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

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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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Customer Onboarding
App

Get New Customers Up
and Running Quickly with
a Seamless Onboarding Process

The UniFi platform gives you extensive features for limitless use cases. These features enable you drastically improve your Customer Onboarding process and replace your Customer Onboarding Software.

Not only can UniFi replace your Customer Onboarding 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.

A streamlined onboarding process is essential for reducing customer churn and ensuring a positive customer experience.

UniFi makes it easy to set up new customers for success with an onboarding process that’s tailored to their specific needs.

With UniFi customer onboarding App, 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.

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

Once the customer is created, UniFi can then automatically update your CRM, accounting system and any other systems in your organisation.

With this, UniFi becomes a central point to manage customers. So you can always be sure that the latest information about customers is available to your team in real time.

UniFi also ensures the completeness of customer information because it lets you have mandatory fields for users who create a new customer.

This eliminates the need to chase down missing customer information and speeds up the onboarding process so you can hit the ground running.

UniFi Supplier Onboarding and Customer Onboarding App enabled a user to save 0.25 days per supplier/customer.
Replace your Customer Onboarding software with a platform that has multiple use cases. Saving you time and money
Streamlined onboarding process
Real-time customer data access
Elimination of manual data entry mistakes or delays
Legal compliance checks
Instant updates to CRM, accounting systems and other systems
Mange and automate all onboarding tasks within one system

Store onboarding documents in a secure environment
Integration with external data sources for additional checks
Mandatory fields to ensure data completeness
Secure storage of customer data in a centralised database
Interact better with your customers by also giving them access to the app
Designed to be fully configured and customised for any requirement - if you have a unique requirement please get in touch
Easily track progress and identify bottlenecks using the workflow feature

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