Unanet

Connect project, contract, financial, and compliance workflows to improve visibility, control, and audit readiness across government contracting operations.

Unify project, resource, and financial operations to improve visibility, support informed decisions, and help architecture and engineering firms deliver profitable work.

Helps GovCon teams focus on winnable opportunities, coordinate pursuits, build proposals, and connect growth activity with delivery insights.

Help AEC teams strengthen relationships, focus on winnable pursuits, create proposals faster, and make growth decisions using shared, reliable information.

Unifies business data to help project-based firms get trustworthy answers, make informed decisions, and move work forward securely.

Helps GovCon and AEC teams create stronger, compliant proposal drafts faster by analyzing solicitations, reusing approved knowledge, and coordinating review in a secure, traceable workflow.

Helps GovCon teams find and prioritize stronger opportunities, coordinate pursuit work, and develop proposals with the team they have.

Helps government contractors focus on winnable federal opportunities, form the right teams, and shape more informed pursuit strategies.

Automate subcontractor workflows to reduce administrative effort, improve cash flow, control costs, and maintain compliance.

Connect business applications and automate workflows to reduce manual work, improve collaboration, and keep data accurate and current.

Customers get expert guidance, responsive support, training, and peer resources to achieve their goals and get more value from Unanet.

Unanet ERP GovCon

Unanet ERP GovCon is a project-based ERP platform purpose-built for government contractors. It connects projects, contracts, people, time and expense, financials, billing, compliance, reporting, asset tracking, inventory, procurement, and project manufacturing in one system. Capabilities include project and contract management, resource planning, DCAA-oriented accounting and compliance tools, analytics, and integrations with external systems. Unanet ERP GovCon and its asset, inventory, and manufacturing capabilities are available in FedRAMP Moderate Cloud for protecting Controlled Unclassified Information; availability within that boundary depends on the customer’s order form.

Category: ERP Software

• Improve Project Control
  Give project and operations leaders shared visibility into performance, scope, and progress so they can respond to issues before they affect project outcomes.
• Manage Financials In One System
  Connect project costs, accounting, billing, and revenue data to reduce reconciliation between systems and provide teams with timely financial information.
• Support Audit Readiness
  Use compliance-oriented accounting, timekeeping, reporting, and audit trail tools to help maintain required records and prepare for audits.
• Connect Inventory And Build Costs To ERP
  Carry purchasing, receiving, inventory, and manufacturing activity into project and financial workflows without re-keying, keeping operations, projects, and accounting in sync.
• Track Contract Changes
  Keep contract details, modifications, funding, and project information connected, with traceable records that support collaboration and audit readiness.
• Capture Time And Expenses
  Record and route time and expenses through project workflows, including mobile entry, to support accurate cost allocation and timely financial information.
• See Business Performance
  Bring operational and financial information into dashboards and reports so teams can monitor performance and make decisions using current data.
• Track Assets Through Their Lifecycle
  Keep assignment and location information with asset records, track who has an asset, and calculate straight-line depreciation throughout its lifecycle.
• Track Inventory By Project And Identifier
  See which project owns each item, its value and location, and track products by quantity, lot, or unique serial or tag code. Mobile scanning records item status and movement.
• Build Project-Specific Assemblies
  Use bills of materials and work orders to manage project-based builds, kitting, and multi-level assemblies, associating materials and costs with the relevant project.
• Match Purchases To Demand And Receipts
  Generate purchase orders based on actual need, route them through configured approvals, and control purchasing against orders, receipts, and vendor invoices.
• Coordinate Subcontractor Work
  Manage subcontractor onboarding, time, expenses, and invoices in connected workflows, while monitoring subcontractor costs and activity by project.
• Align People With Projects
  Use resource availability, skills, and capacity information to identify staffing gaps and plan workforce needs against upcoming work.
• Protect Sensitive Information
  Operate ERP workflows in a secure cloud environment designed to protect CUI and support government contractors’ security and compliance efforts.
• Automate Routine Work
  Use available AI-enabled tools to extract receipt information, identify data issues, and support expense allocation and project planning.
• Connect Business Systems
  Connect ERP workflows with external business applications and import data to reduce manual transfers and support a more integrated operating environment.
• Manage Workflows In A Secure Cloud
  Run asset, inventory, and manufacturing workflows in Unanet's FedRAMP Moderate Equivalent Cloud, subject to the products included in the customer's order form.
• Streamline Billing And Collections
  Automate accounts receivable workflows within the ERP to reduce manual processing and improve visibility into billing and collections.
• Simplify Bank Reconciliation
  Bring bank transactions into ERP workflows to reduce manual downloads and spreadsheet tracking, improve cash visibility, and maintain reconciliation records.
• Automate Vendor Invoices
  Process vendor invoices through connected ERP workflows to reduce manual handling and support better financial oversight.

Unanet ERP AE

Unanet ERP AE is a mobile-ready ERP platform built for architecture and engineering firms. It brings project management, resource planning, time and expense tracking, prospect management, accounting, financials, and reporting together in one system. Teams can plan and monitor project budgets, schedules, and performance; manage staffing and capacity; and use project and financial data for real-time reporting. The platform also offers application integrations, AI-enhanced planning and automation, and optional AR, AP, spend management, and Champ AI capabilities.

Category: ERP Software

• Plan And Monitor Projects
  Coordinate project scope, schedules, budgets, and performance in one system, with real-time indicators and notifications to help teams identify issues and take corrective action.
• Manage Project Financials
  Connect project costs, revenue, billing, and accounting workflows to give teams a consistent view of financial performance and support accurate reporting.
• Balance Workloads And Plan Capacity
  See employee allocations and future capacity across projects to help managers align staff with project needs, maximize utilization, and anticipate resourcing requirements.
• Capture Time And Expenses
  Make time and expense entry available through mobile-ready tools and connect approved entries to project costs and billing workflows to reduce errors and rework.
• Surface Real-Time Business Insights
  Give project, finance, and executive teams current data on profitability, utilization, backlog, forecasted revenue, budgets versus actuals, and project risk.
• Strengthen Financial Controls
  Apply role-based access and documented controls across financial workflows to support accountability and make financial activity traceable.
• Manage Prospects And Pursuits
  Keep opportunity, relationship, and pursuit-effort information connected to ERP data to help teams monitor pipeline activity and understand the effort associated with winning work.
• Automate Planning And Routine Tasks
  Use AI-enhanced forecasting, planning, time entry, receipt capture, and financial workflows to reduce manual tasks and support data-informed project and financial decisions.
• Get Sourced Answers And Recommendations
  Explore governed ERP data through plain-language questions and agentic workflows that can analyze information and return answers, recommendations, and next steps.
• Accelerate Invoice-To-Cash
  Automate invoice delivery, reminders, digital payments, and payment posting to help teams track collections and manage receivables with less manual work.
• Connect Business Applications
  Link Unanet AE with other applications and data sources to support connected workflows and reporting across business systems.
• Automate Invoice Processing
  Reduce manual invoice entry and review by capturing invoice data, validating it against records and purchase orders, and routing invoices for approval.
• Control And Track Spending
  Manage expenses, cards, travel, and approval policies with project- and firm-level spend visibility through a solution that connects with Unanet AE.

Unanet CRM GovCon

Unanet CRM GovCon is an AI-first growth engine for government contractors that connects customer and partner relationships, opportunity intelligence, capture, pipeline management, proposals, and delivery context. Teams can evaluate and prioritize pursuits using shared organizational and market data, coordinate capture activities with configurable workflows, and manage pipeline through interactive dashboards. Outlook and mobile tools help employees contribute relationship and opportunity updates, while integrations connect market intelligence and ERP project-performance data. Proposal tools help teams find, reuse, and assemble current content, resumes, and project information.

Category: CRM Software

• Prioritize Better-Fit Federal Pursuits
  Bring organizational data and opportunity context into pursuit decisions to help teams avoid spending time and money on low-probability efforts.
• Track Pursuits And Growth
  Give business development teams visibility into pipeline activity, sales progress, open bids, and goals so they can coordinate actions and plan for growth.
• Keep Relationship Records Current
  Make it easier for employees to contribute customer and partner updates from Outlook or a mobile device, giving capture teams a shared view of interactions and relationships.
• Guide Consistent Pursuit Decisions
  Apply configured evaluation rules and approval processes to help teams assess opportunities, align decision-makers, and direct bid and proposal resources.
• Assemble Proposals With Reusable Content
  Find current and previously approved information, populate templates with project and personnel data, and coordinate proposal reviews and approvals.
• Connect Pursuits With Project Performance
  Combine pipeline and project-performance information to support business decisions, protect margins, and improve the transition from pursuit to post-award work.
• Keep Pursuits Moving
  Coordinate responsibilities and monitor activity with task assignments, status tracking, workflows, and alerts.
• Share Current Proposal Content
  Keep proposal information available to teams in a shared location, making it easier to find and compile current materials.
• Bring Market Data Into Pursuits
  Add market intelligence to CRM opportunity records so teams can use external research alongside pipeline and capture information.
• Monitor Pipeline And Growth Trends
  Give teams and leaders accessible views of pipeline activity and growth performance to support decisions and planning.
• Adapt CRM Workflows To GovCon
  Configure fields, flows, and processes around government contracting work and the organization's capture and decision-making practices.
• Support Secure GovCon Workflows
  Use a CRM described as built for government contractors with compliance and data security in mind. The stated FedRAMP Moderate Cloud availability for Unanet CRM GovCon is Q4 2026.

Unanet CRM AEC

Unanet CRM AEC is an AI-first CRM built for architecture, engineering, and construction firms. It helps teams manage relationships, opportunities, pursuits, and proposals while connecting client, contact, project, employee, and past-performance information. Teams can work with relationship insights in Outlook and mobile tools, manage and forecast pipeline, and use searchable project and personnel data to prepare proposals. Integrations connect CRM data with ERP, accounting, and project-management systems, including Unanet AE ERP and supported AEC applications.

Category: CRM Software

• Focus Pipeline Efforts
  Give teams and leadership a shared view of opportunity progress, value, win probability, and forecast performance so they can prioritize pursuits and plan with greater clarity.
• Strengthen Client Connections
  Give teams shared visibility into contacts, companies, relationship history, and relevant connections so they can coordinate outreach and make better use of firm-wide relationships.
• Prioritize The Right Pursuits
  Evaluate opportunities consistently before committing pursuit resources, and flag risks or strategic opportunities that need attention.
• Find Relevant Firm Experience
  Search project history, personnel qualifications, and past performance to identify useful experience for current pursuits and retain relationship and project knowledge in a shared system.
• Create Proposals With Trusted Data
  Reuse relevant project experience, qualifications, and firm information in proposals and submittals, reducing the need to track down data or start from scratch.
• Make Data-Informed Growth Decisions
  Review pipeline health and performance across individuals, practices, and the firm to inform pursuit choices, forecasting, and growth planning.
• Accelerate Relationship And Pursuit Work
  Use the agentic AI experience to support business development and marketing work across relationships, pursuits, and proposals.
• Connect Business Systems
  Link contact, proposal, project, and financial information across supported systems to reduce duplicate entry and give teams access to shared data.
• Capture And Enrich Contact Records
  Add contact information from business cards and email signatures, then enrich records with available social information to make relationship details easier for teams to use.
• Coordinate Pursuit Strategies
  Bring account context, team members, partners, and pursuit information together to support more aligned business development efforts.

Unanet Champ™AI

Unanet Champ™AI is an AI engine for project-based firms that connects ERP, CRM, project, and other business data to provide trusted answers, guidance, and secure agentic workflows across the project lifecycle. It supports plain-language questions, analysis, recommendations, and work execution within governed controls. Champ AI experiences include Champ Agents, which can analyze data and carry out workflows, and Champ Assist, which brings guidance and answers into Unanet products. Customer data is kept separate from public AI model training, and outputs require human review before use.

Category: AI Assistant Software

• Unify Data Across Business Systems
  Bring ERP, CRM, project, and connected-system data together so teams can work from a shared, trusted view rather than disconnected information.
• Get Sourced Answers From Business Data
  Ask questions in plain language and get clear responses based on connected business data, with sources and traceability to support verification.
• Delegate Analysis And Governed Workflows
  Assign agents tasks to gather and analyze data, investigate issues, recommend next steps, and execute work securely within defined controls.
• Enforce Access Controls And Auditability
  Apply role-based policies and access controls, log activity, and maintain traceability for queries and actions to support governed, auditable AI use.
• Get Guidance Tailored To Your Work
  Give teams answers and guidance shaped by their business context, helping them identify what matters and determine relevant next steps.
• Keep Customer Data Out Of Public Training
  Keep customer inputs and outputs from being used to train publicly available AI models, with processing used to provide AI services to the firm.
• Review Outputs Before Acting
  Keep people responsible for decisions by requiring human review of AI outputs before they are used.
• Get Assistance Within Unanet Workflows
  Access insights, guidance, and answers in the flow of work within Unanet products, without needing to switch to a separate AI interface.
• Schedule Monitoring And Insight Digests
  Set up recurring tasks and digests to surface selected business signals, including AR risk, WIP anomalies, time compliance, and project health.
• Start Workflows From Your Inbox
  Use email to ask questions, review or approve actions, and initiate next-step workflows through Champ Agents.
• Adapt To Workflows And Decisions
  Continuously adapt to workflows and decisions to become more accurate and relevant over time.

ProposalAI

ProposalAI is Unanet’s AI-powered proposal development platform for government contractors and AEC firms. It analyzes solicitations, organizes and maps requirements, and uses selected or approved company content—including past proposals, project experience, and CRM data where connected—to help teams create editable proposal drafts. ProposalAI supports shared drafting and review workflows, with source visibility and human checkpoints to help teams verify content and retain control of compliance and final submissions. Unanet says GovCon teams can produce drafts up to 70% faster than traditional methods. The solution is offered in a dedicated private-cloud environment, with a FedRAMP Moderate Equivalent offering subject to the contracted environment and applicable requirements.

• Track Requirements Through Every Response
  Connects requirements with response content throughout proposal development, helping teams monitor coverage, simplify reviews, and find gaps before submission.
• Reach Strong First Drafts Up To 70% Faster
  Reduces manual effort across outlining and content development so teams can reach a workable first draft sooner and spend more time on strategy, differentiation, and review.
• Understand Solicitation Requirements Faster
  Turns complex solicitation material into organized, actionable information, helping proposal teams focus their effort and reduce the chance of overlooking important details.
• Reuse Approved Company Knowledge
  Brings existing company expertise into proposal development, helping teams build relevant and consistent responses without starting from scratch. Teams maintain control over the reference content used.
• Verify Drafts Against Their Sources
  Makes the content behind AI-generated responses visible so teams can check accuracy, confirm relevance, and maintain confidence in proposal content.
• Protect Proprietary Proposal Content
  Provides a private-cloud environment for proposal work and an available FedRAMP Moderate Equivalent offering for applicable contracted environments. Specific security controls and suitability depend on the customer’s environment and requirements.
• Support Compliant Proposal Development
  Combines requirement tracking, approved source content, and review checkpoints to support compliance-focused proposal work while keeping accuracy and final accountability with the proposal team.
• Build A Required-Format Proposal Outline
  Creates a structured starting point for the response, with section-level references and visibility to help teams organize proposal content efficiently.
• Ground Drafts In Opportunity And CRM Context
  Uses relevant pursuit and firm information to help make draft content more specific to the opportunity and easier to reuse across connected proposal workflows.
• Review And Refine Drafts Together
  Keeps proposal work and review in a shared workflow, helping team members refine content while preserving human oversight and control over the final draft.
• Generate Prompts For Each Requirement
  Provides requirement-focused prompts to guide response development and help proposal teams address the solicitation’s individual requirements.

Unanet GrowthStudio

Unanet GrowthStudio is an AI platform for government contractors that connects market signals, opportunity intelligence, pipeline management, relationships, capture, and proposal work in a shared pursuit workflow. It helps teams identify and qualify opportunities, focus capture resources, manage pursuits through award decisions, and develop compliant proposal responses. Its AI capture assistant works across the solution, drawing on business context and past wins to support opportunity discovery, recommendations, and proposal drafting. GrowthStudio offers commercial and FedRAMP Moderate Equivalency deployment options, with customer-isolated cloud environments and proposal data that is not used to train shared models. It can complement existing CRM and ERP systems as a capture layer.

• Surface Better-Fit Opportunities Earlier
  Identify relevant opportunities and review agency spend, incumbents, and award history before committing capture resources.
• Draft And Refine Compliant Responses
  Use solicitation context and proven company content to develop proposal sections and review requirement coverage, helping teams prepare responses with less manual effort.
• Keep Proposal Data In A Private Environment
  Choose a deployment option suited to government contracting, with customer-isolated cloud environments and proposal data kept out of shared-model training.
• Focus Effort On Higher-Value Pursuits
  Prioritize pursuits with stronger potential, make more informed capture decisions, and walk away from lower-fit work sooner.
• Keep Pursuits And Forecasts In View
  Give teams a common view of pursuit status, ownership, next steps, and decisions so they can coordinate activity and maintain a more realistic pipeline.
• Move Capture Work Forward With AI
  Use an assistant across opportunity, relationship, and proposal workflows to surface context, recommendations, and useful next steps.
• Match Relevant People To Each Pursuit
  Bring relationship and team context into opportunity work so teams can identify relevant contacts, partners, and staff experience.
• Extend Existing Systems With Capture Workflows
  Add opportunity and proposal workflows alongside current CRM and ERP systems without replacing the tools used for delivery and customer data.
• Start Using Centralized Opportunity Data Quickly
  A guided setup is designed to bring pipeline and opportunity data together in approximately 14 days with minimal IT involvement.

Unanet GovIntel

Unanet GovIntel is a federal market intelligence solution that helps government contractors find opportunities, identify potential partners, and build informed pursuit strategies. It ingests opportunity data from accessible public and agency-specific sources, including solicitations, attachments, and amendments. Teams can prioritize opportunities, identify primes and subcontractors aligned with active GWACs, task orders, and agency priorities, and analyze agency buying patterns, award histories, competitor information, and routes to market. GovIntel also supports pursuit coordination through task assignments, alerts, and data feeds to CRM or capture systems.

• Import Federal Opportunity Data Automatically
  Automatically brings opportunity data, solicitations, attachments, and amendments from accessible sources into GovIntel, reducing manual copy-and-paste and helping teams keep up with updates.
• Prioritize Winnable Federal Opportunities
  Auto-scores and prioritizes opportunities so teams can direct their pursuit efforts toward work with stronger potential to win.
• Understand Agency Buying Patterns And Spend
  Provides agency-level views of buying patterns, spending, award histories, brand preferences, and support contracts, helping teams understand purchasing behavior and anticipate renewals.
• Analyze Awards And Benchmark Competitors
  Surfaces detailed award information, including pricing and the organizations and channels involved, giving teams data to benchmark price-to-win and assess competitors.
• Find And Connect With Aligned Partners
  Helps teams identify primes and subcontractors aligned with active contract vehicles and agency priorities, spot hidden set-aside opportunities, and send direct connection requests.
• Coordinate Pursuits With Tasks And Alerts
  Enables teams to assign tasks and trigger alerts as opportunities progress, while structured data feeds help connect GovIntel with CRM or capture workflows.
• Surface Opportunities And Recompete Signals
  Helps teams find relevant federal opportunities and identify agencies, contracts, partners, and recompete signals that can inform capture decisions and pursuit planning.

Unanet Enterprise SubK

Unanet Enterprise SubK is subcontractor management and accounting software for government contracting firms. Its subcontractor portal supports onboarding, employee time and expense entry, invoice creation, and approval workflows. Mobile tools, configurable timecard and expense rules, real-time project data, accounting system integration, and built-in tracking for FAR, DFARS, and other requirements help teams manage subcontractor workflows while controlling costs and supporting audit readiness.

• Simplify Subcontractor Onboarding
  Give subcontractors a dedicated place to manage employees and submit information, while limiting access to the rest of the system.
• Automate Subcontractor Invoices
  Turn approved time and expenses into custom invoices and support invoice review and approval, reducing the need to re-enter transaction information.
• View Current Project And Cost Data
  See connected project, contract, and financial information, including subcontractor time and expenses, without waiting for month-end reporting.
• Control Subcontractor Spending
  Set purchase order limits and alerts to monitor authorized subcontractor hours and dollars and help prevent spending or invoices from exceeding approved amounts.
• Support Audit-Ready Compliance
  Use built-in tracking and configured rules for applicable requirements, with relevant contract clauses available for flow-down to subcontractor purchase orders.
• Capture Time And Expenses Anywhere
  Enable subcontractors to submit time and expenses from a mobile app, including tracking time on the go and scanning receipts.
• Enforce Time And Expense Rules
  Apply configured rules to timecards and expenses and assign work to the appropriate purchase order, project, and labor category rates.
• Connect Existing Accounting Systems
  Integrate Unanet with an existing accounting system to support connected data and subcontract management workflows.
• Shorten Subcontractor Cash Cycles
  Use mobile tools, automation, and integration to support faster payment cycles; Unanet states that these capabilities can shorten the cash cycle by 4–6 weeks.
• Align Payments With Customer Receipts
  Configure invoices for approval or automatic payment when the customer pays, supporting the stated pay-when-paid workflow.
• Manage Global Currency Transactions
  Make payments in local currencies and manage them in the home currency, with exchange activity and realized and unrealized gains and losses tracked.
• Standardize Shared Invoice Forms
  Use customized shared digital forms to support consistent invoice submissions and reduce errors during approval.

Unanet Connect

Unanet Connect is an integration platform that connects Unanet with a library of applications and automates business processes across them. It offers more than 100 pre-built connectors, real-time, multidirectional integrations, and enterprise-grade APIs. By keeping systems and data in sync, it helps teams streamline workflows, reduce manual work, and maintain current, accurate information.

• Connect Apps With Pre-Built Options
  Use a library of more than 100 pre-built connectors to link Unanet with business applications and get integrations and automated workflows running faster.
• Automate Work Across Connected Apps
  Automate workflows across business applications so teams spend less time on manual processes.
• Keep Connected Data Current
  Sync information between connected systems in real time and in multiple directions to reduce manual work and help teams maintain accurate, up-to-date data.
• Connect Systems Securely
  Use enterprise-grade APIs, end-to-end encryption, and data masking to connect applications while protecting privacy as integration needs grow.
• Link Core Business Applications
  Integrate applications used for customer relationships, employee information, payroll, and inventory, including bidirectional employee-information sync with payroll providers and combined CRM and ERP data.

Unanet Customer Success and Support

Unanet’s customer success and support services help customers achieve their goals and maximize the value of their Unanet investment. The combined offering includes a dedicated Customer Success Manager after implementation, expert assistance through phone and product support portals, Knowledge Base documentation, education and training, a customer community, implementation and professional services, technical consulting, and product feedback programs. Unanet University provides courses for Unanet GovCon, AE, and CRM through instructor-led, virtual, and self-paced learning resources. Customers can also connect with peers and experts.

• Get Ongoing Guidance
  A dedicated contact helps customers navigate Unanet, stay informed about product resources, and access assistance to make the most of their investment.
• Resolve Questions And Issues
  Phone support, support portals, and product documentation give customers ways to get help with Unanet products and find practical guidance.
• Start With Guided Implementation
  Structured or customized implementation services help customers configure and deploy Unanet using a methodology designed to support adoption and access to business data.
• Build Product Knowledge
  Courses and other learning resources help customers deepen their understanding of Unanet software and apply that knowledge within their organizations.
• Choose Flexible Learning Formats
  Customers and partners can access learning through instructor-led and online formats, including self-paced courses, webinars, and Knowledge Center resources.
• Connect Systems And Apply Business Rules
  Use integration offerings to move information into or out of Unanet and build business requirements directly into the system through standard or custom Business Rule Enforcements.
• Extend Your Unanet Investment
  Get expert consulting after initial implementation to upgrade or enhance a Unanet site or expand its capabilities over time.
• Connect With Peers And Experts
  Community forums and customer events let customers seek advice, share insights, and connect with peers and experts.
• Gain Insights Across Your Business
  Use analytics expertise and services, the Marketplace, and Nessie assistant to strengthen analytics and gain business insights.
• Influence Product Development
  Customers can share feedback on new features and submit suggestions that inform the product roadmap.