Unifi Personal PA

Store description excerpt

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

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