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Employee Expenses Automation

Speed up employee expense management processes with UniFi

The UniFi platform gives you extensive features for limitless use cases. These features enable you to automate Employee Expense management processes and replace your Employee Expenses software.

Not only can UniFi replace your Employee Expenses 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.

UniFi takes the burden out of expense management by automating the entire process from start to finish.

You can use or customise our pre-built foundation apps or create your own apps from scratch for any employee expense management-related activities. 

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If your current finance, ERP and/or HR system doesn’t have an expense management module, no problem!

You can use the expense management app to fulfil this function and then use the accounting automation feature for UniFi to automatically update your finance, ERP and/or HR system. 

UniFi packs the capabilities to automatically send your employee expenses into your accounting software for reimbursement, saving you both time and money. 

Accounting entries can easily be generated for each expense, and you can track the progress of each expense claim in real-time. 

With UniFi, managing employee expenses is a breeze!

Travel Booking with Live Look-Up

Simplify your travel arrangements with UniFi’s integrated booking system. Effortlessly book flights and hotels with real-time availability and pricing.

Our live look-up functionality ensures you have the most up-to-date information, helping you make informed decisions quickly. Say goodbye to juggling multiple systems—manage all your travel bookings seamlessly within UniFi.

Capture Expenses on a Mobile Device

Keep your expense management efficient and on-the-go with UniFi’s mobile expense capture. Snap photos of receipts and submit expense claims directly from your mobile device.

UniFi’s mobile capture comes with Autonomous Data Capture, including handwriting recognition, to minimise or even eliminate the need to key in receipt data.

With instant data entry and automatic categorisation, you’ll save time and reduce errors, ensuring your expense reports are accurate and up-to-date, no matter where you are.

Batch Expense Claims

Easily consolidate multiple receipts into a single expense submission with UniFi. Capture each receipt efficiently and submit a single expense claim for approval, which contains all the receipts that make up a particular work trip.

This approach streamlines the approval process, eliminating the need for individual approvals for each receipt and making expense management more seamless and efficient.

UniFi Bots

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

UniFi currently has 5 bots:
This bot runs in the background. It automates complex, repetitive tasks traditionally performed by humans, reducing errors and freeing up time for more strategic activities.
This bot automates the extraction of data from incoming emails to create purchase invoice transactions, speeding up financial processes and reducing manual data entry
This bot enhances automation by providing AI-driven insights and context recognition, enabling advanced tasks like automatic expense categorisation to streamline accounting processes and minimise human error.
This bot automates routine and time-sensitive tasks by allowing you to set schedules across multiple UniFi apps, ensuring consistent and accurate workflow management.
Integrates seamlessly with external platforms, automating data flow and reducing manual intervention while enhancing accuracy and enabling real-time alerts, such as financial changes with the Companies House connector.

Find out more about our bots here.

The use case, Employee Expenses, on this page can be completed by a bot. However, it’s important to note that UniFi bots 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!

Bots Use Cases

  • Key Benefits
  • A user of UniFi saved 3 days per month on expense management processes across the entire organisation with powerful automation
  • Replace your Employee Expenses software with a platform that has multiple use cases. Saving you time and money
  • Generates accounting entries automatically
  • Configure automatic approval workflows
  • Auto calculation of mileage
  • Automated threshold calculation for HMRC 
  • HMRC-recognised software
  • Carbon reporting
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Other Human Resources 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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