# Unit4 Financials by Coda Software Pricing, Alternatives & More 2026 | Capterra

> With the help of Capterra, learn about Unit4 Financials by Coda Software - reviews, pricing plans, popular comparisons to other Accounting products and more.

Source: https://www.capterra.com/p/183271/Unit4-Financials

---

# 

 Unit4 Financials by Coda Software Review 2026: Features, Integrations, Pros & Cons

Last updated on March 13, 2026

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[Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[Features](#features)[Pricing](#pricing)[Support](#support)[Reviews](#reviews)

Unit4 Financials by Coda

## What is Unit4 Financials by Coda?

Unit4 Financials by Coda provides the original unified-ledger, global accounting system that gives your organization a single, trusted version of the truth. Embrace the best-of-breed financial solution that integrates with your existing systems for total freedom of choice and ongoing business agility. By eliminating batch processing, you gain immediate sight of what is happening without lag, sub-ledgers or manual reconciliation. Unit4 Financials by Coda is ideally suited to large enterprises – such as financial services, retail, manufacturing or logistics, whose operations may include complex configurations, or who process significantly varied transaction volumes, across multiple channels.

## What is Unit4 Financials by Coda used for?

[Accounting](https://www.capterra.com/accounting-software/)[Project Accounting](https://www.capterra.com/project-accounting-software/)[Procurement](https://www.capterra.com/procurement-software/)

Overall rating

Based on 8 user reviews

Reviews sentiment

Positive

\-

Neutral

\-

Negative

\-

Starting price

$1

One Time

Free trial  
not available

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## Compare with a popular alternative

Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status.

### Unit4 Financials by Coda

4.1 (8)

VS.

[4.2 (2,003)](https://www.capterra.com/p/135757/NetSuite/reviews/)

Starting Price

$1

One Time

Starting Price

Contact vendor

Free Trial

Free Version

Pricing Options

Free Trial

Free Version

Ease Of Use

4.0 (8)

Ease Of Use

4.0 (1,959)

Value For Money

3.4 (5)

Value For Money

3.9 (1,549)

Customer Service

4.0 (7)

Customer Service

3.8 (1,654)

## Unit4 Financials by Coda alternatives

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Starting price

Contact vendor for pricing

[4.3 (135)](https://www.capterra.com/p/133966/Accounting-Seed/reviews/)

Starting price

Contact vendor for pricing

Highest Rated

[4.4 (3,273)](https://www.capterra.com/p/120109/Xero/reviews/)

Starting price

$25.00

Per User, Per Month

[QuickBooks Online Advanced](https://www.capterra.com/p/189398/QuickBooks-Online/)

[4.4 (1,037)](https://www.capterra.com/p/189398/QuickBooks-Online/reviews/)

Starting price

$235.00

Per User, Per Month

[Learn More](https://www.capterra.com/p/189398/QuickBooks-Online/)

## Features

Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically.

Accounting

Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc.

Accounting Integration

Integrate with a third-party accounting system

Accounts Payable

Track money owed to a company's creditors/suppliers

Accounts Receivable

Track outstanding invoices and the money owed from clients

Activity Dashboard

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Alerts/Notifications

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Unit4 Financials by Coda 69 features

Method used in decision-making that allows businesses to input variables to forecast potential outcomes or possibilities

Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc.

Integrate with a third-party accounting system

Track money owed to a company's creditors/suppliers

Track outstanding invoices and the money owed from clients

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Route documents and other data through one or more stakeholders for review and approval

Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws

A record of all activities within the system, including user access, changes made, etc.

Compare and match accounting/financial records with corresponding bank statements

Create, manage, and send invoices or bills to customers

Gateway through which end users can view past bills and pay current invoices

Forecast, allocate funds, organize financial resources and report & analyze project's income and expenditure

Track actual spending to ensure it's in line with the planned budget

Create budgets based on historical data and future projections

Process of sending a large number of documents, messages or emails to multiple recipients at once

Monitoring, analysis, and projection of the movement of cash into and out of a business over a specific period

Process of managing an organization's cash resources, including cash on hand, investments, and bank account balances

Track and manage adherence to policies for any service, product, process, or supplier

Track and report regulatory data to either internal management or external stakeholders

Combining loans, assets, liabilities, and other financial data from multiple subsidiary companies into one entity for reporting

Accept and process credit card transactions

Assembly of graphs and charts for visualizing and tracking statistics/metrics

Import and export data to and from software applications

Store, manage, and track all electronic documents in a centralized location

Store and organize documents in a centralized system

Monitor and record expenses such as purchases or charges incurred

Evaluate units, projects, budgets, and other finance-related data to gauge their performance and potential risk

Bring together financial information by collecting data from multiple ledgers and close financial processes

Plan, manage, and track the financial activities of an individual or organization

Generate reports to assess the financial performance of an organization

Centralized database to track details of fixed assets such as depreciation and maintenance scheduling/history

Form predictions based on past and present data/trends

Manage revenue acquired through grants, donations, and other sources (accountability vs. profitability)

Centralized accounting record which tracks all financial transactions

Business model that charges based on the amount of time spent on an hourly basis

A statement detailing the financial position of a business including assets, liabilities, and equity at a certain point in time

Track and manage inventory levels to maintain proper supply

Create invoices from scratch or have recurring invoices

Store and view prior invoices for each account/client

Captures invoice data and maintains comprehensive records for auditing and reporting purposes

Creation, processing, verification, and execution of invoices till the payment is made

Manage and handle various international currencies

Manage and support multiple languages

Manage and support multiple locations

Create, send, and view electronic invoices

Accept, record, and reconcile financial transactions

Manage employee salary processes, data, taxes, and records administration efficiently

Streamlining repetitive tasks and activities through automated and predefined workflows

Organize and manage all processes/procedures involved in purchasing goods and/or services

Manage and track financials on a project-to-project basis

Create, send, and track purchase orders and their statuses

Workflows that help acquire inventory, issue purchase orders and receive and store items in required quantity

Generate quotes or estimates for customers

Upload, track, and submit receipts in a central database

Automated process of charging customers at regular intervals for repeated access or use of a product or service

Review, approve and cancel requests for goods/services to be purchased

An accounting principle that identifies the specific conditions in which revenue is recognized and determines how to account for it.

Negotiate best prices and choose the right vendor for various purchases

Review and uncover trends in spending activity

Track the amount of money spent on a certain product or with a certain supplier

Manage all supplier data and operations

Calculate tax and make deductions on gross income from sources like wages, investments or self-employment

Implementation of various strategies to manage tax obligations via planning and maintaining compliance

Log and record hours worked and costs spent to assist in billing and invoicing

Record of all transactions such as purchases, deposits, withdrawals and transfers within a specific period

Manage, record and track all business exchanges in form of money and its related interactions in the system

Create, design and manage workflows for repetitive tasks

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Features

3.8 (8)

3.8

Based on 8 reviews

## Pricing

Value for money

3.4 (5)

Basic

$1.00

One Time

Value for money

3.4 (5)

3.4

Based on 5 reviews

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## Support, customer service and training options

Customer Service

4.0 (7)

Support

-   Email/Help Desk
-   FAQs/Forum
-   Knowledge Base
-   Phone Support
-   24/7 (Live rep)
-   Chat

Training

-   In Person
-   Live Online
-   Webinars
-   Documentation
-   Videos

Deployment

-   Web
-   Android
-   iPhone/iPad

Typical users

-   Freelancers
-   Small businesses
-   Mid size businesses
-   Enterprises

Customer Service

4.0 (7)

4.0

Based on 7 reviews

## User reviews

Overall rating

4.1

Based on 8 reviews

Filter by rating

5(3)

4(3)

3(1)

2(1)

1(0)

Mentioned topic

Sorted by most recent

FM

Faith M.

Financial Controller

Financial Services

### "Terrible Customer service and Greed"

2.0

Overall Rating

2.0

2.0

Ease of Use

4.0

4.0

Features

2.0

2.0

Customer Service

1.0

1.0

Likelihood to Recommend

0/10

February 10, 2022

Terrible!

Pros

The software itself when it is working is user friendly and quick to pick up. Queries are easily run and results easy to manipulate once exported

Cons

There are so many! If you want automated payments you need to pay for a consultant to install that for you and pay for this as an additional. This comes standard with most software. The customer service is abysmal! We have received quotes that were miles off and then once you sign up, you are informed that the cost is twice as much and so we decided to cancel the contract as it was no longer affordable. This lead to retaliation I would say from Unit 4, they no longer assisting with our queries and demanding payment for almost every little task even installing their own licenses!! Getting a response is nearly impossible, delays of 2 months are normal!

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

LW

Lauren W.

Global Giving Database Manager

Non-Profit Organization Management

### "Unit4 is great for travel expenses - especially the app!"

5.0

Overall Rating

5.0

5.0

Ease of Use

4.0

4.0

Features

4.0

4.0

Customer Service

0.0

0.0

Likelihood to Recommend

8/10

December 4, 2019

Overall, I'm a fan on Unit4. Their upgrade changed things for my workload and allowed me to be more efficient, timely, and error-free. Their upload process changes how I work with my supervisor's requests for travel expenses.

Pros

We use Unit4 Financials for our expense reporting. They got a significant upgrade a year or so ago which made dramatic improvements to their app and web functioning. It is now very easy to use the app to take pictures of your expenses and upload them. Since I do expenses for my supervisor who travels A TON, she is able to upload her receipts and add a description. Unless the receipts come in an email, my workload has been significantly cut down. She was sending them to me by mail previously, which made the time on her end and on my financial team longer. The app improvement led to ease across my organization.

Cons

You have to have someone on your end who is really diligent and skilled in their background processes to run this product on the back end. We have been flooded with errors and downtime when updates come out or when new employees come on board. I have been using it for years so I understand how it works but new employees don't necessarily like the functionality and have seen easier to use products.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

NS

Nicholas S.

Sr. Accountant

Accounting

### "A good universal accounting system"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

7/10

March 15, 2019

Pros

We like the development of new and added features over the years. It is also a fairly easy system to teach someone how to use and users can explore things on their own.

Cons

It can be hard to get reports out of the system sometimes.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

Alan L.

FVP Financial Systems

Insurance

### "Unit 4 Financials"

5.0

Overall Rating

5.0

5.0

Ease of Use

4.0

4.0

Features

4.0

4.0

Customer Service

5.0

5.0

Likelihood to Recommend

9/10

August 31, 2018

We have used Unit4Financials for 24 years so we are obviously happy with it

Pros

Unit 4 Financials gives Finance users and Administrators an edge on other systems based on features and system design . It is well written and designed and their support in A-1

Cons

Some old features like maintaining Hierarchies need updating and may not be needed in today's design. Also the Client Server piece was removed in version 14 and many AP users prefer that to the web and it does have functionality that the web version does not . Feel free to contact me if needed for this

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

Response from Vendor

September 4, 2018

Thanks Alan for your effort in reviewing Unit4 Financials and for your longtime loyalty to our software. We look forward to continuing to work with you!

MM

Melissa M.

Director of Accounting

Insurance

### "Unit4 Financials Review"

4.0

Overall Rating

4.0

4.0

Ease of Use

4.0

4.0

Features

4.0

4.0

Customer Service

4.0

4.0

Likelihood to Recommend

8/10

August 30, 2018

Overall, we are pleased with Unit4 Financials. It has provided efficiencies to our financial reporting process.

Pros

I love the element structure, and the ability to receive imports from our Insurance system. It gives us the ability to sub-analyze and report in all the ways that are necessary and valuable to our company.

Cons

We are currently stuck in Version 12. For the past couple of months, we have been attempting to upgrade to Version 14. However, that version of Unit 4 Financials is not compatible with the IBM system we are on. It is concerning that this wasn't thoroughly tested and resolved before release, and the amount of time it is taking to remedy the situation is disappointing.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

Response from Vendor

September 4, 2018

Thanks Melissa for taking time to review Unit4 Financials! Feedback like yours helps us better understand our customers' experiences and guides us as we strive to improve our software. Thank you!

DT

Deb T.

IT Director

Primary/Secondary Education

### "Unit 4 financials for the smaller business"

3.0

Overall Rating

3.0

3.0

Ease of Use

3.0

3.0

Features

3.0

3.0

Customer Service

4.0

4.0

Likelihood to Recommend

8/10

September 15, 2017

Good for the price!

Pros

I like that this software is easy to use. It is best suited for a small business. You can filter out the pieces that you need quite easily.

Cons

You do have to know accounting as everything is not just "ill in the blank, like you would on a tax program.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

Alan L.

FVP Financial Systems

Insurance

### "CODA Review"

4.5

Overall Rating

4.5

4.5

Ease of Use

4.0

4.0

Features

4.0

4.0

Customer Service

4.5

4.5

Likelihood to Recommend

8/10

May 5, 2014

Pros

It is fairly intuitive and easy to use. They genuinely seem to care about customer feedback recently, but the last few years, that seemed to go away.

Cons

I believe that the product is getting very complicated, especially on the back end, and CODA support themselves are having a hard time keeping up with it, particularly in the web version. Also, CODA seems to be charging for everything that is extra outside of the core product.

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

DD

Debbie D.

Oil & Energy

### "CODA Review"

4.5

Overall Rating

4.5

4.5

Ease of Use

4.0

4.0

Features

4.5

4.5

Customer Service

4.5

4.5

Likelihood to Recommend

9/10

April 17, 2014

Pros

CODA Excel is great to use. You can create your own reports for virtually any purpose or format. We now do our journal entries at month-end using CODA Excel, and it has saved a good amount of time. Also, CODA is quick to respond to any issues or questions we may have.

Cons

Most everything works great, but one thing that would be nice to have is the ability to see all error messages when posting a journal entry. We could have a 200 line entry full of errors, but we have to address each one line by line. Being able to see all errors at once would greatly improve productivity when dealing with these kinds of entries.

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

[View all Reviews](https://www.capterra.com/p/183271/Unit4-Financials/reviews/)

Independent research methodology

Capterra's researchers use a mix of verified reviews, independent research and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or speak to an advisor, this has no influence on our research or methodology.

[Learn more](https://www.capterra.com/resources/proprietary-data-research/)

How Capterra verifies reviews

Capterra carefully verified over 2.5 million+ reviews to bring you authentic software experiences from real users. Our human moderators verify that reviewers are real people and that reviews are authentic. They use leading tech to analyze text quality and to detect plagiarism and generative AI.

[Learn more](https://www.capterra.com/resources/how-we-verify-reviews/)

How Capterra ensures transparency

Capterra lists all providers across its website—not just those that pay us—so that users can make informed purchase decisions. Capterra is free for users. Software providers pay us for sponsored profiles to receive web traffic and sales opportunities. Sponsored profiles include a link-out icon that takes users to the provider's website.

[Learn more](https://www.capterra.com/resources/how-we-ensure-transparency/)