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.

Unit4 Financials Specifications

Financial Reporting

Invoice Management

Expense Tracking

Tax Management

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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

The cost of Unit4 Financials will differ depending on your organization type and needs. Get a custom quote now.

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

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.

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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.

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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.

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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.

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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.

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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

Overall Rating

4

8 Review(s)

Rating Distribution

5

star

(3)

4

star

(3)

3

star

(1)

2

star

(1)

1

star

February 2022

Terrible Customer service and Greed

Faith

Financial Services

Ease of use

7

Value for money

2

Customer Support

2

Functionality

4

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.

December 2019

Unit4 is great for travel expenses - especially the app!

Lauren

Non-Profit Organization Management

Ease of use

8

Value for money

8

Customer Support

9

Functionality

9

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.

March 2019

A good universal accounting system

Nicholas

Accounting

Ease of use

10

Value for money

7

Customer Support

10

Functionality

10

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.

Frequently Asked Questions

Yes, Unit4 Financials offers an API.