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UniFi Supplier Onboarding App

Easily manage the supplier onboarding
process, from start to finish

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.

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With different people in the organisation being responsible for different parts of the on-boarding process, tracking who did what and when can become a logistical nightmare. 

UniFi allows you to streamline the entire onboarding process for suppliers. It eliminates paperwork and reduces the need for manual data entry across multiple systems as UniFi can manage this for you.   

The app comes with automatic verification of details against authoritative online sources such as the UK Companies House.

We have automated the tedious tasks so you can focus on what matters.

Advanced Capabilities

UniFi Purchasing Enterprise Suite comes with next-gen Procurement Portal which provides real-time visibility into procurement statuses by interfacing directly with supplier platforms. This capability allows you to track orders, monitor shipments, and anticipate deliveries with unprecedented accuracy.

The suite’s Matching and Control capabilities ensure that every transaction is verified and reconciled automatically, reducing errors and saving valuable time.

 

Post-delivery reviews are seamlessly integrated, allowing you to evaluate supplier performance and product quality, and ensure continuous improvement in your supply chain.

For items that meet the threshold for fixed assets, our Asset Onboarding App collects additional details and calculates depreciation, providing a complete financial picture.

The suite also has a Spend Control and Analytics Centre, which provides deep insights into your procurement patterns. This allows you to easily identify cost-saving opportunities and optimise your purchasing strategies.

 

An intuitive Dashboard, serving as the homepage for this suite, ties everything together. It provides at-a-glance views of key performance indicators, with the ability to drill down into transaction details and generate comprehensive reports.

This central hub empowers you to visualise spending trends, forecast future needs, and make data-driven decisions to enhance your procurement efficiency.

UniFi has the capability to show you a complete history of who performed what stage of the process and when, providing a clear overview of the entire onboarding process and allowing you to track and manage the process better.  

As an approver, you can easily view the supplier information and choose to either accept or reject the onboarding of the supplier. You can also quickly request more information about the supplier from the originator rather than go back to an individual to double-check the information manually. This process has a full audit trail, unlike email. 

UniFi supplier onboarding app also lets you integrate via API with credit scoring systems to check the business history of a supplier. This gives you all the information you need in one place so you can make an informed decision on who you do business with. 

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  • Other Features

Companies House Integration

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.

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 workflow.

Automated Supplier Alerts

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

Automated System Updates

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.

  • Key Benefits
  • Replace your Supplier Onboarding software with a platform that has multiple use cases. Saving you time and money
  • Streamlined supplier onboarding process
  • Reduce paperwork and manual data entry
  • Track the progress of each stage of the process
  • Easily reject a new supplier
  • Integrate with existing systems and processes

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.

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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 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.

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

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

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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