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Revolutionise Your Business Processes with UniFi Bots

Automate Repetitive Tasks and Boost Productivity Across Your Organisation

There are three kinds of users in UniFi: Full user, Credit user, and Robot user.

Designed to mimic the activities of human users, robot users are your ultimate solution for streamlining operations, reducing manual tasks, and enhancing productivity – all in the background.

These bots can imitate and perform routine actions that normally take a chunk of your team’s valuable time.

Whether it’s data extraction, managing complex schedules, or a more generalised recognition service, UniFi Bots empowers your team to focus on strategic tasks while the bots handle the rest.

UniFi Bots offer incredible flexibility and can be adapted to any use case you can imagine. The table below showcases some of the current ways users are leveraging bots, but these are just a few examples. The possibilities are virtually limitless and constrained only by your creativity!

UniFi Bots is built on a foundation of cutting-edge technology and over 25 years of industry experience. We’ve built this to help you reduce costs, automate repetitive tasks, and eliminate manual errors while improving efficiency and productivity.

With UniFi, you’re not just investing in automation; you’re investing in a smarter, more efficient future for your business.

Say goodbye to inefficiency and hello to a new era of seamless automation and enhanced productivity.

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What are UniFi Bots?

UniFi Bots are robotic users that can run processes, in the background, without the need to involve a human user.

These advanced bots use UniFi’s powerful Artificial Intelligence (AI) and Machine Learning (ML) capabilities to execute tasks with precision that matches human intelligence. UniFi Bots are designed to streamline operations across various use cases.

Whether you are managing accounts payable, supplier onboarding, or processing large volumes of data, UniFi Bots can seamlessly integrate into your workflow to eliminate manual tasks.

The results are reduced human error and enhanced operational efficiency which equals more time for your team to focus on strategic tasks, while brining down your costs.

UniFi bots are the next generation of automation and open up numerous opportunities for your organisation to do more with less.

This is unique in financial software as there are no systems out there that incorporate these types of users, making UniFi the first in the industry.

Meet the UniFi Bots – Your New Digital Workforce

  • RPA (Robotic Process Automation)

Mimic human activity and automate complex processes with UniFi’s Robotic Process Automation.

This bot runs in the background, performing tasks that would typically require human intervention, such as clicking through applications or handling intricate workflows.

By automating these processes, UniFi RPA reduces errors and frees up valuable time for your team to focus on higher-priority tasks.

With this bot, you can effortlessly handle vendor item lookups, order placements, and delivery monitoring.

  • Email Extraction Bot

Automate the creation of purchase invoice transactions directly from your inbox.

UniFi Email Extraction Bot intelligently extracts data and documents from incoming emails, using the autonomous data capture feature, eliminating the need for manual data entry.

How does it work? UniFi Email Extraction Bot securely accesses a mailbox—such as an HR mailbox for HR documents or an accounting mailbox for financial documents.

 

It retrieves documents from the mailbox in a highly secure manner and imports them into our platform. From there, it checks the contents and begins processing the documents directly on our platform.

This bot accelerates your processes and ensures that all relevant data is accurately captured and processed.

  • UniFi AI Services with ChatGPT Integration

Take your automation to the next level with AI-powered insights.

The ChatGPT-powered AI Services can recognise document context and perform advanced tasks beyond simple field identification.

For example, it can automatically categorise a rail ticket as a travel expense and code it accordingly, streamlining your accounting processes and reducing human error.

With AI services, you have the flexibility to select from a range of service types tailored to specific tasks.

These include default services like ‘Invoice & Receipt’ or ‘Forms’ or even a more advanced option with the potential for additional services in the future.

  • UniFi Scheduler

UniFi Scheduler is designed to automate your routine tasks so you can focus on driving growth.

Whether it’s sending out monthly invoices or managing regular operations, this bot enables you to set schedules for various UniFi apps and handle time-sensitive tasks with precision.

You can automate hundreds of different tasks across multiple timelines, ensuring consistency and accuracy in your workflows.

The scheduler operates within an existing UniFi app, allowing you to set a schedule for tasks to run at specified intervals with predefined values.

For instance, if you need to send a monthly sales invoice, you can configure your sales invoice app to automatically send it to a designated customer for a set amount on the 1st of each month.

  • Connect Hub

This UniFi bot enables you to connect seamlessly with external platforms, such as Companies House, eCommerce systems, travel management services, etc.

This connection eliminates the need for manual data entry and ensures that your data flows smoothly across all connected platforms.

With this, you can do things like streamlining your supplier or customer onboarding processes, as UniFi can automatically verify and populate supplier information during the onboarding process directly from Companies House records.

This feature ensures accurate data entry, reduces manual work and helps maintain compliance by using up-to-date official company information.

This also means you can easily monitor supplier or customer status changes in real time via instant alerts if your customers’ or suppliers’ financials change.

Connect Hub also eliminates time-consuming cross-checks across multiple software by ensuring that all your relevant systems are updated automatically with the latest information.

Another example is that if you’re using the shopping cart eCommerce connector within your purchase requisition or purchase order app, this bot can manage tasks such as vendor item lookups, order placement, and delivery monitoring, streamlining the entire process

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Bot Use Cases

UniFi bots offer incredible flexibility and can be adapted to any use case you can imagine. This table showcases some of the current ways users are leveraging bots, but these are just a few examples. The possibilities are virtually limitless and constrained only by your creativity! 

Key Benefits

  • Timley Information: Whether it’s alerts, updates or data, you can get accurate real-time information when you need it.
  • Seamless Automation: Automate complex tasks across your organisation without the need for extensive manual input.
  • Enhanced Data Accuracy: Intelligent data extraction and processing reduce errors, ensuring that your data is always accurate.
  • Time Efficiency: Save countless hours by automating repetitive tasks, allowing your team to focus on more strategic initiatives.
  • Scalability: As your business grows, UniFi Bots grows with you. Scale your automation efforts effortlessly to meet increasing demands.
  • Customisable Workflows: Tailor each bot to meet the specific needs of your business, ensuring that your automation is aligned with your goals.
  • Integrated Systems: Connect multiple platforms and systems seamlessly, creating a unified data flow that enhances decision-making and efficiency.
  • Real-Time Processing: Experience the speed and efficiency of real-time automation, providing instant results for your business processes.
  • Cost Reduction: Lower your operational costs by reducing the need for manual labour and multiple third-party systems.
  • User-Friendly Interface: The drag-and-drop interface makes it easy to set up and manage your bots, ensuring that anyone in your organisation can use them.
  • AI-Powered Insights: Leverage artificial intelligence and machine learning to gain valuable insights and make smarter decisions.

UniFi Features

No-code Application Builder

Business Process Management

Automation

Accounting Automation

Middleware & Integration

Excel Add-in

Work OS

Workflow Creator

Business Intelligence

Document Management

Pre-installed Foundation Apps

Artificial Intelligence

OCR/Autonomous Data Capture

Bots

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