UniFi

AI-powered finance automation platform that extracts data, reconciles accounts, and generates reports in real time.

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unifiplatform.com
Verified API available Works with n8n
Quick facts
What is it AI-powered finance automation platform that extracts data, reconciles accounts, and generates reports in real time.
Pricing Contact for Pricing
Free tier No
Platform Web Application
API Yes
Works with n8n
Best for automating accounts payable and receivable, reconciling bank statements and ledgers
Domain registered 2023

Data updated Aug. 1, 2026

What does UniFi do?

UniFi is a next-gen finance and accounting automation platform that uses AI to handle the grunt work of financial operations. Instead of manually entering data from invoices, receipts, and bank statements, UniFi extracts that information automatically. It then reconciles transactions across accounts, flags discrepancies, and generates real-time reports on cash flow, profit and loss, and other key metrics. The platform is designed to replace spreadsheets and repetitive manual processes with a single, automated system.

What sets UniFi apart is its combination of AI-powered data extraction and customizable workflow automation. The AI learns from your documents and patterns, so it gets more accurate over time. You can set up approval chains, automate recurring tasks like month-end close, and integrate UniFi with your existing ERP, CRM, or accounting software. The real-time dashboard gives finance teams a live view of the company's financial health without waiting for manual updates.

UniFi is built for finance teams, accountants, and CFOs who want to reduce manual data entry, speed up month-end close, and get accurate financial insights faster. It's especially useful for mid-sized businesses and enterprises that deal with high volumes of invoices and transactions. If your team spends too much time on reconciliation and reporting, UniFi can take over those tasks and free up time for strategic analysis.

#accounting automation#ai data extraction#finance automation#reconciliation#reporting#workflow automation

Key features

What makes it stand out
01
AI extracts data from invoices, receipts, and bank statements automatically
02
Automated reconciliation matches transactions across accounts and flags discrepancies
03
Real-time reporting dashboards show cash flow, P&L, and key metrics
04
Customizable workflows route approvals and automate repetitive tasks
05
Integrates with ERP systems, CRMs, and accounting software

Who is UniFi for?

Who benefits most from this tool
automating accounts payable and receivable
reconciling bank statements and ledgers
generating real-time financial reports

Trust & presence

Domain Domain registered 2023

Gallery

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