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Streamline Your Organisation's Planning, Budgeting and Forecasting

Advanced planning, budgeting, forecasting and integration with your accounting software

UniFi can be used to manage all aspects of your organisation’s planning, budgeting, and forecasting requirements. It seamlessly integrates with your accounting software and comes with a suite of customisable dashboards and reports built with advanced business intelligence features.

The UniFi platform gives you extensive features for limitless use cases. These features enable you to drastically improve your Planning, Budgeting and Forecasting processes. It can also upgrade or replace your Planning, Budgeting and Forecasting Software.

Not only can UniFi replace your Planning, Budgeting and Forecasting Software, but it can also replace all other 3rd party software. Reducing your need to manage multiple disparate systems and helping reduce your costs. It’s one platform to replace them all.

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What's included with UniFi Budgeting
and Forecasting?

Budget Management

Comprehensive budget creation, distribution, progress monitoring and consolidation.

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Reporting and Analysis

Reporting and interactive dashboard analysis using powerful BI feature

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Forecaseting and Scenario Planning

Forecasting multiple scenarios and what/if analysis

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Example of UniFi Budgeting and
Forecasting Dashboards

Budget Management Dashboard
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Forecasting-and-Scenario-Dashboard
  • UniFi Budgeting and Forecasting Attributes
  • Full management and overview of the entire budgeting process.
  • Easily generate and distribute baseline budgets with adjustments, based on the prior year, current year actual values or any other methodology.
  • Monitor and review budgets before authorising and viewing the consolidated results.
  • Update with any frequency and maintain multiple currencies and versions.
  • Seamlessly integrate with your core accounting system.
  • Apply advanced reporting and dashboarding capabilities. View updates immediately and filter, drill down, and pivot the results to zoom in on areas of interest or pinpoint issues.
  • Hold multiple budgets and forecasts and add user-defined parameters for what/if scenarios.
  • Multiple budgets, forecasts, and scenarios with flexible updates.
  • Support for specific-purpose budgets and multi-year or capital budgets.
  • Version control for tracking forecast accuracy.
  • Integration with accounting software for a single source of truth.
  • Customisable reporting using built-in business intelligence.
  • Real-time reporting with connectivity to multiple data sources.
  • Exportable data to Excel for further analysis.
  • Automated alerts for exceeded budgets, metrics, and KPIs.
  • Powerful BI features for sophisticated data modelling.
  • Sensitivity analysis to assess forecast changes.
  • Highly configurable workflow process management.
  • Access to the entire UniFi platform – this is not just a budgeting and forecasting software, but an integrated suite, which means your users can be comfortable with one interface for budgeting and numerous use cases.
Autonomous Processes

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 currently has 8 Autonomous Processes:

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 isn’t required.

Find out more about our Autonomous Processes here.

The use case, Planning, Budgeting and Forecasting, on this page can be turned into and autonomous process and completed by a bot. However, it’s 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.

Autonomous Process Use Cases

Autonomous Processes
Use Cases RPA Email Extraction Bot AI/ChatGPT Integration Scheduler Connect Hub Generative AI Web Hook Integration
Autonomous Processes
Use Cases RPA Email Extraction Bot AI/ChatGPT Integration Scheduler Connect Hub Generative AI Web Hook Integration
Autonomous Processes
Use Cases RPA Email Extraction Bot AI/ChatGPT Integration Scheduler Connect Hub Generative AI Web Hook Integration
Autonomous Processes
Use Cases RPA Email Extraction Bot AI/ChatGPT Integration Scheduler Connect Hub Generative AI Web Hook Integration
Autonomous Processes
Use Cases RPA Email Extraction Bot AI/ChatGPT Integration Scheduler Connect Hub Generative AI Web Hook Integration
Autonomous Processes
Use Cases RPA Email Extraction Bot AI/ChatGPT Integration Scheduler Connect Hub Generative AI Web Hook Integration
Autonomous Processes
Use Cases RPA Email Extraction Bot AI/ChatGPT Integration Scheduler Connect Hub Generative AI Web Hook Integration
Autonomous Processes
Use Cases RPA Email Extraction Bot AI/ChatGPT Integration Scheduler Connect Hub Generative AI Web Hook Integration
Autonomous Processes
Use Cases RPA Email Extraction Bot AI/ChatGPT Integration Scheduler Connect Hub Generative AI Web Hook Integration
  • UniFi Budgeting and Forecasting Key Benefits
  • Low learning curve, easy to introduce new staff to the platform.
  • Easily issue, monitor progress and consolidate budgets after entry or review from budget holders.
  • UniFi Budgeting and Forecasting eliminates the need for manual report adjustments and provides each recipient with the most relevant information for their role, saving time and improving communication.
  • Get rid of complicated interlinked spreadsheets and email trails.
  • Incorporate data from various sources into a single, up-to-date view.
  • Flexible reporting over data from multiple sources for quick access to the latest information on budgets, performance, and forecasts with interactive dashboards.
  • Use the powerful reporting features across data held in UniFi, your core accounting software, and any other systems to give you a single source of truth for performance and forecasts.
  • Accelerated administration of the budgeting process with clear visibility.
  • Improved financial governance, collaboration, and distribution of customised budgets.
  • Timely, accurate, and reliable insights.
  • Identify trends, outliers, and relationships in your financial data, helping you extract deeper insights and make data-driven decisions.
  • Respond quickly to changing conditions with real-time insights.
  • Quickly test different potential assumptions and see how your financial model would react, enabling you to adapt your strategies and make informed decisions in real-time.
  • Why UniFi Budgeting and Forecasting Is Different

UniFi Budgeting and Forecasting is more flexible and user-configurable than other budgeting software – the UniFi platform allows for complete control over the data being captured, how much analysis and further detail is required, and what authorisation process the budgets should go through.

As part of a suite that also includes Business Intelligence, you avoid the cost and effort of acquiring and implementing another application for Reporting and Dashboards – budget data is simply one more source of data for the same BI app, together with data from your accounting and operational systems.

The in-built middleware tool enables seamless integration with accounting and other software allowing budget data to be stored in the most appropriate place. The UniFi platform comes with pre-built data connectors for popular systems and is highly configurable to integrate with any system.

Budgeting is just one of many use cases delivered by the UniFi platform. All features and pre-installed apps are available to all users to easily deploy into other business areas with no extra usage cost.

UniFi is user configurable – no expensive ongoing consultancy required.

  • UniFi Budgeting and Forecasting Integration

UniFi Budgeting and Forecasting integrates seamlessly with your core accounting software. Nominal, analysis and other coding can be selected from dropdowns that source the values directly from the underlying accounting system, and new budgets, revisions and amendments can be uploaded to the budget area of your accounting software automatically upon approval.

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Other Budgeting and Forecasting 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

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