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UniFi Budget Reporting & Analysis

Budget Reporting vector

Unlock budgeting intelligence that drives smarter decisions

UniFi Budget Reporting & Analysis provides clear, customisable views of budgets authorised by holders, helping you monitor and evaluate performance effortlessly.

Powerful, interactive dashboards with filtering, drill-down, and pivoting tools put you in full control of your data—so you can uncover insights, spot anomalies instantly, and take action where it matters most.

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Integration with Accounting Systems

UniFi Budget Reporting and Analysis integrates seamlessly with your accounting software for real-time data flow. For example, 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.

Unified Data for Decision Makers

UniFi Budget Reporting and Analysis allows you to see everything in one place, with seamless data flow across systems and consolidating information from multiple sources into one clear, central view for faster workflows and fewer errors. Whether monitoring progress, reviewing results, or approving revisions, everything you need to manage the budgeting process is right in front of you, clearly organised and always up to date.

UniFi Real-Time Insights

UniFi Reporting and Analysis delivers real-time insights, connecting to multiple data sources within your organisation for deep analysis.

Flexible Reporting Made Easy

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

Tailored Insights for Your Business

Adapt reports and customise views based on specific needs to meet specific business requirements for more meaningful insights.

Unified Data, Stronger Insights

Keep all your data in one place for easier reporting and stronger data integrity, powered by UniFi’s seamless middleware integration.

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 Reporting & Analysis Dashboards

Budget Management Dashboard
Budget Entry and Review
Budget Management Interactive Pivot
Budget-Management-Report_editlogo2
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Capabilities that Support Informed Decisions

Advanced business intelligence provides valuable insights for informed decisions. View updates immediately and filter, drill down, and pivot the results to zoom in on areas of interest or pinpoint issues.

Key built-in reports include:

  • Budget vs. Previous Year Variance by department and nominal code.
  • Forecast Reports projecting results for the remainder of the year.
  • Profit & Loss Statements with straight-line forecasting.
  • “What-If” Scenario Modelling for dynamic, data-driven planning.

Enjoy the flexibility to report in the way that suits your organisation best. For example, you can continue using familiar SunSystems reports such as Q&A, or take advantage of UniFi’s BI dashboards for modern, interactive, and real-time analysis. Data can be synchronised instantly for on-demand updates or scheduled for automatic overnight refreshes. For Infor MT Cloud users, reporting is available either through the Infor Data Lake or via an external data host.

Turn your data into clarity with powerful visualisation tools that make complex information easy to understand. Instantly identify trends, patterns, and outliers through intuitive, interactive visuals that bring your financial data to life. UniFi empowers you to explore results dynamically—zoom in on key details, compare performance across periods, and make confident, data-driven decisions at a glance.

Stay in control with automated alerts that instantly flag exceeded budgets, performance metrics, or KPIs, helping you take corrective action before issues escalate. Complementing this, sensitivity analysis enables you to model the impact of changing variables—such as costs, revenues, or market conditions—on overall performance.

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.

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 Reporting and Analysis 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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