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.

 

UNIT4 Financials - The portal
 
  • UNIT4 Financials - The portal
    The portal
  • UNIT4 Financials - Analytics
    Analytics
  • UNIT4 Financials - Income statement
    Income statement
  • UNIT4 Financials - Real time excel equivalents
    Real time excel equivalents
  • UNIT4 Financials - Aging reports with drill thru
    Aging reports with drill thru
Supported Operating System(s):
Windows 7, Windows Vista, Windows XP, Mac OS, Linux, AIX, IBM OS/400, Web browser (OS agnostic), Windows 2000

5 Reviews of UNIT4 Financials

 

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Software Advice Reviews (3)
More Reviews (2)

Showing 1-3 of 3

Deb from Bluffton university
Specialty: Education
Number of employees: 201-500 employees Employees number: 201-500 employees

September 2017

September 2017

Unit 4 financials for the smaller business

Ease-of-use

Functionality

Product Quality

Customer 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.

Review Source
 
 

Alan from Ambac Assurance
Specialty: Insurance

May 2014

May 2014

CODA Review

Ease-of-use

Functionality

Product Quality

Customer Support

Likes Best

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.

Likes Least

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.

Recommendations

Evaluate all features you need first - and want second - and see what it costs to get them.

 
 

Debbie from Midland Cogeneration Venture
Specialty: Oil & Gas / Energy

April 2014

April 2014

CODA Review

Ease-of-use

Functionality

Product Quality

Customer Support

Likes Best

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.

Likes Least

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.

Recommendations

I would highly recommend CODA to others for its versatility and superior customer support.

 
 
 
Showing 1-2 of 2

Alan from Ambac Assurance
Number of employees: 51-200 employees Employees number: 51-200 employees

August 2018

August 2018

Unit 4 Financials

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

We have used Unit4Financials for 24 years so we are obviously happy with it

Pros

Unit 4 Financials gives Finance users and Administrators an edge on other systems based on features and system design . It is well written and designed and their support in A-1

Cons

Some old features like maintaining Hierarchies need updating and may not be needed in today's design. Also the Client Server piece was removed in version 14 and many AP users prefer that to the web and it does have functionality that the web version does not . Feel free to contact me if needed for this

Review Source: Capterra

  Response: Unit4, UNIT4 Business Software

Date: September 2018

September 2018

 

Thanks Alan for your effort in reviewing Unit4 Financials and for your longtime loyalty to our software. We look forward to continuing to work with you!

 

Melissa from Funeral Directors Life Insurance Company
Number of employees: 201-500 employees Employees number: 201-500 employees

August 2018

August 2018

Unit4 Financials Review

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

Overall, we are pleased with Unit4 Financials. It has provided efficiencies to our financial reporting process.

Pros

I love the element structure, and the ability to receive imports from our Insurance system. It gives us the ability to sub-analyze and report in all the ways that are necessary and valuable to our company.

Cons

We are currently stuck in Version 12. For the past couple of months, we have been attempting to upgrade to Version 14. However, that version of Unit 4 Financials is not compatible with the IBM system we are on. It is concerning that this wasn't thoroughly tested and resolved before release, and the amount of time it is taking to remedy the situation is disappointing.

Review Source: Capterra

  Response: Unit4, UNIT4 Business Software

Date: September 2018

September 2018

 

Thanks Melissa for taking time to review Unit4 Financials! Feedback like yours helps us better understand our customers' experiences and guides us as we strive to improve our software. Thank you!