Contact Sales
Free Demo
Help
Login

Reference data management

Eliminate data inconsistencies and ensure a single source of truth with UniFi

UniFi comes with robust reference data management capabilities that allow users to easily create, amend, delete and manage reference data across all your systems, including UniFi. 

UniFi can manage reference data held within its Apps and data held in other systems such as your ERP, CRM, and FMS. 

You can create Apps to manage the approval of the creation of reference data items in other systems. Once the item is approved, it will be created in UniFi or your business systems. 

You can build apps for any use case and use a variety of dropdown fields (e.g: single select, multi select, customer, user, supplier etc) to create any type of reference data or retrieve it live from your business systems. 

Users can choose to create the reference data within UniFi or they can create it in their other business systems and use UniFi to retrieve that live data.  

This ensures a single source of truth and eliminates the need for reference data lists to be maintained in multiple systems. Giving you better data insights into your organisation. 

Free Demo

How UniFi Reference Data Solution Works

UniFi can manage reference data in two ways: it can store and manage reference data in its own reference data section. It can also push, pull and convert data from multiple sources using data connectors. You can then decide where this data goes so you have a single source of truth.

To illustrate, if a CRM system is where you create your customers, you won’t need to create that customer again in any other system.

Instead, you can use a data connector in UniFi to the customer list in your CRM. You can then present that customer list as a live drop-down in Apps you create in UniFi. 

(Keep in mind that ‘customer data’ is only an example in this instance. You can have any type of reference data populated in your dropdown fields in your Apps).

By retrieving data from other business systems that you already use,UniFi saves time and resources, eliminating the need for re-keying of data and ensuring that all information is up-to-date and accurate. 

UniFi saves you from creating and managing multiple project lists, customer lists, supplier lists, cost centres, employee records and other analytical/reference type data.   

Simply pick the master system to hold the data and use UniFi to deal with approving the creation and amendment of the master data. The master system will update when changes are approved and then you can use this field in any part of UniFi or your wider business systems.  

With this, you can be confident that everyone is working on the same set of information. Ultimately providing you with much better reporting and data insights.   

What is Reference Data Management?

Reference data management is the creation, amendment, deletion, and general management of reference data with the goal of maintaining a single source of truth across the organisation for consistency and accuracy in all systems.  Effective reference data management is crucial for reporting and measuring performance, as it ensures that all data is accurate and consistent across all systems. 
Contact Sales
UniFi Bots

UniFi bots are designed to mimic the activities of human users so you can streamline operations, reduce manual tasks, and enhance productivity – all in the background without human input. Bots can imitate and perform routine actions that normally take a chunk of your team’s valuable time.

UniFi currently has 5 bots:
This bot runs in the background. It automates complex, repetitive tasks traditionally performed by humans, reducing errors and freeing up time for more strategic activities.
This bot automates the extraction of data from incoming emails to create purchase invoice transactions, speeding up financial processes and reducing manual data entry
This bot enhances automation by providing AI-driven insights and context recognition, enabling advanced tasks like automatic expense categorisation to streamline accounting processes and minimise human error.
This bot automates routine and time-sensitive tasks by allowing you to set schedules across multiple UniFi apps, ensuring consistent and accurate workflow management.
Integrates seamlessly with external platforms, automating data flow and reducing manual intervention while enhancing accuracy and enabling real-time alerts, such as financial changes with the Companies House connector.

Find out more about our bots here.

The use case, Reference Data Management, on this page can be completed by a bot. However, it’s important to note that UniFi bots 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!

Bots Use Cases

  • Key Benefits
  • Ensures clean data and a single source of truth
  • Save time on re-keying data
  • Avoid manual data entry errors 
  • Provide an audit trail to see all activity in business processes around reference data management
  • Ensure all reference data created, deleted or amended goes through the correct workflow and approvals
  • Enhance accuracy by having up-to-date information in all connected systems
  • Easily create, manage, maintain, and update reference data from external sources with the help of connectors
  • Live feed data connectors to any of your business systems
  • Reference data workflow rules allow you to build logics and rules that force the users to enter data when necessary. E,g: If an employee chooses a particular project code and a particular cost centre should be applicable to it, UniFi can automatically tag reference data to records which can then improve your reporting and analytics.

What Our Clients Say About Us

“Having a audit report for changes on users/reference data is very useful as we can now track all changes and who/when/what were made.”
Devendra Patel
Financial Reporting and Systems Accountant |ScreenSkills

Other Compliance 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

Workflow Creator

Business Intelligence

Pre-installed Foundation Apps

Artificial Intelligence

OCR/Autonomous Data Capture

Autonomous Processes

Get Your Free Demo

Enter your details below to get a free demonstration of UniFi and see how you can automate and streamline your processes. 

Privacy Policy : We hate spam and promise to keep your email address safe

Top