Commercial Asset Management
Asset Oversight & Invoice Management
Complete commercial oversight and management of your renewable energy portfolio.
Complete oversight of contractual, financial, and operational workflows
Comprehensive governance across portfolio contracts, finance, and operations
Take full control of your portfolio
Track plants, contracts, compliance requirements, and financials all in one place – no more disconnected systems or blind spots
Stay compliant, stay confident
Automate recurring compliance tasks, approvals, and obligations with audit-ready logs to eliminate risk and streamline communication
Streamline financial workflows
From contracts to invoices to financial statements, reduce manual work and accelerate reporting across your portfolio
25+ years of proven expertise
0
+GW
Managed assets
0
K+
Project sites
0
GWh
BESS capacity
0
+
Global energy markets
600+
Integrated oversight, seamless control
Portfolio-wide visibility
Track plants, contracts, compliance, and financials in one system with configurable dashboards
Custom reporting
Build, schedule, and share reports with drag-and-drop editors, KPI tracking, and tailored templates
Contract and compliance automation
Store contracts, schedule recurring compliance tasks, and generate audit-ready logs to eliminate missed obligations
Collaboration tools
Streamline approvals, notifications, and tasks with shared calendars, version-controlled documents, and in-app communication
Invoice and financial workflows
Generate invoices and manage rate schedules automatically, and consolidate utility statements into financial reporting
Risk and incident management
Log and monitor commercial incidents, warranties, and insurance claims with transparent audit trails
Asset Oversight
Portfolio management
Full visibility across your fleet
Oversee plants, contracts, and inventories in a single platform, configurable by user role for smarter decision-making.
- Centralized data hub for portfolio health
- Role-based dashboards for tailored visibility
- Plant-to-contract drilldowns for holistic oversight
- Components, spare parts, and warehouse inventory tracking
Contract and compliance oversight
Never miss an obligation
Centralize contracts and automate compliance tasks to ensure every requirement is met with confidence.
- Secure contract storage with bulk import capability
- Automated recurring compliance workflows with reminders
- Custom tagging and rule-based task generation
- Audit-ready logs and configurable task widgets
Workflow automation
Streamline commercial operations
Replace manual processes with automated workflows that scale across teams and portfolios.
- Approval routing, notifications, and recurring task automation
- Shared calendar for upcoming and overdue tasks
- In-app communication and task collaboration
- Version-controlled document management
Risk and incident management
Anticipate, log, and resolve risks
Track incidents, warranties, and claims with the financial context to act quickly.
- Commercial event logging for incidents like outages, accidents, or curtailments
- Revenue/energy loss impact calculations and related claim tagging
- End-to-end warranty and insurance claim management
- Transparent audit trails across all activity
Reporting and insights
Data you can trust, reports you can share
Deliver accurate, timely insights across your portfolio, contracts, and compliance with easy-to-build, shareable reports.
- Drag-and-drop custom report builder
- Scheduled PDF reports with notifications to stakeholders
- KPI tracking with built-in performance charts
- Tailored templates aligned to brand standards
Invoice Management
Centralized invoice tracking
Unify financial workflows across your portfolio
Consolidate all invoice-related data in one platform to gain visibility, accuracy, and confidence at scale.
- Centralized storage of all invoices and supporting documents
- Advanced search, filtering, and tagging for faster retrieval
- Version control for audit-ready traceability
- Portfolio-wide visibility into invoice status and history
Automated billing and rate schedules
Precision billing for complex contracts
Automate invoicing using contract-linked rates and escalation schedules to reduce errors and save time.
- Variable or fixed rates configurable to meet contract terms
- Monthly, annual, or custom escalation schedules
- Automated invoice generation using templates and multi-level location tax rules
- Streamlined integration of global market pricing
- Efficient recurring billing workflows
Financial statements and variance analysis
Accurate financial reporting across plants and portfolios
Reconcile energy, utility, and financial data variances to compare budget vs. actuals and track performance.
- Monthly, quarterly, and annual financial statement generation
- Budget vs. actual performance comparisons
- Utility statement reconciliation against generation data
- Portfolio-to-plant variance analysis for financial accuracy
Custom reporting and APIs
Tailored reports and seamless system integration
Build and share configurable reports while connecting to ERP, accounting, and settlement systems.
- Drag-and-drop custom report builder with KPI tracking
- Automated delivery of scheduled reports (daily, weekly, monthly, quarterly, yearly)
- PDF export with branded templates for stakeholders and auditors
- Bi-directional API integration with ERP and financial systems
Workflow automation and collaboration
Reduce manual errors and accelerate payment cycles
Streamline approvals, notifications, and workflows while keeping teams aligned and audit-ready.
- Automated approval routing and recurring workflow management
- Real-time alerts for delays or exceptions
- Version-controlled document library for full traceability
- In-app collaboration with comments, notifications, and task tracking
Asset Oversight + Invoice Management: Complete operational and financial confidence
Financial accuracy
Automate complex calculations and ensure every dollar is accounted for. With integrated data sources and real-time validation, you’ll eliminate discrepancies, speed up close cycles, and protect your bottom line with confidence.
Contract confidence
Gain full visibility into every contract lifecycle. Proactively manage renewals, compliance milestones, and performance terms, minimizing risk and ensuring you never miss a commitment.
Operational efficiency
Automate repetitive workflows and standardize review processes across teams. From approval routing to task management, keep your operations running smoothly, so your team can focus on strategic outcomes.
Streamlined reporting
Build and share drag-and drop-reports in minutes. Turn raw data into insights you can act on, giving stakeholders clear visibility into performance, risk, and compliance metrics.
Team alignment
Get everyone on the same page. Centralize communication, eliminate document chaos, and keep your contract and asset data synchronized across departments and stakeholders.
Scalable oversight
Gain visibility and insight by automating tracking, compliance, and reporting. With software that scales with your portfolio, every new contract, site, and region remains under control as you expand.
Financial accuracy
Automate complex calculations and ensure every dollar is accounted for. With integrated data sources and real-time validation, you’ll eliminate discrepancies, speed up close cycles, and protect your bottom line with confidence.
Contract confidence
Gain full visibility into every contract lifecycle. Proactively manage renewals, compliance milestones, and performance terms, minimizing risk and ensuring you never miss a commitment.
Operational efficiency
Automate repetitive workflows and standardize review processes across teams. From approval routing to task management, keep your operations running smoothly, so your team can focus on strategic outcomes.
Streamlined reporting
Build and share drag-and drop-reports in minutes. Turn raw data into insights you can act on, giving stakeholders clear visibility into performance, risk, and compliance metrics.
Team alignment
Get everyone on the same page. Centralize communication, eliminate document chaos, and keep your contract and asset data synchronized across departments and stakeholders.
Scalable oversight
Gain visibility and insight by automating tracking, compliance, and reporting. With software that scales with your portfolio, every new contract, site, and region remains under control as you expand.
Seamless integration across your energy ecosystem
Connect Unity CAM with SCADA, the full Unity suite, and your existing systems to drive end-to-end efficiency and control
SCADA & production data
Asset Performance Management (APM)
ERP & accounting systems
Compliance & regulatory systems
OEM-agnostic compatibility
Manage contracts, invoices, and compliance obligations across mixed fleets with diverse asset types and vendors.
Real Customers. Real Control. Real Results.
With Unity CAM, customers gain more than software – they gain control. From error-free invoicing to contract oversight and audit-ready compliance, finance and asset management teams are using Asset Oversight and Invoice Management to protect revenue and scale with confidence.
to optimize our asset management creating a positive ROI.”
Using [Power Factors' CAM] from day one not only helps us create efficiencies in administrative processes that benefit our stakeholders; it gives us control and ownership of all of our essential data and empowers us to make better-informed decisions as we manage contractual risks and build a high-performing clean energy portfolio."
News & resources
Optimize assets, maximize revenue, and grow your portfolio with Unity