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Unit4 Financials by Coda

Billing & Invoicing Software

Bill accurately. Get paid faster.

45+ years of heritage | 750+ customers |
100+ countries | 90% cloud NPS

Trusted by large enterprises that demand accuracy at scale

  • Logo for Unit4 customer - Pinnacol Assurance
  • Logo for Unit4 customer - Ban Leong
  • Logo for Unit4 customer - Russell Investments
  • Logo for Unit4 customer - Marinetrans
  • Logo for Unit4 customer - Labuanre
  • Logo for Unit4 customer - Howden
  • Logo for Unit4 customer - Buyway

Billing inefficiencies cost more than late payments

Manual billing creates disputes, delays cash, and erodes customer trust. The Billing module of Unit4 Financials by Coda provides a fully digital workflow for creating, reviewing, approving and issuing invoices. By helping teams capture costs promptly and manage billing through a connected process, organizations can improve billing accuracy, reduce manual effort and gain greater confidence in reporting and cash-flow visibility. Fewer disputes, faster payments and improved visibility into billing activity.

Billing that works the way finance should

Move billing from creation to approval faster


Stop building invoices manually in spreadsheets. Unit4 Financials by Coda helps teams create invoices and credit notes, move billable costs through review and approval, and issue invoices through a fully digital workflow. Users can quickly raise and track billing documents including repeating, rental, fixed-price, credit-agreement and prepayment invoices. This helps accelerate invoice creation and approval while reducing manual administration.

Key Features:

  • Accelerate invoice creation, approval and issuing
  • Reduce manual data entry
  • Review billable items before invoices are sent
  • Create invoices and credit notes through Unit4 or integrated applications

Capture costs and bill with greater precision


Give finance and project leaders visibility of unbilled work and open items across the project portfolio. Timely cost capture helps improve invoice accuracy, prevent costs from slipping through the cracks and reduce avoidable customer disputes.

Key Features:

  • Dashboard visibility of unbilled work
  • Open-item views by project
  • Improved oversight of invoice creation and edits
  • More accurate and timely billing

Reduce disputes and accelerate cash


Billing disputes tie up cash and strain relationships. By improving billing accuracy and giving the right people oversight of invoice review and approval, organizations can help reduce avoidable disputes and accelerate payment. Better billing processes help finance teams improve cash flow while maintaining stronger customer relationships.

Key Features:

  • Improve billing accuracy
  • Reduce avoidable customer disputes
  • Strengthen invoice review and oversight
  • Accelerate payment and improve cash flow

Plan cash flow with greater confidence


Use graphical views of real and expected cash flow to understand the projected financial position of projects and the wider portfolio. Analyze actual and forecast billing, identify trends earlier and make more informed decisions about profitability and future performance.

Key Features:

  • View real and expected cash flow
  • Analyze actual and forecast billing
  • Understand profitability by project
  • Support faster, better-informed decisions
  • Multiple Billing Document Types

    Quickly raise and track repeating, rental, fixed-price, credit-agreement and prepayment invoices.

  • Approval Workflows

    Review, approve, write off, park or postpone billable items before invoices are issued.

  • Cash-Flow Visibility

    Gain visibility into real and expected cash flow to support planning and financial decision-making.

  • Real-Time Reporting

    Analyze actual and forecast billing, costs and profitability with powerful reporting and business insight capabilities.

  • Connected Financial Processes

    Connect billing with the wider Unit4 Financials by Coda solution to reduce manual re-entry and improve consistency.

  • Improved Billing Accuracy

    Capture costs promptly, improve invoice accuracy and help reduce avoidable disputes.

Seamlessly connects with your tech ecosystem

  • Integration logo - Entra ID
  • Integration logo - Power BI
  • Integration logo - proactis
  • Integration logo - Connect
  • Integration logo - Bankinplay
  • Integration logo - Avalara
  • Integration logo - Vertex

Frequently asked questions

  • What is Billing in Unit4 Financials by Coda?

    Billing is a core module of Unit4 Financials by Coda that streamlines invoice creation, review, approval and issuing through a connected digital workflow.

  • How does Unit4 automate billing?

    Unit4 helps teams create invoices and credit notes, move billable costs through review and approval, and issue invoices through a fully digital workflow that reduces manual effort.

  • What types of billing documents can users manage?

    Users can quickly raise and track repeating, rental, fixed-price, credit-agreement and prepayment invoices, as well as create invoices and credit notes through Unit4 or integrated applications.

  • How does Unit4 improve billing accuracy?

    Unit4 helps organizations improve billing accuracy through timely cost capture, invoice review and approval processes, and greater oversight of billing activity.

  • How does Unit4 support cash-flow management?

    Dashboards provide visibility into unbilled work, open project items, actual billing and expected cash flow, helping teams make better-informed financial decisions.

Enterprise-grade security built for financial data

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Explore Financials by Coda capabilities

Overview

Enterprise financial power without the ERP overhaul. Accounting, procurement, billing, and asset management on one standalone platform.

Accounting

Real-time single ledger with multi-dimensional accounting. Handle multi-entity, multi-currency, and multi-GAAP from one unified model.

Procurement

Smarter procurement with supplier catalogs, Proactis integration, and guided purchasing. Control spending without bureaucracy.

Asset Management

Complete lifecycle control from acquisition to disposal. Automate depreciation and integrate with accounting and procurement.

FP&A

Unit4 FP&A for Financials by Coda. Budgeting, forecasting, and self-service analysis on the same platform.

Spend Analytics

AI-powered Spend Analytics. Uncover savings, mitigate risks, and automate data preparation across your procurement spend.

Ready to bill accurately and get paid faster?

See how Unit4 Financials by Coda helps finance and operational teams improve billing accuracy, streamline invoice approvals and gain greater visibility into cash flow. Talk to our team and we'll show you a more connected approach to billing and invoicing.

Unit4 Financials by Coda

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