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    Overview

    Get everything you need to run and grow your AE firm with Unanet

    The all-in-one business solution for architects and engineers that is modern, mobile-ready, and easy to use.

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    Features

    Key things you can do with Unanet ERP

     

    Client relationships and prospect management tools in AE ERP. Unanet CRM AEC feature image of a mobile phone highlighting the term

    Prospect Management

    Build lasting client relationships that grow your business.

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    Project management tools in AE ERP for architecture and engineering firms. Image of Unanet's customizable Project Management Dashboard showing a gantt chart

    Project Management

    Give your project teams the modern tools they need to plan and execute projects efficiently making for happier staff, happier clients, and higher profits.

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    Unanet resource management tools for architecture and engineering ERP. Image shows a schedule and forecast with a task assigned to John as an example.

    Resource Management

    Keep projects balanced and your bench strong with intuitive schedules and forecasts that help you optimize teams today and plan for tomorrow.

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    Time & Expense Management

    Equip your teams with easy-to-use mobile tools for effortless time and expense tracking leading to higher adoption rates, fewer errors, and smoother billing.

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    Real-time insights and data integration in Unanet's AE ERP. Image of a multi-colored pie chart. Colors shown include dark blue, grey, green, orange, yellow, and a lighter shade of blue.

    Accounting & Financials

    Get the built-in controls and workflows you need to streamline processes, reduce errors and rework, gain trustworthy insights, and tackle all levels of accounting tasks.

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    Reporting & Analytics

    Get the trusted, real-time data and insights you need at your fingertips without the hassle of building reports and dashboards from scratch.

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    Unanet Champ AI

    Champ for ERP, powered by Wyatt, turns your Unanet AE data into trusted answers and agentic workflows.

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    Automated workflows for accounts receivable in AE ERP. Image of Unanet's customizable dashboard showing
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    AR Automation

    Streamline your operations, increase efficiency, get paid faster, and focus on what really matters — growing your business.

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    Automated workflows for accounts payable in AE ERP. Image of Unanet's customizable dashboard showing
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    AP Invoice Automation

    Experience increased productivity, greater financial control, and improved vendor relationships.

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    AI and smart technology tools in AE ERP. Image of green and white swirl background with Unanet's logo in the center.

    AI-Enhanced and Smart Technology

    We believe in the transformative power of AI and Smart Technology for automation and efficiency. Unanet empowers your project and finance teams with today's technology as we shape tomorrow's together.

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    Data integration and workflow automation in AE ERP. Image of tools that can be integrated in Unanet's AE ERP. Some tools listed are Mailchimp, Salesforce, HubSpot, and more.

    Integrations

    Integrate with nearly any application choosing from a comprehensive library of pre-built connectors.

    See Integrations
    Benefit

    Go from organizational silos to one highly productive team.

    Unanet is modern and easy to use, so project managers, finance and business development can come together as one team—regardless of their experience level or whether they’re working in the office, from home, or in the field.

    Operational efficiency and team productivity (Project Management) in AE ERP. Image of a laptop and tablet showing Unanet's AE ERP customizable dashboard using a demo company with a project called
    Real-time insights for better decision-making in AE ERP. Image of a laptop showing Unanet's AE dashboard. highlighting data.
    Benefit

    Make better decisions with insights and data you trust.

    Put the real-time information your team needs to make more informed decisions right at their fingertips.

    Benefit

    Work faster and smarter.

    Spend less time doing admin tasks and fixing errors and more time winning work, delivering successful projects, and improving operations.

    Workflow automation and operational efficiency in AE ERP. Imge of a mobile phone and laptop showing Unanet's AE CFO dashboard.
    Success Story

    NewFields leaves their legacy ERP and finds greener pastures with Unanet

    When Eric Salnas, CPA, took the job as Chief Financial Officer at NewFields, little did he know he’d be walking into a morass of manual work created by the firm’s antiquated enterprise resource planning (ERP) system.

    We saw a more than 100% increase in quarterly profit at one of our offices, and I can say with certainty that was a direct result of people trusting, then acting upon, the data and insights they are now getting from Unanet.”
    Eric Salnas
    CFO at NewFields
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    Every user can be a power user

    Meet Champ for ERP powered by Wyatt, -An AI copilot delivering the kind of guidance, analysis, and follow‑through you’d expect from a top consultant - available instantly, tailored to every user, and trained on Unanet AE

    Time to cut through some noise

    Please provide me with a project status report for #Sailor's Bay Pier Renovation (FF).
    Please include key project metrics, a summary of project risk, and the three suggested next steps for making the project successful.

    Please use visuals for each section of the status. cards, charts, graphs (with trend lines), etc. are preferred.

    Get results that
    Source Answers
    Spot Risks
    Surface Needs
    Give Full Picture

    Project Summary: Sailor's Bay

    Please provide me with a project status report for #Sailor's Bay Pier Renovation (FF).
    Please include key project metrics, a summary of project risk, and the three suggested next steps for making the project successful.

    Please use visuals for each section of the status. cards, charts, graphs (with trend lines), etc. are preferred.

    Summary table ( budget / actual / contract remaining )

    Budget (Total)↑↓
    Actual Cost (PTD)↑↓
    Budget Remaining (Cost)↑↓
    Budget Used %↑↓
    Contract Value↑↓
    $2,140,300 $117,594 $2,022,706 0.055 $1,070,150

    Risk summary (data-signal-based)

    • Billing risk: Elevated - WIP exists while billed is $0 in the last-6-full-month window (2025-07-01 to 2026-01-01).
    • Schedule / resourcing risk: Medium - sparse recent transactions suggests slowed execution or missing capture.
    • Financial risk: Watch - billed-to-effort > 1 can be normal for FF, but monitor against remaining contract.

    3 suggested next steps

    1. WIP clean-up + invoice push: validate WIP makeup and move eligible items to Ready-to-Bill / issue progress billing.
    2. Reconcile plan vs execution: confirm work is actually progressing and that recent costs/billing are flowing correctly.
    3. Refresh forecast (ETC/EAC): validate remaining scope and update assumptions.
    Posted billings to-date (as of 2020-11-30)
    $371.306
    Current WIP/unblled (as of 2020-11-30)
    -$157,484
    56.7%
    vs 2020-10-31
    Percent complete (effort/contract)
    5.7%
    2.0%
    Earned value available in table
    Gross Margin % to date (billed - cost) / Bill...
    63.1%
    -0.3%
    vs 2020-10-31 (percentage points)
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    With Unanet, we have one source of truth to help us pay attention to the right information, at the right time.
    Jenifer Navard
    Principal/Director of Finance, Eskew+Dumez+Ripple
    One of the things we loved about Unanet is the ability to grow...Everyone that we've interacted with at Unanet has been great to work with.
    Kevin Swan
    KDM Engineering Director, BD and Systems Integration
    Data integration and connectivity in AE ERP. Image of martech tools that can be integrated in Unanet's AE ERP. Image shows a connect section hub with Unanet's logo in the middle with lines connecting to tools. Those tools include Paylocity, ADP, and more.
    Integrations

    Your Business: Connected

    Unanet AE connects across solutions to automate your business

    Integrate with nearly any application choosing from a comprehensive library of pre-built connectors.

    AI and smart technology benefits for AE firms. Image of green and white swirl background with Unanet's logo in the center.
    Exploring AI Series

    What can AI do for your architecture or engineering (AE) firm?

    Leveraging descriptive, predictive, and prescriptive AI to enable long-term, repeatable success in the AE industry.

    Resources for AE

    Industry Report

    AEC Inspire Report 2025

    This edition of Unanet’s annual AEC Inspire Report reveals key insights from over 300 industry...
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    eBook/Whitepaper

    A Complete Guide to Projects for Architecture & Engineering Firms

    Everything you need to know about AE projects.

    Read More
    Success Story

    Resilience personified: How Eskew Dumez Ripple revitalized its business with Unanet AE ERP

    This is the story of how one of the firm’s key leaders emerged and identified the right ERP...
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    Unanet ERP AE

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