UniFi

UniFi is a business process automation platform for finance and other departments, designed for mid-market and enterprise organisations. Its no-code, drag-and-drop builder and process engine let users create and tailor business applications. For accounting workflows, UniFi can capture data when a process begins and send journal transactions to a finance system. Middleware, data connectors, and an open API link business systems, while an Excel add-in can retrieve UniFi data in real time and send spreadsheet data back into the platform. Listed uses include purchasing, sales, financial accounting, reporting, expenses and travel, compliance, asset management, and budgeting and forecasting. UniFi is available on Android, iOS, and the web, with an API. The company states it is ISO 27001 certified and SOC 2 Type 2 compliant, with annual independent audits. Full-user pricing starts at £9 per user per month, billed annually; that access includes 300GB of storage per user, shared across users, and a 99.9% uptime guarantee. Support includes phone, email, portal, TeamViewer, help resources, and training.

UniFi brings process design, accounting automation, and system connections into one platform for larger organisations. Its full-user plan starts at £9 per user per month, billed annually, and there is no free plan.

UniFi suits mid-market and enterprise organisations looking to automate finance or other business processes, particularly those working with ERP or accounting systems. It may also suit teams that want to build applications without code and connect data across business systems.

UniFi is a business process automation platform for finance and other departments. It is best suited to mid-market and enterprise organisations that need adaptable workflows connected to ERP or accounting systems. Its main strength is bringing process design and accounting automation together; the role-based licences and annual billing make it a substantial commitment.

Overview

UniFi combines a no-code application builder, a process engine and connections between business systems. Its use cases span purchasing, sales, financial accounting, reporting, expenses and travel, compliance, enterprise asset management, and budgeting and forecasting. This breadth makes it relevant to organisations coordinating work across departments, but less compelling for a small team seeking one narrowly focused workflow.

UniFi supports automated eliminations and reconciliation workflows, and offers six ERP integrations. Its parent company, FinanSys, was founded in 1998; UniFi development began in 2008 and the product became publicly available in 2023.

Key features

Adaptable process design

The drag-and-drop builder and process engine let users create and customise business applications without code. That flexibility can suit organisations whose workflows do not fit a fixed template, though it means teams need to define how their processes should work and implement them. Self-Start Implementation lets an organisation take that work on at its own pace; paid consultant-led implementation is another option.

Accounting automation and integrations

When a process starts, UniFi can capture accounting data and automatically send journal transactions to a finance system. Middleware, data connectors and an open API help connect systems and move data between them. These capabilities are most useful when finance workflows depend on information held across business applications; six ERP integrations provide a starting point, not a reason to assume every system is covered.

Excel and operational support

The Excel add-in can retrieve UniFi data in real time and send spreadsheet data into UniFi, which gives teams a route between existing spreadsheet work and platform processes. The maker offers support by phone, email, portal and TeamViewer, a dedicated customer training environment, help resources and free bi-weekly training. It also states that UniFi is ISO 27001 certified and SOC 2 Type 2 compliant, with annual independent audits.

Pricing

There is no free plan. The free Self-Start Implementation option is not a free software tier: it lets organisations implement UniFi at their own pace. Full-user pricing starts at £9 per user per 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 people who need to use the platform, but annual billing and shared storage make both commitment and total capacity relevant to a larger rollout.

Platforms

UniFi supports Android, iOS and web, and provides an API. That combination serves organisations needing mobile and browser access alongside system connections.

Who it's for

UniFi is a stronger fit for mid-market and enterprise organisations coordinating finance with other departments and working with ERP or accounting systems. Its application builder, accounting automation and integration options address connected processes rather than a single isolated task. Smaller teams or organisations that do not need configurable workflows, system links or multiple roles may find the annual full-user commitment and implementation effort difficult to justify.

Pros and cons

• Pros: A no-code builder and process engine support custom business applications, rather than limiting teams to fixed workflows.
• Pros: Automatic journal transactions, reconciliation workflows and system connectors bring finance processes into a broader operations platform.
• Pros: Phone, email, portal and TeamViewer support, plus free bi-weekly training, provide several routes to assistance and staff enablement.
• Cons: There is no free software plan, and full-user access starts at £9 per user per month billed annually.
• Cons: Credit users cannot create or approve applications, and unused credits expire, limiting their usefulness to occasional submission work.
• Cons: Bot licences are required for Autonomous Processes, while Empower Implementation costs £17,000.00 once, so automation and guided rollout can add to the commitment.

Alternatives

For a different paid option on Android, iOS and web, consider EntriesOne.

SAP Business One may suit organisations seeking a paid product with pricing by quote based on business requirements.

Acumatica Field Service uses custom pricing based on applications, expected usage and resources, and deployment preferences.

For intercompany accounting, Mayday offers a free Basic plan at £0/mo, with three same-currency intercompany balances, unlimited users and live-chat support; its paid Flux plan costs £10/mo. It is a more focused starting point for readers who want a free entry tier rather than UniFi’s broad process platform.

Translucent Intercompany offers a free plan for up to four entities, including free loan and AP/AR discrepancy matrices, alongside a Pro annual plan at $65.00 per year. It is a focused alternative for intercompany work where those limits fit.

Corpay Netting Manager costs Corpay customers nothing to use or generate reports, making it a specific option for those customers who need netting reports.

Readers comparing specialist categories can also browse Intercompany Accounting Software and Supplier Onboarding Software.

Verdict

Choose UniFi if your mid-market or enterprise organisation needs configurable processes that connect finance and other departments, particularly alongside ERP or accounting systems. Its blend of application building, accounting automation and integration tools is the central reason to choose it. Look elsewhere if you need a free starting tier, a simple single-purpose workflow or full access without annual billing.