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Uku plans explained — Solo, Team, Elite, Enterprise

Last updated: May 27, 2026

Uku offers four plans — Solo, Team, Elite, and Enterprise — to match firms at every stage, from a solo practice to large multi-team operations. All plans are available on monthly or annual billing; see current rates and a side-by-side feature comparison for all our plans HERE.

  • Company Owners can view and change the subscription plan.
  • Company Admins and Company Members can view the current plan but cannot change it.

The Solo plan is the starting point for independent accountants and bookkeepers working alone. It is a flat monthly fee, with the option of monthly or annual billing.

  • Clients and CRM — manage a limited number of active clients with full client records, contacts, notes, AML risk profiles, and client budgets.
  • Tasks and Workflows — create and manage tasks, apply workflow automations, and track client work; task assignments to other members and team collaboration require Team and above.
  • Time Tracking and Billing — log time against clients and generate invoices directly from Uku.
  • Documents and E-signatures — store and share files with clients; send documents for signing without leaving Uku.
  • Client Portal and Emails — share tasks and documents via magic-link access; connect Gmail or Outlook to manage client emails inside Uku.
  • Reports — built-in time and billing reports per client; BI Analytics is available from Elite and above.
  • Integrations and Support — connect accounting software (Xero, Merit Aktiva, QuickBooks, and more); email support included.

Solo does not include team features (such as team accesses and management, task sharing and assignments). When your practice grows beyond one person, upgrade to Elite.

The Team plan is the standard choice for accounting and bookkeeping firms. It is priced per active member seat, with the option of monthly or annual billing.

Team builds on Solo with team-wide collaboration and unlimited capacity:

  • Unlimited Members and Clients — with bulk client import from Excel or accounting software.
  • Team Collaboration — member roles and permissions, task sharing and assignments, company-level templates for tasks, projects, and billing.
  • Tasks, Workflows, and Projects — workflow automations, custom fields, Magic Button, and Projects (finite engagements with statuses and phases).
  • Billing and AML — products, contracts, invoices, debt reminders, plus automated AML risk profile and status tracking.
  • Client Portal and Emails — magic-link client access; Gmail or Outlook inbox integration.
  • Accounting Integrations — sync invoices with Xero, Merit Aktiva, QuickBooks, Fortnox, e-conomic, Tripletex, FreeAgent, Trigon, Directo, SmartAccounts, and more.
  • Monitoring — track compliance deadlines across all your clients.
  • Workforce Management & Flextime — team hours, vacations, overtime balances (activate in Settings & Apps).
  • Live Chat Support in addition to email.

Add or remove members at any time — billing adjusts on the next cycle.

Elite is priced per active member seat (monthly or annual billing). It adds an advanced layer on top of Team:

  • Analytics and Insights — BI Analytics with firm-wide and per-client revenue, profitability, utilisation, and billing-health dashboards. Full visibility for Company Owners and Company Admins; Company Members see scoped data on their assigned clients only.
  • Compliance and Control — team-wide Audit log (full change history with before/after values and undo); eSignatures producing ASiC-E compliant signature containers from the Client Portal.
  • Budgets and Documents — per-client spending caps with notifications before work exceeds the budget; connect Google Drive, Dropbox, or SharePoint folders to individual clients.
  • APIs and Integrations — Public API (JWT-authenticated, base URL https://app.getuku.com/api/v1.0/); Zapier connection to 5,000+ apps without writing code.
  • Client Portal Customisation — tailor portal navigation per client with personalised task categories.

The following features are part of the Elite plan and are scheduled to ship during 2026. Check Settings & Apps → Subscription for the most current availability:

  • Capacity planning — AI-assisted time estimation and team capacity modelling.
  • Proposals — send service proposals to prospective clients before a contract is in place.
  • Email Triage — AI-assisted incoming-email categorisation.
  • Uku MCP — programmatic command over firm data with bulk operations and queries.

For large firms with custom needs. Enterprise is Elite with custom pricing and tailored services, sold via direct contact with the Uku sales team.

Enterprise includes everything in Elite, plus:

  • Custom Integrations built on request (development effort billed separately).
  • Assisted Client Import — Uku’s team migrates your clients from your previous tool.
  • Tailor-made Team Workshop — onboarding training shaped to your firm’s needs.
  • Early Access to Features — preview unreleased functionality and influence the roadmap.
  • Pay by Invoice — alternative to credit-card billing.
  • Dedicated Account Manager — a named contact who knows your business.

To start an Enterprise conversation, book a demo or contact sales.

Every new Uku account starts with 14 days of Elite, free, no credit card required. During the trial you have full access to every feature in the Elite plan — analytics, eSignatures, Budgets, integrations, the lot — so you can evaluate whether Uku fits your firm before committing.

When the trial ends:

  1. You choose Solo, Team, or Elite (or contact sales for Enterprise) and add payment details to continue.
  2. If you do not choose a plan, your account stops processing new work until you do.

Uku does not have a permanent free tier. The trial is the only no-payment way to use Uku, and it is fixed at 14 days.

  • Pricing model — Solo is a flat monthly fee for a single user. Team and Elite are priced per active member seat (Client Portal contacts are free — they don’t count toward seats). Enterprise is custom-quoted.
  • Monthly or annual billing — annual billing is cheaper than monthly. Switch cycles in Settings & Apps → Subscription.
  • No long-term contracts — cancel any time; your account stays active until the end of the billing period.
  • Currency support — EUR, USD, and GBP are displayed by default. Other currencies on request for Enterprise.
  • Switching plans — upgrade prorates the difference for the remaining billing period; downgrade applies a credit to your next cycle.

For current rates and any active discounts, see the pricing page.

Every Company that activates a paid plan gets one free 90-minute onboarding session with the Uku team — kick-off planning, basic settings, and a team training session. This is a one-time benefit per Company, not per member. To schedule your session, contact us at uku@getuku.com.

For firms that need more help, paid onboarding packages are available — covering client import, settings configuration, task and project template setup, billing master products, and additional training sessions for larger teams. See the services page for the available packages and current rates.

Looking for a pre-purchase sales demo instead? You can book a 30-minute demo call at any time, or pick Book a demo during account setup (see Get started with Uku).

Some companies that adopted Elite early are on a grandfathered Elite Early Bird pricing arrangement. The features available are identical to the current Elite plan. If you see “Elite Early Bird” listed on your subscription page, your plan is equivalent to Elite — no feature difference applies.

  1. Go to Settings & Apps in the left sidebar.
  2. Click Subscription.
  3. Review the plan comparison and click Upgrade on the plan you want.
  4. Choose monthly or annual billing.
  5. Enter or confirm payment-card details.
  6. Confirm the upgrade — the change takes effect immediately.

Only the Company Owner can change the subscription plan. For detailed steps on managing your subscription, adding or removing seats, and applying voucher codes, see Subscription and plan management.

A feature is described as Team but I cannot see it

Section titled “A feature is described as Team but I cannot see it”

Most apps must be explicitly activated in Settings & Apps before they appear in the sidebar — even on Team or Elite. Examples: Billing, Client Portal, Monitoring, Workforce Management, Projects, AML, eSignatures. Go to Settings & Apps, find the feature card, and click the toggle to enable it. If you do not see the toggle, check with your Company Admin or Company Owner.

BI Analytics says “Elite required” but I am on Elite

Section titled “BI Analytics says “Elite required” but I am on Elite”

BI Analytics is fully visible only to Company Owners and Company Admins on the Elite plan. Company Members see a scoped version limited to their own assigned clients. If you are a Company Admin and still cannot access BI Analytics, confirm your plan in Settings & Apps → Subscription and that the BI Analytics feature is enabled.

My trial just ended — what happens to my account?

Section titled “My trial just ended — what happens to my account?”

After 14 days, the trial closes. Choose Solo, Team, or Elite in Settings & Apps → Subscription and add payment details to keep working. Your data stays in place; the account simply stops processing new work until a plan is selected.

Contact Uku support before downgrading. When you move from Elite to Team, Elite-only features (BI Analytics, Audit Log team-wide visibility, eSignatures, Budgets, Documents, Public API, Zapier, Client Portal custom menu) become inaccessible — but the underlying data is preserved in case you upgrade again later. The Company Owner manages plan changes via Settings & Apps → Subscription.

How do I get a discount for a larger team?

Section titled “How do I get a discount for a larger team?”

Volume discounts are part of the Enterprise plan. Contact sales — pricing is tailored per firm size and needs.

Uku is available in multiple languages, including English, Estonian, Finnish, Swedish, German, Polish, and others. The Client Portal supports the same set, so your clients can use Uku in their preferred language.

Yes. Uku is SOC 2 Type I certified with data hosted in EU data centers. Encryption at rest and in transit, regular security audits, and strict access controls apply on every plan. See the security policy for the full overview.