Why UniFi?
Features
No Code Application Builder

Build business applications with no coding knowledge

Workflows

Save time & say goodbye to manual, repetitive tasks

Business Process Management 

Standardise & automate your business processes

Automation

Remove repetitive tasks from your team’s to-do list with UniFi Automation software

Accounting Automation

Automate accounting processes with ease
Middleware and Integration

Centralise data from multiple systems via API

Business Intelligence

Retrieve, visualise, analyse & report on data

Work Operating System

Cloud-based work OS for desktop & mobile 

Document Management

Attach documents to workflows & automate distribution

Excel Add-in

Two-way Excel integration reduces manual data re-keying
Pre-installed Foundation Apps

Full users get access to all current & new applications

Machine Learning

ML services can be easily added to your applications, allowing you to benefit from Artificial Intelligence

Artificial Intelligence

Easily apply AI services to any field in your applications to imitate human behaviour

View all
Use Cases

Purchasing (P2P)

Supplier Onboarding Requisitioning Purchase Ordering Purchase Invoice Approval Goods/Services receipting

Sales (O2C)

Customer Onboarding Quotations Sales Orders Sales Invoicing Inventory Management Know Your Customer

Financial Accounting

Exchange Rates Automation Journal Approvals Intercompany Document Management Budgeting & Forecasting Consolidation

Reporting

Business Intelligence Quick Reports Excel Add-in

Human Resource

Employee Onboarding Timesheets Employee Expenses Credit Card Expenses Learning Management System

Compliance

HMRC Recognised MTD App SOX Compliance Internal Audit External Audit Reference Data Management Know Your Customer

Middleware & integration

Accounting Automation

Machine Learning

Optical Character Recognition

Artifical Inlelligence

Optical Character Recognition

Enterprise Asset Management

Automated Asset Monitoring and Performance EAM Budgeting and Planning EAM Inventory Management EAM Project Management EAM Purchase Management EAM Work Management

Planning, Budgeting and Forecasting

Budget Management Reporting and Analysis Forecasting & Scenario Planning

Machine Learning

Optical Character Recognition

Artifical Inlelligence

Optical Character Recognition

Enterprise Asset Management

Optical Character Recognition

Compliance

Supplier onboarding Requisition Purchase Ordering Purchase Invoice Approval

Middleware & integration

Accounting Automation

Machine Learning

Optical Character Recognition

Artifical Inlelligence

Optical Character Recognition

Enterprise Asset Management
Pricing
Resources

About Us

Find out about our vision, mission and core values, as well as the history of UniFi.

Help Portal

A step-by-step guide to using UniFi.

Blog

Read our latest blogs, news and updates.

Implementation Methodology

Learn about the 3 different ways you can implement UniFi.

Careers

Apply to work with us or register you interest

Partnerships

Want to sell UniFi? See your options.

Case Studies

Find out how our customers have benefited from UniFi.

Subscribe

Join the UniFi mailing so you can get more out of your teams, time, and tasks.

Free Training

Get empowered to make the most of UniFi.

Support

Our helpful Support Team is available to assist you via phone and email.

Guides

Free SaaS business guides made with over 25 years’ experience.

Who Trusts Us

See some of the companies using UniFi.

Latest from our Blog!

The Effect of AI and Machine Learning on the Office of the CFO

The dynamic world of accounting and finance is undergoing a significant transformation driven by artificial

Read More »

£7.4m AI Training Fund Now Open to SMEs in the UK

The UK government has taken a step towards promoting the adoption of artificial intelligence (AI)

Read More »

Quick Report Builder

Create simple report in a
few clicks

In UniFi you can build an unlimited number of automated workflows for an unlimited number of use cases, the icing on the cake is that you can create quick reports for any of these workflows.

The quick report builder is very easy to use, simply select your workflow(s), add any fields and conditions that you want to see and then hit ‘fetch data’!

You can then export the results into Excel, PDF or CSV.

Instant Reporting

The ‘Quick reports’ section of the work operating system allows you to produce reusable reports and do ad-hoc inquiries into your data across all your apps.

You can easily add columns that you want to be shown as fields on the inquiry (or columns that you want to be used within conditions) with the click of a button or simply by dragging them from an expandable list to the relevant pane.

UniFi gives you the ability to ‘aggregate’ a field (i.e., summarise it into a single total instead of showing one line per value) and also the ability to remove the field/filter from the inquiry.

You can quickly load any previously saved inquiries and save or delete any query you are working on.

With the click of a button, you can extract any data in seconds and export the same into a variety of different formats, including PDF, Excel and CSV.

Quick Report Features:

What is the difference between Business intelligence and quick reports?

Business intelligence (BI), combines business analytics, data mining, data visualisation and data tools to help you make data-driven decisions.

Creating reports using the business intelligence feature is more in-depth and provides more insight. The business intelligence feature can show you live data in a range of visual styles across a range of business systems.

Whereas the quick report builder provides fast insights and takes a fraction of the time to create reports. It provides on-the-go reports when you need them quickly.

Other Reporting 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