Una Software provides native AI software designed to enhance Financial Planning & Analysis (FP&A) processes. The platform enables real-time modeling, AI-powered forecasting, and automated tracking of plan execution against outcomes. It integrates financial and go-to-market data to deliver connected revenue planning and improved organizational accountability.
Funding
$5.3M raised to dateRaised to date based on public sources. This may differ from the amount the company actually raised and is based only on what is publicly available on the internet.
Founders
Product
Problem
Many companies struggle with disconnected data across sales, marketing, customer service, product, and finance departments, leading to poor visibility into the customer journey and hindering effective revenue planning. This lack of alignment results in inaccurate forecasts, missed targets, and inefficient resource allocation across go-to-market teams.
Solution
Una Software offers a platform designed to connect financial planning with go-to-market execution, providing a unified view of the entire revenue cycle. By integrating data from various departments, Una enables organizations to develop more accurate revenue plans and improve collaboration between finance and sales teams. The platform uses AI-driven forecasting and anomaly detection to identify deviations from the plan, allowing for proactive adjustments and better strategic decision-making. Una's approach helps companies align costs with outputs, optimize resource allocation, and achieve predictable, sustainable growth.
Target Audience
Una Software targets finance, sales, and executive teams within mid-sized to large companies seeking to improve revenue planning, forecasting accuracy, and cross-departmental alignment.
Features
- Integration with CRM, ERP, and other operational systems to unify financial and go-to-market data
- AI-powered forecasting models that continuously adapt to changing market conditions
- Embedded BI for real-time visibility into key performance indicators and revenue drivers
- Flexible planning templates for quick and efficient setup
- Workflow automation to streamline processes and improve team alignment
- Action tracker to monitor progress, assign ownership, and drive accountability
- AI Finance Assistant for on-demand access to reports and insights
- Scenario modeling to assess the impact of different strategic decisions