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

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Implementation Methodology

Learn about the 3 different ways you can implement UniFi.

Careers

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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

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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 Reporting & Analysis

View and analyse the results of the budgeting process with next-gen business intelligence!

Using the next-gen Business Intelligence feature, UniFi Budget Reporting and Analysis provides an easy-to-understand, customisable view of budgets authorised by budget holders.

Powerful dashboards provide interactive filtering, drill-down capabilities, and pivoting options. With this, you can look at the data in various ways and easily see anomalies and identify where potential revisions may be required.

UniFi can seamlessly integrate with your core accounting software, ensuring that key data is consolidated in a single system. This not only simplifies reporting but also guarantees data integrity.

What’s included with UniFi Budget Reporting & Analysis?

UniFi Budgeting and Forecasting comes with a suite of reports that allow you to view your budget in various ways. There are also dashboards that allow you to filter, drill down, and pivot the data.

These are designed to help you understand and compare budgets, see where anomalies may exist, and identify where costs could be saved.

All reports and dashboards 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 Reporting & Analysis Dashboards

Interactive, customisable dashboards with built-in filtering and pivoting.
Flexible and customisable reporting using UniFi built-in business intelligence.
Seamless integration with your core accounting software, enabling data availability for native reporting tools. This empowers not only reporting purposes but also enhances business processes, such as budget verification prior to requisition approval.
Real-time reporting thanks to the powerful BI features and ability to connect to multiple data sources and query the underlying data.
All data exportable to Excel for further analysis if required.
A proactive platform that provides automated alerts for budgets/metrics/KPIs that have been exceeded by the limits you’ve set.

Timely, accurate, and reliable insights.
Flexible and user-friendly configuration and customisation.
Flexible reporting options using UniFi's built-in business intelligence.
Data integrated with accounting software, keeping core data in a single place.
Adapt reports to meet specific business requirements for more meaningful insights.
Easily interpret financial data through interactive dashboards, customise views based on specific needs, and quickly analyse trends and patterns.
Respond quickly to changing conditions with real-time insights.
A single reporting tool to sit across all data.
Many other use cases, all powered by the same platform and cloud technology.

Flexible and customisable reporting tools included in the suite.

Use the same features across all UniFi applications, leveraging knowledge and skills across your organisation.

Keeping data in one place for easier reporting and better data integrity using powerful middleware tools.

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