Your clients' books, your firm's infrastructure.
A practice managing dozens of clients needs more than one company's worth of accounting. It needs clean separation between clients, a way to get engagement letters signed, and confidence that client data lives somewhere the firm actually controls, not a vendor's server the firm has no visibility into.
The Real Workflows Behind Chartered Accountants & Accounting Firms
Separate books per client, one platform
- Multi-company consolidation runs separate books per client entity on one platform
- Intercompany transactions tagged correctly, not mixed together
- Analytic tagging by client, department, or engagement keeps reporting separated
E-signature and audit trail on every document
- Document workflows handle engagement letters and sign-off with built-in e-signature
- Audit trail logs every change by user and timestamp
- Supports the firm's quality control and client peace of mind
Every engagement tracked as its own project
- Each engagement, audit, filing season, or retainer, tracked as its own project
- Tied to a specific client entity, with task assignment and visible deadlines
- Open checklist items surface well before deadline week
Timesheets roll straight into client billing
- Timesheet entries roll up automatically into that client's invoice
- Works for hourly, fixed-fee, or retainer billing
- Time entered against the wrong client is easy to catch, and catch early
How the Pieces Connect
One client record, not three separate habits
- Normally a firm tracks a ledger per client, deadlines in a calendar, hours in a separate tool
- Yukti runs ledger, engagements, and timesheets on the same platform
- All three point to the same client record
A partner's Monday review in one pull, not three
- One record shows book status, open engagements, deadlines, and unbilled hours
- Replaces cross-referencing a client folder, deadline spreadsheet, and time-tracking export
Client data on infrastructure the firm controls
- Engagement letters and compliance certificates live against the client with a full audit trail
- Open source and self-hostable
- A firm can keep ledgers and documents on its own infrastructure
AI that learns categorization patterns per client, not just per firm
A firm reconciling books for twenty different clients is really running twenty different categorization patterns at once.
Learns each client's specific transaction patterns separately
Matches bank statement lines automatically
Surfaces only genuine exceptions for staff review
Avoids treating every client's books as identical, which generates false-positive review queues
See What This Could Save Your Team
You could save ~50.0 hours/month
Estimated total: ~97.9 hours/month, ~$3,260/month
Based on the default figures shown above. Adjust any input to see your own estimate.
Common Questions
Can each client's books stay fully separate even though our staff work across many clients in the same day?
Yes. Multi-company consolidation runs each client entity as its own set of books on the same platform, with intercompany transactions tagged so they never mix into another client's ledger. A staff member moving between five client files in one day is always working inside that specific client's books, not a shared pool that has to be sorted out later.
How does staff time actually turn into a client invoice?
Timesheet entries logged against a specific client and engagement roll up automatically into that client's bill, whether the engagement is billed hourly, at a fixed fee, or as a retainer. A partner reviewing monthly billing is looking at hours already tied to the right client, not reconstructing who worked on what from memory.
Can we track engagement deadlines, like an audit or a filing season, separately from day-to-day bookkeeping?
Yes. Each engagement can be tracked as its own project against the client entity, with tasks, staff assignment, and a deadline visible to the whole team. A filing deadline with open checklist items shows up on that engagement's own view well before the week it's due, not as a last-minute scramble.
Does Yukti generate a UDIN for signed and certified documents?
No. UDIN is issued through ICAI's own portal and Yukti doesn't replicate that step. What Yukti does handle is the document itself: an engagement letter or attestation lives in document management with e-signature, a full version history, and a record of who accessed or changed it, so pairing the UDIN with the underlying signed document and workpaper is straightforward once it's generated.
We're wary of client financial data sitting on a vendor's cloud we don't control. What are our options?
Yukti's Community edition is open source and can be self-hosted, so a firm that wants every client's ledger and document living on its own infrastructure, rather than a closed vendor's servers, can do that without it being a special request or a higher-tier feature.
Where a Simpler Tool Might Be Right
A sole practitioner handling a handful of clients with straightforward compliance filing and no multi-entity complexity may not need a full ERP-grade practice platform. Purpose-built practice management software with a smaller learning curve could get that work done with less setup. This page is for firms managing enough clients, entities, or document workflow that spreadsheets and a single-company accounting tool have started to strain.
See AI-Native ERP in Action
Whether you are outgrowing a billing tool or evaluating a full ERP for the first time, we can show you what Yukti does differently.