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    Manage Accounting & Financials

    Automate processes, apply controls and get data you can trust with Unanet

    Give your finance team the unified tools they need to do accounting and analysis with ease creating greater efficiencies, less rework, and trustworthy reporting.

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     AE ERP financial management and accounting tools for architecture and engineering firms. Automated invoicing and accounting controls in AE ERP for reliable financial management. Image of laptop and mobile phone to the left with Unanet's customizable AE dashboard showing a budget forecasting tab of "revenue" with bar charts.

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    Benefits

    Streamline your processes

    with a unified solution that everyone will use.

    • Improve cash flow and reduce rework

      with workflows that automate and streamline your entire AR process from billing to payments so you can reduce errors and rework and meet your internal controls.

    • Produce more accurate budgets and forecasts faster

      our software includes controls and guardrails to help ensure that data is entered correctly at the source and that everything rolls up to the correct place enabling more accurate business and scenario planning.

    • Stop being the reporting bottleneck

      our solution puts trusted, real-time data and insights into the hands of your project and executive teams, so they can make better decisions without your team having to compile and send reports.

    • Give your people the modern tech they expect

      replace antiquated systems and automate tedious manual tasks that zap morale with modern, intuitive, mobile-ready tools that all your teams will adopt—helping you to attract and retain talent.

    Features

    Key things you can do with Unanet

    Eliminate reporting bottlenecks and provide teams with a unified solution everyone will use with accounting features built for AE firms that enable your team to do these things and more.

    • Establish accounting and business controls

      with easily administered system settings, role-based permissions, and detailed audit trails.

    • Streamline AR, AP, and GL processes

      with automated invoicing, payment reminders, online collections, AP approval workflows, and automatic journal postings.

    • Perform project-based accounting

      using fully integrated account metrics and reports that support the entire project lifecycle.

    • Manage GL budgets and forecasts easily

      with Microsoft Excel-like budgeting and pre-built dashboards for comparing budgets to actuals and forecasted revenue.

    • Reconcile bank and credit card statements

      using dedicated, easy-to-use tools for bank-to-book and credit card evaluations and reconciliations.

    • Produce financial statements

      with a suite of pre-built reports or create your own using our easy-to-use financial statement designer.

    • Manage profit centers, multi-company, and multi-currency environments

      using a host of features, including a flexible organizational structure, automated profit sharing, inter-company transfers, and detailed currency tracking.

    • Perform advanced functions like revenue recognition and labor distribution

      with easy-to-use forms, built-in workflows, and automated postings.
    Key features of project-based accounting and cash flow management in AE ERP. Image of a laptop and mobile phone to the left with Unanet's customizable dashboard showing
    Analytics & Reporting

    Key things you can see with Unanet

    Give the right people access to real-time information for more informed decision-making across the business.

    • Profitability

    • Direct labor multiplier

    • Forecasted revenue

    • AR collection days

    • Labor utilization rate

    • Backlog

    • Cash flow

    Real-time data and profitability analysis for financial reporting in AE ERP for project management. Image of a laptop with Unanet's customizable dashboard showing
    Unanet A/E has been a true catalyst for collaboration around the right issues within and across departments. It’s giving us insight into data that we’re using to get at the core of real business issues and has gotten us to the point where we are incorporating more forward-looking data for planning.
    Chuck A., Forecon
    unanet-ai-sparkles

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    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
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    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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    Resources for AE

    eBook/Whitepaper

    5 Things Other ERP Vendors Won’t Tell You But Should

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    Putting the ERP Pieces Together

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