Unit4 builds ERP for people-centric organisations: professional services firms, universities, local government, housing associations and non-profits. Its suite covers financials, procurement, project accounting, human resources and planning. These organisations often own and run large estates too, from campuses to social housing. The data needed to manage that estate is in Unit4, but budget holders and estate managers rarely know how to find it.
Agentic CMMS connects Unit4 with Claude, ChatGPT and comparable agents. A finance business partner, a project lead or a head of estates asks their question as they would ask a colleague, and the agent gathers the answer from Unit4. Budget holders get clear answers on their own spend without waiting for the monthly pack.
What your AI agent can do with Unit4
- Check a budget. "How much of the grounds maintenance budget for the north campus is committed or spent so far this year?"
- Follow a purchase order. "Has the purchase order for the library roof survey been receipted, and has the invoice been paid?"
- Review projects. "Which research projects are over 90 per cent of their budget with more than three months to run?"
- Look up a supplier. "What did we spend with each building services contractor last year?"
- Read timesheets. "How many hours did the consultancy team book to the Riverside project last month, and how many are unapproved?"
- Track invoices. "Which supplier invoices for the housing repairs contract are waiting for approval, and with whom?"
- Compare cost centres. "How does energy spend compare between our three largest buildings?"
- Raise a requisition. "Create a requisition for a fire door inspection at the Elm Street block." With write access, it follows your approval route.
Unit4 with your other systems
Unit4 holds the money and the people. Your estate and service tools hold the work. Connect them and one question can cover both:
- Join maintenance tasks in Planon with Unit4 purchase orders and invoices to see the true cost of each building.
- Compare work orders in Brightly Asset Essentials with the Unit4 budget for the same school or site.
- Link a ServiceNow request to the Unit4 purchase order raised to fix it.
- Explain a variance in a Microsoft Power BI finance report by finding the transactions behind it in Unit4.
Built for accountable organisations
Public bodies, universities and charities answer to boards, auditors and the public. An agent helps budget holders understand their numbers, and the platform keeps a clear record of how it did so. Finance teams answer fewer routine queries and gain time for planning and forecasts. Staff approve agents individually, owners and admins pick the roles for each tool, and the activity log can be exported to CSV or JSON for your auditors.