Unanet has become one of the most trusted ERP and CRM platforms for project-based organizations across GovCon, Construction, and Non-Profit sectors. It’s designed to unify project management, accounting, financial forecasting, and business development within a single system. Ultimately, whether it’s the right platform for you depends on what you’re hoping to achieve. But for those seeking better visibility, tighter compliance, and a scalable foundation, Unanet is the ideal solution.
Unanet At A Glance: A Modern Solution For Your Business
At our San Antonio CPA Firm, we’re often asked if any of our clients use Unanet.
The answer is yes, and for good reason. Executives often pivot to Unanet after workflows reach a certain level of complexity. As businesses grow, accounting teams need clearer insight into which projects are profitable, how resources are being used, and whether they’re prepared for upcoming audits or contract demands. Having a trustworthy ERP helps deliver that clarity without the burden. Unlike generic accounting tools, it is explicitly engineered to alleviate roadblocks.
When clients ask us how to choose accounting software, we encourage them to look for a platform that supports the way their business actually operates. Unanet adapts easily and is valuable to those looking to scale.
Why More Firms Are Choosing Unanet
AI-Powered Tools Are Streamlining Workflows
Unanet expanded its AI functionality, acting as a reliable partner “…that handles data-heavy tasks, reduces manual errors, and accelerates time to action.” AI isn’t meant to replace your team. Instead, it allows them more room to excel. The system handles routine tasks such as drafting, sorting, and baseline analyses. That means more time to strengthen client connections and improve project outcomes.
Example: Unanet ProposalAI can analyze past proposals and generate compliant drafts within 48 hours. This is especially useful for government agencies handling federal RFPs.
- Cutting proposal development time by up to 70%
- Reducing proposal writing costs by up to 50%
- Ensuring all content aligns with federal expectations for structure and compliance
The Sage-Criterion partnership is an evolution in cloud-based financial management. As Sage Intacct Partners, we’re here to help businesses strategically navigate these transitions. Ready to gain confidence and clarity on your Sage Intacct journey? Contact us to get started.
Migrating To A Newer Version Of Unanet Will Not Affect Users
Unanet has a user-friendly interface–especially for teams coming from an older, outdated system.
Most end users experience a smooth transition between versions, minimizing the learning curve. Roles and permissions carry over seamlessly, though administrators should review any new features and provide training as needed.
If your organization relies on automated imports, you’ll want to confirm that any updated import layouts align with your existing data feeds. Overall, Unanet’s design makes system upgrades and migrations feel straightforward, stable, and low-disruption for your team.
Fewer Manual Errors & Improved Accuracy
Disconnected systems don’t just slow teams down. They create inconsistencies, duplicate work, and room for costly mistakes. When organizations rely on spreadsheets or scattered tools, they often run into challenges like:
- Billing delays
- Misapplied costs
- Inaccurate time or expense reporting
- Gaps in audit trails or documentation
- Limited visibility into real project performance
Unanet solves these issues by bringing key functions into one connected platform to maintain confidence in numbers. That includes tools to:
- Time & expense
- Project accounting
- Resource planning
- Financial reporting
Why Pairing Unanet With a CPA Firm Matters
Even with the right ERP, most businesses still need expert guidance to ensure their accounting systems, financial reports, and compliance processes are correctly set up.
That’s where Badger CPA comes in. As Unanet Partners, we can deliver:
- DCAA-ready systems & processes
- Correct indirect rate structure
- Supported incurred cost submissions
- Accurate labor and project cost allocations
- Federal-ready financial controls
- Proper revenue recognition for cost-plus, T&M, and fixed-price contracts
If you’re considering Unanet or want to get more out of your existing setup, our CPA firm can help. Reach out today to schedule an evaluation and determine whether Unanet is the right fit for your business.
Frequently Asked Questions
1. Is Unanet only for government contractors?
No. While it’s widely used in the GovCon space, Unanet also supports commercial project-based businesses that want integrated CRM, project accounting, and financial management in one system.
2. How do I know if it’s time to upgrade to an ERP like Unanet?
If your team relies heavily on spreadsheets, lacks visibility into project profitability, or spends too much time reconciling data across multiple tools, it may be time to consider an ERP.
3. What makes Unanet different from generic accounting software?
Unanet combines CRM, project management, time tracking, resource planning, and accounting. These tools, which typically live in separate systems, are brought together into one unified platform.
4. Do I need a CPA firm if I use Unanet?
Unanet provides the infrastructure, but businesses still need proper setup, financial processes, and compliance guidance. A CPA ensures the system is configured correctly and that your financial data stays accurate and audit-ready.