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UniFi Work
Operating System

One place to manage processes,
projects, and everyday work

UniFi Work Operating System (Work OS) is cloud-based, which means you can use it anywhere, anytime, on any device. 

The Work OS is where you’ll find all of UniFi Features. 

It’s a self-serve tool that allows your team to build custom workflow apps – no matter the size of your organisation. With its easy-to-use interface, no-code drag and drop builder and seamless integrations, you’ll be able to build and adapt for any requirement your business has.  

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UniFi Work OS Features

Organisation-wide deployment

UniFi Work OS can (and should) be used across every department in your organisation. The icing on the cake is that UniFi has an Accounting Automation tool, which enables your finance team to operate with much more efficiency.

No-Code, drag-and-drop builder

Using the no-code, drag and drop app builder, you can manage workflows, capture data and present actionable insights. No need to rely on developers or the IT department!

Single source of truth

UniFi Work OS integrates with all your systems, using the included data connector tool. So, it will capture any data input through human action (e.g: workflow forms) and through automations that extract data from your systems. You can view the data as-is using ‘Quick Reports’, or using the sophisticated business intelligence tool that’s included.

Workflow automation

UniFi Work OS allows automation of your operations in order to remove human errors for repetitive tasks, speed up processes and reduce manual work.

Business Intelligence

All users with access to UniFi and with relevant permissions to access a specific data source can create reports and dashboards. UniFi powerful dashboards and reports are a single source of information to provide actionable insights.

Roles and Permissions

There are two types of users that can access the system, ‘Full Users’ and ‘Credit Users’, both of which have team and user roles and permission-settings. This gives the admin user control over what people can: create, read, update, delete, approve and access.

Progress Tracking

UniFi encourages transparency and accountability as processes, approvals and bottlenecks can be tracked by managers to ensure alignment across your organisation.

Task Management

With all your Apps and business processes in one place you can manage associated tasks with ease and identify opportunities to automate more

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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

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Emma is a Business Development Manager at FinanSys with a strong background in accounting. She holds the AAT qualification and is part-qualified as a Chartered Accountant with ICAEW. Previously, Emma served as Finance Manager, where she oversaw all financial operations and successfully implemented a new financial management system. With 7 years of experience, Emma prides herself in identifying challenges faced by finance teams and delivering effective solutions, leveraging her expertise in accounting and financial systems.

Glyn is the Business Development Director at UniFi. Qualified as both a barrister and a chartered accountant, he has dedicated his career to merging these disciplines to drive impactful results. Since entering the IT industry in 1998, he has held diverse roles ranging from back-office accounting to frontline sales, culminating in leadership positions where experience has honed his strategic vision.

His leadership philosophy focuses on nurturing and empowering teams, fostering an environment where they not only achieve exceptional growth but also enjoy the journey together.

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