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.
%202.webp)
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.
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.
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.


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 & ForecastingUna 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.


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 & ForecastingThe central coordinator that you interact with, tasking a network of specialized AI agents and assistants according to your objective and getting real results.
Runs the what-ifs for you, using predictive models to forecast outcomes, test scenarios, and recommend the actions needed to stay on target.
Interprets structured and unstructured data to uncover drivers, explain variances, and clearly show what changed—and why.
Turns raw files into a live, structured financial model, detecting dimensions, hierarchies, and loading data in minutes.
Translates conversational questions into data queries, giving you immediate answers through instant charts and clear summaries.
Continuously monitors metrics, spots issues early, and explains them—so nothing sneaks up on you.
Jumps directly to any report, dashboard, or model to get you to the specific metrics you need in seconds.
Uses your internal documentation to instantly surface metric definitions, calculations logic, and source-backed answers you can trust.

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