Unanet AE ERP Pros and Cons

Dashboards are customizable and at your finger tips Review collected by and hosted on G2.com.

Catered more for American clients. Not sales tax friendly Review collected by and hosted on G2.com.

Unanet AE ERP is a powerful and highly customizable platform that adapts to your specific needs. It simplifies project management, making it easier to track KPIs, manage projects, handle timesheets, and automate invoicing. We've dedicated considerable time to creating a dashboard that provides precise metrics for our 40-person firm. Review collected by and hosted on G2.com.

It feels slower, taking about 5 seconds to open the project module and slightly longer for the client module. The platform is geared towards larger firms and bigger projects, so smaller firms like ours need to create more custom dashboards and reports. Review collected by and hosted on G2.com.

The UI is pleasant

Reasonably fast cloud access

Bank reconciliation feature Review collected by and hosted on G2.com.

Lack of consistency in command functionality between "modules".

Lack of intuitive flow nearly everywhere

Poor user manual - seems like you must know where to go to find an answer in spite of possibly not knowing the question.

Old functionality in areas Review collected by and hosted on G2.com.

I like that we have been able to customize it for our specific needs. The app is also very handy for our team members. Makes expense reports go very quickly. Review collected by and hosted on G2.com.

It is still very clunky in how to move between dashboards and projects. If you have over 100 projects you almost see too much information. Review collected by and hosted on G2.com.

I am an office manager and use Unanet daily for all aspects of my job. Accounting - accounts receivable, payable, invoicing, and performance reviews. Ease of implementing payments, invoicing, and receivables is very straightforward. Unanet is project management software that allows detailed information on your projects, by constantly tracks employee’s work. Unanet’s timesheet feature allows you to get detailed insights on your projects, tasks, and company performance at any stage of a project. Unanet’s learning Center and customer support were very helpful when I first learned. Still today I use the learning Center to enhance my work efficiency. All in all, Unanet AE ERP is very user friendly. Review collected by and hosted on G2.com.

Cannot track invoices sent by email. There should be some sort of flag marking an invoice that was sent by email. Currently sending an invoice by email only shows immediately after sending, but no other flag shows up in the project document area. There is an extra service that you can pay to have them track your invoices. I would rather not pay extra for notification that an invoice has been sent via email. Review collected by and hosted on G2.com.

I enjoy being able track projects, view clients, and complete timesheets in the same software. Review collected by and hosted on G2.com.

I think the wide range of customized software for AE can be confusing. The training videos cannot dive deep into what my firm needs on an individual basis which can make it difficult to understand the process. Review collected by and hosted on G2.com.

The tool is powerful at capturing time and direct expenses and turning them into billing opportunities. Review collected by and hosted on G2.com.

The general ledger, financial reporting, and ability to customize the tool are overly complicated. The system does not integrate easily with other systems. Customer support is primarily through connecting customers with one another to problem solve together. The company's Chief Innovation Officer told me their product will never match the capabilities of players in the Fin Tech space. Review collected by and hosted on G2.com.

Everything is integrated. Project accounting is tied in with the GL. There is a very good audit trail for the accounting. Project reports are very helpful. Review collected by and hosted on G2.com.

The marketing program is limited. The ongoing training used to be better when it was just infocus. The 1099 program does not produce a finished product. Review collected by and hosted on G2.com.

I like that the web version is very intuitive and easy to navigate, while the desktop has all the features I need. Review collected by and hosted on G2.com.

I wish we had more custom reporting available. Review collected by and hosted on G2.com.

I like that it helps organize everything from the Project Management side to the Financial side as much as you want. It is customizable and basically if you can think of something, 99% of the time it's possible to implement that tool or feature. The customer support is very responsive and helpful! Review collected by and hosted on G2.com.

The downsides of the AE ERP is that it's not very intuitive. It is pretty much as useful as the inputs that it receives. Review collected by and hosted on G2.com.