Built for accountants & finance teams

Manage clients, tasks, meetings, emails & invoices — all in one place.

Ursa Manager helps accountants, bookkeepers, and finance teams stay organised: automate routine reminders, track VAT/YE tasks, standardise client communications, and get work finished faster.

Start free See features
No card required • Manual approval for security • UK-accounting-friendly
Email Automation
Schedule one-off/recurring client emails.
Automated Tasks
VAT & Year-End tasks generated for you.
AI-Assisted Emails
Refine, draft, and auto-reply (fair use).
Invoicing
Create and send branded invoices.
Plus client docs, user roles, templates, and more.
Team Working Illustration

Features that save hours

Clients hub
One place for client details, important dates, messages, docs, invoices.
  • Store VAT quarter and YE dates
  • Upload & organise documents
  • Email directly from client pages
Automated emails
Set up one-off, weekly, or monthly reminders & info requests.
  • Use templates for consistent tone
  • Send from your SMTP; read via IMAP
  • Audit trail in the Emails area
Automated tasks
Tasks appear on the 1st after period end for VAT/YE.
  • Assign owners & due dates
  • Add sub-tasks; update statuses
  • Keep work on track at a glance
AI-assisted emails
Auto-reply, refine drafts, or generate from prompts.
  • Free plan: 5 AI actions/month
  • Business plan: unlimited (fair use)
  • Consistent, professional comms
Invoicing
Branded invoices from your business details.
  • Create & email invoices in a click
  • Track sent & payment status
Secure by design
Manual approval for new accounts; your SMTP/IMAP credentials stay encrypted.
  • Role-based access for teams
  • Audit-friendly activity

Simple pricing

Free

Great to start
£0 / month
  • Core client & task Managerment
  • 5 clients
  • 10 AI email assists / month
  • SMTP send + IMAP read
  • Email templates
Apply for free account

Business

Most popular
£9.99 / month
  • Everything in Free
  • Unlimited AI email assists (fair use)
  • Unlimited clients
  • Priority support
Start with a free trial

New accounts are manually approved to protect the platform and your data. You’ll receive a confirmation email with next steps.

Ready to simplify client work?

Apply for a free account — we’ll review your request and get you onboarded.

Apply now Read the Help guide