Why UniFi?
Features
No Code Application Builder

Build business applications with no coding knowledge

Workflows

Save time & say goodbye to manual, repetitive tasks

Business Process Management 

Standardise & automate your business processes

Automation

Remove repetitive tasks from your team’s to-do list with UniFi Automation software

Accounting Automation

Automate accounting processes with ease
Middleware and Integration

Centralise data from multiple systems via API

Business Intelligence

Retrieve, visualise, analyse & report on data

Work Operating System

Cloud-based work OS for desktop & mobile 

Document Management

Attach documents to workflows & automate distribution

Excel Add-in

Two-way Excel integration reduces manual data re-keying
Pre-installed Foundation Apps

Full users get access to all current & new applications

Machine Learning

ML services can be easily added to your applications, allowing you to benefit from Artificial Intelligence

Artificial Intelligence

Easily apply AI services to any field in your applications to imitate human behaviour

View all
Use Cases

Purchasing (P2P)

Supplier Onboarding Requisitioning Purchase Ordering Purchase Invoice Approval Goods/Services receipting

Sales (O2C)

Customer Onboarding Quotations Sales Orders Sales Invoicing Inventory Management Know Your Customer

Financial Accounting

Exchange Rates Automation Journal Approvals Intercompany Document Management Budgeting & Forecasting Consolidation

Reporting

Business Intelligence Quick Reports Excel Add-in

Human Resource

Employee Onboarding Timesheets Employee Expenses Credit Card Expenses Learning Management System

Compliance

HMRC Recognised MTD App SOX Compliance Internal Audit External Audit Reference Data Management Know Your Customer

Middleware & integration

Accounting Automation

Machine Learning

Optical Character Recognition

Artifical Inlelligence

Optical Character Recognition

Enterprise Asset Management

Automated Asset Monitoring and Performance EAM Budgeting and Planning EAM Inventory Management EAM Project Management EAM Purchase Management EAM Work Management

Planning, Budgeting and Forecasting

Budget Management Reporting and Analysis Forecasting & Scenario Planning

Machine Learning

Optical Character Recognition

Artifical Inlelligence

Optical Character Recognition

Enterprise Asset Management

Optical Character Recognition

Compliance

Supplier onboarding Requisition Purchase Ordering Purchase Invoice Approval

Middleware & integration

Accounting Automation

Machine Learning

Optical Character Recognition

Artifical Inlelligence

Optical Character Recognition

Enterprise Asset Management
Pricing
Resources

About Us

Find out about our vision, mission and core values, as well as the history of UniFi.

Help Portal

A step-by-step guide to using UniFi.

Blog

Read our latest blogs, news and updates.

Implementation Methodology

Learn about the 3 different ways you can implement UniFi.

Careers

Apply to work with us or register you interest

Partnerships

Want to sell UniFi? See your options.

Case Studies

Find out how our customers have benefited from UniFi.

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Free Training

Get empowered to make the most of UniFi.

Support

Our helpful Support Team is available to assist you via phone and email.

Guides

Free SaaS business guides made with over 25 years’ experience.

Who Trusts Us

See some of the companies using UniFi.

Latest from our Blog!

The Effect of AI and Machine Learning on the Office of the CFO

The dynamic world of accounting and finance is undergoing a significant transformation driven by artificial

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£7.4m AI Training Fund Now Open to SMEs in the UK

The UK government has taken a step towards promoting the adoption of artificial intelligence (AI)

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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.

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.

Example of UniFi Budget Management Dashboards

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).

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.

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

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.

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