Yuki Assistant

Gain full financial control. Yuki Assistant helps entrepreneurs keep track of (unpaid and overdue) invoices, profit and loss, bank account balance, and more.

Communicate directly with your accountant. Effortlessly scan and upload receipts and invoices. And run your business with confidence. Your personal Yuki Assistant has your back!

Features
• Document Uploader
• Yuki Financial Monitor
• Yuki Workspace
• Yuki Bank & Archive
• Communication & Contacts

Document Uploader
Upload receipts and invoices with ease. Use the Yuki Assistant to scan and upload your financial (and even non-financial) documents directly to your archive. After the borders of the document are automatically detected and the quality improved, it’s sent to your accountant for booking.

Yuki Financial Monitor
With Yuki’s Financial Monitor you’ll have your most important business KPIs in the palm of your hand. The Financial Monitor gives you a full overview of your financial metrics in one simple dashboard. With the ability to zoom into figures for more in-depth insights, and to select different periods.

Yuki Workspace
One place that provides you with a real-time overview of everything that needs to be done. Within a glance you’ll see if there are documents missing, and what’s needed to keep your finances updated. Effortlessly manage your tasks (accept, decline, or assign), approve invoices, and claim your expenses.

Yuki Bank & Archive
The Yuki Assistant gives a direct overview of all your banking business and bank accounts through the Yuki Bank. And with the Yuki Archive, you gain access to all your financial and non-financial documents. With the help of the Yuki Assistant, you can easily find, inspect, share, and ask questions about these documents. All in one place.

Communication & Contacts
Use the Yuki Assistant App for quick and clear communication with your accountant. Your accountant and their knowledge is closer than ever. With the app you’ll also find all your contacts in one spot. With the possibility to email or call your customers and suppliers, directly from the app.

About Yuki
Yuki is about more than just your bookkeeping. We make sure you and your accountant have all the tools necessary for full financial control. This way your accountant will be able to focus on giving you the advice that helps your business grow. And you’ll have the freedom and time to focus on the success of your company.

REQUIREMENTS
In order to use this app, you need an accountant that works with Yuki, this way you can access your own Yuki platform for entrepreneurs.

Recent changes:
• Find the right project faster: when uploading a document you can now search your projects and filter by active ones.
• Signing in with Visma Connect works again on Android devices that use Samsung Internet as the default browser.