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.

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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

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£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)

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Fill all Order-to-Cash Gaps
in Your Finance/ERP System

From customer acquisition and order management to billing and collections, the UniFi Sales solution automates your entire Order-to-Cash process.

UniFi helps you accelerate order processing, improve customer satisfaction, and increase operational efficiency. With real-time visibility of the sales process, you can make informed decisions that drive growth.

Key Capabilities

Customer onboarding

With UniFi you can easily create and manage customer profiles, set credit limits for the customer and ensure a due diligence process is followed for each customer.

You can perform checks and controls before you create the customer to ensure legal compliance.

Quotations and pricing

Generate accurate quotations and get them approved in minutes.

UniFi can seamlessly pull items and their list prices from the relevant systems to automatically populate your quotations and even apply your corporate discount.

Sales Order Management

Efficiently create, send, and manage sales orders in one place with an integrated solution that automates the entire process from request to delivery.

Deliver a seamless customer experience with real-time updates on the status of each order.

Sales Invoicing

Never worry again about incorrect or late invoicing.

Manage sales invoices efficiently, automate your accounts receivable from beginning to end, and improve your collection rate while keeping your customers happy.

Inventory Management

Integrated inventory management ensures that you always have visibility of your stock levels.

Automated workflows ensure that stock is replenished in a timely manner, minimising the risk of stockouts, and that overstocks are avoided.

Know Your Customer (KYC)

The UniFi KYC solution enables you to onboard your customers quickly, ensure compliance with KYC requirements, and prevent fraud.

With real-time visibility of customer data, you can quickly identify and take action against suspicious activity.

UniFi Supplier Onboarding and Customer Onboarding App enabled a user to save 0.25 days per supplier/customer.
One organisation using the Sales Invoicing App saved 0.10 days per sales invoice
Improves customer satisfaction with fast and accurate order processing
Increases operational efficiency with best-in-class O2C automation
Improves decision-making with real-time visibility of the sales process
Reduces costs with automated and accurate invoicing
Minimises risks with integrated inventory management
Streamlines customer onboarding with automated KYC checks
Supports seamless integration with existing business systems
Designed to be fully configured and customised for any requirement - if you have a unique requirement please get in touch
Security, roles, and permissions approved by a Big Four audit

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