Last Updated
Overview
Unit4 Financials stands as your key companion for all-encompassing financial management. Boasting capabilities in budgeting, forecasting, and reporting, it empowers businesses to streamline financial processes, enrich decision-making, and propel fiscal success. Transform your business with Unit4 Financials - embark on a journey to financial excellence today.
Overall Rating
Based on 8 users reviews
4
Rating Distribution
Positive
75%
Neutral
25%
Negative
0%
Starting Price
Custom
Unit4 Financials Specifications
- Financial Reporting
- Invoice Management
- Expense Tracking
- Tax Management
What Is Unit4 Financials?
Overview
Unit4 Financials (previously known as Coda Financials) is a cloud-based and on-premise financial management solution. It offers comprehensive solutions to streamline financial processes, optimize resource allocation, and enhance reporting and analytics capabilities. The software addresses common problems such as complex financial workflows, manual data entry, and inefficient reporting.
Unit4 Financials Pricing
Unit4 Financials Integrations
The software seamlessly integrates with various third-party business applications. These include Forecast, Alumio, MCS Rental Software, tamigo, PROACTIS, Capture Expense, iSite Dovetail, Odyssee Sales, my PARM, Nmbrs, YVI Ruby, App4Sales, and FieldBuddy.
Who Is Unit4 Financials For?
The software is designed for businesses of all sizes across various industries. It is an ideal fit for companies that need to generate industry-specific reports for better planning and execution of processes. It caters to the following industries: architecture, engineering, construction, IT and software consulting, management consulting, non-profit organizations, healthcare, emergency services, and higher education.
Is Unit4 Financials Right For You?
Unit4 Financials is one of the leading choices for organizations seeking to improve their financial efficiency and gain actionable insights to drive strategic decision-making. It places a heavy emphasis on data security and grows with your business needs. Read Unit4 Financials reviews to know what its users think.
Still not sure if Unit4 Financials is right for you? Get in touch with our customer support team at (661)-384-7070, and it will help you make the best decision.
Unit4 Financials Features
Payroll Management
Unit4 Financials automates calculations, tax deductions, and compliance requirements. It ensures accurate and timely payroll disbursements, reducing errors and compliance risks. This saves time and resources, allowing HR and finance teams to focus on strategic activities and ensuring employees receive accurate and timely payments.
Project Management
Organizations can efficiently plan, track, and manage projects from inception to completion. It provides real-time insights into project financials, resource allocation, and progress, enhancing project profitability and enabling better decision-making to meet project deadlines and budgets.
Purchase Order Management
The software streamlines the purchase order process by automating procurement workflows. It allows for easy creation, approval, and tracking of purchase orders, reducing manual errors and improving vendor relationships. This feature helps optimize spending and enforce budget compliance.
General Ledger
The General Ledger module serves as the financial backbone, offering a centralized platform to manage and consolidate financial data. It provides accurate financial reporting and real-time visibility into financial performance and supports compliance with accounting standards. This way organizations can make informed financial decisions and maintain accurate records.
Distribution Management
Unit4 Financials optimizes inventory control, order processing, and distribution operations. It helps reduce excess inventory, minimize carrying costs, and enhance order accuracy. Organizations can increase profitability and meet customer demands by improving supply chain efficiency and customer satisfaction.
Pros And Cons of Unit4 Financials
Pros
Excellent customer support
Easy to set up
Customizable
Mobile app
Cons
There could be more integrations
Unit4 Financials Reviews
Total 8 reviews
4
All reviews are from verified customers
Rating Distribution
5
Stars38%
4
Stars38%
3
Stars13%
2
Stars13%
1
Stars0%
Share your experience
Financial Services, 51-100 employees
More than a year
“Terrible Customer service and Greed”
Pros
You don't have to worry much while working on this software. It is easy to use and understand. Running queries and getting results after exporting them is also simple.
Cons
There are numerous issues with the software! If you want automated payments, you have to hire a consultant and pay extra for their installation services. However this is something that come as a standard feature in most software. The customer service is extremely poor! We received quotes that were significantly low, and once we signed up, the cost turned out to be twice as much. Consequently, we had to cancel the contract because it was no longer affordable. This led to Unit 4 retaliating by refusing to assist us with our queries and charging for every little task, including installing their own licenses! It's nearly impossible to get a response, and delays of two months are considered normal.
Rating Distribution
Ease of use
7
Value for money
2
Customer Support
2
Functionality
4
Non-Profit Organization Management, 11-50 employees
More than a year
“Unit4 is great for travel expenses - especially the app!”
Pros
For our expense reporting, we utilize Unit4 Financials. They underwent a significant upgrade about a year ago, resulting in remarkable improvements to their app and web functionality. Now, using the app to take pictures of expenses and upload them is very simple. As I handle expenses for my supervisor, who travels a lot, she can easily upload receipts and provide descriptions. This has significantly reduced my workload, as we no longer rely on mailing receipts. The app upgrade has brought convenience to our entire organization.
Cons
It is very important to have a diligent and skilled individual on our team who can handle the background processes required to run this product properly. We have experienced a flood of errors and downtime whenever updates are released or new employees join. I have been using it for years, so I understand how it works, but new employees find it quite complex and I have seen other products that are easier to use.
Rating Distribution
Ease of use
8
Value for money
8
Customer Support
9
Functionality
9
Accounting, 101-500 employees
More than a year
“A good universal accounting system”
Pros
Over the years, we have liked the addition of new features in the system. It is also relatively easy to teach someone how to use it, and users can explore different functionalities independently.
Cons
Extracting reports from the system can sometimes be difficult.
Rating Distribution
Ease of use
10
Value for money
7
Customer Support
10
Functionality
10
Frequently Asked Questions
Does Unit4 Financials software offer an API?
Yes, Unit4 Financials offers an API.
What language does Unit 4 Financials software support?
Unit4 Financials supports English.
What other apps Unit4 Financials software integrate with?
Unit4 Financials integrates with Forecast, Alumio, MCS Rental Software, tamigo, PROACTIS, Capture Expense, iSite Dovetail, and Odyssee Sales.
Does Unit4 Financials software support mobile devices?
Yes, Unit4 Financials supports Android and iOS devices.
What types of pricing plans does Unit4 Financials software offer?
The vendor offers custom pricing plans.