UniFi

UniFi is a configurable business process platform for organisations coordinating finance work with processes across other departments. It is best suited to mid-market and enterprise teams using ERP or accounting systems. Its combination of workflow building, accounting automation and system connections is compelling, but role-based licences and annual billing make it a substantial commitment.

Overview

UniFi combines a no-code application builder, process engine and tools for moving data between business systems. Its use cases span purchasing, sales, financial accounting, reporting, expenses and travel, compliance, enterprise asset management, and budgeting and forecasting. That breadth can help connect work across departments, but is likely more than a smaller organisation needs for one isolated process.

The platform supports automated eliminations and reconciliation workflows, and has six ERP integrations. UniFi is developed by FinanSys, founded in 1998; development of UniFi began in 2008, and it became publicly available in 2023.

Key features

Build and automate processes

The drag-and-drop builder and process engine let users create and customise business applications without code. This is useful when a business needs workflows shaped around its own processes rather than a fixed template. The corresponding trade-off is the effort of implementation and workflow ownership; teams looking for a ready-made, narrowly focused tool may not need this flexibility.

Connect finance and business systems

UniFi can capture accounting data when a process starts and automatically send journal transactions to a finance system. Middleware, data connectors and an open API support connections and data movement between business systems. This makes the platform relevant to organisations working across ERP or accounting systems, though the six ERP integrations are a consideration for businesses whose systems are not covered.

Work with Excel

The Excel add-in retrieves UniFi data in real time and sends data from Excel into UniFi. That two-way exchange can support teams that already use spreadsheets alongside their business processes, without requiring every task to begin inside the platform.

Security, support and service

UniFi states that it is ISO 27001 certified and SOC 2 Type 2 compliant, with annual independent audits. Full-user pricing includes a 99.9% uptime guarantee. Support includes phone, email, portal and TeamViewer, a dedicated customer training environment, help resources and free bi-weekly training. That support and training provision is useful for a platform requiring organisational implementation, although it does not remove the need to plan who will configure and manage processes.

Pricing

UniFi has no free plan. Its Self-Start Implementation plan is free and lets organisations implement UniFi at their own pace. It avoids an implementation fee, but is not a free software tier with stated user access or feature limits.

Full User pricing starts at £9 a month, billed annually, and varies with user count. It includes full-user access, 300GB of storage per user shared across all users, and a 99.9% uptime guarantee. This is the core option for staff who need full access; annual billing and shared storage mean organisations should assess both their seat count and combined storage needs.

Credit User costs £3.50 per submission, billed per submission. Credits are purchased in bulk, with a minimum of 10 per month, and subscribed to for 12 months. This optional add-on for full-user customers can suit people who submit applications occasionally, but credit users cannot approve or create applications, and unused credits do not carry over.

Bot User costs £45 a month, billed annually. A licence is required for Autonomous Processes. The page also shows €54 / $55 per bot user per month, so the quoted amount depends on currency. Empower Implementation costs £17,000.00 GBP once for remote implementation; on-site implementation is also available. Consultants work with UniFi champions to provide knowledge and enable staff training. These terms make implementation a substantial separate cost for organisations choosing that route.

Platforms

UniFi supports Android, iOS and web, and offers an API. The Excel add-in provides an additional route for exchanging data with the platform.

Who it's for

UniFi is a stronger fit for mid-market and enterprise organisations connecting finance workflows with wider departmental processes, particularly those already working with ERP or accounting systems. Its application builder, connectors and accounting automation offer scope for varied processes; a small team seeking a simple standalone workflow or a free, unrestricted starting tier should look elsewhere.

Pros and cons

• Pros: A no-code builder and process engine allow tailored business applications across a broad range of departmental use cases.
• Pros: Accounting capture, journal automation, reconciliation workflows and system connectors bring finance processes into the wider platform.
• Pros: Full-user access includes 300GB per user of shared storage and a 99.9% uptime guarantee; support and regular training are also provided.
• Cons: Full-user pricing is billed annually, and costs vary with user count, making the commitment harder to judge from the starting price alone.
• Cons: Credit users cannot create or approve applications, must subscribe for 12 months with a minimum of 10 submissions monthly, and lose unused credits.
• Cons: The separate £17,000.00 GBP implementation option and required bot licences for Autonomous Processes add costs beyond full-user seats.

Alternatives

For a narrower intercompany accounting need, Intercompany Accounting Software and Supplier Onboarding Software are category lists to explore. Mayday is worth considering for intercompany balances: its free Basic plan supports three same-currency balances, unlimited users and live-chat support, while Flux costs £10 per month. Translucent Intercompany may fit teams focused on entities and loan or AP/AR discrepancy matrices: its free plan covers up to four entities, and Pro (annual) costs $65 per year, billed monthly and annually, with unlimited users.

Corpay Netting Manager is a more specific option for Corpay customers, who can use it and generate reports at no cost. For a wider platform, OneStream has custom pricing; EntriesOne is another paid alternative. Epicor Kinetic offers platform-core, cloud-package, concurrent-user and industry-bundle choices. SAP Business One prices by quote based on business requirements. Epicor FP&A offers plans organised around company counts, from one company to ten on its Standard tier.

Verdict

Choose UniFi if your mid-market or enterprise organisation needs configurable processes that link finance work with other departments and existing ERP or accounting systems. Its strongest case is the combination of custom application building, accounting automation and business-system connectivity, backed by training and a stated uptime guarantee. Look elsewhere if you need a lightweight free tier, straightforward per-seat pricing without annual commitment, or a narrowly focused tool; the annual licences, credit restrictions and implementation costs make UniFi a platform investment rather than a casual add-on.