Clustdoc vs UniFi

Clustdoc is an onboarding platform for processes involving clients, partners, and staff. Its workflow tools include checklists, intake forms, document collection, eSignatures, approvals, task management, and a client portal. An application is one onboarding workflow for a specific user. Clients can access the portal through a browser or internet-enabled mobile device; teams have a desktop admin console and mobile app. Listed industries include financial services, real estate, legal services, staffing and recruitment, accounting and tax, and administration. Connections are available through native integrations, connectors such as Zapier and Make, or the API; the pricing page lists integrations with 1,500+ apps and unlimited API and webhooks among plan capabilities. Security controls include two-factor authentication, password-protected portals, roles and permissions, and audit trails. Clustdoc states that data is encrypted at rest, lists 128-bit SSL/TLS for document transfers and AES 256 document encryption, and says it is GDPR compliant; its About page lists SOC 2 Type II certification. PRO costs $190/month and includes 3 user seats, 50 new applications per month, and 25 GB storage; some eSignatures and reminders have limited usage. A 7-day trial is listed, but there is no free plan.

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.