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About UNIT4 Financials
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.
6 Reviews of UNIT4 Financials
Average User Ratings
Overall
4.33 / 5 stars
Ease-of-use
4.0
Value for money
4.0
Customer support
4.5
Functionality
4.0
Likelihood to Recommend
Not likely
Very likely
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Showing 1-6 of 6 reviews
August 2018
Melissa from Funeral Directors Life Insurance Company
Company Size: 201-500 employees
Review Source: Capterra
Ease-of-use
4 of 5
Value for money
4 of 5
Customer support
4 of 5
Functionality
4 of 5
August 2018
Unit4 Financials Review
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.
Response from Unit4 of UNIT4 Business Software
Replied 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!
August 2018
Alan from Ambac Assurance
Company Size: 51-200 employees
Review Source: Capterra
Ease-of-use
4 of 5
Value for money
5 of 5
Customer support
5 of 5
Functionality
4 of 5
August 2018
Unit 4 Financials
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
Response from Unit4 of UNIT4 Business Software
Replied 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!
March 2019
Nicholas from Cultural Care, Inc.
Company Size: 201-500 employees
Review Source: Capterra
Ease-of-use
5 of 5
Value for money
3 of 5
Customer support
5 of 5
Functionality
5 of 5
March 2019
A good universal accounting system
Pros
We like the development of new and added features over the years. It is also a fairly easy system to teach someone how to use and users can explore things on their own.
Cons
It can be hard to get reports out of the system sometimes.
April 2014
Debbie from Midland Cogeneration Venture
Ease-of-use
4 of 5
Customer support
4.5 of 5
Functionality
4.5 of 5
April 2014
CODA Review
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.
May 2014
Alan from Ambac Assurance
Ease-of-use
4 of 5
Customer support
4.5 of 5
Functionality
4 of 5
May 2014
CODA Review
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.
September 2017
Deb from Bluffton university
Company Size: 201-500 employees
Review Source
Ease-of-use
3 of 5
Value for money
4 of 5
Customer support
4 of 5
Functionality
3 of 5
September 2017
Unit 4 financials for the smaller business
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.