AI-Powered Performance Planning

The FP&A plaform built for the AI Era

For Finance teams who are drowning in Excel chaos, struggling with legacy FP&A solutions or frustrated by the limitations of generic AI, Una delivers connected revenue intelligence, continuous reforecasting, and a 4-week path to value - unlike legacy FP&A tools that take months to implement

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Why Una

Easy to Use. Exceptional Results.

Architect the Truth

Stop wasting weeks on manual model maintenance. Una’s AI-native engine orchestrates the heavy lifting of data prep and forecasting, so you can focus on strategy, not assembly.

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Plan for Reality

Most plans are outdated the day they’re published. With Una, plans adjust instantly and evolve with your business—so you’re always planning for where you’re going, not where you’ve been.

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Drive Performance

Plans don’t fail—execution does. Una closes the gap by turning financial plans into owned initiatives, tracked outcomes, and measured results.

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Key Benefits

Systems That Keep You Ahead–and Accountable

A Model That Evolves

Your model shouldn't break the moment your business changes. Una uses an elastic data engine that evolves as you add products, regions, or dimensions—so your models stay in motion without ever needing a manual rebuild.

Forecasts that Reflect Reality

Your plan is only as good as the data that drives it. Una uses revenue-connected planning, integrating real-time operational and revenue inputs—so your forecasts are more than just static assumptions.

Closed Loop Execution

Most planning tools stop at the plan, but Una drives the results. Action Tracker monitors tasks, owners, and impact in real-time—ensuring boardroom decisions are actually executed on the ground.

Excel or Web—Your Choice

Most FP&A tools force you to abandon Excel. Una gives you a choice: continue working in Excel with UnaXL, or use Una’s web interface. With UnaXL, you can access the full power of Una—right inside the environment your team already knows—so you can modernize on your terms, without disruption.

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Challenges Una Solves

No More...

Endless Versions

Stop living in "REALLY_FINAL_v12" and move to a single, live source of truth where every update happens in real time.

Financial Reporting

Fragile Formulas

Replace risky, manual entry with a robust AI-native data engine that adjusts your models instantly without breaking the logic.

Scenario Modeling

Manual Integrations

Eliminate the midnight VLOOKUP grind with automated integrations that connect your financial and operational data in seconds.

Data & Integrations

Finance Plans in Isolation

Turn planning into a team sport by bringing every cross-functional stakeholder into one shared, centralized workspace.

Revenue Planning

Revenue & Ops Don’t Align

Connect your financial models to live signals from across the business to plan on reality, not siloed assumptions.

Integrated Business Planning

Strategy Breaks in Execution

Bridge the execution gap with built-in accountability that tracks specific actions, owners, and impact in real time.

Workflow

Outdated the Moment They’re Shared

Move beyond planning in the past with a living plan that evolves as fast as your business.

Financial Reporting

No Visibility into Change

See the financial impact of every decision instantly with embedded BI and visual planning.

Scenario Modeling

Decisions Made Too Late

Stop reacting to stale data and start steering performance with real-time signals and AI-driven alerts.

Budgeting & Forecasting

Long Implementation

Go from zero to hero in weeks, not months, with AI-driven onboarding and pre-built templates that deliver value in under 30 days.

Heavy Admin Burden

Eliminate the need for an army of consultants with a self-service platform that finance can manage and scale without IT.

Low Adoption Outside Finance

Make planning a team sport with an intuitive interface and AI natural-language queries that every business leader can actually use.

Chatbots That Summarize Reports

Move beyond basic summaries with an AI co-pilot that surfaces root causes and models complex scenarios in seconds.

Una AI

Insights After Decisions Are Already Made

Shift from reactive reporting to proactive steering with AI that flags data drift and anomalies before they hit the board deck.

Una AI

No Impact on Real Planning Work

Put AI at the core of your engine to automate modeling, refine forecasts, and drive actual performance outcomes.

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What Una Delivers

Powerful Solutions for Confident Decision-Making

From high-level strategy to granular operational drivers, Una covers the full spectrum of FP&A. Una replaces static events with continuous, AI-native solutions that adapt instantly to change—ensuring every part of the business stays aligned.

Integrated Business Planning

Connect every department to one source of truth, aligning operational data with financial goals.

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Budgeting & Forecasting

Transform static budgets into living forecasts that evolve automatically as your business moves.

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Financial Reporting

Deliver boardroom-ready insights with automated, real-time reports that eliminate manual data consolidation and errors.

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Workforce Planning

Align headcount and talent strategy with financial goals using dynamic personnel and cost modeling.

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Revenue Planning

Drive growth by linking sales pipelines and market drivers directly to your financial targets.

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Scenario Modeling

Test every "what-if" instantly with side-by-side comparisons that reveal the financial impact of any decision.

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Start Using Una Today

Ready to take control of your budgeting, planning, forecasting and reporting? Schedule a demo and see how Una’s financial planning & analysis software can work for you.

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