AI Buyer Insights:

Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

Westpac NZ, an Infosys Finacle customer evaluated nCino Bank OS

Wayfair, a Korber HighJump WMS customer just evaluated Manhattan WMS

Moog, an UKG AutoTime customer evaluated Workday Time and Attendance

Michelin, an e2open customer evaluated Oracle Transportation Management

Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

Westpac NZ, an Infosys Finacle customer evaluated nCino Bank OS

Wayfair, a Korber HighJump WMS customer just evaluated Manhattan WMS

Moog, an UKG AutoTime customer evaluated Workday Time and Attendance

Michelin, an e2open customer evaluated Oracle Transportation Management

Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

List of Unit4 Financial Planning & Analysis Customers

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Logo Customer Industry Empl. Revenue Country Vendor Application Category When SI Insight Insight Source
City of Campbell River Government 250 $25M Canada UNIT4 Unit4 Financial Planning & Analysis Financial Consolidation and Close 2023 n/a In 2023 City of Campbell River implemented Unit4 Financial Planning & Analysis as part of a broader deployment of Unit4 ERP, FP&A and Talent Management to strengthen financial management and data integration. This implementation explicitly targets Financial Consolidation and Close capabilities to centralize budgeting, consolidation, and reporting for the municipality. The delivered solution includes Unit4 Financial Planning & Analysis alongside core Unit4 ERP modules and Talent Management functionality, configured to support budgeting, accounts payable, invoicing, hiring workflows, engagement based performance management, and automated reporting. Configuration emphasized low code extensibility to avoid customizations, enabling the City to automate routine financial and HR processes while preserving standard upgrade paths. Unit4 Financial Planning & Analysis is integrated into a fully integrated Unit4 platform that consolidates data from multiple sources to improve accuracy of reporting, collaborative planning, and internal control. Operational scope covers Finance, HR, front line service teams, and IT, with implementation and ongoing support provided jointly by Unit4 and implementation partner Agilyx. Governance changes accompanying the rollout include strengthened accountability and collaborative planning processes, plus performance management tied to engagement outcomes. The City also moved routine infrastructure responsibilities such as hosting, security and SaaS maintenance to the vendor supplied service model, which reallocates IT resources toward other priorities. Explicit outcomes described by the City and Unit4 include increased visibility of financial and service operations data, streamlined processes across functions, enhanced hiring and budgeting workflows, and reduced internal IT costs. The combined Unit4 ERP, Unit4 Financial Planning & Analysis and Talent Management deployment is positioned to deliver greater transparency, operational capacity and administrative efficiency for municipal services.
City of Nanaimo Government 750 $97M Canada UNIT4 Unit4 Financial Planning & Analysis Financial Consolidation and Close 2023 n/a In 2023, City of Nanaimo expanded its Unit4 relationship while already operating Unit4 Financial Planning & Analysis in the Financial Consolidation and Close category. The expansion included selection of Unit4 ERP and Unit4 Talent Management to transition the ERP from an operational ledger into a configurable strategic application supporting municipal complexity. The deployment centers on an integrated Unit4 cloud stack connecting Unit4 Financial Planning & Analysis, ERP, and Talent Management with built in process automation and reporting. Functional capabilities explicitly implemented or extended include data preparation automation for finance, budget development and management workflows, consolidated reporting, secure self service reporting, employee requisitions, timesheets, expense claims, reimbursements, reconciliations, and workforce engagement measurement. The implementation emphasizes a single authoritative source of financial and human resources data to reduce duplicate entry and manual manipulation. Implementation and rollout are being executed in collaboration with Unit4 and implementation partner Agilyx, with the solution scoped to cover finance, human resources, managers, and the IT organization within the municipal government. The architecture is described as integrated cloud ERP, Talent Management, and FP&A applications, supporting requirements and obligations monitoring for data requestors and enabling managers to collect employee information for engagement measurement. Governance and process changes are focused on modernizing business processes across municipal finance and HR, reducing manual reconciliation activities, enabling secure self service capabilities for employees, and providing accurate, reliable reporting to support decision making. The program is positioned as a flexible solution that can grow with the City of Nanaimo and to support future IT infrastructure planning and operational needs.
Devon County Council Government 4228 $1.7B United Kingdom UNIT4 Unit4 Financial Planning & Analysis Financial Consolidation and Close 2023 Embridge Consulting In 2023, Devon County Council selected Unit4 Financial Planning & Analysis as part of a broader Unit4 ERP deployment covering Finance and Procurement. The announcement, made with Embridge Consulting as Unit4’s Elite Implementation Partner, described a move to a modern, cloud-based platform intended to digitize the council’s organization, data and services while addressing an incumbent financial system that had been in place for almost 30 years and increasingly relied on add-on technology. The implementation centers on Unit4 Financial Planning & Analysis within the Financial Consolidation and Close category, with configured modules for core finance, procurement, budget management, forecasting and dynamic real-time reporting. Workflows and task automation were scoped based on local government best practice to standardize budget control and financial close activities, and to introduce automation around invoice processing and income management. The deployment architecture is cloud-native and will include integrated solutions from Proactis to deliver invoice process automation and HeyCentric for income management, aligning those capabilities with Unit4 ERP financial modules. Operational coverage is council-wide, explicitly supporting departments such as Adult Social Care, Education and Families, Roads and Transport, Planning and Development, Waste and Recycling, and Libraries and Heritage to centralize financial consolidation and reporting. Embridge Consulting is delivering a streamlined rollout grounded in public sector implementation patterns, with governance established for workflows, tasks and data to improve monitoring of financial health and support accurate forecasting and real-time decision making. The Council will be able to leverage efficiencies through improved operational performance, faster service delivery and enhanced citizen experience via the integrated platform, while gaining deeper financial insight to inform short, medium and long term planning.
Professional Services 800 $115M Germany UNIT4 Unit4 Financial Planning & Analysis Financial Consolidation and Close 2025 n/a
Government 260 $25M United Kingdom UNIT4 Unit4 Financial Planning & Analysis Financial Consolidation and Close 2023 n/a
Utilities 403 $249M Australia UNIT4 Unit4 Financial Planning & Analysis Financial Consolidation and Close 2022 n/a
Utilities 2278 $576M United Kingdom UNIT4 Unit4 Financial Planning & Analysis Financial Consolidation and Close 2016 n/a
Non Profit 1500 $113M Switzerland UNIT4 Unit4 Financial Planning & Analysis Financial Consolidation and Close 2022 n/a
Retail 8511 $4.1B Switzerland UNIT4 Unit4 Financial Planning & Analysis Financial Consolidation and Close 2024 n/a
Non Profit 9000 $321M United States UNIT4 Unit4 Financial Planning & Analysis Financial Consolidation and Close 2023 n/a
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Buyer Intent: Companies Evaluating Unit4 Financial Planning & Analysis

ARTW Buyer Intent uncovers actionable customer signals, identifying software buyers actively evaluating Unit4 Financial Planning & Analysis. Gain ongoing access to real-time prospects and uncover hidden opportunities. Companies Actively Evaluating Unit4 Financial Planning & Analysis for Financial Consolidation and Close include:

  1. Arix Business Intelligence, a Germany based Professional Services organization with 10 Employees

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