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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.

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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.

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Example of UniFi Budget Reporting & Analysis Dashboards

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  • UniFi Budget Reporting & Analysis Attributes
  • 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.
  • UniFi Budget Reporting & Analysis Benefits
  • 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.
  • Why UniFi Budget Reporting & Analysis Is Different

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 Integration

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.

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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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Maya is the UniFi Partner Account Manager at FinanSys with an extensive background in partner management and business development. With experience in forging strategic alliances across international markets, she excels in business consulting and sales within the IT industry.

Maya is dedicated to driving growth and extending market reach by cultivating innovative business opportunities and developing profitable partnerships with Independent Software Vendors (ISVs) and both global and local System Integrators. Guided by her core principles of trust, open-mindedness, integrity, proactivity, and clear communication, she embodies the spirit of simplifying complex technology with knowledge, hard work, and skill.

Emma is a Business Development Manager at FinanSys with a strong background in accounting. She holds the AAT qualification and is part-qualified as a Chartered Accountant with ICAEW. Previously, Emma served as Finance Manager, where she oversaw all financial operations and successfully implemented a new financial management system. With 7 years of experience, Emma prides herself in identifying challenges faced by finance teams and delivering effective solutions, leveraging her expertise in accounting and financial systems.

Glyn is the Business Development Director at UniFi. Qualified as both a barrister and a chartered accountant, he has dedicated his career to merging these disciplines to drive impactful results. Since entering the IT industry in 1998, he has held diverse roles ranging from back-office accounting to frontline sales, culminating in leadership positions where experience has honed his strategic vision.

His leadership philosophy focuses on nurturing and empowering teams, fostering an environment where they not only achieve exceptional growth but also enjoy the journey together.

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