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

Bots

Automate Repetitive Tasks and Boost Productivity Across Your Organisation

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

OCR/Autonomous Data Capture

Artifical Inlelligence

OCR/Autonomous Data Capture

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.

Blog

Read our latest blogs, news and updates.

Careers

Explore exciting career opportunities at UniFi!

Case Studies

Find out how our customers have benefited from UniFi.

Executive Summary New

Get an overview of UniFi, its features, use cases and pricing.

Free Training

Get empowered to make the most of UniFi.

Guides

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

Help Portal

A step-by-step guide to using UniFi.

Implementation Methodology

Learn about the 3 different ways you can implement UniFi.

Partnerships

Want to sell UniFi? See your options.

Subscribe

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

Support

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

Who Trusts Us

See some of the companies using UniFi.

Latest Blog

The Benefits of Autonomous Data Capture Vs. Traditional OCR

The efficiency of data management systems can significantly impact organisational productivity and accuracy. One of the key technologies aiding in

Read More »

8 Ways To Enhance NetSuite On A Budget with UniFi

Read time: 4 mins ☕ Maximising the potential of your enterprise software while keeping costs in check is crucial. If

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Know Your Customer Process Automation

Automate your KYC due
diligence

The UniFi platform gives you extensive features for limitless use cases. These features enable you to automate the Know Your Customer (KYC) process and replace your KYC software.

Not only can UniFi replace your KYC 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.

As part of your customer onboarding process, you’ll want to know your customer to ensure you’re compliant with anti-money laundering regulations.

If you currently use Know Your Customer Software or you’re looking to automate the Know Your Customer process, you’ve come to the right place.

To speed up the process, you can use UniFi to:

Ensure your KYC process is complete with automated rules, notifications and a full audit trail
Automatically integrate with credit rating systems (like Experian) using our powerful API, to import data and remove the need for manual data entry
Have complete control over who does what and when, to avoid any time wastage
Create a fully automated Know Your Customer process to reduce time wastage and errors
Enhance your current Know Your Customer Software to plug any gaps, automate key processes and ensure you’ve got a full audit trail that’s easily accessible

Customer onboarding doesn’t need
to be frustrating

UniFi gives you the features to know your customer with ease. Due diligence is an essential part of protecting your organisation, so it shouldn’t be a painful process.

You’ll have all the tools to speed up the process for everyone involved in the know your customer process.

Replace your KYC software with a platform that has multiple use cases. Saving you time and money
Integrates with credit rating systems using the data connector to automatically collect credit scores
Full audit trail in one place to save you time
Speed up your KYC due diligence and avoid errors with automated Know Your Customer processes
Designed to be fully configured and customised for any requirement - if you have a unique requirement please get in touch

Other Sales (O2C) 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

About Us

Blog

Careers

Case Studies

Executive Summary New

Free Training

Guides

Help Portal

Implementation Methodology

Partnerships

Subscribe

Support

Who Trusts Us

The Benefits of Autonomous Data Capture Vs. Traditional OCR

8 Ways To Enhance NetSuite On A Budget with UniFi

Know Your Customer Process Automation

Automate your KYC due
diligence

Workflow Creator

Business Intelligence

Document Management

Pre-installed Foundation Apps

Machine Learning

Artificial Intelligence

OCR/Autonomous Data Capture

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Phone

Features

Use Cases

resources

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Get Your Free Demo

About Us

Blog

Careers

Case Studies

Executive Summary New

Free Training

Guides

Help Portal

Implementation Methodology

Partnerships

Subscribe

Support

Who Trusts Us

Know Your Customer Process Automation

Automate your KYC due diligence

Phone

Phone

resources

SIGN UP TO OUR NEWSLETTER

Get Your Free Demo

Automate your KYC due
diligence