Automations

Your finances on autopilot

Put your financial plan into action with UniFi Automations. Simple setup, automatic follow-through.

Phone showing Automations

Ready-to-use Automations

Dive into UniFi's Automation library and pick what works for you. We're rolling out with three straightforward Automations designed to help you budget, save, and streamline your financial routine.

List of Automations

Split your paychecks

Budgeting is easier when your paycheck is sorted for you. The Paycheck Splitter Automation splits your paycheck across different accounts for spending, saving, and bills, all based on your preferences — no manual transfers required.

Creating a Paycheck Splitter Automation

Save with every swipe

Imagine saving money without even thinking about it. That's what Roundup Automations do — each UniFi card transaction rounds up to the next dollar, with the difference going straight into your savings. Watch your spare change grow effortlessly.

Phone showing rounding up purchases

Never miss a payment

Late payments can be a thing of the past. With Scheduled Payments Automation, your bills are paid on time, every time. Just set the date for the payment, and relax knowing it's handled.

Scheduling a transfer
Coming soon

Create custom Automations

Your financial needs are unique, and UniFi gets that. Create your own Automations to match your lifestyle. Set triggers and actions for your money to follow, whether they're straightforward or complex. You're in control.

Custom automations

Get your account

Sign up to get personal and shared checking accounts, a UniFi debit card, and more – no account minimums.