UniFi Budget Management

Manage, automate, and optimise every stage of your budgeting process

UniFi Budget Management gives you total control of the budgeting cycle — accelerating approvals, improving accuracy, and providing complete financial visibility.

From zero-based budgeting to prior-year uplifts or current-year actuals, UniFi adapts to any methodology—helping you plan with confidence and precision.

A Single Source of Financial Truth

Seamless integration with your core accounting software for a single, reliable source of truth.

Customizable Interactive Dashboards

Powerful reporting and dashboarding tools that are customisable by the user and provide interactive filtering and pivoting capabilities.

Smart Budget Monitoring

Speed up budget administration with full visibility into each budget’s status, owner, and stage in the process.

Effortless Budget Management

Budget managers can issue budgets easily and quickly to budget holders for review, amendment, and approval.

Excel Integration Made Easy

Seamless data export to Excel for in-depth analysis and insights. Budgets can also be uploaded from Excel using the Excel add-in feature.

Integrated Planning & Forecasting

Part of a wider integrated suite that delivers complete planning, budgeting, and forecasting solutions out of the box.

Example of UniFi Budget Management Dashboards

Integration with Accounting Systems

UniFi Budget Management integrates seamlessly with your accounting software for real-time data flow.

Budgets and forecasts can be written back into Infor SunSystems ledgers (or any other system), enabling users to continue using familiar reporting tools like Infor Q&A while benefiting from UniFi’s powerful workflows and BI.

Perfect for teams modernising planning and forecasting without changing their reporting stack.

Capabilities that Enhance Budgeting Processes

Budgets can be issued by cost centre, project, or other analysis dimensions, using flexible methods such as zero-based budgeting or prior-year uplift (for example, auto-applying a 2% increase). The system also supports multiple drafts, allowing iterative budget refinement such as cost-cutting rounds or scenario adjustments.

Enjoy a well-defined workflow that follows a clear approval path—from Budget Manager to Budget Holder to Budget Controller—fully customisable to add, remove, or adjust authorisation levels to suit your organisation’s needs, with a complete audit trail ensuring every action is tracked and transparent.

Support for specific-purpose budgets and multi-year or capital budgets, enabling you to plan long-term investments, track large-scale projects, and allocate resources over extended periods, whether you are managing capital expenditure, departmental initiatives, or multi-phase projects.

Update budgets and forecasts as often as needed while maintaining multiple currency views and version histories to support global operations and precise financial tracking.

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.

While monthly periods are the default, the suite also supports weekly or daily budgeting—ideal for industries such as retail and hospitality. This flexibility demonstrates true adaptability to the unique operational needs of different organisations.

Streamlined Workflow for Managers

With UniFi Budget Management, you can update budgets on any schedule—and record multiple versions for easy comparison and reporting. Budget managers gain full visibility into progress, instantly spotting which budgets are complete and which need attention.

Tasks can be automatically distributed to budget holders for entry, adjustment, or confirmation, while baseline budgets can be generated and shared automatically from historical data with built-in adjustments for each recipient.

Unified Data for Decision Makers

UniFi Budget Management enables seamless data flow across systems, consolidating information from multiple sources into one clear, central view for faster workflows and fewer errors. This unified dataset creates a single source of truth for decision-makers.

Visualise complex information with ease—spot trends, patterns, and outliers instantly to make informed, data-driven decisions. Access a complete overview of budgeting activity, including each budget’s status, consolidated income and expenditure, and quick-access tools for all budget-related tasks.

Enhance Every Workflow with Autonomous Processes

Using UniFi Autonomous Processes—our powerful bots designed to replicate human actions to automate routine tasks while running quietly in the background—every process managed through Budget Management can be turned into an autonomous process and completed by a bot.

Current UniFi Autonomous Processes include:

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 is not required.

These processes are highly flexible and can be tailored to almost any workflow. The examples below highlight common applications, though the potential use cases are virtually unlimited

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

	Autonomous Processes
Use Cases	RPA	Email Extraction Bot	AI/ChatGPT Integration	Scheduler	Connect Hub	Generative AI	Web Hook	Integration

Other Budgeting and Forecasting Use Cases

If you have a unique requirement or use case that is not listed on this page, it is highly likely that it is creatable or configurable in UniFi. Please speak to our team and we will be happy to discuss your options.

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