UniFi

UniFi is a business process platform for organisations that need finance workflows to work alongside processes in other departments. It suits mid-market and enterprise teams with ERP or accounting systems, especially when standard workflows are a poor fit. Its breadth is useful, but role-based licences and annual billing make it a deliberate platform investment rather than a lightweight tool.

Overview

UniFi brings application building, process automation and business-system connectivity into one platform. Its use cases include purchasing, sales, financial accounting, reporting, expenses and travel, compliance, asset management, and budgeting and forecasting. That range can help organisations connect work across departments; it is likely excessive for a small team looking to automate one isolated task.

FinanSys, UniFi’s parent company, was founded in 1998. Development of UniFi began in 2008, and the product became publicly available in 2023. It supports automated eliminations and reconciliation workflows, with six ERP integrations.

Key features

Build and automate processes

The no-code drag-and-drop builder and process engine let users create and customise business applications. That flexibility is valuable when a business needs workflows tailored to its own operations, but it also makes implementation and internal process ownership important considerations.

Connect finance and other systems

UniFi can capture accounting data when a process starts and send journal transactions automatically to a finance system. Middleware, data connectors and an open API support broader data movement between business systems. The Excel add-in can retrieve UniFi data in real time and send spreadsheet data back into the platform, a practical bridge for teams that still work in Excel.

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, a portal and TeamViewer, alongside a dedicated customer training environment, help resources and free bi-weekly training. That support provision matters for organisations taking on a platform with implementation needs.

Pricing

There is no free plan. The free Self-Start Implementation option lets an organisation implement UniFi at its own pace, but it is not a free full-user licence.

• Credit User: £3.50 per submission, billed per submission. Credits are bought 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 suits occasional submitters, but the role restrictions and commitment should be weighed against how consistently credits will be used.
• Full User: £9 per user per month, billed annually; pricing 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, though annual billing and shared rather than individually reserved storage affect the commitment.
• Bot User: £45 per bot user per month, billed annually. A bot licence is required for Autonomous Processes, adding a separate recurring cost where those processes are needed.
• Empower Implementation: £17,000 one-time for remote implementation; on-site implementation is also available. Consultants work with UniFi champions to build knowledge and enable staff training. It is a substantial upfront cost, best considered by organisations that want guided implementation rather than handling it at their own pace.

Platforms

UniFi supports Android, iOS and web, and provides an API. That mix accommodates mobile and browser access while allowing system connections; it does not change the product’s emphasis on organisational workflows.

Who it's for

UniFi is aimed at mid-market and enterprise organisations working with ERP or accounting systems and managing processes across finance and other departments. It is a stronger fit for teams that need configurable applications, accounting automation and system connectivity together than for small businesses seeking a simple standalone finance app.

Pros and cons

• Pros: The combination of a no-code builder, accounting automation and connectors can bring tailored departmental processes and finance-system updates into one workflow.
• Pros: Real-time Excel exchange, an open API and six ERP integrations provide several routes for moving data between UniFi and existing systems.
• Pros: Phone, email, portal and TeamViewer support, plus free bi-weekly training, give implementation teams multiple support and learning options.
• Cons: There is no free plan, and full-user pricing is billed annually, so it is a poor fit for teams wanting to try full access without a financial commitment.
• Cons: Credit users cannot create or approve applications, must subscribe for 12 months with a minimum of 10 credits per month, and lose unused credits.
• Cons: Bot licences add annual recurring cost for Autonomous Processes, while guided Empower implementation costs £17,000 one-time for remote delivery.

Alternatives

For a narrower intercompany-accounting requirement, Mayday is a freemium web option with a free plan for three same-currency intercompany balances, unlimited users and live-chat support; choose it if that limited scope is enough and a free entry point matters more than UniFi’s broader process platform. Translucent Intercompany also has a free web plan, covering up to four entities and loan and AP/AR discrepancy matrices, so it may suit teams whose needs stay within those limits.

OneStream is another paid platform, with pricing discussed through a demo. Epicor Kinetic offers platform-core, cloud-package, concurrent-user and industry-bundle choices, while SAP Business One uses quote-based pricing tied to business requirements. EntriesOne, Acumatica Field Service and Corpay Netting Manager are also options to compare; Corpay’s Netting Manager is free for Corpay customers to use or generate reports. For category-specific comparisons, see Intercompany Accounting Software and Supplier Onboarding Software.

Verdict

Choose UniFi if your organisation needs configurable business applications, finance automation and connections to ERP or accounting systems in a shared process platform. Its feature breadth and support make it a credible fit for complex, cross-department work. Look elsewhere if you need a free full-user plan, short-term licensing or a focused tool for a single workflow: annual user billing, restricted credit roles and the separate bot and implementation costs can make UniFi more platform than the job requires.