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Keep your eye on the bottom line in real time

Unanet AE, powered by Clearview, is a purpose-built Enterprise Resource Planning (ERP) system for project-based businesses. Unanet AE is a complete solution for architects and engineers that includes fully integrated financials in a single software package: Project Accounting, Accounts Payable, Accounts Receivable, Invoicing / Billing, Purchasing, Dashboards, and Reporting.

With all of this power in one place, Unanet AE can streamline your processes and keep your accounting and production staff on the same page.

Robust GL & project accounting

Increase your financial clarity and improve your bottom line with Unanet AE’s project-based accounting. By managing transactions, costs, and revenue in one single solution, every dollar is tied to a project and is updated in real-time, so you have visibility into your AE firm’s health on demand.

Unanet AE’s integrated feature set delivers real-time performance management of your companies, departments, projects, and employees in one application, eliminating the need to reconcile data between different disparate systems. Boost efficiencies and profit with Unanet AE.

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Features

General accounting

A general ledger for project-based businesses

  • Real-time or batch transaction entry
  • Quick adjustments with automated reversing entries
  • Transaction audit trails
  • Simultaneous cash and accrual reporting
  • Recurring journal entries to save time and keystrokes
  • Dynamic Revenue Recognition with multiple and custom methods
  • Labor Distribution for posting labor costs to your general ledger
  • Flexible account period configurations to match your fiscal calendar
  • General ledger budgeting for dashboards and reports
  • Manage bank reconciliations against your general ledger

Project accounting

Manage all project transactions

  • Flexible rate system for managing bill and job cost rates
  • Track project burdened costs (indirect charges)
  • View metrics by client, project, and project sub-level
  • See detailed direct charges by labor, expenses, and consultants
  • Show backlog, remaining budget, and variance
  • See revenue and true margin for Fixed Fee, Cost Plus, and T&M projects
  • Provide direct access to real-time data for project managers
  • Forecast revenues and direct and indirect charges
  • Improve margins through actionable information based on work in progress
  • Earned value management ensures on-budget, on-time execution

Accounts receivable

Improve collections & increase cash flow

Unanet AE helps firms automate billing and collections processes. Project managers and billing staff collaborate with an integrated online Bill Review. Adjustments are easy and invoice generation is batched and automated. Deliver invoices via email and receive payments electronically. Generate account statements and AR Aging reports.

Accounts payable

Automate accounts payable

Unanet AE helps firms automate payments to vendors and consultants. Reduce processing time and make payments via check or electronic fund transfers. Pay When Paid reporting enables you to determine when and how much to pay your consultants. Manage vendor information and easily process 1099s.

Purchasing

Purchase orders with approvals

Simplify your purchasing workflow with a comprehensive system designed to expedite the process. Created to address the specific needs of professional services firms, it supports the entry and tracking of Purchase Orders for both project-related and in-house for materials, supplies, capital items, and services.

Unanet AE purchasing also offers a flexible approval feature so that purchases can be routed based on item or project-specific approval rules. Purchase commitments can be visible to Project Managers and factored into project forecasts. Increase efficiency and reduce errors by automatically converting Purchase Orders to Purchases once complete.

Multi-company

Manage complex organizations with ease

Unanet AE has native support for unlimited levels of corporate hierarchy. Manage enterprises with multiple companies and run financial statement reports per entity or consolidated for your entire organization. Establish as many companies, divisions, offices, departments, studios, or profit centers as your business needs. Profit sharing can be defined at project setup and automated inter-company billing eliminates double data entry.

Multi-currency

Painless handling of multiple currencies

Unanet AE makes it easy to manage companies and projects across multiple currencies. Every company, project, journal entry, and invoice can be specified in a currency of your choice. Exchange rates are automatically updated for painless currency conversions and evaluation. Unanet AE automates the management of multiple currencies, saving time and improving accuracy.

Reporting & analytics

Comprehensive financial statements

Unanet AE includes standard out-of-the-box financial statements and a powerful built-in Financial Statement Designer for creating reports specific to your business.

Analytic dashboards for financials

Gain insight into your business with real-time analytic dashboards. Monitor performance across your organization. Explore accounts receivable, accounts payable, purchasing, and profitability, etc.

Unanet Pay

Get paid faster – Now your customers can pay invoices using ACH or credit/debit

Invoicing & billing

Get invoices out and payments in faster and easier with Unanet AE. Handle even the most demanding client requirements with unparalleled flexibility in invoice design capabilities. Deliver and track invoice payments from a simple screen and dramatically improve your accounts receivable turnover ratio.

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Features

Invoicing & billing

The most powerful invoicing system in the AE industry

  • Incredibly flexible invoice templates and design system
  • Dynamically organize invoices with sections
  • Automatic sales journal entry with attached production transactions
  • Billing adjustments that are quick and easy
  • Typical contract types supported:  Fixed Fee, Lump Sum, T&M, NTE, Cost Plus, etc.
  • Access to a library of invoice templates on our Marketplace
  • Invoice document archive for reprint requests
  • Multiple projects on a single invoice
  • Custom logic for complex invoices
  • Milestone Billing for simple invoice automation

Online bill review

Reduce administrative effort & expedite invoicing

Billing staff can easily collect billing instructions from project managers, adjust transactions, update percent complete information and review draft invoices from the same interface. Significantly reduce the time it takes to prepare billing with key project information at your fingertips.

Invoice delivery & payments

Email invoices & collect payments electronically

Save time and shorten billing cycles with electronic Invoice Delivery and tracking. Manage the process from delivery to payment with automated due date reminders that help reduce your age of your accounts receivables and increase cash flow.

In addition to Invoice Delivery, Payments can be enabled to further streamline the collections process. Get paid faster with secure, compliant invoice payments via ACH and credit card, accounting for every transaction seamlessly and easing reconciliation efforts.

Payments via Stripe

Automate accounts payable

  • Get paid faster with Stripe and Unanet AE You’ll be joining hundreds of thousands of businesses around the world that use Stripe to process billions of dollars in transaction each year.
  • Take the work out of chasing payments Automatic payment reminders allow you to set up and receive reminders at a cadence you determine, meaning you get paid on time, every time.
  • Every Stripe transaction accounted for and reconciled with one click Wherever you receive payments via Stripe, you will automatically see that data flow into Unanet A&E using the Stripe feed and our dashboard capabilities
  • Accelerate payments with Unanet AE
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