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Budget Management App

Manage, streamline, and optimise
all aspects of the budgeting process

UniFi Budget Management allows the budget manager to issue budgets easily and quickly to budget holders for review, amendment, and approval.

Whether it’s zero-based or based on the prior year (with uplift), current year actual values or any other methodology, UniFi Budget Management can handle it all.

Budgets can also be uploaded from Excel using the Excel add-in feature.

As the budget manager, UniFi Budget Management allows you to keep track of progress and maintain an overview of the current position and easily identify which budgets are still outstanding.

With UniFi Budget Management, multiple revisions are possible, and the budget data can seamlessly integrate with your accounting software for a single source of truth.

Budgets can be updated on a quarterly, monthly or any periodic basis and multiple versions can be recorded and reported against.

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What’s included with UniFi Budget Management?

UniFi Budget Management comes with informative budget management dashboards. These provide a full overview of the current budgeting activity, the status of each budget, consolidated income and expenditure for completed budgets so far, and buttons for budget-related tasks.

You can issue new and revised budgets from here for further amendment or approval.

UniFi Budget Management’s comprehensive range of powerful reports and dashboards also provide interactive filtering and pivoting capabilities.

All of these are entirely customisable, empowering users to tailor them according to their specific needs. Moreover, it allows seamless data export to Excel for in-depth analysis and insights.

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Example of UniFi Budget Management Dashboards

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  • UniFi Budget Management Attributes
  • Full management and overview of the entire budgeting process .
  • The ability to easily generate and automatically distribute baseline budgets from previous history with any required adjustments for different budget holders.
  • Automated distribution of budget tasks to budget holders for entry, adjustment or confirmation.
  • Support for specific-purpose budgets such as projects and grants and the ability to adjust on a rolling basis or create multi-year or capital budgets.
  • Powerful reporting and dashboarding tools, customisable by the user.
  • Integration of data with accounting software for a single source of truth.
  • Integration with accounting software reporting tools, if required, for actual versus budget reporting, inquiry and use in business processes (For example, check budget levels before expenditure is authorised).
  • UniFi Budget Management Key Benefits
  • Take full control and overview of the budgeting process, no reliance on emailed spreadsheets or other methods that are difficult to keep track of.
  • Enjoy a seamless flow of data between multiple systems for faster workflow and minimal risk of errors associated with manual data entry.
  • A unified and consistent dataset provides a single source of truth for decision-makers across the organisation.
  • Visualise sophisticated data to easily and quickly understand and interpret information and identification of trends, patterns, and outliers, helping you make informed decisions.
  • Consolidate data from multiple sources with UniFi's dashboards, providing a comprehensive view of various aspects of the business in one central location.
  • Speed up the administration of the budgeting process and get full visibility of the status of each budget, the person responsible, and what step of the business process each budget is at.
  • Eliminate collation of spreadsheets over email and manual uploads to accounting or other software – integration with the back-end database is seamless, and the result of each returned budget is immediately available in the consolidated picture.
  • Keep your budgeting data in a single place and utilise your existing reporting tools if you prefer to make actual versus budget reporting quick and straightforward to implement and use.
  • Improve financial governance by checking budget levels before authorising expenditures.
  • Facilitate collaboration by easily distributing customised budgets to various stakeholders.
  • Why UniFi Budget Management Is Different

UniFi makes it possible to customise forms and processes to suit your organisation rather than having to bend your processes to fit within rigid software. 

Powerful and fully customisable reporting tools – you are not stuck with the reports provided; you can use them as a starting point or create your own.

Seamless integration capabilities using the middleware feature – keep all your data in one place for easier reporting and better data integrity.

UniFi is user configurable – no expensive ongoing consultancy required

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, Budget Management, 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 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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