Unanet – Resource Management, Project Accounting and Financial Software


Unanet is an integrated software solution built specifically for professional services organizations. It’s suited for companies in a variety of fields, such as IT services, management consulting, advertising, engineering and more.

Unanet delivers professional services automation (PSA) and project portfolio management (PPM) software integrated with financials to help organizations that need to plan, track and manage projects and people. Unanet provides resource management, opportunity and project management, timesheets, expense reports, workforce collaboration, invoicing, general ledger, accounts payable, accounts receivable and cost pool calculations in a single solution.

Unanet is available in on-premise or can be access via the cloud. Support is available through email or phone, and online training is offered through webinar.



33 Reviews of Unanet – Resource Management, Project Accounting and Financial

Overall rating

4.5 / 5 stars

Showing 1 - 20 of 33 reviews

June 2018

Eric from The Answer Exchange, LLC.

Company Size: 11-50 employees

Review Source


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

June 2018

Unanet is a fantastic ERP for project based organizations

Unanet is a great value for the money and I would recommend it to any organization who has project based reporting and accounting.

Pros

Unanet is a fantastic ERP system for project managers. You have instant access to burn rates, project team hours, labor category and cost rate information. Project Managers can track progress, budget, and project profitability in real-time. It has made reporting financial and project information more streamlined, faster, and more accurate to customer and senior management. Also, because it is web-based and accessible anywhere timesheets, expense reports, and approvals can be done from anywhere.

Cons

None, the Unanet team is constantly working with their customers to enhance the product, add new features, and streamline the process.

April 2018

Yeshuwanth from Choose portal Pvt Ltd

Review Source: Capterra


Ease-of-use

4 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

4 of 5

April 2018

Fairly easy to use project management

Pros

consistently get invoices approved by DCAA in less than 5 days, and got our incurred cost proposal accepted without an audit as "low risk."

Cons

The current application doe not contain a purchase order/commitment tracking module. However, Unanet is working on this solution. Unanet also doesn't have a cash flow statement in their financial module

April 2018

Lynn from Thompson Gray, Inc.

Company Size: 51-200 employees

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

April 2018

Became a Unanet user in 2015, and am still loving it as a total project based accounting solution!

Unanet's ease of use and flexibility has allowed me to be much more productive and timely in delivering reports, processing monthly billings, accounting reviews, month end close, and many more activities!

Pros

Unanet is extremely user friendly! My favorite aspect is the ability to review project performance data in real-time. This functionality makes it easy to provide our customers with data they need to determine project funding, spend plans, run-out dates, and so much more. In my career, I have used several project accounting systems, and Unanet outshines them all in terms of ease-of-use, flexibility, and customer support!

Cons

My one drawback is the absence of purchasing functionality, however, since Unanet is rolling that out soon, I really will not have any "cons" to speak of!

April 2018

MEHEDUL HASAN from Itskybd

Company Size: 11-50 employees

Review Source


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

April 2018

Excellent project accounting and financial tool

Highly Recommended for Architectural Firm and contractor

Pros

I like Most of this product feature are Role-based for security – administrator, user, manager, project manager, financial roles, and customer

Cons

A published data model for external report writers feature would be more flexible and improve customer support

March 2018

Nabeel from Salient CRGT

Company Size: 1,001-5,000 employees

Review Source


Ease-of-use

5 of 5

Value for money

4 of 5

Customer support

4 of 5

Functionality

5 of 5

March 2018

Unanet is an innovative tool that looks like the future of financial softwares

Unanet is an amazingly powerful software that is way ahead of its competitors in its user-friendliness and its intuitiveness.

Pros

Unanet is an excellent project accounting and financial tools. It is incredibly easy to use and its inherent intuitiveness make this is an extremely powerful tool. It even comes up with cell phone app and can be navigated from virtually anyplace. It seems like Unanet is a more advanced, technological and user-friendly version of its competitors like CostPoint and GCS Premeir.

Cons

Unanet is such a powerful financial tool that there is very little not to like about it. However, still like all softwares, it has its shortcomings and one of the major shortcomings it has is its ability to accommodate complex project setup structures that roll up and consolidate into a higher level. This makes project setups in Unanet very different and challenging and it also greatly affects corporate financial reporting.

November 2017

Anonymous

Verified Reviewer

Company Size: 1,001-5,000 employees

Review Source: Capterra


Ease-of-use

2 of 5

Value for money

2 of 5

Customer support

2 of 5

Functionality

3 of 5

November 2017

Fairly easy to use project management software

Currently reviewing this software along with others. but it appears to be one of the better time management suites.

Pros

Unanet is fairly simple to use, works pretty well. It makes it easy to keep track of time and resources, and provides nice simple visual reports.

Cons

A little confusing to set up, but this is more likely due to my simple use case and not needing/wanting to spend time learning the more complex usage such as integrating into accounting software.

August 2017

Amanda from Environmental Intelligence LLC

Company Size: 51-200 employees

Review Source


Ease-of-use

4 of 5

Value for money

4 of 5

Customer support

4 of 5

Functionality

3 of 5

August 2017

Unanet- easy to use for small business

Unanet is a great software package if you are looking for something which charges a low rate on a "per seat" basis. however, as your company grows this expense could become too high for the quality of product you are getting. Project setup features can be on the time consuming side for an inexperienced user.

Pros

Reports can be extracted easily to CSV and accounting features are simple and do not require many steps to complete

Cons

Not much room for custom reports, significant training is required for onboarding new staff to use product, and product guides on website only offer the bare minimum of guidance. Custom instruction books may be required for company staff training

August 2017

Nabeel from Salient CRGT

Company Size: 1,001-5,000 employees

Review Source


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

4 of 5

Functionality

4 of 5

August 2017

Unanet Project Module Review

Overall Unanet operates more like a modern day application than a traditional accounting software. With its great user friendliness and flexibility, the software seems set to keep increasing in popularity.

Pros

The Unanet Project Module is an extremely user-friendly module that redefine the meaning of intuitiveness in regards to the project setups and structure. Anyone with little to no background can pick up this module and start setting up projects and running reports. The module is organized in a neat format and the speed through which changes can be saved and projects updated add great value to the customer

Cons

The Unanet Project Module while having some great features lacks a 'roll up' feature the likes of which are found in competitor software like CostPoint. Due to this lack of functionality, the reports can often not run on Level 1 of a project since the projects below do not roll up under a parent project.

July 2017

Ed from Lukos

Company Size: 51-200 employees

Review Source: Capterra


Ease-of-use

4 of 5

Value for money

5 of 5

Customer support

4 of 5

Functionality

5 of 5

July 2017

Essential capability for government contractors. Unanet has been key to our success.

Pros

Integration. Unanet combines time/expense, project management, billing, and financials all in one system. No import/export of data between systems. When an employee logs time or expenses, the cost automatically rolls into your billing, accounting, and project management functions.

DCAA Compliance. Calculates indirect rates and applies to billing. Enforces DCAA timesheet rules and JTR travel rules. Using this software enabled us to consistently get invoices approved by DCAA in less than 5 days, and got our incurred cost proposal accepted without an audit as "low risk."

Report and Invoice Formats. Very customizable in all aspects. I'm told they are much more flexible than competing systems.

Two months after we implemented Unanet, we received our first CPFF contract as a small business. If we did not have Unanet, we would have hired at least one more overhead person, and probably several more. Unanet has been a key factor in our business success.

Cons

Learning Curve. With power comes complexity. Unanet is no exception. Rollout was difficult, and there were a lot of setup decisions to be made without a full understanding of the functionality implications. We got the budget version of rollout services; I don't recommend that.

Flexibility. Unanet can be too customizable at times. Sometimes I wished they would just say "here is the way to do this" instead of giving so many choices for how to implement some functions.

Accounts Payable. Less than fully developed Vendor Invoice reporting, especially lack of ability to link to projects at invoice level. Costs incurred via invoice also do not appear in T&E reports, and now way to budget and control vendor costs.

July 2017

Susan from PEMDAS Technology & Innovations

Company Size: 11-50 employees

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

July 2017

I can't say enough good things about this tool

Pros

The reporting features are great. It's very easy to use. Our employees have no issues with either time or expense reporting. Very intuitive and easy to use. They also have outstanding customer support and training.

Cons

I wish you could drill down into some of the reports. It would make invoicing simpler. That would be my one and only add.

July 2017

Arturo from INNOPLEX

Company Size: 51-200 employees


Ease-of-use

4 of 5

Value for money

5 of 5

Customer support

4 of 5

Functionality

4 of 5

July 2017

A great innovative product that is much more than your average project accounting system

Pros

Unanet is a true ERP system that can be used to combine several business units into one. Most project accounting systems are typically only used by accounting departments. However, unlike most systems, Unanet is built to allow access to just about every department in an organization with its role based capabilities. I like the fact that every person in the company is given the capability to create and save their own reports in addition to having personalized dashboards to satisfy specific business needs. The system is only as good as the data it is being fed. That being said, in order to optimize the system's value, its essential that the entire organization buys into the system and utilizes it like a true ERP system.

Cons

Unanet has very strong project accounting reports to manage projects efficiently. However, I would like to see a bit more from the financial side of the system. For example the system does not have a cash flow statement which is essential for most organizations. That being said, I am impressed with the current financials in place as it was just introduced 2015. I believe in a few years the system will be nearly perfect for any organization as in continues to innovate its capabilities.

July 2017

Jeff from Matrix Research, Inc.

Company Size: 51-200 employees

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

July 2017

Unanet - Best solution for real time data in one system

Real-time data in one location and accessible by any user we give access!

Pros

Unanet as a company has set the bar on customer service and support. The Unanet product itself is a user friendly solution housing one data base for all your project and financial data. Reporting is real-time and with very powerful report criteria selection allowing you to report on any data you can imagine. Importing and exporting data in Unanet is a breeze and supports many file platforms.

Cons

The current application doe not contain a purchase order/commitment tracking module. However, Unanet is working on this solution. Unanet also doesn't have a cash flow statement in their financial module, but I'm sure with a minor investment in time, I could create a format within Excel and export the data from Unanet as needed

July 2017

Melissa from CRC

Company Size: 51-200 employees


Ease-of-use

2 of 5

Customer support

2 of 5

Functionality

4 of 5

July 2017

Productive, but not user friendly

Pros

-Easy to use from an administrator side, has really helped with our project accounting and financials every month.
-Customizable reporting is fantastic.

Cons

-Not the most user friendly from an employee's perspective. Interface and everything is not intuitive.

February 2017

PAVAN from SGS Life Science Services

Company Size: 501-1,000 employees


Ease-of-use

3 of 5

Value for money

3 of 5

Functionality

4 of 5

February 2017

Unanet Project Portfolio

This is very good product and was helpful to me. Initially it was little difficult to get user-friendly, but eventually, i got used to it.

Pros

I really like the features and functionality.

Cons

a little bit hard to get used to it as I found not so user-friendly initially.

February 2017

Debora from Toyon Associates, Inc

Company Size: 51-200 employees


Ease-of-use

5 of 5

Value for money

4 of 5

Customer support

3 of 5

Functionality

3 of 5

February 2017

System Upgrade Lesson

We wanted to replace a home grown system for time and expense reporting and billing processes. We use QB for our accounting and financials. We were looking for more controls, better reporting, more automation, and better accountability from all levels. We started our implementation about October 2016 and went live 1/1/2017. Unanet will help us in each of the areas named, but the system is not as well designed for our needs as we had hoped. We've found a few pitfalls, but Unanet is trying to help us resolve some of them. Others are changes they have planned for future editions. Problem is, I need them now.

Pros

It's easy for my consultants to use.They like the portability of a cloud based system, and they like the security. I like that it requires people to be accountable when you set up the approval trails. Service line managers have better control over who is working on what, so they can better manage budgets, staff, and delivery schedules. We've just started looking at the reporting features (which is why the overall rating is 4 stars) and it looks like we are going to get a lot of information a lot quicker. That will save a ton of time.

Cons

The system isn't really designed for a consulting firm like ours. We have a couple thousand active projects and some of my consultants ended up with hundreds of projects on their available list. We weren't able to label our projects exactly how we wanted to. We made some consessions that we didn't want to make during the set up process. We have some concerns about how the information from Unanet is going to play with QB but we're just starting that process.

January 2017

Kyle from Enercon Services, Inc.

Review Source: Capterra


Ease-of-use

4 of 5

Value for money

4 of 5

Customer support

5 of 5

Functionality

4 of 5

January 2017

Nice Product for Small to Medium Sized Business

Just implemented Unanet for our accounting and project management system. Overall it's a good system, with phenomenal reporting capabilities. The time and expense side for end users is very intuitive and easy to use. The PM side is a bit of a learning curve, but the implementation team works with you hand in hand to support. GREAT support overall!

January 2017

Tiffany from PhaseOne

Company Size: 201-500 employees


Ease-of-use

2 of 5

Functionality

3 of 5

January 2017

Not bad for what it's used for

We use Unanet for time and records keeping while at the same time using it for our Resource Management tool on the Consulting side. It took awhile for the main users and admins to get ramped up. Some of us attended training and were still left with questions at the end.

Pros

A lot of out of the box functionality which is good on the wallet
Plenty of built-in reports so the need to customize is lessened.

Cons

Ease of use is lacking. Even with training, our admins have a tough time navigating
Admin settings are tough -- you either get full access or limited. No in betweens.

December 2016

Jenny from Solvability

Company Size: 2-10 employees

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

December 2016

DCAA Compliance with outstanding reporting for Program Managers (PM)

Unanet makes it easy for employees to complete their timesheets, allows notes and includes the audit trail requirements for DCAA Compliance. But what I like best is the way it supports Program Managers, who can get REAL TIME reporting from a huge number of reports and charts. You can also set budget hours at employee level or task level, preventing overruns and labor transfers.

Pros

Easy to import and export - plays well with multiple systems and they've done a great job of keeping it open. Excellent charts and reports for Program Managers (PMs), as well as people in accounting who are doing billing, project reporting, and financials.

Cons

Sometimes I am not sure of the sequence of steps and have to look it up, but it's all well documented in their online knowledge center with many examples, not just the old "a targeted rate is a planned rate."

December 2016

Aislinn from iNovex Information Systems, Inc.

Company Size: 51-200 employees


Ease-of-use

4 of 5

Value for money

4 of 5

Customer support

5 of 5

Functionality

4 of 5

December 2016

Unanet Review

We have had a great experience with the implementation of Unanet at our company. We previously only used Unanet for time keeping purposes, and then purchased their financial reporting software in 2015. Unanet Customer Support was very helpful in the implementation of the software and made it an easy transition. We are able to store all of our financial reporting in one system, and it is easily accessible.

Pros

I really like how financial transactions flow through the system, and help us save time in financial management. It is easy to record a transaction and see the impacts through the system.

Cons

In relation to my "pro," if a financial transaction does not easily fit into the software, or it's considered more of a "one-off" transaction, it can be difficult to account for these one-off items.

October 2016

Kateyn from Rustic creations

Company Size: 2-10 employees


Ease-of-use

4 of 5

Value for money

4 of 5

Customer support

4 of 5

Functionality

4 of 5

October 2016

Good product

Easy to navigate and keep up with projects in real time