Why UniFi?
Features
No Code Application Builder

Build business applications with no coding knowledge

Workflows

Save time & say goodbye to manual, repetitive tasks

Business Process Management 

Standardise & automate your business processes

Automation

Remove repetitive tasks from your team’s to-do list with UniFi Automation software

Accounting Automation

Automate accounting processes with ease
Middleware and Integration

Centralise data from multiple systems via API

Business Intelligence

Retrieve, visualise, analyse & report on data

Work Operating System

Cloud-based work OS for desktop & mobile 

Excel Add-in

Two-way Excel integration reduces manual data re-keying

Pre-installed Foundation Apps

Full users get access to all current & new applications
Machine Learning

ML services can be easily added to your applications, allowing you to benefit from Artificial Intelligence

Artificial Intelligence

Easily apply AI services to any field in your applications to imitate human behaviour

Autonomous Processes

Take automation to the next level with autonomous processes

View all
Use Cases

Purchasing (P2P)

Supplier Onboarding Requisitioning Purchase Ordering Purchase Invoice Approval Goods/Services receipting

Sales (O2C)

Customer Onboarding Quotations Sales Orders Sales Invoicing Inventory Management Know Your Customer

Financial Accounting

Exchange Rates Automation Journal Approvals Intercompany Budgeting & Forecasting Consolidation

Reporting

Business Intelligence Quick Reports Excel Add-in

Human Resource

Employee Onboarding Timesheets Employee Expenses Credit Card Expenses Learning Management System

Compliance

HMRC Recognised MTD App SOX Compliance Internal Audit External Audit Reference Data Management Know Your Customer

Middleware & integration

Accounting Automation

Machine Learning

OCR/Autonomous Data Capture

Artifical Inlelligence

OCR/Autonomous Data Capture

Enterprise Asset Management

Automated Asset Monitoring and Performance EAM Budgeting and Planning EAM Inventory Management EAM Project Management EAM Purchase Management EAM Work Management

Planning, Budgeting and Forecasting

Budget Management Reporting and Analysis Forecasting & Scenario Planning

Time & Expenses

Timesheets Employee Expenses Credit Card Expenses

Artifical Inlelligence

Optical Character Recognition

Enterprise Asset Management

Optical Character Recognition

Compliance

Supplier onboarding Requisition Purchase Ordering Purchase Invoice Approval

Middleware & integration

Accounting Automation

Machine Learning

Optical Character Recognition

Artifical Inlelligence

Optical Character Recognition

Enterprise Asset Management
Pricing
Resources

About Us

Find out about our vision, mission and core values, as well as the history of UniFi.

Blog

Read our latest blogs, news and updates.

Careers

Explore exciting career opportunities at UniFi!

Case Studies

Find out how our customers have benefited from UniFi.

Executive Summary New

Get an overview of UniFi, its features, use cases and pricing.

Free Training

Get empowered to make the most of UniFi.

Guides

Free SaaS business guides made with over 25 years’ experience.

Help Portal

A step-by-step guide to using UniFi.

Implementation Methodology

Learn about the 3 different ways you can implement UniFi.

Partnerships

Want to sell UniFi? See your options.

Subscribe

Join the UniFi mailing so you can get more out of your teams, time, and tasks.

Support

Our helpful Support Team is available to assist you via phone and email.

Who Trusts Us

See some of the companies using UniFi.

Latest Blog

Automated Processes Vs. Autonomous Processes in UniFi: What’s the Difference?

There are two types of automation available in UniFi: Automated Processes and Autonomous Processes. To understand the difference, let’s start

Read More »

Worried About Accounting Automation? Don’t Be – You’re in the Driving Seat!

According to the UK government’s artificial intelligence (AI) sector study, globally strategic AI companies, including Amazon and Microsoft, have increased their

Read More »

Get Real-time Insight into Your Business
and Financial Operations

Build customisable reports and dashboards that provide on-demand access to the information that matters most to your organisation.

UniFi’s dynamic reporting solution gives you the ability to generate accurate, up-to-date reports, transform your data into actionable information, and easily access valuable financial and non-financial data for quicker and better decision-making.

With real-time visibility of your data, you can quickly identify and act on opportunities and threats; and ensure that everyone has access to the information they need when they need it.

Key Capabilities

Business Intelligence

Get real-time insights into your business operations with our Business Intelligence feature.

Connect with your other business systems to create reports in one place and get a single source of truth.

Utilise interactive dashboards to easily monitor key performance indicators, drill down into the details, and identify areas for improvement.

Simple Quick Reporting

Generate ad-hoc reports quickly and easily with our dynamic Reporting tool.

With our drag-and-drop report builder, you can create custom reports without having to rely on IT or have any technical expertise.

Drilldown to Source Data

UniFi reporting tool allows you to easily drill down into the source data of any report.

This would give you greater transparency and visibility into your data and help you to troubleshoot any issues more quickly.

Report from any System

With our powerful reporting capabilities, you can easily generate reports from any system, whether it’s your accounting, CRM, or Enterprise Resource Planning system.

If your system can send data via API, you’ll be able to report from UniFi.

This gives you a complete view of your business operations and performance.

Excel Add-in for Reporting

The Excel Add-in can send data into UniFi at the click of a button, reducing time spent on manual data entry.

You can also extract data from UniFi and build dynamic real-time reports in Excel, linked to UniFi.

The UniFi Excel add-in can be used as both a reporting tool and to create transactions, giving you a two-way integration to make life easier.

Using UniFi, one client saved 20% of 1 FTE onshore time + 20% of 1 FTE offshore service centre time in a year
Integration with your business system for real-time data
Provides one source of truth for all your reporting needs
Supports efficient and reliable data management
Provides on-demand access to information with interactive dashboards
Allows quick and easy report generation with a drag-and-drop report builder
Ensures greater transparency with the ability to drill down into source data
Better and faster decision-making with up-to-date information
Reduces reliance on IT with no technical expertise required
Designed to be fully configured and customised for any requirement - if you have a unique requirement please get in touch
Security, roles, and permissions approved by a Big Four audit

Other Reporting Use Cases

If you have a unique requirement or use case that’s not listed on this page, it’s highly likely that it’s creatable or configurable in UniFi, please speak to our team and we’ll be happy to discuss your options

UniFi Features

No-code Application Builder

Business Process Management

Automation

Accounting Automation

Middleware & Integration

Excel Add-in

Work OS

About Us

Blog

Careers

Case Studies

Executive Summary New

Free Training

Guides

Help Portal

Implementation Methodology

Partnerships

Subscribe

Support

Who Trusts Us

Automated Processes Vs. Autonomous Processes in UniFi: What’s the Difference?

Worried About Accounting Automation? Don’t Be – You’re in the Driving Seat!

Get Real-time Insight into Your Business
and Financial Operations

Business Intelligence

Simple Quick Reporting

Drilldown to Source Data

Report from any System

Excel Add-in for Reporting

Workflow Creator

Business Intelligence

Pre-installed Foundation Apps

Artificial Intelligence

OCR/Autonomous Data Capture

Autonomous Processes

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Features

Use Cases

resources

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About Us

Blog

Careers

Case Studies

Executive Summary New

Free Training

Guides

Help Portal

Implementation Methodology

Partnerships

Subscribe

Support

Who Trusts Us

Get Real-time Insight into Your Business and Financial Operations

Business Intelligence

Simple Quick Reporting

Drilldown to Source Data

Report from any System

Excel Add-in for Reporting

Phone

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resources

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and Financial Operations