Automation Archives

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

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Use Cases

Purchasing (P2P)

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

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 Regulatory 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
Pricing
Resources

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Careers

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Case Studies

Find out how our customers have benefited from UniFi.

Curriculum Vitae New

See how I can help your team succeed, save time, and get more done.

Executive Summary New

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

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.

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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

UniFi Announces Partnership with Triforce Global Solutions to Expand Reach and Empower Businesses

FOR IMMEDIATE RELEASE 25 June 2025 UniFi Announces Partnership with Triforce Global Solutions to Expand Reach and Empower Businesses London,

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9 Critical Challenges in the Procurement Process (And the UniFi Response)

A modern procure-to-pay (P2P) process should be accurate, efficient, and transparent. However, many organisations still operate with fragmented systems, manual

Read More »

Automation

Outsourcing vs. Automation: What’s the Best Route for Accounting and Finance?

As businesses grow and evolve, the need to streamline accounting and finance processes becomes increasingly important. Organisations must decide between two key strategies to achieve

Automation

Offshoring vs. Automation: What’s the Best Route for Accounting and Finance?

As businesses strive to streamline their accounting and finance processes, two major options stand out: offshoring and automation. Offshoring has long been used as a

Automation

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

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

Accounting

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 UK footprint relative to other

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Curriculum Vitae New

Executive Summary New

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Who Trusts Us

UniFi Announces Partnership with Triforce Global Solutions to Expand Reach and Empower Businesses

9 Critical Challenges in the Procurement Process (And the UniFi Response)

Outsourcing vs. Automation: What’s the Best Route for Accounting and Finance?

Offshoring vs. Automation: What’s the Best Route for Accounting and Finance?

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

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

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