Overview
Una is a next-generation AI-powered FP&A platform designed to help CFOs and finance teams move faster, forecast more accurately and drive measurable business outcomes. Unlike traditional budgeting tools that focus on backward-looking reporting, Una positions financial planning at the center of business strategy by unifying financial, revenue and operational planning in a single platform. The solution features an AI-driven assistant that uses natural language queries to surface insights, embedded business intelligence for real-time decision-making and predictive forecasting that integrates operational and revenue data.
Una is built for modern finance teams that need agility in planning cycles, accuracy in revenue-influenced forecasting and accountability in execution. The platform emphasizes quick implementation (weeks, not months), ease of use (no SQL required) and strong out-of-the-box value through pre-built templates and dimension-aware reporting. Founded by finance technology veterans (CEO Michael Morrison previously led Fluence and Jirav, both acquired in recent years), Una targets mid-market to enterprise organizations seeking to replace legacy planning tools with a cloud-native, AI-enhanced alternative.
CFO Take
Una represents a compelling next-generation FP&A platform with strong AI capabilities, rapid implementation and focus on revenue-influenced planning. However, as a newer vendor (funded 2024, launched 2025), it lacks the customer base and analyst recognition of Anaplan or Adaptive Planning. Best suited for growth-stage companies (Series B+, $50M–$500M revenue) that value speed, modern UX and AI-native features over market maturity or industry analyst recognition.
Snapshot
Notable Target Markets
Ideal Customer Profile
Best For
- Growth-stage companies (Series B–D) seeking to modernize financial planning with AI capabilities
- Organizations that value rapid implementation cycles and revenue-centric forecasting
- Teams prioritizing speed, modern UX and out-of-the-box value
- Finance operations that need to transition from annual planning to rolling forecasts
Less Ideal For
- Large enterprises with highly complex, legacy-dependent planning processes
- Organizations that prioritize Gartner recognition and established market presence
- Companies where intercompany accounting and statutory consolidation are primary requirements
- Organizations requiring extensive custom business logic or non-standard workflows
Product Capabilities
AI-Powered Planning Engine
Natural language AI assistant enables finance teams to query data, generate forecasts and surface insights without SQL knowledge. Predictive modeling automates revenue and expense forecasting by integrating operational metrics with financial data.
Unified Planning Module
Consolidates financial, revenue and operational planning in a single platform. Dimension-aware reporting allows drilling through multiple layers of planning data. Real-time collaboration enables cross-functional alignment on plans.
Pre-built Templates
Industry and function-specific templates accelerate implementation. Role-based planning interfaces (sales, operations, finance) reduce configuration time and improve user adoption.
Real-time BI & Dashboards
Embedded business intelligence provides immediate visibility into plan vs. actuals. Interactive dashboards enable scenario modeling and what-if analysis without manual spreadsheets.
Data Integration
Native connectors to ERP, CRM, HCM and data warehouse systems. Automated data refresh ensures planning reflects current operational reality.
Scenario Planning & Modeling
Multi-scenario planning enables comparison of strategic alternatives. Driver-based modeling automatically cascades changes through planning hierarchy.
Una's AI-native architecture and rapid implementation (weeks vs. months) make it uniquely positioned for fast-growing companies that need to modernize financial planning without extensive professional services or custom development.
Architecture
Una is built on a modern cloud-native architecture designed for speed, scalability and AI integration. The platform separates planning logic from data storage, enabling rapid feature deployment and seamless integration with existing financial and operational systems.
Key Architecture Points
- Microservices architecture enabling independent feature deployment and scaling
- Cloud-native SaaS (multi-tenant) with real-time data processing capabilities
- API-first design with extensive REST API for custom integrations and extensions
- Native connectors to major ERP (NetSuite, SAP, Oracle), CRM (Salesforce), HCM (Workday) and data warehouse platforms
- Real-time data ingestion from operational systems with automated refresh cycles
- Dimension-aware data model supporting unlimited hierarchies and cross-dimensional analysis
- Embedded analytics engine with in-memory processing for rapid scenario modeling
Architecture Limitations
Integration Depth with Legacy Systems
While Una supports major ERP connectors, integration complexity may increase for organizations with custom legacy systems or complex data transformation requirements.
Data Volume Scaling
Performance characteristics for very high-volume transactional data (100M+ rows) not yet extensively documented; optimization strategies for massive datasets still being refined.
Customization vs. Speed Tradeoff
The 'no-code' emphasis can limit flexibility for organizations requiring deep custom business logic or non-standard planning workflows.
AI Capabilities
Una is built as an AI-native platform from the ground up, with artificial intelligence embedded throughout the planning workflow rather than bolted on as an afterthought. The AI assistant is designed to democratize financial planning by enabling non-technical users to generate forecasts and surface insights.
Core AI Features
- Natural language query interface—Ask questions of planning data using plain English; AI translates to backend queries
- Predictive forecasting—ML models analyze historical patterns and operational drivers to generate revenue and expense forecasts
- Anomaly detection—Automatically identifies unusual variances and changes in planning data patterns
- Automated insights generation—Proactively surfaces trends, risks and opportunities within planning data
- Intelligent recommendations—AI suggests planning adjustments based on historical performance and industry benchmarks
- Scenario optimization—Evaluates multiple planning scenarios and recommends optimal strategic alternatives
Una's AI capabilities are most impactful when fed with rich operational data (e.g., sales pipeline, customer metrics, product usage) that correlate with financial outcomes. Organizations with data-driven cultures and clean operational data streams will see faster ROI from AI features. However, the platform provides strong value even without advanced AI usage through its core planning capabilities.
Integrations
Una's API-first architecture enables broad integration with financial and operational systems. Pre-built connectors accelerate implementation with common platforms, while REST APIs enable custom integrations for specialized systems.
Enterprise Resource Planning
Customer Relationship Management
Human Capital Management
Data Warehouses & Analytics
Business Intelligence
Data Integration Platforms
Limited connectors for specialized domain systems (e.g., healthcare billing, insurance platforms); custom integration for non-REST-enabled legacy systems may require professional services; real-time bidirectional sync with some ERP modules still being developed.
Implementation
Una's implementation methodology emphasizes rapid deployment and business value within the first planning cycle. The 'weeks not months' approach relies on pre-built templates, guided setup and avoiding extensive customization. Typical implementations span 4–8 weeks from project kickoff to first plan.
Discovery & Setup
Week 1–2- Assess current planning processes, define stakeholders, select industry template, configure organizational structure and planning dimensions, map data source connections.
Data Integration & Validation
Week 2–4- Activate data connectors, validate data quality and transformation, establish data refresh schedules, perform reconciliation with current financial systems.
Planning Configuration
Week 3–5- Define planning drivers and assumptions, configure role-based planning interfaces, build planning workflows and approval chains, set up KPI dashboards.
Pilot & Optimization
Week 5–7- Execute first planning cycle with pilot group, gather feedback, optimize workflows and dashboards, refine data transformations, train end users.
Full Rollout & Adoption
Week 7–8- Activate for all planning stakeholders, monitor system performance and user adoption, provide ongoing support and training, schedule post-implementation review.
Success with Una depends heavily on clear planning process definition and stakeholder alignment before configuration. Organizations that enter implementation with undefined processes or unclear planning ownership often experience delays. Pre-planning work to define process, structure and data sources is critical.
Pricing
Una uses a per-user subscription model with transparent, consumption-based pricing. There are no hidden professional services requirements, though implementation support is available. Pricing scales with company size and planning complexity.
Pricing Structure
- Per-user subscription: $10K–$50K per user annually depending on usage tier and data volume
- No hidden fees: No setup fees or implementation charges; customers can self-implement using templates
- Optional professional services: $50K–$200K depending on scope and complexity
- Volume discounts: Available for larger user bases
- Unlimited scenarios: No per-scenario or per-calculation charges; unlimited planning scenarios and modeling
- Predictable pricing: No surprise overage charges for data or system usage
Case Studies
Growth-Stage SaaS Company
Series C SaaS startup
Challenge
Planning cycle from 6 weeks to 2 weeks
Outcome
Replaced legacy spreadsheet-based planning with Una's unified platform
Impact
First full planning cycle completed in 3 weeks vs. historical 6–8 weeks
Mid-Market B2B
Enterprise with $200M revenue
Challenge
Connected Salesforce, NetSuite and Workday data for unified view
Outcome
Used Una's AI assistant to identify revenue drivers and forecast scenarios
Impact
Reduced forecast error by 35% through ML-driven modeling vs. manual estimates
E-commerce Brand
DTC company
Challenge
Implemented rolling 13-week forecast with operational integration
Outcome
Integrated Una with marketing spend, inventory and customer acquisition data
Impact
Reduced planning meeting time by 60% through automated reporting
Common Outcomes
Planning cycle acceleration: 50–75% reduction in time to complete plan
Forecast accuracy improvement: 25–40% reduction in variance between plan and actuals
Process automation: 70–80% reduction in manual data consolidation and reconciliation
Planning frequency increase: Enable monthly or rolling forecasting vs. annual only
Stakeholder engagement: 2–3X increase in participation in planning discussions due to improved UX
Strategic focus: Finance team reposition from operational reporting to strategic planning
Strengths
AI-native architecture
Democratizes financial planning for non-technical users
Fastest time-to-value
4–8 weeks typical implementation vs. 6+ months for legacy tools
Modern, intuitive UI
Strong out-of-the-box value through templates
Revenue & operational integration
Excellent for growth companies needing cross-functional planning
Clean architecture
API-first design enables broad integrations and custom extensions
Modern finance focus
Rolling forecasts, monthly planning, real-time dashboard capabilities
Transparent pricing
Rational cost structure with no hidden fees or required professional services
Experienced leadership
Founded by finance technology veterans with proven track record
Limitations
Early-stage vendor
2024–2025 launch with limited customer base and analyst recognition vs. Anaplan/Adaptive Planning
No-code emphasis
Can limit flexibility for organizations needing deep customization or non-standard workflows
Consolidation maturity
Intercompany accounting less mature than purpose-built consolidation tools
Industry vertical depth
Limited vertical-specific capabilities vs. specialized solutions (healthcare, pharma, telecom)
Services ecosystem
Professional services partners still developing; fewer implementation resources than legacy vendors
Extreme data volumes
Performance optimization for 100M+ row datasets still being refined
Enterprise governance
Less mature audit trail and governance capabilities vs. legacy enterprise tools
Demo Questions
Planning Workflow Setup
Q: How quickly can we set up a revenue plan using pre-built SaaS templates?
Expected: What's the expected timeline for a growth-stage company to activate the first plan?
Q: Walk me through role-based interfaces—sales planning vs. finance planning.
Expected: How do you ensure consistency between sales and finance plans when teams update independently?
Q: How do you handle multiple levels of review and rework?
Expected: Can we set up approval workflows with conditional routing based on business rules?
Q: Can we set up a rolling 13-week forecast? How is that different from annual planning?
Expected: How do you archive historical forecasts and compare plan accuracy over time?
Data Integration & Real-Time Refresh
Q: Show me how pipeline data flows into revenue planning automatically from Salesforce.
Expected: How frequently can data refresh? Are there API rate limits or latency concerns?
Q: How do you handle reconciliation when pulling from multiple systems?
Expected: What's your approach to data quality and validation before planning data is used?
Q: How quickly does planning refresh when someone changes data in Salesforce?
Expected: Can we schedule data refresh at specific times to avoid system load?
Q: Can we map custom CRM fields into planning dimensions?
Expected: What's the process for adding new data sources or custom integrations?
AI-Powered Planning
Q: Walk me through how your natural language interface works.
Expected: What questions can I ask the AI? Can it generate formulas or just surface insights?
Q: What data does predictive forecasting use? How do you validate forecast accuracy?
Expected: How often do you retrain models and incorporate new patterns?
Q: How does anomaly detection work and can we adjust sensitivity or configure rules?
Expected: Does it alert automatically or require manual review?
Q: Do we need a data science team or is AI built for business users?
Expected: What's the learning curve for finance teams to leverage AI features effectively?
Scenario Planning & What-If Analysis
Q: Show me how to build multiple scenarios and compare them side-by-side.
Expected: Can we maintain 50+ scenarios simultaneously and branch from existing scenarios?
Q: How do assumptions cascade through the plan when I change one variable?
Expected: Can we control cascade depth and selectively override assumptions?
Q: Can we save scenarios and revert to previous versions?
Expected: How does version control work? Can we track who made changes and when?
Q: How quickly can we run what-if analysis on our $50M revenue plan?
Expected: Are there known performance cliffs or dataset size limitations?
Dashboards & Reporting
Q: Walk me through creating a dashboard comparing plan vs. actuals by business unit.
Expected: Can we customize dashboard widgets or do they follow fixed templates?
Q: What real-time data sources feed your dashboards?
Expected: How fresh is actuals data and can we refresh on demand?
Q: How quickly can we refresh a 100-chart dashboard with updated actuals?
Expected: Are there latency concerns for large-scale dashboards?
Q: Can we embed planning data in Tableau or Looker using your API?
Expected: What's the API rate limit and data export options?
Implementation & Getting Started
Q: Walk me through your typical 4–8 week implementation timeline.
Expected: What does our team need to do vs. Una's implementation team?
Q: Which templates would apply to our business model?
Expected: Can we customize templates or do we need to work with a base template?
Q: How much customization would we need for multi-brand, multi-geography structure?
Expected: Does customization extend implementation timeline or pricing?
Q: What support and training do you provide during and after implementation?
Expected: Is post-go-live support included in licensing or billed separately?
Frequently Asked Questions
How does Una compare to Anaplan or Adaptive Planning?
Una is a next-generation platform vs. Anaplan/Adaptive Planning's market-leading incumbents. Key differences: Una implements 4–8 weeks vs. 6+ months, Una is AI-native while Anaplan/Adaptive have bolted-on AI, and Una emphasizes modern FP&A practices (rolling forecasts, operational integration) while Anaplan/Adaptive optimize for annual planning. Trade-off: Anaplan/Adaptive have larger customer bases and deeper analyst coverage; Una has faster time-to-value and better modern UX. Best for growth-stage companies valuing speed; Anaplan/Adaptive better for large enterprises prioritizing vendor maturity.
Can Una handle multi-currency and multi-entity consolidation?
Una supports multi-currency planning and multi-entity roll-ups through its dimension-aware model. However, consolidation and intercompany accounting are not as mature as purpose-built consolidation tools like Wdesk. If consolidation is a primary use case (vs. planning), consider pairing Una with a specialized consolidation solution or evaluating alternatives.
How much of the implementation can we do ourselves vs. needing professional services?
Una's methodology emphasizes self-service implementation using pre-built templates and guided setup. Most organizations can complete implementation without professional services, though optional implementation services are available ($50K–$200K depending on scope). Organizations with standard business models and clean data sources can self-implement; those with significant customization needs may benefit from professional services.
What happens if we outgrow Una? Can it scale with us?
Una's SaaS infrastructure scales to enterprise-sized organizations. However, as a relatively new vendor (2024–2025), its extremely large customer base and track record at billion-dollar-revenue scale is still developing. If scaling to extreme size (10B+ revenue) is a concern, note that larger organizations might outgrow the platform's optimization envelope or require capabilities still in development.
Does Una replace Excel and Anaplan, or does it complement them?
Una's goal is to replace Excel-based planning and to be a primary alternative to Anaplan/Adaptive Planning. However, some organizations use Una for operational planning and maintain a separate tool for consolidation or statutory reporting. Most effectively used as a single system of record for planning.
How does Una's AI actually work? Do we need data scientists?
Una's AI is embedded in the platform and designed for business users (no data science required). The AI includes natural language interface (ask questions in English), predictive forecasting (auto-models historical patterns and drivers) and anomaly detection. However, AI is most effective when fed with rich operational data. Organizations with strong data integration will see faster ROI from AI features than those relying solely on financial data.
What integrations are included in the base product?
Una includes pre-built connectors for major platforms: Salesforce, NetSuite, SAP, Oracle, Workday, Snowflake and BigQuery among others. Additional integrations are available through REST API and integration partners. Specialized or legacy systems may require custom integration development.
How does Una handle plan versioning and scenario comparison?
Una maintains unlimited plan versions and scenarios with instant comparison capabilities. You can run side-by-side what-if analysis, revert to previous versions and baseline against actual results. Scenario planning is a core strength of the platform with no artificial limits on number of plans you can maintain.
Is Una a better choice for SaaS companies specifically, or works for all verticals?
Una is optimized for SaaS and modern growth companies but works across verticals. Pre-built templates emphasize subscription revenue, ARR, cohort analysis and churn forecasting—which gives SaaS companies a head start. However, the platform is flexible enough for manufacturing, services, DTC retail and other business models. Configuration effort increases for specialized verticals.
How does Una's pricing compare to Anaplan or traditional budgeting tools?
Una typically costs $10K–$50K per user annually depending on tier (vs. Anaplan $15K–$80K+ and traditional tools $5K–$30K). However, Una's faster implementation (weeks vs. 6+ months) and lack of mandatory professional services often result in lower total cost of ownership. Calculate TCO including implementation services, training and deployment time to compare fairly.
Ready to explore Una?
Whether you're evaluating next-generation FP&A or planning a modern financial platform, Una merits serious consideration for rapid implementation and AI-driven forecasting.