TrustRadius: an HG Insights company

Unit4 Financials by Coda

Score5.2 out of 10

4 Reviews and Ratings

Features

Top Performing Features

  • Single sign-on capability

    The software system supports a centralized authentication mechanism allowing the user to access multiple systems with a single, centrally managed password.

    Category average: 8.8

  • Role-based user permissions

    Permissions to perform actions or access or modify data are assigned to roles, which are then assigned to users, reducing complexity of administration.

    Category average: 8.8

  • Accounts payable

    This includes the automation and tracking of payment to vendors and suppliers, with features such as payment scheduling, check printing, open purchase order alerts, document management, direct ACH bill payment, and vendor records.

    Category average: 8.7

  • Accounts receivable

    This includes the management and automation of invoices and collections, with features like statements, invoices, receipts, payment reminders, customer records, auto billing, and refund checks.

    Category average: 8.7

Security

This component helps a company minimize the security risks by controlling access to the software and its data, and encouraging best practices among users.

  • Single sign-on capability

    The software system supports a centralized authentication mechanism allowing the user to access multiple systems with a single, centrally managed password.

    Category average: 8.8

  • Role-based user permissions

    Permissions to perform actions or access or modify data are assigned to roles, which are then assigned to users, reducing complexity of administration.

    Category average: 8.8

Reporting & Analytics

Users can report on and analyze usage, performance, ROI, and/or other metrics of success.

  • Dashboards

    Users can create, customize and share dashboards, which provide an overview of the most important metrics.

    Category average: 8.1

  • Standard reports

    The software offers pre-built reports with metrics standard to the category.

    Category average: 8.5

  • Custom reports

    Users can create custom reports.

    Category average: 8

General Ledger and Configurable Accounting

Financial management solution, including capabilities for general ledger and configurable accounting

  • Accounts payable

    This includes the automation and tracking of payment to vendors and suppliers, with features such as payment scheduling, check printing, open purchase order alerts, document management, direct ACH bill payment, and vendor records.

    Category average: 8.7

  • Accounts receivable

    This includes the management and automation of invoices and collections, with features like statements, invoices, receipts, payment reminders, customer records, auto billing, and refund checks.

    Category average: 8.7

  • Cash management

    The software provides a complete picture of a company’s cash flows, streamlines payment processing, and includes cash forecasting.

    Category average: 8.4

  • Expense management

    The software can log and track business expenses and reimbursements, including travel-related expenses, with the ability to tie them to particular projects.

    Category average: 8.5

  • Multi-division support

    The software is flexible and supports bookkeeping practices along multiple dimensions such as locations, branches or products.

    Category average: 8.6

  • Intercompany Accounting

    Automatically balance and reconcile GL for intercompany transactions

    Category average: 8.4

  • Journals and Reconciliations

    Automate and synchronize ledgers and processes

    Category average: 8.9

  • Standardized Processes

    Centralize financial management to facilitate standardized financial processes

    Category average: 8.2

Inventory Management

The ability to track and manage the flow of goods or materials into and out of an inventory.

  • Inventory tracking

    The software syncs orders and stock to maintain a real-time picture of inventory and supports multiple methods such as LIFO and FIFO.

    Category average: 7.6