The UniFi platform gives you extensive features for limitless use cases. These features enable you drastically improve your Purchase Invoice Approval process and replace your Purchase Invoice Approval Software.
Not only can UniFi replace your Purchase Invoice Approval Software, but it can also replace all other third-party software, reducing your need to manage multiple disparate systems and helping reduce your costs. It is one platform to replace them all.
The Purchase Invoice Approval App, ensures that only accurate and authorised invoices are processed for payment.
Automate the whole approval process with configurable workflows and see the status of each invoice in real time. Track spending against budget with ease.
With UniFi, you can easily set up automated invoice approval workflows that match your organisational structure using a pre-built template or create your own customised invoice approval process from scratch.
UniFi is designed to work with your existing accounting software and can be easily integrated into your core business systems.
You can create a fully automated invoice management solution that follows all of your business rules and practices and deploy your new process in minutes – no coding required.
This app is part of the P2P Enterprise Suite – a bundled set of pre-configured apps designed for rapid deployment and flexible customisation to suit your specific needs.
The Purchase Invoice App within the UniFi Purchasing Enterprise Suite uses advanced Autonomous Data Capture and machine learning to minimise manual input and automate invoice matching against purchase orders and receipts.
The result? A dramatically faster, more accurate invoice process—where invoices are captured, verified, and matched with minimal human intervention.
The platform allows you to easily review and adjust any details, ensuring precision every step of the way.
Whether you are dealing with a new supplier or processing high volumes of invoices, UniFi adapts to your needs. Our intelligent matching system flags discrepancies and routes invoices for approval when necessary, streamlining your workflow and reducing errors.
UniFi’s Purchasing Enterprise Suite includes a next-generation Procurement Portal that provides real-time visibility into procurement statuses by interfacing directly with supplier platforms. This enables you to track orders, monitor shipments, and anticipate deliveries with exceptional accuracy.
The suite’s advanced Matching and Control features automatically verify and reconcile transactions — reducing errors and saving valuable time.
Post-delivery reviews are seamlessly integrated, enabling you to evaluate supplier performance and product quality — driving continuous improvement across your supply chain.
For purchases qualifying as fixed assets, the Asset Onboarding App captures essential details and calculates depreciation to provide a complete financial view.
The suite also includes a Spend Control and Analytics Centre that delivers deep insights into your procurement patterns — helping you uncover cost-saving opportunities and optimise purchasing strategies.
How does it work?
When a purchase invoice is received from a supplier, UniFi automatically routes it through the appropriate approval workflow. This may include finance teams reviewing and coding the invoice, or managers and budget holders signing off.
If a matching purchase order is already in the system, UniFi bypasses the need for additional approvals. It auto-matches the invoice to the PO—eliminating the need to rekey information and avoiding duplicate work.
UniFi verifies that amounts and quantities align with those quoted on the original order.
Once approved, the invoice is posted to your accounting system against the correct supplier account—ready for payment.
All of this happens automatically, freeing your finance team to focus on more strategic, value-added activities.
Autonomous processes mimic the activities of human users so you can streamline operations, reduce manual tasks, and enhance productivity – all in the background without human input. They are fulfilled by bots that can imitate and perform routine actions that normally take a chunk of your team’s valuable time.
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.
Find out more about our Autonomous Processes here.
The use case, Purchase Invoice Approval, on this page can be turned into and autonomous process and completed by a bot. However, it is important to note that autonomous processes offer incredible flexibility and can be adapted to any use case you can imagine. The below 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.
| Use Cases | RPA | Email Extraction Bot | AI/ChatGPT Integration | Scheduler | Connect Hub | Generative AI | Web Hook | Integration |
|---|---|---|---|---|---|---|---|---|
| Use Cases | RPA | Email Extraction Bot | AI/ChatGPT Integration | Scheduler | Connect Hub | Generative AI | Web Hook | Integration |
|---|---|---|---|---|---|---|---|---|
| Use Cases | RPA | Email Extraction Bot | AI/ChatGPT Integration | Scheduler | Connect Hub | Generative AI | Web Hook | Integration |
|---|---|---|---|---|---|---|---|---|
| Use Cases | RPA | Email Extraction Bot | AI/ChatGPT Integration | Scheduler | Connect Hub | Generative AI | Web Hook | Integration |
|---|---|---|---|---|---|---|---|---|
| Use Cases | RPA | Email Extraction Bot | AI/ChatGPT Integration | Scheduler | Connect Hub | Generative AI | Web Hook | Integration |
|---|---|---|---|---|---|---|---|---|
| Use Cases | RPA | Email Extraction Bot | AI/ChatGPT Integration | Scheduler | Connect Hub | Generative AI | Web Hook | Integration |
|---|---|---|---|---|---|---|---|---|
| Use Cases | RPA | Email Extraction Bot | AI/ChatGPT Integration | Scheduler | Connect Hub | Generative AI | Web Hook | Integration |
|---|---|---|---|---|---|---|---|---|
| Use Cases | RPA | Email Extraction Bot | AI/ChatGPT Integration | Scheduler | Connect Hub | Generative AI | Web Hook | Integration |
|---|---|---|---|---|---|---|---|---|
| Use Cases | RPA | Email Extraction Bot | AI/ChatGPT Integration | Scheduler | Connect Hub | Generative AI | Web Hook | Integration |
|---|---|---|---|---|---|---|---|---|
Other Purchasing (P2P) 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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