Business Agility


Unify’s Finance team helps clients create a more organized and streamlined financial process. We start with understanding the client’s financial structure – the systems, processes, financial ownership, and expectations. We then organize the data and create financial models to help tell the financial story from a detailed manager level to executive level presentations, with eventual dashboards and visualizations. Our goal is to ensure you are organized and ready to answer any question related to your finances, leaving you to focus on growing your business.


Financial Planning

  • Monthly Accounting Process
  • Data Sources
  • Financial Strategy


Financial Data Management

  • Capturing and Storing Financial Information
  • Creating Models
  • Refresh and Sharing Cadence


Financial Storytelling

  • Tailored Metrics
  • Executive-level Presentations
  • Financial Communications


Financial Business Intelligence

  • Data Preparation
  • Data Modeling
  • Reporting and Insights
  • Dashboards and Visualizations