Una AI

Make Smarter, More Effective Decisions

Una leverages AI to improve forecasting accuracy, optimize revenue strategies, and provide real-time insights, automating your workload and making it easier to achieve real results.

What Sets Una Apart

Born in the AI Era

Legacy systems tacked AI on. Una was born with purpose-built AI engines for each type of financial task. By using embedded intelligence to surface insights, automate modeling, and optimize every decision, Una turns planning into a strategic advantage–not just a process.

How It Works

A Digital Partner That Handles Real
FP&A Work

Una’s AI is more than a chatbot–it’s a supervisor that coordinates AI Agents that complete complex, multi-step tasks and Assistants that answer on-demand questions. It does the heavy lifting, building models, running scenarios across real-time data–faster, smarter, and at operational scale.

Model Creation

Una AI makes it easy to build adaptive models that evolve as your business changes. Add new dimensions instantly–without breaking reports or rebuilding logic–and automatically map operational activity to financial outcomes.

Forecasting

Una AI keeps forecasts up to date using live data from your business so you can make decisions now–not after the fact. By identifying trend changes and forecast drift as it happens, you’ll always know what moved and why.

Budgeting & Forecasting

Scenario Planning

Una AI makes it easy to build adaptive models that evolve as your business changes. Add new dimensions instantly–without breaking reports or rebuilding logic–and automatically map operational activity to financial outcomes.

Insight & Guidance

Una AI helps you take action, not just make observations. It highlights risks, anomalies, and missed targets, recommends next steps, and automatically prepares leadership-ready narratives.

Budgeting & Forecasting
Ai Agents & Assistants

Your AI Team

End-to-end task orchestration

The Una Supervisor

The central coordinator that you interact with, tasking a network of specialized AI agents and assistants according to your objective and getting real results.

Forward-looking action

Planner Agent

Runs the what-ifs for you, using predictive models to forecast outcomes, test scenarios, and recommend the actions needed to stay on target.

Deep, reactive analysis

Analyst Agent

Interprets structured and unstructured data to uncover drivers, explain variances, and clearly show what changed—and why.

Automated model creation

Modeler Agent

Turns raw files into a live, structured financial model, detecting dimensions, hierarchies, and loading data in minutes.

Simple, on-demand questions

Query Assistant

Translates conversational questions into data queries, giving you immediate answers through instant charts and clear summaries.

“Always-On" Monitoring & Insights

Discovery Assistant

Continuously monitors metrics, spots issues early, and explains them—so nothing sneaks up on you.

Finding your way around the platform

Navigation Assistant

Jumps directly to any report, dashboard, or model to get you to the specific metrics you need in seconds.

Finding information within files

Document Assistant

Uses your internal documentation to instantly surface metric definitions, calculations logic, and source-backed answers you can trust.

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.

Schedule Demo