UniFi

UniFi is a powerful automation platform (Platform-as-a-Service) built to eliminate manual processes across finance and operations. It is fully integrated with Infor SunSystems and can integrate to any ERP or companies’ legacy systems.

UniFi provides out-of-the-box capabilities such as P2P, procurement, OCR, expense management, making tax digital, business intelligence, analytics, enterprise asset management, HR management, budgeting and forecasting, task management, process automation, accounting automation, and many more.

With UniFi, you can cut costs, save time and gain the insights needed to make better decisions — faster.

 

UniFi Features

  1. No-Code Application Builder
    • Drag-and-drop interface & process engine so non-technical users can build apps without coding.
    • Also supports “low-code” extensions (when needed) to pull in external data or systems.
    • Unlimited users and unlimited use cases (many apps can be built: expense, approvals, reporting, etc.)
  2. Workflows & Business Process Management
    • You can map out, automate, monitor, optimize business processes. creator: build customised workflows, with automations, conditionals, approvals etc.
  3. Automation & Autonomous Processes
    • Automation of repetitive/manual tasks.
    • Autonomous processes / bots: tasks/processes that run without human user involvement (background).
  4. Accounting Automation
    • Automatically generate accounting transactions / journals from upstream activities (e.g. expense approvals, purchases) instead of manual accounting entries.
    • Integration with ERP / finance systems (e.g. SunSystems, NetSuite) so these automated entries sync to the finance ledger.
  5. Middleware & Integrations
    • Robust connectors / API / data connectors to integrate with ERP, finance, HR, CRM, etc.
    • Transform data (formats, schema) between systems automatically.
  6. Business Intelligence & Reporting
    • Dashboards & real-time visibility across data sources.
    • Excel Add-in: pull data from UniFi into Excel, also send data from Excel into UniFi. This facilitates custom reporting.
  7. Pre-installed Foundation Apps
    • A set of “foundation” apps (i.e. out-of-the-box ones) for common / key business/finance operations (e.g. procurement, expense management, HR, asset management).
  8. OCR / Autonomous Data Capture
    • Use AI / machine learning + OCR to capture data from documents (invoices etc.), even with varied layouts. Minimises manual data entry.
  9. Machine Learning & Artificial Intelligence
    • Embedded AI/ML capabilities to improve automation, understand patterns, make some decisions.
  10. Work Operating System (Work OS)
    • For managing tasks, visibility of performance across teams / departments. Gives bird’s eye view.
  11. Security & Compliance
    • ISO 27001 & SOC 2 Type II certified.
    • Designed for internal & external compliance / audit capabilities.