Bill for advice, not data entry.
Uru automates bookkeeping, tax prep, and client communications so your accountants can focus on strategic advisory services.
Client Accounting Dashboard
Phase 4: Accounting workflow screenshot
What Accounting Firms Use Uru For
Automate compliance and data work so your team can focus on advisory services
Bookkeeping automation
Automatically categorize transactions, reconcile accounts, and flag anomalies. Cut monthly close time by 70%.
Tax return preparation
Generate tax return drafts from client data. Automate form population and calculation checks for faster filing.
Client document collection
Automatically request and organize tax documents, receipts, and financial statements. No more chasing clients.
Financial statement generation
Create client-ready financial statements with notes and disclosures. Maintain consistency across all clients.
Compliance monitoring
Track filing deadlines, extension dates, and regulatory requirements. Never miss a deadline or penalty.
Advisory insights generation
Analyze client financials to identify tax savings, cash flow issues, and growth opportunities automatically.
Audit support automation
Prepare audit schedules, PBC lists, and supporting documentation. Streamline audit response workflows.
Client communication summaries
Summarize client emails and calls. Keep engagement files organized and accessible for the entire team.
How Uru Works for Accounting Firms
Connect your tools, automate workflows, and scale your practice
Connect Accounting Systems
Link QuickBooks, Xero, tax software, practice management tools, and bank feeds. Uru works with your existing tech stack.
Automate Compliance Work
Create AI teammates for bookkeeping, tax prep, document collection, and reporting. They learn your firm's standards and workflows.
Grow Advisory Revenue
Free up time for high-value advisory services. Increase revenue per client without adding headcount.
Why Accounting Firms Choose Uru
Handle 2x more clients per accountant
Automate routine bookkeeping and compliance to scale without hiring
Cut tax prep time by 60%
Automated data collection and return preparation accelerate filing season
Increase advisory revenue by 40%
Free up time for high-margin advisory services and strategic planning
Zero missed deadlines
Automated deadline tracking and reminders eliminate penalties and extensions
Reduce staff turnover by 35%
Eliminate tedious data entry that drives burnout during busy season
Client Financial Overview
Phase 4: Financial dashboard screenshot
Ready to transform your accounting practice?
See how Uru can help your firm grow advisory revenue and reduce compliance burden