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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Quotation Automation

Automate the Quotation Process and Replace your Quotation Software

The UniFi platform gives you extensive features for limitless use cases. These features enable you to automate the quotation process and replace your quotation software.

Not only can UniFi replace your Quotation 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.

The Quotation App makes quotations simple and efficient. With UniFi, you can quickly create and send quotes and get them approved in no time.

Using it’s powerful Integration and Middleware Engine, UniFi can connect to other core business systems in your organisation such as your accounting system, CRM system, pricing system, and so on.

With this level of integration , UniFi can seamlessly pull items and their list prices from the relevant systems (or within UniFi via reference data), to automatically populate your quotations.

UniFi can also apply your corporate discount (or whatever you’ve negotiated with the customer) to those prices.

When an order is made as a result of the quotation, you can be confident that it has all the correct prices, item numbers, and descriptions.

With this, all you have to do whenever a request comes in from a customer is select the correct quantity of the item in a dropdown box and everything else is done for you.

UniFi can also support internal quotation processes. What this means is if your sales team receives an order via other channels such as phone or email, they can create a quotation internally in the system so that it is tracked and stored in your organisation’s database.

What’s more, you can use UniFi to easily create a custom quotation app with multiple dropdowns and incorporate processes that are held in these other systems.

Replace your Quotation software with a platform that has multiple use cases. Saving you time and money
Integrates with your system to get list prices
Build your own pricing within UniFi
Automatic corporate discount application
Integrate easily with e-signature platforms
Integration with other core business systems such as accounting, CRM, and pricing systems
Create a custom quotation app with multiple dropdowns

Automatically generate quotation documents with correct prices, item numbers, and descriptions
Email automatically to your customer
Streamline the quotation process and increase efficiency
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