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uraAdvisory

Client portal

Your finances, in one secure place

Upload documents, see your numbers, pay what is due and talk to your accountant, in one portal built around Kosovo tax and accounting.

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Client portal · Overview

Revenue

€49,300

+4.7% on September

Expenses

€34,900

October 2026

VAT payable

€3,412.80

Due 20 Nov

Cash balance

€62,480

All accounts

Revenue

Last 6 months

Financial health

Stable

Operating margin29.2%
Payroll, OctoberDeclared
Illustration with sample data

Feature tour

Everything your finance file needs

Eight parts of the portal, shown with sample data. Every client gets all of them.

01 · Dashboards

See the state of the business at a glance

Revenue and expense trends, VAT and tax liabilities, the payroll summary, KPIs, financial health and cash flow, updated as documents are approved.

  • Revenue and expense trends by month
  • VAT and tax liabilities with due dates
  • Payroll summary, KPIs and cash flow
Client portal · Overview

Revenue

€49,300

+4.7% on September

Expenses

€34,900

October 2026

VAT payable

€3,412.80

Due 20 Nov

Cash balance

€62,480

All accounts

Revenue

Last 6 months

Financial health

Stable

Operating margin29.2%
Payroll, OctoberDeclared
Illustration with sample data

02 · Document reading

Upload a document and it reads itself

Supplier, customer, invoice number, date, VAT, total, currency and payment terms are read automatically and the document is categorised. Then your accountant reviews it.

  • PDF, JPG, PNG, Excel and Word files
  • Categories from operational costs to rent and utilities
  • Accounting metadata on every document
Documents
Drop files herePDF, JPG, PNG, Excel or Word
  • invoice-0418.pdfExample Supplies L.L.C. · Administrative expensesIn review
  • fuel-receipt-1024.jpgSample Fuel Station · Fuel expensesRead
  • telecom-october.pdfSample Telecom · UtilitiesApproved
  • sales-invoice-112.xlsxSample Client GmbH · SalesApproved
  • lease-addendum.docxSample Property L.L.C. · ContractReading
Illustration with sample data

03 · Excel exports

Exports structured for the ATK VAT books

Approved purchases and sales export to Excel in the structure ATK expects for the VAT purchase and sales books, with registers for payroll and corporate tax.

  • Purchase and sales books by period
  • Totals that reconcile to the return
  • Payroll and corporate tax registers
purchase-book-2026-10.xlsx

VAT purchase book, October 2026

Invoice no.SupplierDateCategoryNetVATTotal
INV-2026-0418Example Supplies L.L.C.28.10.2026Administrative1,250.00225.001,475.00
F-10233Sample Fuel Station24.10.2026Fuel110.0019.80129.80
2026/771Sample Cleaning Services21.10.2026Operational180.0032.40212.40
0091Sample Print Studio14.10.2026Marketing320.0057.60377.60
R-5520Sample Telecom05.10.2026Utilities45.008.1053.10
Totals1,905.00342.902,247.90

Columns structured for the ATK purchase book

Illustration with sample data

04 · Payment slips

Know what to pay, and show that it is paid

Every tax or fee due arrives as a payment slip. Download it, mark it as paid and upload the bank confirmation.

  • Download, mark as paid, upload the confirmation
  • Linked to the filing it pays
  • Overdue slips flagged
Payment slip

VAT, October 2026

€3,412.80

Issued
Beneficiary
Kosovo Tax Administration (ATK)
Reference
VAT 2026-10
Due date
20 Nov 2026
Illustration with sample data

05 · Messages and requests

Every conversation in one place

Message your team, answer document requests and complete tasks without digging through email.

  • Threads by topic, with attachments
  • Document requests with due dates
  • Tasks for you and for us
Messages and requests

October close

Ura Advisory

We have read the October documents. Two receipts are missing the supplier VAT number. Could you check them?

You

Uploaded the corrected receipts just now.

Document request

Bank statement, October

Due 10 NovOpen

Task

Approve the October VAT return

Due 18 NovOpen
Illustration with sample data

06 · Compliance calendar

Every deadline, before it arrives

VAT by the 20th, payroll and pension by the 15th, quarterly corporate tax advances and the annual return by 31 March, each with its status.

  • Built from your registrations
  • Status from upcoming to paid
  • Visible to you and your accountant
Compliance calendar
  1. Payroll and pension, OctoberFiled
  2. 20NovVAT return, OctoberIn preparation
  3. 15DecPayroll and pension, NovemberUpcoming
  4. 15JanCorporate tax advance, Q4Upcoming
  5. 31MarAnnual corporate tax return, 2026Upcoming
Illustration with sample data

07 · Contract register

Contracts with renewal alerts

Keep employment, rental, service and other contracts in one register, with renewal alerts and the obligations each one creates.

  • Renewal alerts ahead of notice periods
  • Obligations with due dates
  • Key terms read from the contract
Contract register
  • Office leaseSample Property L.L.C.Ends31 Jan 2027
    Renewal alert sent
  • Software licenceSample Software LtdEnds15 Mar 2027
    Auto-renews, 30 days notice
  • Employment contract, accountantEmployeeEnds30 Jun 2027
    Active
Next obligationRent payment, 1 Dec
Illustration with sample data

08 · AI assistant

Ask questions about your own numbers

Each client has an AI assistant that answers from your approved records and shows its sources. When it is not sure, it forwards the question to your accountant.

  • Answers from your own data only
  • Sources with every answer
  • Forwarded to people when unsure
AI assistant
How much VAT do we owe for October?

Output VAT for October is €8,920.00 and input VAT is €5,507.20, so €3,412.80 is due by 20 November. The figures come from documents your accountant has approved.

Source: VAT return, October 2026

Answers come from your own records. Anything uncertain goes to your accountant.

Illustration with sample data

Security

Built for confidential financial data

The portal holds invoices, payroll and bank documents, so security is part of the design rather than an option.

  • Private storage

    Documents are stored privately and open only through signed links that expire shortly after they are issued.

  • Two-factor authentication

    Protect every account with an authenticator app and one-time recovery codes.

  • Roles and permissions

    Owner, manager, accountant and viewer roles decide who can upload, edit, mark payments and manage the team.

  • Audit log

    Sign-ins, uploads, changes and approvals are recorded with the person and the time.

  • Verified companies

    Every client company completes a verification (KYC) before work begins.

  • Data protection

    Handled under the GDPR and Kosovo Law No. 06/L-082. Your data is never used to train AI models.

Roles

Give each person the access they need

Invite colleagues to your company file and choose their role. Only the owner can manage the team.

Give each person the access they need
PermissionOwnerFull control, including the teamManagerRuns the company file day to dayAccountantUploads and keeps records currentViewerRead-only access
View dashboards, documents, payments, contracts and payrollAllowedAllowedAllowedAllowed
Export reports to ExcelAllowedAllowedAllowedAllowed
Send messages and use the AI assistantAllowedAllowedAllowedAllowed
Upload and edit documentsAllowedAllowedAllowedNot allowed
Mark payments as paid and complete tasksAllowedAllowedAllowedNot allowed
Edit contractsAllowedAllowedAllowedNot allowed
Delete documentsAllowedAllowedNot allowedNot allowed
Edit company details and submit the verificationAllowedAllowedNot allowedNot allowed
Invite and manage team membersAllowedNot allowedNot allowedNot allowed

Getting started

From registration to your first close

Create an accountLog in

  1. Register

    Create an account with your company name and country, and tell us whether you are VAT registered or have employees.

  2. Verify

    Confirm your email, switch on two-factor authentication and complete the company verification.

  3. Upload

    Upload this month's documents and any backlog we agreed to catch up on.

  4. First close

    We review every reading, prepare the filings and issue payment slips. Your dashboards fill up as the month closes.

Ready to see your numbers in one place?

Create an account to start, or book a call and we will set it up with you.

Book a consultationSee pricing