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Independent Unit4 Data Preservation Platform

Your Unit4 ERP Data. Preserved Forever.

Whether you're migrating away from Unit4 ERP, reimplementing, or simply need secure long-term access to historical data, EverQuery ensures your critical business information remains accessible, compliant and secure.

EverQuery data preservation platform — query editor, schema browser and results view

100%

Query Access

24/7

Availability

7+ yrs

Retention

Full

Audit Trail

The Challenge

What Happens to Your Data When You Move On?

ERP system changes create significant risks for historical data access and regulatory compliance.

Regulatory Retention Requirements

Financial regulations often mandate 7+ years of data retention. How will you access decade-old transactions for audits after your ERP has changed?

Loss of Institutional Knowledge

When systems change, the expertise to navigate legacy data structures often walks out the door. Complex table relationships become impenetrable.

Licence Costs for Archive Access

Maintaining full ERP licences just to occasionally query historical data is expensive and inefficient. Yet you still need that access.

Data Export Limitations

Standard data exports create static snapshots. When auditors ask unexpected questions, you need flexible query capabilities, not fixed reports.

The Solution

EverQuery: Your Data, Accessible Forever

A purpose-built platform that preserves your Unit4 ERP data with full query capabilities, robust security and complete audit trails.

Full SQL Query Access

Query your historical Unit4 data exactly as you would in the live system. No limitations, no rigid report structures.

Enterprise-Grade Security

Multi-tenant isolation, role-based access control, IP whitelisting and geo-restrictions protect your data.

Complete Audit Trail

Every query, every access, every change is logged. Demonstrate compliance with detailed audit reports.

No-Code Query Builder

Business users can create sophisticated queries without writing SQL. Visual interface makes data access intuitive.

Key Features

Everything You Need for Data Preservation

Built specifically for finance teams managing historical ERP data with compliance and usability at the forefront.

AI-powered natural language to SQL query generation via database intelligence

Time Machine Version History

Every query you build is versioned. Roll back to previous versions, compare changes and maintain a complete history.

  • Full version history with timestamps and authors
  • Side-by-side diff comparison
  • One-click restore to any previous version
  • Change notes for audit documentation
Optional

AI-Powered Query Assistant

Describe what data you need in plain English and our AI generates the SQL. Plus, automatic SQL review catches issues.

  • Natural language to SQL generation
  • Automatic risk assessment
  • Query optimisation suggestions
  • Schema-aware recommendations

Interactive Dashboards

Transform query results into visual insights with automatic charting and real-time execution statistics.

  • Auto-generated visualisations
  • Execution trend analysis
  • User activity monitoring
  • System health overview

Report Designer

Create professional, paginated reports with headers, footers, grouping and calculated fields—all without coding.

  • Drag-and-drop layout designer
  • Group headers and footers
  • Formula fields with aggregations
  • Version history for reports

Schema Catalogue

Document your Unit4 database structure with descriptions, keywords and relationships. Never lose institutional knowledge.

  • Auto-introspect database structure
  • Add business descriptions to tables
  • Document column meanings
  • Track foreign key relationships

Data Dictionary Upload

Import existing documentation about your Unit4 tables. Preserve the knowledge your team has built over the years.

  • Support for multiple file formats
  • Per-connection documentation
  • Searchable and accessible
  • Centralised knowledge repository
Security & Compliance

Enterprise Security Built In

Financial data demands the highest security standards. EverQuery delivers multi-layered protection for your most sensitive information.

RBAC

Role-Based Access Control

Define granular permissions with data roles and query groups. Users only see what they’re authorised for.

Multi-Tenant Isolation

Complete data separation between organisations. Each tenant operates in their own secure environment.

IP Whitelisting & Geo-Blocking

Restrict access by IP address ranges (CIDR) or geographic location. Block countries or allow specific networks.

Comprehensive Audit Logging

Every action is tracked: logins, queries, exports, configuration changes. Export logs for compliance reporting.

API Key Authentication

Secure automated access with dedicated API keys. Perfect for reporting and integrations.

Access Monitoring Dashboard

Real-time visibility into who’s accessing your data, from where and what they’re querying.

Regulatory Compliance

Built for Financial Compliance

EverQuery helps you meet regulatory requirements for data retention, access control and audit trails.

Data Retention

Maintain accessible historical records for as long as regulations require, without expensive ERP licence renewals.

Audit Readiness

Answer auditor questions quickly with flexible queries. Export results and access logs for documentation.

Access Documentation

Demonstrate who has access to what data and when they accessed it. Complete audit trail for inquiries.

Data Integrity

Query versioning and change tracking ensure you can demonstrate the provenance of any report.

Segregation of Duties

RBAC ensures appropriate separation between query creators and those who access sensitive data.

Change Management

Version history for queries and reports provides complete audit trail of all configuration changes.

ExcelFlux Add-in

Your Data, In Your Spreadsheet

ExcelFlux brings EverQuery directly into Microsoft Excel. Run queries, analyse results and create charts without leaving the tool your finance team knows best.

Securely connect with your API key, execute parameterised queries, and have results populate directly into Excel worksheets. Our AI Analyst can even provide insights automatically.

Secure API AuthenticationParameterised QueriesAuto-ChartingAI-Powered AnalysisWindows & Mac
Learn more about ExcelFlux
Budget_Report.xlsx — Excel
Query ExplorerRunSettings
Query Explorer
GL Balances
Budget vs Actual
AP Ageing
Purchase Orders
Cost CentreAccountBudgetActualVariance
IT Services6100$125,000$118,450$6,550
Marketing6200$85,000$91,200-$6,200
Operations6300$210,000$198,750$11,250
HR6400$65,000$63,100$1,900
Finance6500$95,000$94,800$200
How It Works

From Migration to Daily Use

Getting started with EverQuery is straightforward. Here's how organisations typically deploy.

Five-step deployment journey from database connection to team empowerment
1

Connect Your Database

Point EverQuery at your Unit4 database—whether it’s the live system or a preserved archive. Support for multiple connections means you can access different environments.

2

Import Schema Knowledge

Auto-introspect your database structure and add business context. Upload existing documentation to preserve institutional knowledge about tables and field meanings.

3

Build Your Query Library

Create reusable, parameterised queries for common data requests. Use the visual builder or AI assistant—no SQL expertise required for end users.

4

Configure Access Controls

Set up user roles and query groups. Define who can access which data and queries. Configure IP restrictions and security policies for compliance.

5

Empower Your Team

Users run queries through the web interface or Excel add-in. Every access is logged, versioned and auditable. Your historical data becomes a lasting asset.

Use Cases

Built for Real Business Scenarios

Financial audit workspace with compliance binders, spreadsheets and laptop

External Audit Requirements

When auditors request historical transaction data, you need to respond quickly and accurately. EverQuery lets you build parameterised queries for common audit requests, then run them on demand with full audit logging.

Challenge

Auditors need data from 5 years ago, but your new ERP only has 3 years of history.

Solution

EverQuery connects to your archived Unit4 database, enabling the same queries across historical periods.

Result

Audit requests answered in hours, not weeks. Complete access trail for regulators.

Ready to Preserve Your Data?

Don't let your Unit4 history become inaccessible. Schedule a demo to see how EverQuery can secure your data for the long term.