CleverBalance vs UniFi
CleverBalance
cleverbalance.aiUniFi
unifiplatform.comSide by side
| Figure | CleverBalance | UniFi |
|---|---|---|
| Price from | — | £9/mo |
| Free plan | — | Yes |
| Free trial | Yes | — |
| Open source | — | — |
| Web | Yes | Yes |
| iOS | — | Yes |
| Android | — | Yes |
| API | — | Yes |
| Plans published | 5 | 9 |
| Spec score · Intercompany Accounting Software | 7.7 (#18) | 8.5 (#6) |
| Headquarters | Mumbai, India | UniFi says it is headquartered in London, United Kingdom. |
| Integrations | The site describes uploading files exported from accounting systems or spreadsheets; it does not name specific software integrations on the opened pages. | UniFi states that it integrates with SunSystems, NetSuite and other finance, ERP, CRM and HR systems. |
| Security | The privacy policy says data is encrypted in transit and at rest, with access controls, least-privilege principles, and continuous monitoring. | UniFi states that it is ISO 27001 certified and SOC 2 Type 2 compliant, with annual independent audits. |
| Support | Paid plans include email and chat support, with priority support on Professional and Enterprise plans. | Support is offered by phone, email, portal and TeamViewer, with a dedicated training environment and bi-weekly free training. |
| Users | The maker says the product is intended for companies, finance teams, and CA/CPA firms, with plans for solo users through large enterprises. | The company says more than 10,000 users rely on UniFi. |
Plans
CleverBalance
- Free trialFree
- EnterprisePrice not published
- GrowthPrice not published
- ProfessionalPrice not published
- StarterPrice not published
UniFi
- Self-Start ImplementationFree
- Credit User£3.50, paid once
- Credit User£3.50, paid once
- Full User£9 a month
- Bot User£45 a month
- Full User£159 a month
- Empower Implementation£17,000, paid once
- Bot UserPrice not published
- Consultant ImplementationPriced on request
In their own words
CleverBalance
CleverBalance has no write-up on Specifiction yet; its figures are above.
UniFi
UniFi is a business process automation platform for finance and other departments, aimed at mid-market and enterprise organisations. Its no-code builder and process engine let users create and customise business applications. For accounting workflows, it 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 its Excel add-in moves data between spreadsheets and UniFi in real time. Listed uses include purchasing, sales, financial accounting, reporting, expenses and travel, compliance, asset management, and budgeting and forecasting. It is available on Android, iOS and the web, and provides an API. UniFi states that it is ISO 27001 certified and SOC 2 Type 2 compliant, with annual independent audits. Full User pricing is £9 per user per month, billed annually, and includes 300GB of storage per user shared across users and a 99.9% uptime guarantee. A Credit User costs £3.50 per submission, with a minimum of 10 credits per month and a 12-month subscription.