its initiation
Workflow Configuration
Alter the default workflow to meet your organization's needs
Collaboration Tools
Provides a channel for team members to share media files, communicate, and work together
Commenting/Notes
Leave comments and notes on documents for others to view
Task Management
Create, manage and track all task activities and progression
Forms Management
Store, manage and track all forms in a centralized location
No-Code
Drag and drop/visual interfaces that allow non-tech users to build without writing code
Data Import/Export
Import and export data to and from software applications
Email Management
Manage, store and organize emails within the system or via third-party apps
Customizable Reports
Alter the layout and content of reports
Access Controls/Permissions
Define levels of authorization for access to specific files or systems
Graphical Workflow Editor
Create, design and modify the flow and processes of tasks in a project
Real-Time Data
Receive data and information in real time
API
Application programming interface that allows for integration with other systems/databases
Search/Filter
Search and filter data across systems to locate required information by entering keywords or certain criteria
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Mobile Access
Access software remotely via mobile devices
Customizable Fields
Customize data fields to support various needs and use cases
Activity Tracking
Track and document all activities across devices, networks, and other systems
Compliance Tracking
Track and report regulatory data to either internal management or external stakeholders
Role-Based Permissions
Set & manage permission levels based on user roles and restrict access to only authorized individuals
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
Project Workflow
Create, manage, or update project workflows.
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
ACH Payment Processing
Accept electronic bank-to-bank transfers using a network called the Automated Clearing House (ACH)
Bank Reconciliation
Compare and match accounting/financial records with corresponding bank statements
API
Application programming interface that allows for integration with other systems/databases
Document Templates
Customizable sample documents that contain placeholder text or a standard layout that can be repeated for each new file
Real-Time Updates
Receive system updates as soon as any changes are made
Email Reminders
Reminders sent via email
Compliance Management
Track and manage adherence to policies for any service, product, process, or supplier
Timesheet Management
Track the amount of time spent on a job or task
Task Management
Create, manage and track all task activities and progression
Billing & Invoicing
Create, manage, and send invoices or bills to customers
Data Import/Export
Import and export data to and from software applications
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Mobile Access
Access software remotely via mobile devices
Access Controls/Permissions
Define levels of authorization for access to specific files or systems
Communication Management
Manage and track all internal and external communication conducted via calls, email, text, or chat
Due Date Tracking
Ability to identify, sort on and alert participating parties about the approaching date by which action has to be taken
Tax Forms
Declaration of income made to tax authorities
Tax Filing
The completion of documentation that calculates earned income and the taxes to be paid, also called a tax return
Configurable Workflow
Configure existing workflows to meet your organization's needs
Audit Management
Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Document Storage
Store and organize documents in a centralized system
Customizable Templates
Pre-designed layouts that can be customized to match preferences and requirements
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Approval Process Control
Manage the process of evaluating documents or requests submitted for approval
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Project Management
Plan and coordinate all the resources, costs and time needed to execute assignments
Cash Management
Process of managing an organization's cash resources, including cash on hand, investments, and bank account balances
Workflow Management
Create, design and manage workflows for repetitive tasks
Status Tracking
Track the status over time for a request, process, asset, or transaction
Client Management
Manage contact details and communication with clients
For Tax Practices
Designed for tax practices
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Employee Management
Track employee schedules, availability, and performance across projects and tasks
Time Tracking
Measure and track time including hours worked and paid time off (PTO)
Accounting
Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc.
Document Management
Store, manage, and track all electronic documents in a centralized location

