Transform your accounting and bookkeeping workflows with the comprehensive Uniify suite. Achieve greater efficiency, improve customer satisfaction and ensure compliance
with best-in-class technology.
Customise the onboarding workflow for each unique case, delivering an end-to-end experience that dramatically improves operational efficiency by reducing manual tasks. This approach increases customer engagement and sets new standards for personalised service.
Customised journeys tailored to individual cases
Minimisation of manual data entry
Improved customer experience
Uniify's advanced KYC & risk assessment tool meticulously categorises clients after comprehensive checks, streamlining due diligence processes and ensuring that your accounting and bookkeeping practices remains aligned with compliance requirements.
Automated risk categorisation
Adherence to due diligence standards
Simplified information collection
Stay on top of any changes in customer status with Uniify's automated monitoring, which ensures that your customer information is always accurate and compliant, boosting the confidence and reliability of your services.
Real-time updates and alerts
Automated refresh of client information
Insights to support decision-making
Uniify's integrated platform delivers a complete overview of your client base, simplifying the complexities of risk management and client data access, improving the efficiency and effectiveness of your accounting services.
Unified overview of clients
Clear visibility of risk levels
Customer information and management
“On average it took us 1h30 to onboard a customer, but with Uniify we've been able to cut this time to 15 minutes. Uniify helps us collect data, save time and make it easier for customers to onboard. It's easier for customers to fill everything out in one place rather than emailing it all. It's more secure.”
Global Car Leasing
Rikke Ahnfeldt Kjær
Perfect for small and medium-sized businesses: Streamline data collection to ensure regulatory compliance and save hours on administrative work!
Tailored for growth and flexibility: Unlock extended automations, tailored customisations and connect directly to your current systems
reduction in onboarding time
reduction in operational costs
improvement in client satisfaction rates
Uniify automates and personalises the client onboarding process, making it faster and more efficient. Our platform allows accountants to customise workflows to suit each client's unique needs, significantly reducing manual data entry and enhancing the overall onboarding experience.
Our platform offers comprehensive risk assessment tools that facilitate a detailed evaluation of clients based on your firm's criteria. This includes automated risk categorisation and continuous monitoring to ensure compliance and mitigate potential risks efficiently.
Uniify's continuous monitoring system automatically tracks changes in client information or status, such as director changes or address updates. Accountants receive timely alerts, enabling them to maintain up-to-date records and compliance with minimal effort.
Yes, Uniify is designed for seamless integration with a wide range of systems commonly used in the accounting sector. This ensures that firms can adopt our solutions without disrupting their existing workflows, thereby enhancing productivity and client service. Discover our integrations & modules.
