Unifi Personal PA

Unifi Personal PA

Business, Perfectly Organized

0 ratings
$9.99

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Details

  • Released
  • Updated
  • July 10, 2026
  • July 16, 2026

Features

Unifi Personal PA screenshot #1 for iPhone
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Unifi Personal PA screenshot #6 for iPhone
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About

Personal PA is the all-in-one business management app built for entrepreneurs, consultants, and small business owners who need a serious tool that keeps up with them. From projects and partners to payroll, assets, and audit trails - everything your business runs on lives in one secure, beautifully designed app on your iPhone and iPad. PROJECTS & CLIENTS Manage every client engagement from a single project page. Track income across three stages (Expected, Invoiced, Received), log expenses by category, manage team assignments, and monitor your net profit for each open period. Archive completed projects and keep a full history forever. FINANCE & NET PROFIT See your true bottom line, not just revenue. The Finance tab delivers a live P&L waterfall breaking down Revenue, Expenses, Gross Profit, Partner Dividends, and Net Profit for any selected month. A 6-month trend chart and per-project performance breakdown show where your business is heading. PARTNER DIVIDENDS Add business partners to any project with flexible share terms: percentage of sales, percentage of net profit, or a fixed monthly amount. Dividends are calculated automatically when you close a month and tracked until paid. MONTHLY CLOSING Lock your financials at the end of every month. The closing workflow automatically calculates salary charges for assigned employees, generates partner dividend records, and produces a running balance from opening to closing. Reopen and correct any period if needed. EMPLOYEES Full employee profiles with salary history, project assignment, employment documents, emergency contacts, and national ID storage. Salary payments are generated automatically during monthly closing and tracked with paid/outstanding status. ASSETS Maintain a complete inventory of all physical and digital assets. Track purchase and current value, warranty expiry dates, assigned users, and operational status. The app alerts you before warranties expire. INTERNET LINES & BILLING Store ISP credentials, speed packages, and connection details for every office line. Monthly bills are generated automatically and linked as expenses on the correct project, keeping your telecoms costs fully accounted for without manual entry. FULL AUDIT LOG Every creation, update, deletion, payment, and status change across the entire app is recorded in a tamper-evident log. Search, filter by action type, entity, or date range, and export as CSV for compliance and review. MEETINGS & ACTION ITEMS Schedule meetings with full agenda, attendees, minutes, and decisions. Add action items with assignees and due dates. Export a professionally formatted PDF of any meeting in one tap, ready to email or print. DOCUMENTS & REMINDERS Attach contracts, licences, visas, passports, and certificates to any project or employee with expiry tracking and local notifications before they expire. Set custom reminders with priority levels and project links. LENDING & BORROWING Track money you have lent and money you owe with full payment history, running balances, overdue detection, and automatic status progression from Pending to Partial to Settled. REPORTS & EXPORT Generate PDF, CSV, or JSON reports for any module: financial P&L, salary summary, asset inventory, partner dividends, audit trail, and more. Full data backup and restore in a single file that includes all records and attachments. SECURITY & PRIVACY • Face ID and Touch ID biometric lock • All data stored in your private iCloud container • Automatic daily iCloud backups with up to 10 snapshots • Data is never shared with third parties MORE FEATURES • Multi-currency support (USD, AED, SAR, EUR, GBP and more) • iCloud sync across all your devices • Date format preferences • 14-chapter in-app User Manual • Customisable legend and lookup values Personal PA. Built for people who mean business.
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What's New in Unifi Personal PA

1.2

July 16, 2026

Version 1.2 Full Audit Log Every action across the entire app is now logged — creations, updates, deletions, payments, closings, and status changes. Search, filter by type or date range, and export as CSV for personal compliance and review. Find it in More → Full Audit Log. Net Profit Analytics The Finance tab now shows your true bottom line. New additions include a P&L waterfall (Revenue → Expenses → Gross Profit → Partner Dividends → Net Profit), a 6-month net profit trend chart, and a per-project performance breakdown — all updating live as you change the selected month. Finance Tab Overhaul Completely redesigned with professional charts: income pipeline bars, expense breakdown by category, revenue vs expenses comparison, and net margin percentage. All charts update instantly when you switch months. Professional User Manual Help & Support → User Manual has been fully rewritten with 14 structured chapters, step-by-step instructions, highlighted tips, and coverage of every feature including the new Audit Log and Net Profit charts. Bug Fixes & Improvements • Fixed an issue where lending and borrowing payment balances were calculated incorrectly after recording a new payment • Internet line billing year selector now adjusts dynamically instead of being limited to a fixed range • Internet line bill paid/unpaid changes are now properly recorded in the Audit Log • About page and Release Notes redesigned with the app icon

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