UniFi

UniFi is a configurable business process platform for mid-market and enterprise organisations, particularly those already working with ERP or accounting systems. Its mix of application building and finance automation is compelling for connected, cross-department workflows, but user roles, shared storage and annual commitments need careful budgeting.

Overview

UniFi brings business application creation, process automation and system connectivity together. Its use cases span purchasing, sales, accounting, reporting, expenses and travel, compliance, asset management, and budgeting and forecasting. That breadth suits organisations coordinating work across departments; a team seeking one narrow workflow tool may find the platform more than it needs.

FinanSys, UniFi’s parent company, was founded in 1998. UniFi development began in 2008 and it became publicly available in 2023. The product supports automated eliminations and reconciliation workflows, and has six ERP integrations.

Key features

Build applications around business processes

A no-code drag-and-drop builder and process engine let users create and customise business applications. This flexibility matters when standard workflows do not match an organisation’s operations. It also makes implementation and internal ownership consequential: teams need to shape the applications and processes they intend to run.

Automate finance and connect systems

When a process starts, UniFi can capture accounting data and send journal transactions automatically to a finance system. Middleware, data connectors and an open API help move data between business systems. These capabilities make UniFi relevant where finance workflows depend on information held elsewhere, though the six ERP integrations may not cover every organisation’s setup.

Bring Excel into the workflow

The Excel add-in retrieves UniFi data in real time and sends data from spreadsheets into UniFi. That two-way connection can support teams that continue to work with operational data in Excel while using the platform for process management.

Security and support

UniFi states that it is ISO 27001 certified and SOC 2 Type 2 compliant, with annual independent audits. Support includes phone, email, portal and TeamViewer, alongside a dedicated customer training environment, help resources and free bi-weekly training. The training and support options are useful for organisations adopting a configurable platform across teams.

Pricing

The entry point is £9 per user per month, billed annually, but the licence structure is more involved than that headline suggests. Full-user pricing varies with user count, and the listed storage allowance is 300GB per user with total storage shared across all users. Full-user access also includes a 99.9% uptime guarantee.

Self-Start Implementation: £0.00 per free. Organisations implement UniFi at their own pace. This avoids the £17,000 implementation charge, but puts the implementation effort on the customer.

Credit User: £3.50 per submission, billed once. Credits are purchased in bulk, with a minimum of 10 per month, and subscribed for 12 months. This optional add-on for full-user customers cannot approve or create applications, and unused credits do not carry over. It is suited to occasional submitters, not users who need full workflow permissions.

Full User: £9.00 per month, billed annually, with pricing varying by user count. It provides full-user access, 300GB storage per user shared across the organisation, and a 99.9% uptime guarantee. Annual billing and shared storage make seat count and total usage important budget checks.

Bot User: £45.00 per month, billed annually; the page also shows €54 / $55 per bot user per month. A licence is required for Autonomous Processes, so organisations using those processes should account for this additional role-based cost.

Empower Implementation: £17,000.00 once for remote implementation; on-site implementation is also available. Consultants work with UniFi champions to share knowledge and enable staff training. This is the supported route for organisations that want guided implementation rather than self-starting.

Platforms

UniFi supports Android, iOS and web, and provides an API for system connectivity.

Who it's for

UniFi is best suited to mid-market and enterprise organisations connecting finance processes with other departments and existing ERP or accounting systems. Its application builder, accounting automation and system connectors are most valuable when workflows need to cross those boundaries. Smaller teams with a single, contained need should weigh the implementation and licence structure against that broader scope.

Pros and cons

Pro: Teams can build and customise applications without code, rather than being confined to fixed workflows.

Pro: Process-start accounting capture and automatic journal sending can connect operational steps to finance systems.

Pro: Excel data can move both ways, while middleware, connectors and an open API support broader system links.

Pro: Full-user access includes a stated 300GB per user and a 99.9% uptime guarantee, with support and recurring training options.

Con: Full-user licences are billed annually, and pricing changes with user count, complicating cost planning.

Con: Storage is shared across users, so per-user allowances do not represent separate private pools.

Con: Credit users cannot create or approve applications, credits have a monthly minimum and annual subscription, and unused credits expire.

Con: Autonomous Processes require a separately priced bot licence, while guided Empower implementation costs £17,000 once.

Alternatives

For a supplier-onboarding comparison, see Supplier Onboarding Software; for intercompany accounting options, see Intercompany Accounting Software.

DIRO Supplier Verification is a better fit when the priority is document verification: its free Test plan allows up to 10 verifications per month and includes APIs and a management console. Airbase is worth considering for procurement and accounts payable modules, with plans described for organisations up to about 200 or 500 employees. Ivalua Contract Management is the alternative to consider when enterprise contract lifecycle management is the main requirement.

PaymentWorks suits teams focused on vendor and payee registration, with standard registration and information management free and optional EarlyPay fees only when a vendor opts in. Servenzo Vendor Onboarding is a more bounded vendor-onboarding option, with a $34 monthly Professional plan for up to 10 workers and specified job, contract, location and document caps. Zoho Procurement is another procurement choice, with a Premium plan priced at $35 per year and basic approval workflows and audit trails. Comarch Accounts Payable Automation is an alternative for organisations seeking accounts-payable automation. CheckFlow is a checklist-focused option, with an annual Business plan at $9.00 per year billed per user per month and 25GB file storage per user.

Verdict

Choose UniFi if your mid-market or enterprise organisation needs configurable processes that connect finance, other departments and existing business systems. The strongest reason to choose it is the combination of application building, accounting automation and integration options; the strongest reason to look elsewhere is the annual, role-based cost structure, especially where bot licences or guided implementation are required.