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TRG SOLUTION

UniFi

Unify your financial operations with UniFi, the all-in-one automation platform for accounting, business intelligence, integrations, and enterprise asset management. Reduce manual work, gain real-time insights, and optimise financial performance with ease.

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UniFi Core Features

UniFi offers a wide range of features, empowering you to automate workflows, analyse and report on data, or create any use cases that fit your business’ specific needs from within a single, unified platform.
From accounting to enterprise asset management, UniFi ‘s flexibility reduces the need for multiple third-party tools, streamlines processes, and drives greater productivity across your business.

No-Code Application Builder

With a straightforward drag-and-drop interface and powerful process engine, UniFi allows you to build business applications with its intuitive no-code builder. You or anyone, regardless of coding experience, can now create fully functional solutions.
Add to that the ability to customise your newly built apps using Unifi’s rich suite of additional features to make them truly fit your needs. Every workflow, process, and automation can be designed to meet the latest compliance standards.

Accounting Automation

UniFi comes with a flexible data connector builder that allows you to connect to your existing financial management solution, ERP, CRM, HR and other business systems. The integration with UniFi allows you to achieve 100% automation for key processes like sales invoices, credit notes, revenue releases, revenue recognition, and bank receipts/refunds, leading to annual savings equivalent to two full-time employees (FTE).
Ultimately, the automation enables you to achieve a faster close, significantly fewer human errors, and a more timely decision process.

Business Intelligence

Business Intelligence is a standard application that comes with UniFi. The tool allows you to retrieve, visualize, consolidate, analyze, and report on data from multiple sources within a single platform.
With an intuitive drag-and-drop report creator, you can easily create interactive dashboards and build custom reports while drilling down to transaction-level data for detailed analysis in just a few clicks. This provides a real-time view of your business performance, identifies trends and opportunities, and empowers you to make informed decisions based on actionable insights.

Middleware & Integration

Many organisations rely on separate systems for different functions, but business processes often cross departmental lines.
With powerful middleware, integration capabilities, and advanced APIs, UniFi automatically syncs updates (like new or modified customer records) from your CRM to all relevant systems, eliminating duplicate entry and ensuring data consistency. Additionally, UniFi helps you streamline workflows, automate processes, support e-invoicing and PEPPOL, and keep your information consistent and accurate.

Business Process Management (BPM)

UniFi comes with a powerful Business Process Management (BPM) feature that lets you map out process flows, streamline, automate, monitor, and optimize them to boost efficiency and reduce costs. Automating and standardizing workflows means tasks reach the right people at the right time, allowing your team to focus on more valuable work.

Work Operating System

UniFi Work Operating System (Work OS) is a cloud-based platform, accessible anywhere on any device. It is also where you will find all of UniFi features. UniFi Work OS seamlessly integrates with your existing systems, capturing data and automating processes while providing an intuitive, no-code, drag-and-drop interface building any adaptable use case to solve any business need.

Autonomous Processes

UniFi’s bots (powered by advanced Artificial Intelligence and Machine Learning) execute tasks without human intervention, streamlining operations across diverse use cases. They can handle routine tasks, from email extraction and OCR data capture to scheduled transactions and integration with APIs and webhooks, etc., freeing up your team for more strategic work and improving efficiency across a wide range of business processes.

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End-to-End Finance Automation

Eliminate repetitive tasks and streamline finance operations with AI-powered automation.

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Seamless System Integration

Connect effortlessly with ERP, CRM, and financial platforms for a unified data ecosystem.

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Real-Time Business Insights

Make informed decisions with live dashboards, forecasting tools, and predictive analytics.

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Secure & Compliant Platform

Ensure data security with ISO 27001 certification and SOC 2 Type 2 compliance.

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Scalable & Customizable

Adapt UniFi to your unique business needs with a no-code application builder and modular solutions.

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Future-Proof Financial Solution

Stay ahead with continuous updates, AI-driven automation, and cutting-edge finance technology.

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INDUSTRIES WE SERVE

UniFi brings together finance automation, real-time analytics, and seamless integrations to help businesses modernize and optimize their financial operations. With its no-code configurability, security-first approach, and AI-powered insights, UniFi empowers organizations to work smarter and more efficiently in the digital era.

build at: 2025-12-06T00:30:57.984Z