Bill for advice, not data entry.
Uru automates bookkeeping, tax prep, and client communications so your accountants can focus on strategic advisory services.
What Accounting Firms Use Uru For
Real workflows that eliminate data entry
Month-end close in 2 hours, not 2 days
Pull transactions from bank accounts, categorize line items using your chart of accounts, reconcile balances, calculate accruals, and generate P&L, balance sheet, and variance reports. Deliver by 9am on the 1st.
Tax returns drafted while you sleep
Pull W-2s from client portals, import 1099s from email, populate schedules from QuickBooks, calculate deductions and credits, apply tax law changes, and draft returns ready for review by morning.
Deadline tracking on autopilot
Get alerts 30 days before filing deadlines, 15 days for extensions, and 7 days for estimated payments. Auto-send reminder emails to clients missing documents. Never miss a deadline again.
Tax planning insights from financials
Analyze quarterly P&Ls to identify potential R&D credits, retirement contribution opportunities, and estimated payment adjustments. Flag profit margin changes and generate advisory memos with tax-saving recommendations.
Financial statements in 15 minutes
Generate GAAP-compliant balance sheet, income statement, and cash flow statement from QuickBooks. Add footnotes for significant transactions, calculate key ratios, and format in branded templates.
Document collection without the chase
Email all clients requesting tax documents on January 5th. Track responses in real-time. Auto-send follow-ups to non-responders on Jan 20th and Feb 1st. Organize uploads by client folder automatically.
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
Ready to transform your accounting practice?
See how Uru can help your firm grow advisory revenue and reduce compliance burden