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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Forecasting & Scenario Planning

A better way to create forecasts
and what-if scenarios

UniFi Forecasting and Scenario Planning allows you to produce forecasts based on a mixture of actuals and budgets, prior year trends, different scenarios and dynamically changeable variables for what-if scenarios.

Multiple budgets or forecasts can be held and reported against, and budgets can be stored in multiple currencies and revalued as exchange rate trends become apparent.

What's included with UniFi Forecasting & Scenario Planning?

Example of Forecasting & Scenario Planning Dashboards

Powerful BI features for sophisticated modelling of data from various sources.
Sensitivity analysis to assess how changes and variables could affect your overall forecast.
Have as many budgets, forecasts, and scenarios as you need and updated according to your schedule (annual, quarterly, monthly etc.)
Version control of budget and forecast changes. This enables you to track the accuracy of past forecasts against actual outcomes.
Reports can be continually refined to ensure the latest information is reflected.
UniFi flexibility means the user can customise all reports and assumptions - no expensive consultancy required.
Highly configurable workflow process management for the correct flow of data.

Quickly analyse your budget by filtering, pivoting, and applying different criteria.
Run different scenarios and create new parameters as things change.
Use data from UniFi, your core accounting software, and other applications with the powerful integration feature, ensuring you have a single view that is always up to date.
Get a quick overview of all your forecasts including assumptions made without needing complex interlinked spreadsheets.
Easily drill-down and filter on different areas of analysis to quickly zoom in on issues and areas requiring attention.

Fully flexible reporting using the same tools as other UniFi Applications.

Easily bring in data from multiple sources including UniFi, accounting software, other ERP systems. Work with spreadsheets, CSV and other file formats and database types.

Customisable dashboard design that can easily be personalised to departments or individuals as required.

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