Exchange Rates Automation

Automatically maintain exchange rates across all systems

The UniFi platform offers extensive features for limitless use cases. These features enable you to automate exchange rate data in all of your business systems.

Not only can UniFi replace automation Software, but it can also replace all other third-party software, reducing your need to manage multiple disparate systems and helping reduce your costs. It is one platform to replace them all.

UniFi exchange rates automation allows you to configure how exchange rates are used across your entire organisation.

Automatically keep all systems up to date using rules such as:

The process is seamless and removes the need to use excel, or manually typing exchange rates, saving you time, reducing errors and improving accuracy.

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 Exchange Rates Automation 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

Save 15 minutes per day obtaining foreign exchange rates from approved sources and reduce the amount of data that needs to be imported
Replace your Exchange Rates software with a platform that has multiple use cases. Saving you time and money
Exchange rate data can be updated at intervals that suit you (hourly, daily, weekly)
Fully automated exchange rate data to and from any system that has a suitable API connection
Reduced errors
Improved accuracy
No need to manually type data or use excel
Apply workflows and approvals to the way exchange rates are managed
Email alert for errors
Designed to be fully configured and customised for any requirement - if you have a unique requirement please get in touch

Other Financial Accounting 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.