ICAEW Annual Conference 2024 Recap
Last week, we had the privilege of being a key partner at the ICAEW Annual Conference 2024 in London—an event
Build business applications with no coding knowledge
Save time & say goodbye to manual, repetitive tasks
Standardise & automate your business processes
Remove repetitive tasks from your team’s to-do list with UniFi Automation software
Automate accounting processes with ease
Centralise data from multiple systems via API
Retrieve, visualise, analyse & report on data
Cloud-based work OS for desktop & mobile
Attach documents to workflows & automate distribution
Two-way Excel integration reduces manual data re-keying
Full users get access to all current & new applications
ML services can be easily added to your applications, allowing you to benefit from Artificial Intelligence
Easily apply AI services to any field in your applications to imitate human behaviour
Automate Repetitive Tasks and Boost Productivity Across Your Organisation
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Last week, we had the privilege of being a key partner at the ICAEW Annual Conference 2024 in London—an event
Artificial Intelligence (AI) has become a buzzword across industries, promising revolutionary changes and enhanced efficiencies. However, as the allure of
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.
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.
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 bots are designed to mimic the activities of human users so you can streamline operations, reduce manual tasks, and enhance productivity – all in the background without human input. Bots can imitate and perform routine actions that normally take a chunk of your team’s valuable time.
Find out more about our bots here.
The use case, Budget Management, on this page can be completed by a bot. However, it’s important to note that UniFi bots 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!
Use Cases | RPA | Email Extraction Bot | AI/ChatGPT Integration | Scheduler | Connect Hub |
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Use Cases | RPA | Email Extraction Bot | AI/ChatGPT Integration | Scheduler | Connect Hub |
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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
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