Una provides an AI‑native FP&A platform that lets finance teams move beyond Excel chaos and legacy planning tools. Its engine automates data preparation and continuous reforecasting, delivering connected revenue planning that updates in real time, while offering a choice between a web interface or the UnaXL add‑in that brings full functionality directly into Excel. This enables faster implementation—typically a four‑week path to value—and keeps financial plans aligned with actual business performance.
Funding
Funding not disclosed
Founders
Product
Problem
Finance teams often rely on fragmented Excel spreadsheets and legacy FP&A systems that require extensive manual data preparation, version control, and slow reforecasting, leading to outdated plans and inefficient decision‑making.
Solution
Una provides an AI‑native performance planning platform that automates data preparation, revenue‑connected forecasting, and continuous reforecasting. The platform can be accessed through a web interface or an Excel add‑in (UnaXL), allowing users to retain familiar workflows while gaining AI‑driven insights. Real‑time operational and revenue inputs keep forecasts current, and built‑in execution tracking turns plans into accountable initiatives. Integrated data connectors unify sources into a single source of truth, and pre‑built templates accelerate implementation, delivering measurable value within four weeks.
Target Audience
Primary customers are mid‑market to enterprise finance organizations—CFOs, FP&A teams, and financial analysts—seeking to modernize budgeting, forecasting, and performance management while preserving Excel workflows.
Features
- AI‑powered forecasting engine that ingests real‑time operational and revenue data for dynamic, continuous reforecasting
- Dual‑mode access: full‑feature web UI and Excel add‑in (UnaXL) that brings AI capabilities into the spreadsheet environment
- Automated data preparation and integration with systems such as Salesforce, HubSpot, and NetSuite for a single source of truth
- Embedded execution tracking and collaboration tools that link financial plans to operational initiatives and outcomes
- Pre‑built, adaptable planning templates that reduce time‑to‑value and support budgeting, workforce planning, and scenario modeling
- Secure, compliance‑ready architecture with role‑based access controls and data encryption