Company setup, compliance, accounting, banking, and payments —
unified in one platform.
Deel, Stripe, and Ramp turned complex financial operations into software. Entity setup, compliance, accounting, tax — corporate services is next. The barriers protecting traditional firms are disappearing.
Global companies already run on modern software. When corporate services still relies on email threads and PDFs, the expectation gap becomes impossible to ignore — and impossible to justify.
Corporate services is changing.
The firms that don't adapt
won't survive.
How Unite works with firms
We acquire established firms. The client book stays intact — the infrastructure gets rebuilt on Unite's platform from the ground up.
We integrate Unite into an existing firm's operations. They keep their brand and relationships — we replace the manual layer with AI, software, and embedded finance.
Two audiences. One platform. Here's what it looks like in practice.
Corporate services and banking.
Finally together.
Unite is not just corporate services software. It is financial infrastructure — giving companies the ability to bank, transact, and manage treasury from the moment their entity is live.
You don't need to understand AI.
You simply benefit from it.
Nothing falls through the cracks. Deadlines are caught before they're missed. Clients are notified before they ask.
Your advisors still handle the complex work. AI handles the rest — automatically, in the background, across every entity you manage.
Every step used to mean a different provider, a new login, and the same data entered again from scratch.
Data captured once.
Powering everything.
Client and entity data is captured once during onboarding — then intelligently reused across every workflow, so your team never enters the same information twice.
Every module shares the same data foundation. Compliance, banking, treasury, and accounting are always in sync — automatically.
"The gap between getting incorporated and being truly operational — with banking, compliance, and treasury running — is where most global companies struggle. Unite closes that gap."
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