ERP
Finance, projects, procurement, payroll, and HR unified. One data foundation, one platform, zero reconciliation holding back your financial close.
Unit4 Enterprise Resource Planning
Financial Management Software
Financial control without the complexity
Trusted by finance teams who need control, not chaos
From record to report, without the runaround
Finance teams wrestle with rigid general ledgers, chase approvals through email, and rebuild reports that should update automatically. Unit4 Financial Management automates the record-to-report cycle with workflows that adapt to how service-centric organizations actually work. Control without complexity.
Financial management that moves as fast as your organization
Master your general ledger
Consolidate and control financial and statistical information from across your organization in one GL. Transaction updates require appropriate approval and confirmation automatically - no manual intervention unless exceptions occur. Visualize data in real time for reporting. When your GL is the single source of truth, finance teams stop reconciling between systems and start analyzing what the numbers mean.
Key Features:
- Centralized GL consolidating financial and statistical data
- Automated approval and confirmation workflows
- Real-time data visualization for reporting
- Single source of truth eliminating reconciliation work
Optimize cash flow automatically
Manage AR with built-in credit control that optimizes cash flow and debt visibility. Track AP invoices from receipt through payment, maintaining supplier relationships while maximizing early payment discounts. Reconcile bank statements automatically with intelligent transaction matching. When cash management is automated, finance sees liquidity in real-time instead of discovering problems after month-end.
Key Features:
- AR management with credit control and cash flow optimization
- AP tracking from invoice receipt to payment completion
- Automated bank reconciliation with intelligent matching
- Real-time cash and liquidity visibility
Manage assets with precision
Track fixed assets from acquisition to disposal with complete lifecycle visibility. Simulation routines let you test depreciation changes on Balance Sheet and P&L before implementing them. Respond quickly to regulatory changes or organizational restructures without manual recalculation. When asset management is systematic, compliance becomes easier and more reliable, and financial statements stay accurate.
Key Features:
- Complete asset lifecycle management from acquisition to disposal
- Depreciation simulation for Balance Sheet and P&L impact analysis
- Quick response to regulatory or organizational changes
- Automated compliance with asset accounting standards
Close faster with AI assistance
Ava (Unit4's Advanced Virtual Agent) supports finance teams with guided workflows, automated task execution, and proactive insights. It helps organize and prioritize tasks, automates routine activities, and identifies potential issues through anomaly detection and alerts. By streamlining workflows and reducing manual effort, Ava enables teams to work more efficiently and focus on higher-value analysis.
Key Features:
- AI-guided workflows with task management and workflow assistance
- Automation of repetitive finance tasks
- Anomaly detection and issue alerts in financial processes
- Real-time help and actionable insights from the Ava Advanced Virtual Agent
More key features & capabilities
IFRS & GAAP Compliance
Support for international and local accounting standards built-in. No manual reformatting for different reporting requirements.
Multi-Entity Support
Handle complex structures with multiple legal entities, currencies, and reporting hierarchies from one GL.
Automated Workflows
Workflow tasks and approvals are automated. Finance intervenes only when exceptions occur.
Sales to Cash
Complete order-to-cash cycle with integration to external eCommerce and billing systems for service organizations.
Audit-Ready Formats
Full audit trails, automatic transaction matching, and compliant reporting formats. Auditors get the trail they need.
Change-Ready Architecture
Respond to organizational changes 55% cheaper than legacy ERP. Agility without expensive customization.
Seamlessly connects with your tech ecosystem
Frequently asked questions
What is Unit4 Financial Management and what does it include?
Unit4 Financial Management is the core accounting module within Unit4 ERPx, including General Ledger, Accounts Payable, Accounts Receivable, Fixed Assets, Bank Reconciliation, and compliance reporting. It handles the complete record-to-report cycle for service organizations with automated workflows, multi-entity support, and IFRS/GAAP compliance.
The module integrates natively with Unit4 FP&A, HR, Payroll, and Projects, eliminating reconciliation between finance and operations.
How does Unit4 automate the period-end close process?
Unit4 automates routine financial processes such as transaction validation, approval routing, and reconciliation through workflow automation. AI-powered assistance supports users with task guidance, alerts, and recommendations, helping teams work more efficiently and reduce manual effort.
Bank reconciliation uses automatic transaction matching, and multi-entity consolidation is supported with predefined workflows.
Can Unit4 Financial Management handle multi-currency and multi-entity operations?
Yes. Unit4 supports multi-entity structures with automated consolidation, multi-currency transactions, and compliance with both local GAAP and IFRS. The platform handles complex organizational hierarchies across countries and legal entities, with intercompany transaction management and group reporting capabilities.
This makes Unit4 ideal for international service organizations with distributed operations and complex financial structures.
How does Ava AI improve financial management workflows?
Ava provides contextual guidance as finance teams work, helping organize tasks, guide workflows, and automate repetitive activities. It supports anomaly detection in financial processes and surfaces alerts and recommendations to help teams act quicker and with greater accuracy.
AI-powered automation is designed to reduce time on task by over 30%, cut errors by more than 50%, and increase speed to resolution by over 60% across business processes.
How does Unit4 Financial Management integrate with projects and HR?
Unit4 uses a single data architecture across finance, HR, and projects. Time tracked against projects flows automatically to finance for costing and client billing. Payroll costs post directly to the GL without manual journal entries. Employee data from HR is immediately available for project assignment and financial reporting.
This native integration eliminates the reconciliation work required when finance, HR, and projects run in separate systems.
Enterprise-grade security built for your financial data
Explore the full ERP platform
Project Management
Projects that stay profitable from start to invoice. Unified budgeting, resource planning, time tracking, and billing with real-time margin visibility.
Procurement
Control spending before it happens. Automate requisition-to-payment with controls that prevent overspending without creating bureaucracy.
Core HR
Complete workforce data integrated with finance. Automate workforce data flows so finance stops reconciling HR data and starts forecasting accurately.
Payroll
Payroll costs visible in real-time. Posts directly to GL with correct coding. No exports, no imports, no reconciliation between payroll and finance.
Ready to simplify financial management?
See how Unit4 automates the record-to-report cycle and gives your team control without complexity.
Book a demo and transform financial operations.