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Accounting Automation
Software

Goodbye re-keying & manual tasks. Hello time and cost savings!

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The Accounting Automation feature is unique to UniFi and unrivalled.

With UniFi, data can flow seamlessly to and from your
accounting software, meaning journals post automatically, and users are always seeing the most up-to-date data when entering or approving a transaction.

UniFi comes with a flexible data connector builder that allows you to connect to your accounting, ERP, CRM, HR and other business systems. It can automate a process and automatically create a journal and post it into your accounting system.

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  • Why Automate Accounting Processes?

Using UniFi drag-and-drop app builder, you can build applications for any business process for any user inside or outside your organisation.  

UniFi’s powerful accounting automation can then:

  • Automatically post accounting transactions from any point in a process eliminating re-keying or batch export/import of data. The journal number or other reference can be written back to UniFi automatically for full auditability.
  • Give you full control of the accounting double-entry. Using our data connectors you can define each line of a journal and specify what accounts, analysis etc. are required.
  • Read data directly from your accounting or other systems, eliminating the need to keep separate lists of core information in multiple systems and allow users to see critical information such as available budget before entering or approving a transaction.
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Foundation Apps

UniFi comes pre-installed with a set of Foundation Apps as standard. These are apps that are commonly requested inUniFi and users are encouraged to take these as a starting point and customise for their own use.  

Included Foundation Apps

Expenses
Purchase Invoice from PO
Supplier Amendment
Supplier Onboarding
Exchange Rates upload
Goods Received Note 
Timesheet Approval 
VAT Return 
Journal Approval 
Sales Invoice
Requisition
Employee Onboarding 
Credit Card Upload 
Enterprise Asset Management
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Integrate UniFi with your FMS or ERP

With UniFi’s Data Connector , you can seamlessly integrate any Financial Management System (FMS) or Enterprise Resource Planning System (ERP) system. 

This integration will enable accounting teams to close faster and more accurately while improving analysis and reporting capabilities. Your FMS/ERP will synchronize continuously with UniFi to ensure your data is always up to date.  

  • UniFi Accounting Automation Benefits
  • Achieve 100% automation for key processes like sales invoices, credit notes, revenue releases, revenue recognition, and bank receipts/refunds, leading to annual savings equivalent to two full-time employees (FTE).
  • Replace your Accounting Automation software with a platform that has multiple use cases. Saving you time and money
  • Faster Financial Close
  • Less human errors
  • Eliminate manual tasks
  • A single source of truth through data integrations
  • Improved workforce productivity and morale
  • Faster approval process
  • Spend less time preparing for audits
  • Speed up journal entries
  • Reduce invoice traffic jams
  • Real-time data at your fingertips for actionable insights
  • Improved compliance across key business processes
  • Data driven decision making
  • Advanced analytics of data from multiple systems in one place
  • US/UK SOX compliance
  • Security, roles, and permissions approved by a Big Four audit

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

Machine Learning

Artificial Intelligence

OCR/Autonomous Data Capture

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

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