UNIT4 Financials Software


Unit4 Financials (formerly Coda Financials) is a cloud-based accounting and financial management solution for public sectors, real estate, education, professional service, financial services and wholesale providers. It includes general ledger, accounts payable and receivable, fixed assets, budgeting, project accounting and spend management. The solution is multi-lingual and multi-currency.

Unit4 Financials enables organizations to automate financial processes and manage compliance as well as corporate governance. The solution uses real-time data to provide visibility into company’s financial position which further helps in decision making. It also offers revenue analysis, account reconciliation and statement processing.

Unit4 Financials enables businesses to integrate the solution with their existing system and allows them to view financial data through a web browser. It also allows users to create a personalized portal, system layout and dashboard to meet the specific requirements. Support is offered to all the customers through an online support portal.

Supported Operating System(s):
Windows 7 , Windows Vista , Windows XP , Mac OS , Linux , AIX , IBM OS/400 , Web browser (OS agnostic) , Windows 2000

3 Reviews of UNIT4 Financials

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  • Deb from Bluffton university

    Specialty: Education

    Number of employees: 201-500 employees

    September 2017

    Unit 4 financials for the smaller business

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    Good for the price!

    Pros

    I like that this software is easy to use. It is best suited for a small business. You can filter out the pieces that you need quite easily.

    Cons

    You do have to know accounting as everything is not just "ill in the blank, like you would on a tax program.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source
  • Alan from Ambac Assurance

    Specialty: Insurance

    May 2014

    CODA Review

    Ease-of-use
    Functionality
    Quality
    Support
    Pros

    It is fairly intuitive and easy to use. They genuinely seem to care about customer feedback recently, but the last few years, that seemed to go away.

    Cons

    I believe that the product is getting very complicated, especially on the back end, and CODA support themselves are having a hard time keeping up with it, particularly in the web version. Also, CODA seems to be charging for everything that is extra outside of the core product.

  • Debbie from Midland Cogeneration Venture

    Specialty: Oil & Gas / Energy

    April 2014

    CODA Review

    Ease-of-use
    Functionality
    Quality
    Support
    Pros

    CODA Excel is great to use. You can create your own reports for virtually any purpose or format. We now do our journal entries at month-end using CODA Excel, and it has saved a good amount of time. Also, CODA is quick to respond to any issues or questions we may have.

    Cons

    Most everything works great, but one thing that would be nice to have is the ability to see all error messages when posting a journal entry. We could have a 200 line entry full of errors, but we have to address each one line by line. Being able to see all errors at once would greatly improve productivity when dealing with these kinds of entries.

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