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UniFi Forecasting & Scenario Planning

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A smarter way to create forecasts and model what-if scenarios

UniFi Forecasting and Scenario Planning enables you to build dynamic forecasts using actuals, budgets, prior-year trends, and adjustable variables. Easily model different what-if scenarios to understand potential outcomes and make faster, data-driven decisions.

Multiple budgets or forecasts can be held and reported against, and budgets can be stored in multiple currencies and revalued as exchange rates evolve.

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Scenario Planning & Forecasting

What-If scenario modelling with user-changeable parameters showing the effects of changes on the current forecast.

Interactive Reports & Dashboards

Powerful reporting and dashboarding tools that are customisable by the user and provide interactive filtering and pivoting options.

Tailored Insights for Your Business

Adapt reports and customise views based on specific needs to meet specific business requirements for more meaningful insights.

Data-Driven Forecasting

Generate forecasts based on mixtures of actual and budget data, plus other rules/parameters relevant to your business. Data can be drawn from other sources such as sales systems (e.g., pipeline forecast).

Excel Connectivity Made Easy

Seamless data export to Excel for in-depth analysis and insights. Budgets can also be uploaded from Excel using the Excel add-in feature.

Unified Planning & Forecasting

Part of a wider integrated suite that delivers complete planning, budgeting, and forecasting solutions out of the box.

Integration with Accounting Systems

UniFi Forecasting & Scenario Planning integrates seamlessly with your accounting software for real-time data flow. Budgets and forecasts can be written back into Infor SunSystems ledgers (or any other system), enabling users to continue using familiar reporting tools like Infor Q&A while benefiting from UniFi’s powerful workflows and BI. Perfect for teams modernising planning and forecasting without changing their reporting stack.

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Example of Forecasting & Scenario Planning Dashboards

Budget Management Dashboard
Budget Entry and Review
Budget Management Interactive Pivot
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Powerful Capabilities

Advanced business intelligence provide valuable insights for informed decisions. View updates immediately and filter, drill down, and pivot the results to zoom in on areas of interest or pinpoint issues.

Built-in, parameter-driven forecasting enables users to model different scenarios—such as a 5% sales increase, 1% inflation rise, or exchange rate fluctuations—and instantly view the real-time impact on the P&L. Flexible filtering by periods and cost centres allows for tailored analysis, giving you full control over the variables that matter most.

Forecasts can be updated more frequently than budgets, providing the most accurate and up-to-date view of expected outcomes. They seamlessly feed into P&L reporting, enabling users to combine actuals and forecasts for precise year-end projections.

Turn your data into clarity with powerful visualisation tools that make complex information easy to understand. Instantly identify trends, patterns, and outliers through intuitive, interactive visuals that bring your financial data to life. UniFi empowers you to explore results dynamically—zoom in on key details, compare performance across periods, and make confident, data-driven decisions at a glance.

Sensitivity analysis helps you assess how changes and variables could affect your overall forecast. sensitivity analysis enables you to model the impact of changing variables—such as costs, revenues, or market conditions—on overall performance.

UniFi Forecasting & Scenario Planning empowers finance teams to plan confidently, adapt quickly, and make data-driven decisions with precision.

Bring together data from UniFi, your accounting system, and other sources to build sophisticated, real-time financial models. Create and update as many budgets, forecasts, and scenarios as needed—on your schedule, whether annual, quarterly, or monthly.

Version control tracks every change, enabling you to compare forecasts against actual outcomes and refine accuracy over time.

Reports refresh automatically to reflect the latest data, and every assumption is fully customisable.

Explore your data through interactive analysis—filter, pivot, and drill down to uncover insights, test scenarios, and respond to change.

With seamless integration and automated workflows, UniFi keeps your forecasts accurate and up to date—helping you act decisively with clear, connected insights

Enhance Every Workflow with Autonomous Processes

Using UniFi Autonomous Processes—our powerful bots designed to replicate human actions to automate routine tasks while running quietly in the background—every process managed through Forecasting & Scenario Planning can be turned into an autonomous process and completed by a bot.

Current UniFi Autonomous Processes include:

UniFi automates transaction creation by monitoring emails, extracting key data from attachments using OCR and AI, and seamlessly progressing transactions through workflows for faster, more efficient processing.

UniFi leverages Machine Learning and Generative AI (powered by ChatGPT) to enhance OCR and Autonomous Data Capture, enabling accurate extraction and interpretation of data from various document types, such as invoices, identity documents, forms, and tables. These AI services ensure seamless form population, with machine learning recognising key fields and generative AI providing contextual understanding for financial and HR-related documents, driving continuous automation improvements.

The Scheduler automates transactions at predefined times with preset fields, ensuring consistency, reducing manual effort, and streamlining routine financial processes.

Connect Hub offers pre-integrated autonomous APIs for UniFi, enabling seamless connections to services like Companies House, eCommerce platforms, and travel booking systems, simplifying processes like KYC, procurement, and automated bookings without technical setup.

Robotic Process Automation (RPA), automates repetitive tasks like invoice matching and automated ordering, enhancing efficiency, consistency, and freeing up time for higher-value work.

Generative AI, extends beyond OCR to automate tasks like invoice coding and document authenticity analysis, streamlining workflows, reducing errors, and enhancing compliance.

Integration bots for each inbound UniFi API connection automate interactions with external systems, enabling seamless transaction updates, data syncing, and real-time workflow automation.

 Webhooks in UniFi enable unauthenticated, one-way data transmission for immediate execution, ideal for non-critical processes like real-time notifications where response verification is not required.

These processes are highly flexible and can be tailored to almost any workflow. The examples below highlight common applications, though the potential use cases are virtually unlimited

Autonomous Process Use Cases

Autonomous Processes
Use Cases RPA Email Extraction Bot AI/ChatGPT Integration Scheduler Connect Hub Generative AI Web Hook Integration
Autonomous Processes
Use Cases RPA Email Extraction Bot AI/ChatGPT Integration Scheduler Connect Hub Generative AI Web Hook Integration
Autonomous Processes
Use Cases RPA Email Extraction Bot AI/ChatGPT Integration Scheduler Connect Hub Generative AI Web Hook Integration
Autonomous Processes
Use Cases RPA Email Extraction Bot AI/ChatGPT Integration Scheduler Connect Hub Generative AI Web Hook Integration
Autonomous Processes
Use Cases RPA Email Extraction Bot AI/ChatGPT Integration Scheduler Connect Hub Generative AI Web Hook Integration
Autonomous Processes
Use Cases RPA Email Extraction Bot AI/ChatGPT Integration Scheduler Connect Hub Generative AI Web Hook Integration
Autonomous Processes
Use Cases RPA Email Extraction Bot AI/ChatGPT Integration Scheduler Connect Hub Generative AI Web Hook Integration
Autonomous Processes
Use Cases RPA Email Extraction Bot AI/ChatGPT Integration Scheduler Connect Hub Generative AI Web Hook Integration
Autonomous Processes
Use Cases RPA Email Extraction Bot AI/ChatGPT Integration Scheduler Connect Hub Generative AI Web Hook Integration
Autonomous Processes
Use Cases RPA Email Extraction Bot AI/ChatGPT Integration Scheduler Connect Hub Generative AI Web Hook Integration

Other Budgeting and Forecasting Use Cases

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

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