Uku Features
Time Tracking (3)
Ease of Completing Timesheets
Timesheet entry takes little time and is intuitive for new users
Tracking Time to Project/Task
Users can easily track time based on task or activity and assign to projects
Billable Time Rate Management
Allows users and administrators to adjust rates based on user, role, task, project assignments, etc.
Client Invoicing (3)
Invoice Creation and Delivery
Ability to create and send printable or electronic invoices. Includes standard invoice style library that can be customized/branded.
Electronic Payments
Accepts electronic payments from clients
Project Accounting / Revenue Recognition
Provides adequate reporting and/or can integrate to AP systems to recognize revenue appropriately
Mobile Time Tracking (1)
Time Tracking
Allows users to track and enter time spent on project tasks from mobile device.
Administration (5)
Business Tool Integration
Provides standard connectors for popular Finance, Payroll, HRMS and CRM systems
Workflow
Routes Timesheets, Invoices, Expense reports through approval process. Easy to maintain and administer
Automated Reminders
Sends automatic reminders to employees that have not completed expenses reports and/or timesheets
Policy Compliance Management
Enables administrators to create rules that enforce compliances of corporate time and expense policies
User, Role, and Access Management
Grant access to select data, features, objects, etc. based on the users, user role, groups, etc.
Platform (6)
Reporting
Access pre-built and custom reports and dashboards.
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.
Internationalization
Enables users to view and transact business with the same content in multiple languages and currencies.
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.
Mobile User Support
Allows software to be easily used on multiple mobile devices include phone and tablet devices.
Offline
Provides users ability to create and access expense reports/timesheets while not connected to internet.
Setup (4)
Activities
Provide standard activities and tasks that can be customized by users
Flows
Users can easily create flows using drag and drop features
Dependencies
Define and manage dependencies between tasks and workflows
Notifications
Include alters that can be used with workflows
Management (3)
Updates
Ability to update multiple workflows at the same time
Audit Trail
Maintain a history of all workflow changes
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
Portal
Contains a portal to facilitate third-party or client application access
Platform Content (1)
Automation
Automates some or all operation related tasks
Platform Data (1)
Dashboard
Has a centralized dashboard for users to interact with
Content (5)
Document Collaboration
Allows users to simultaneously collaborate on a document within the application.
Versioning
Stores different versions of a document.
E-Signature
Allows users to provide an e-signature within the platform.
File Request
Allows businesses to request files from clients.
Feedback
Allows businesses to solicit feedback on projects or documents from clients.
Collaboration (9)
Billing and Invoicing
Provides billing and invoicing within the application.
Instant Messaging
Provides internal and/or external instant messaging capability.
Project Management
Offer project management features like task creation and tracking within the application.
Analytics
Offer analytics concerning productivity or client engagement.
Time Tracking
Allows businesses to track time spent on projects within the application.
Mobile Application
Provides a mobile application.
Collaboration
Provide repository to collaborate on email, clients, jobs and tasks
Tasks
Create tasks and sub-tasks with assignee, status and due date
Version Control
Provide real-time access of files with the most updated versions
Communication (3)
Client Portals
Provide portals for customers to communicate with accountants
Automation
Automate client requests and reminders
Consolidation
Consolidate communication between accountants and clients
Billing (3)
Time
Track the status of each project and calculate billable time
Reporting
Run reports on billing, time, revenue, credits, etc.
Invoices
Create invoices for services provided and track payments
Onboarding (3)
Templates
Standardize the onboarding process with templates
Checklists
Assing tasks and checklists to new clients
New Client
Create new client in system once propsal is accepted
Visibility (6)
Job Status
Know where every job stands, who’s working on what, and what’s being said to clients
Metrics
Track/uncover metrics to improve firm decisions and efficiency
File Organization
Share, save, and organize files
Audit Trail
Provide a detailed audit trail
Notifications
Receive real-time notifications via email and/or IM about new assignments, updates, and due dates
Integrations
Manage integrations for accounting, project management, email, data integration, or similar platforms
Generative AI (1)
AI Text Generation
Allows users to generate text based on a text prompt.
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

