Una
Last Updated
Overview
Una is an AI-native performance planning platform that consolidates financial, revenue, and operational data for smarter budgeting and forecasting. While some users note initial setup can be complex, the clear interface, customizable templates, and automated reporting simplify planning. Overall, Una supports more efficient and informed decision-making across finance teams.
Una Specifications
- Reporting And Analytics
- Sales Forecasting
- Collaboration Tools
- Customizable Dashboards
What Is Una?
Una is an AI-native performance planning platform that helps finance and operations teams consolidate financial, revenue, and operational data. It enables accurate budgeting and forecasting while improving decision-making. Users can leverage automated reporting to reduce manual data work, scenario modeling to plan for different business outcomes, and customizable templates to standardize workflows. These features address common pain points like fragmented data, forecasting errors, and inefficient planning processes.
Una Pricing
Una offers customizable plans to suit different business needs.
Una Integrations
The platform integrates with several third-party applications and CRM systems, such as:
- Salesforce
- HubSpot CRM software
Who Is Una For?
Una is well-suited for a wide range of industries and sectors, including:
- Technology
- Financial Services
- Artificial Intelligence
- Data Management
Is Una Right For You?
Many finance and operations teams struggle with fragmented data and inaccurate forecasts. Una consolidates financial, revenue, and operational data, enabling smarter planning and scenario analysis. Its AI-native automation and customizable templates simplify complex workflows, while SOC 2 Type II compliance ensures data security. Trusted by customers like Adesso and InvestNext, Una is suited for organizations seeking reliable, integrated performance planning.
Still doubtful if Una software is the right fit for you? Connect with our customer support staff at (661) 384-7070 for further guidance.
Una Features
Data Consolidation and Connected Revenue
Una’s Connected Revenue integrates sales, marketing, and financial data into a single source of truth. It improves forecast accuracy, monitors deviations, and enables real-time revenue adjustments. Teams can analyze performance across the customer journey and make data-driven decisions.
Financial Planning & Analysis (FP&A)
Una’s FP&A unifies budgeting, planning, and forecasting with agile, revenue‑forward templates and dynamic modeling for real‑time performance insights. It supports advanced scenario analysis, AI‑augmented precision, and proactive variance tracking to improve plan accuracy and execution visibility.
Security and Data Protection
Una secures sensitive planning and revenue data with industry‑leading practices, including isolated tenant databases, AES‑256 and TLS 1.3 encryption, and granular role‑based access control. The platform supports SOC 2 and GDPR compliance, detailed audit trails, multi‑factor authentication (MFA), and robust backup and recovery procedures to ensure data integrity, visibility, and business continuity.
Budgeting And Forecasting
Una consolidates financial, revenue, and operational data to produce accurate budgets and forecasts. By allowing teams to model multiple scenarios and track variances in real time, users can make informed planning decisions, reduce forecasting errors, and align resources effectively across departments.
Pros And Cons of Una
Pros
Provides real-time budgeting and forecasting insights
Supports scenario planning for better decision-making
Offers automated reporting and visual dashboards
Cons
Limited public user review data available
May require training for advanced features
Una Reviews
Total 1 reviews
4
All reviews are from verified customers
Rating Distribution
5
Stars0%
4
Stars100%
3
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2
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1
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Share your experience
Small Business, 11-50 employees
“saves us time”
Pros
Bringing data together from across our tech stack is the biggest reason I enjoy using Una AI. It makes planning and reporting much faster and I really value the MCP feature because it lets me work with AI tools I already prefer like Claude. Having information pulled from different sources and kept consistently up to date is a huge advantage. I also like how quickly I can build visualizations inside it which makes the whole reporting process more efficient.
Cons
Before MCP was released making design changes to our financial model was difficult without help from the team. Now that MCP is available, that process has become much simpler.
Rating Distribution
Ease of use
10
Value for money
8
Customer Support
10
Functionality
9
Frequently Asked Questions
Does Una offer an API?
No, Una does not offer an API.
Who are the typical users of Una?
Typical users include finance, revenue, and operations teams across industries such as technology, professional services, and enterprise businesses.
What language does Una support?
The software supports English only.
What level of support does Una offer?
Una provides customer support through online resources, email, and dedicated account management for enterprise customers.
Does Una have a mobile app?
No, Una is currently available as a web-based platform accessible via desktop browsers.
What other apps does Una integrate with?
Una integrates with popular CRM, ERP, and operational tools such as Salesforce and HubSpot.
What types of Una price plans are available?
Una offers customizable plans to suit different business needs. Contact us to request a personalized Una cost quote based on your institution's requirements.