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FINANCE & FINANCIAL OPERATIONS

Build finance workflows that actually close the books

Turn fragmented ERP, AP, and spend management systems into governed, production-ready AI experiences.

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Trusted by finance departments across the world
Business ROI
Real results. Not more pilots.

50%

Faster budget cycles

for 1 of the Top 5 Real Estate Companies in the UAE

100%

Audit-ready compliance

for Global Professional Services Firm with 10K contracts annually

Finance runs on precision—but workflows fracture under scale.

OPERATIONAL FRICTION
Where finance workflows break down
Invoice & PO handoffs
Invoice & PO handoffs

Manual handoffs across AP, Procurement slow payments.

Fragmented financial data
Fragmented financial data

Financial systems lack one reliable employee record.

Compliance & controls gaps
Compliance & controls gaps

Manual controls cannot scale with audit demands.

Repetitive finance Q&A
Repetitive finance Q&A

Repetitive Q&A across email, chat, and portals.

Exception management
Exception management

Complex exceptions require investigation across multiple systems.

Pilot-only AI
Pilot-only AI

AI answers questions but cannot complete actions in ERP.

AI Applications & Agents
Bring AI to every financial workflow
Intelligent automation and human-in-the-loop AI experiences
KYC 
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KYC 
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Keep records current and compliant through onboarding, refresh cycles, and ongoing updates.
Transaction Monitoring
Transaction Monitoring
Spot suspicious activity sooner with faster scoring and automated escalation paths.
Fraud Operations Console
Fraud Operations Console
Investigate suspicious activity faster with unified evidence.
Lending Decisioning Workbench
Lending Decisioning Workbench
Accelerate credit decisions with AI-prepared insights at hand.
Communication Optimization
Communication Optimization
Eliminate duplicate messages, enforce compliance, and cut channel costs.
Customer 360 Dashboard
Customer 360 Dashboard
Understand any customer instantly, with complete, connected context.
AML Case 
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AML Case 
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Resolve AML alerts faster with prioritized cases and complete audit context.
Consent & Preference Management
Consent & Preference Management
Honor customer consent automatically across channels, regions, and regulations.
Dispute Resolution Automation
Dispute Resolution Automation
Resolve disputes faster with automated evidence gathering and guided resolution steps.
Compliance Reporting Workspace
Compliance Reporting Workspace
Generate audit-ready reports without manual data collection or reconciliation.
Collections Outreach Optimization
Collections Outreach Optimization
Improve recoveries with targeted outreach and automated follow-up actions.
Relationship Manager Copilot
Relationship Manager Copilot
Surface client insights and next-best actions before every interaction.
Platform
Unlocking the power of AI-Native financial operations
Systems
Systems

Connect your
financial systems

Integrate ERP, AP, procurement, treasury, spend management, and compliance tools—without migration.

Explore UnifyApps Integrations
Data
Data

Unify financial data and documents

Create a trusted, unified view of invoices, budgets, contracts, and spend across structured and unstructured sources.

Explore Unify Data
Agents
Agents

Build AI-driven HR workflows, apps, and agents

Design end-to-end finance workflows, human-in-the-loop applications, and autonomous agents in one visual canvas.

Explore Unify AI Builder
Governance
Governance

Apply enterprise-grade oversight for finance

AI enforced access controls, audit trails, and policy rules across every financial workflow.

Connect your
financial systems

Integrate ERP, AP, procurement, treasury, spend management, and compliance tools—without migration.

Explore UnifyApps Integrations

Unify financial data and documents

Create a trusted, unified view of invoices, budgets, contracts, and spend across structured and unstructured sources.

Explore Unify Data

Build AI-driven HR workflows, apps, and agents

Design end-to-end finance workflows, human-in-the-loop applications, and autonomous agents in one visual canvas.

Explore Unify AI Builder

Apply enterprise-grade oversight for finance

AI enforced access controls, audit trails, and policy rules across every financial workflow.

Integrations

Connect the finance tools you already use

Oracle
Coupa
Netsuite
Salesforce
SAP Concur
Servicenow
DocuSign
Microsoft Teams
Slack
Google Workspace
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WHAT MAKES UNIFYAPPS UNIQUE
The core capabilities behind AI-native transformation
Complete integration & data foundation
Complete integration & data foundation

800+ connectors plus a unified data layer for clean, trusted AI workflows.

Model-agnostic AI intelligence
Model-agnostic AI intelligence

Route tasks across 50+ foundation models without lock-in.

Built-in AI development lifecycle
Built-in AI development lifecycle

Track, test, deploy, and monitor AI with native version control.

Enterprise governance & security
Enterprise governance & security

Audit-ready, explainable, and deployable in any environment.

Build once, deploy everywhere
Build once, deploy everywhere

Reuse logic across web, mobile, chat, and embedded experiences.

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Ready to get AI-Native?

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