Most financial planning tools stop at static models and reports. Una goes further–connecting dynamic data, insight, and execution so you can plan smarter, adapt faster, and drive results.
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Una supports over 100 integrations across CRM, ERP, HRIS, billing, and data warehouse systems.
Una brings financial and operational data into one environment, giving every team a single source of truth.
Forecasts built on snapshots fall behind fast. Una’s predictive engine generates dynamic forecasts that update continuously using real-time data, flagging risks and anomalies early so you can stay ahead of the curve.
If every “what-if” requires a new model, you’re doing it the hard way. Una lets you quickly test and compare outcomes, with AI that surfaces key drivers and what’s being impacted.
High-level summaries don’t drive execution. Una allows you to plan down to the specific product SKU without the hassle of rebuilding models or templates as you scale.
Una automates task routing, approvals, and dependencies with no-code workflows—keeping work moving without manual oversight while real-time tracking and audit trails make accountability clear.
Una automatically validates inputs and proactively flags discrepancies, ensuring that by the time a plan reaches the approval stage, the numbers are already verified and audit-ready.
Unlike other FP&A software, Una lets you choose between continuing to use Excel or moving away from it. With our Excel interface (called UnaXL), you can get the power of Una within the comfort of Excel.
Plan approval isn’t the finish line. Una tracks plan-linked initiatives and outcomes, flags missed milestones or at-risk deliverables, and highlights where strategy is falling behind to ensure that you don’t just plan–you execute.
Collaboration doesn’t have to break the model. Una gives every team a seat at the table, allowing them to contribute directly to the parts of the plan they own–no spreadsheet ping-pong required.
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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