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Journal Approval Automation

Approve journals quickly and with ease
using UniFi

The UniFi platform gives you extensive features for limitless use cases. These features enable you to automate Journal Approvals and replace your Journal Approval software.

Not only can UniFi replace your Journal Approval Software, but it can also replace all other 3rd party software. Reducing your need to manage multiple disparate systems and helping reduce your costs. It’s one platform to replace them all.

With UniFi Journal Approval Automation, you can quickly and easily get your journals approved.

Approval of accounting transactions can be a complex and time-consuming exercise, especially if you have a high volume of journals to process. UniFi streamlines your journal approval process with an automated workflow that allows you to manage multiple steps of approval in one place. 

It can be configured to have multiple levels of approvals, with each level having different access rights and authorisation thresholds, so you can ensure that only authorised personnel have access to specific data. 

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UniFi can seamlessly integrate with your accounting system, so journal entries are automatically populated into the system and can be reviewed and approved in one place. 

You can add documents and attachments to journals for further clarification and there is a trail of who entered what, who gave first-level/second-level approval, and when. You can reject a journal or send it back to the initiators if it needs correction. 

Your journal can ultimately end up as a transaction on the accounting software and the data integrity is maintained. 

UniFi also provides real-time monitoring and tracking of all journals submitted, in progress, and approved, so you always have a picture of the progress in each journal. 

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Autonomous Processes

Autonomous processes mimic the activities of human users so you can streamline operations, reduce manual tasks, and enhance productivity – all in the background without human input. They are fulfilled by bots that can imitate and perform routine actions that normally take a chunk of your team’s valuable time.

UniFi currently has 8 Autonomous Processes:

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 isn’t required.

Find out more about our Autonomous Processes here.

The use case, Journal Approvals, on this page can be turned into and autonomous process and completed by a bot. However, it’s important to note that autonomous processes offer incredible flexibility and can be adapted to any use case you can imagine. The below table showcases some of the current ways users are leveraging bots, but these are just a few examples. The possibilities are virtually limitless and constrained only by your creativity.

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
  • Key Benefits
Free Demo
  • Key Capabilities
  • Drag-and-drop interface
  • Automatic pricing
  • Ability to add discounts, taxes, and other charges
  • Quotation editing
  • Quotation duplication
  • Sales forecasting

Other Financial Accounting 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

UniFi Features

No-code Application Builder

Business Process Management

Automation

Accounting Automation

Middleware & Integration

Excel Add-in

Work OS

Workflow Creator

Business Intelligence

Pre-installed Foundation Apps

Artificial Intelligence

OCR/Autonomous Data Capture

Autonomous Processes

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