The UniFi platform gives you extensive features for limitless use cases. These features enable you to drastically improve your Supplier Onboarding process and replace your Supplier Onboarding Software.
Not only can UniFi replace your Supplier Onboarding 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.
The Supplier Onboarding App, which is part of UniFi Purchasing (P2P) Enterprise Suite, ensures accuracy and time savings through automation.
This app is part of the P2P Enterprise Suite – a bundled set of pre-configured apps designed for rapid deployment and flexible customisation to suit your specific needs.
With different teams responsible for various parts of the onboarding process, tracking who did what—and when—can quickly become a logistical challenge.
UniFi simplifies and streamlines supplier onboarding by eliminating paperwork and automating data entry across multiple systems. The platform takes care of it all for you.
It also includes automated checks against reliable sources like UK Companies House and other official databases.
By automating the repetitive admin, UniFi frees you up to focus on what truly matters.
UniFi’s Purchasing Enterprise Suite includes a next-generation Procurement Portal that provides real-time visibility into procurement statuses by interfacing directly with supplier platforms. This enables you to track orders, monitor shipments, and anticipate deliveries with exceptional accuracy.
The suite’s advanced Matching and Control features automatically verify and reconcile transactions — reducing errors and saving valuable time.
Post-delivery reviews are seamlessly integrated, enabling you to evaluate supplier performance and product quality — driving continuous improvement across your supply chain.
For purchases qualifying as fixed assets, the Asset Onboarding App captures essential details and calculates depreciation to provide a complete financial view.
The suite also includes a Spend Control and Analytics Centre that delivers deep insights into your procurement patterns — helping you uncover cost-saving opportunities and optimise purchasing strategies.
Complete Visibility at Every Step
UniFi gives you a full history of who completed each stage and when, making the entire supplier onboarding process easy to track, manage, and audit.
Faster, Traceable Approvals
Approvers can instantly review supplier details, approve or reject them, or request more information—all within the platform. No more chasing emails or double-checking manually, and every action is recorded in a secure audit trail.
Integrated Credit Checks
UniFi connects via API to credit scoring systems, so you can assess a supplier’s business history and make confident decisions—all from one central place.
Streamline your supplier onboarding process with UniFi’s seamless integration of Companies House data. Automatically verify and populate supplier information during the P2P onboarding process directly from Companies House records or similar official databases.
This feature ensures accurate data entry, reduces manual work, and helps maintain compliance by using up-to-date official company information.
Enhance your supplier management with real-time access to crucial business details, all within UniFi’s comprehensive P2P Enterprise Suite.
Leverage UniFi’s powerful automation and integration capabilities to set up automated supplier alerts.
Monitor supplier status changes, payment due dates, and performance metrics in real time.
Receive instant notifications for critical updates, helping you proactively manage your supply chain and maintain strong vendor relationships. Update for the Supplier Onboarding Page
Gone are the days of manual data entry and time-consuming cross-checks. UniFi ensures that all relevant systems are updated instantly with the latest supplier information, creating a smooth and efficient workflow that saves you time and resources.
UniFi can help you engage,
track, and manage suppliers very easily
Seamlessly bring your vendors on board with our intuitive supplier management tools and accelerate your procure-to-pay (P2P) process.
Deliver a great supplier experience that is fast, efficient and safe for you and any type of supplier – direct, indirect, strategic or occasional.
With our software, you can establish different requirements for each supplier group. The system will dynamically change the conditions as needed.
Through our open APIs, fully integrate the data from your supplier onboarding portal with your core systems – Enterprise Resource Planning, Financial management System, Supply Chain management, and more.
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 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.
Find out more about our Autonomous Processes here.
The use case, Supplier Onboarding, on this page can be turned into and autonomous process and completed by a bot. However, it is 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.
| Use Cases | RPA | Email Extraction Bot | AI/ChatGPT Integration | Scheduler | Connect Hub | Generative AI | Web Hook | Integration |
|---|---|---|---|---|---|---|---|---|
| Use Cases | RPA | Email Extraction Bot | AI/ChatGPT Integration | Scheduler | Connect Hub | Generative AI | Web Hook | Integration |
|---|---|---|---|---|---|---|---|---|
| Use Cases | RPA | Email Extraction Bot | AI/ChatGPT Integration | Scheduler | Connect Hub | Generative AI | Web Hook | Integration |
|---|---|---|---|---|---|---|---|---|
| Use Cases | RPA | Email Extraction Bot | AI/ChatGPT Integration | Scheduler | Connect Hub | Generative AI | Web Hook | Integration |
|---|---|---|---|---|---|---|---|---|
| Use Cases | RPA | Email Extraction Bot | AI/ChatGPT Integration | Scheduler | Connect Hub | Generative AI | Web Hook | Integration |
|---|---|---|---|---|---|---|---|---|
| Use Cases | RPA | Email Extraction Bot | AI/ChatGPT Integration | Scheduler | Connect Hub | Generative AI | Web Hook | Integration |
|---|---|---|---|---|---|---|---|---|
| Use Cases | RPA | Email Extraction Bot | AI/ChatGPT Integration | Scheduler | Connect Hub | Generative AI | Web Hook | Integration |
|---|---|---|---|---|---|---|---|---|
| Use Cases | RPA | Email Extraction Bot | AI/ChatGPT Integration | Scheduler | Connect Hub | Generative AI | Web Hook | Integration |
|---|---|---|---|---|---|---|---|---|
| Use Cases | RPA | Email Extraction Bot | AI/ChatGPT Integration | Scheduler | Connect Hub | Generative AI | Web Hook | Integration |
|---|---|---|---|---|---|---|---|---|
Other Purchasing (P2P) 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
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