About Table

Uniify modules

Uniify's Table module simplifies list management with a transparent and intuitive interface. Designed for efficiency, it integrates list objects into a table format, allowing users to track and manage data effortlessly. Key features include automatic pre-filling of data from various modules, such as company information aggregators, and the ability to dynamically enter new items, either individually or en masse. This module is particularly useful in workflows that require a clear overview of data such as beneficial ownership, allowing changes and confirmations to be made before moving on to subsequent steps such as uploading documents. It is an essential tool for businesses that demand precision and adaptability in the handling and presentation of data.

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OUTPUT
List upload
Data pre-fill
Dynamic editing

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Get a complete overview of your customers' actual income and expenses using Open Banking transaction data. We help your customers to fill in their private budget automatically.
Uniify's Document builder allows you to create bespoke documents, incorporating dynamic variables, calculations, and design templates for a personalised document creation experience.
Use our Form builder to create your custom forms. With our advanced form builder, you can connect all the different sources, create custom onboarding forms, and combine them into dynamic flows.
The PEP/AML module makes it easy to comply with anti-money laundering regulations. It is a complete compliance tool, for AML, adverse media, sanction, and PEP screening and monitoring.