Process Automation for SunSystems

Take advantage of the leading Process Automation tool to speed up manually processes.

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Process Automation for SunSystems, powered by UniFi, is designed to remove manual effort from your finance operations. Delivered by FinanSys, this cloud-based solution integrates directly with SunSystems to reduce processing time, improve accuracy, and lower operational cost.

Most finance processes involve repetitive, time-consuming steps that carry a high risk of error. UniFi automates these tasks, allowing your team to focus on value-added activities instead of data entry.

With UniFi, data moves between your automation workflows and SunSystems in real time. There is no need for manual intervention or batch uploads. The integration is direct and seamless.

FinanSys offers a suite of standardised automation solutions for finance teams using SunSystems. Each solution is preconfigured to work with SunSystems, so you can deploy quickly and begin saving time immediately.

UniFi simplifies financial operations without adding complexity.

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Accounting Automation Like Never Before

Process Automation for SunSystems, delivered through UniFi, brings measurable improvements to how your finance team works:

You can access automation workflows through a simple, intuitive interface. The layout is clear, so training requirements are minimal.

Because UniFi is cloud-hosted, you benefit from lower infrastructure costs and secure access from any location. There is no need for local installations or ongoing system maintenance.

Integration with SunSystems is direct and immediate. Account codes, analysis dimensions, and other reference data are read live from SunSystems. Once a process is approved, UniFi can update SunSystems automatically, removing the need for rekeying.

Process documents such as invoices, remittance advice, or journals can be attached directly within UniFi. These attachments move with the process and are stored alongside the SunSystems transaction, improving auditability and saving time on document retrieval.

Each process automation reflects your existing finance workflows. UniFi replicates your rules and controls in full, while also providing structure, traceability, and efficiency gains across each step.

The Process Automations we have developed, include;

  • Journal approvals
  • Supplier/customer onboarding and approval
  • Purchase approvals
  • Requisitions
  • Purchase orders
  • Goods/service receipting
  • Purchase invoice approval (with attachment)
  • Inventory
  • Timesheet automation
  • Employee expense management
  • Expense approvals
  • Credit card statement approval
  • Travel management
  • Ad-hoc payment approvals
  • Budget and forecasting
  • Asset management (full cycle)
  • Transaction analysis
  • Project Approvals
  • Accounts
  • Advanced data capturing
  • Intercompany
  • Sales invoicing with approvals
  • Financial reporting approval
  • Employee approvals (new starters and leavers)

Want to know more about how SunSystems could benefit your business?

benefits
q&a reporting
budget and forecasting
consolidation
sunsystems financials
purchasing
sales invoice
credit control
integration
workflows for sunsystems
fixed assets
bank reconciliation
inventory
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