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

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

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