Workflow

Orchestrate the Plan. Automate the Busywork.

Replace manual coordination with an intelligent workflow engine for finance automation. Una automatically collects inputs, connects teams, flags anomalies and routes approvals–streamlining complex planning cycles while maintaining data integrity from start to finish.

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Challenge Una Solves

Adapt to Change Easily

When data lives in silos, reports lose credibility and alignment breaks down. Una enables confident, unified decision-making, with a comprehensive financial reporting software that updates in real time and displays all of your data sources in one holistic view, so you always have the full picture.

How It Works

Always Improving. 
Never Rebuilding.

01
Design Intelligent Workflows
Stop reinventing the wheel every month. Map out your ideal planning cycle once—including dependencies, approvals, and timelines—and turn it into a repeatable, automated machine that runs the same way every time.
02
Automate Data Integestion
Configure Una to pull data from your ERP, CRM, and HRIS on a set schedule or trigger on-demand updates, so your workflows are always powered by fresh, reconciled numbers.
03
Embed AI
Don’t just collect inputs–validate them. Use Una’s AI agents to automatically flag data anomalies, check variances, and project future outcomes before a human ever reviews the numbers.
04
Streamline Collaboration
Get automated notifications via Slack, Microsoft Teams, or email, meeting your stakeholders exactly where they work to keep approvals moving without the manual follow-up.
05
Track Progress in Real Time
Eliminate the “who has the ball?” confusion. Get instant visibility into the status of every task, identify bottlenecks before they delay the close, and ensure the entire planning cycle stays on track.

Resources to Power Your Performance

Blog
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January 6, 2026
The Essential 2026 Conference Guide for FP&A and Finance Leaders
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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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