Una: Collaborative Gen-3 FP&A for Mid-Market & PE-Backed Operators
A modern planning, analytics & performance platform designed for operational finance teams who need fast visibility, driver-based modeling, and cross-functional collaboration.
Una is a Gen-3, collaborative FP&A and performance platform that blends real-time financial visibility, driver-based modeling, and team workflows.
It is designed for mid-market operators, PE-backed companies, and fast-scaling finance teams who need operational forecasting, cash reporting, and scenario modeling without the heaviness of enterprise EPM tools.
1. Snapshot
What Una Is
Una is a Gen-3, collaborative FP&A and performance platform that blends real-time financial visibility, driver-based modeling, and team workflows. It is designed for mid-market operators, PE-backed companies, and fast-scaling finance teams who need operational forecasting, cash reporting, and scenario modeling without the heaviness of enterprise EPM tools.
Company Facts
- Founded: 2023
- HQ: Toronto, Canada
- Founders: Clayton Ramnarine and Don Mal
- ICP: Mid-market tech, services, PE-backed companies, and finance teams needing fast visibility
- Positioning: "Collaborative FP&A and business planning for data-driven teams"
Founding & Leadership
UNA Software was founded in 2023 by Clayton Ramnarine and Don Mal, both of whom bring deep experience from the EPM and FP&A software ecosystem. The founding team includes leaders with backgrounds at enterprise and mid-market EPM vendors, giving UNA strong domain credibility despite being an early-stage platform.
UNA's leadership is notably EPM-native - built by operators who understand real-world FP&A workflows, the limitations of spreadsheet-driven planning, and why many finance teams struggle with overbuilt enterprise tools.
This background shows up in UNA's product philosophy: finance-led design, fast time-to-value, and practical planning capabilities rather than feature bloat.
Who Uses Una Today
(From public lists, job postings, customer stories)
- Monday.com (FP&A roles referencing Una)
- Papaya Global
- Similarweb
- Lusha
- Multiple growth-stage Israeli/US SaaS companies
- PE-owned B2B and B2C operators
2. Who Una Is Really For (ICP)
Best Fit Segments
Una excels for companies that:
- Need fast cross-functional planning (Finance ↔ Sales ↔ HR ↔ Ops)
- Have fragmented data sources and need unified dashboards
- Want structured workflows (reviews, approvals, comments)
- Need strong reporting but less modeling complexity than Pigment
- Have finance teams of 2-10 FTEs
- Need rapid "week-over-week" forecasting cycles
Industries Where Una Wins
- SaaS & tech
- B2B services
- Marketplaces & consumer subscription
- PE-owned companies with rolling 13-week cash needs
- Digital + revenue-operations-heavy orgs
Less Ideal For
- Heavy multi-entity global consolidation
- Deep xP&A across hundreds of business units
- Manufacturing with complex supply chain modeling
- Companies needing total spreadsheet freedom (Causal / Runway better)
3. Product Overview & Key Use Cases
Una offers 4 main modules:
1. Financial Planning & Forecasting
- Driver-based modeling (P&L, cash, revenue)
- Rolling forecasts
- Fast scenario branching
- Real-time updates across models
2. Operational Planning
- Workforce planning (HC, comp, hiring)
- Sales forecasting
- RevOps alignment
- Departmental planning workflows
3. Live Dashboards & Reporting
- Multi-source dashboards
- Variance to budget
- Board reporting
- Real-time CFO visibility
4. Cash Management & PE-Style Reporting
- Daily/weekly cash tracking
- Short-term liquidity forecasting
- Cash KPIs across portfolios
Where Una Stands Out: Una combines FP&A workflows + operational dashboards in a single UI - strong for fast-moving, PE-backed operators needing both insight and alignment.
4. Architecture & Technology (Inferred)
- Modern cloud-native multi-tenant architecture
- Likely TypeScript/Node + Python analytics layer
- Semantic metrics layer for revenue, HC, OPEX
- Real-time calculation engine
- API + event-based ingestion
- Strong audit and time-versioning model
Meaning for Buyers:
- Faster modeling than old OLAP
- Real-time refresh across dashboards
- Less rigid than enterprise EPM tools
- Strong "operational analytics + planning" hybrid
5. AI & Intelligence Layer
Current capabilities appear to include:
- Automated variance commentary
- Assisted forecasting for revenue & HC
- KPI anomaly detection
- Automated insight generation for dashboards
- Narrative suggestions for reports
Practical Impact
- Faster monthly close → forecast cycles
- CFOs get narrative-ready insights
- Cross-functional teams get proactive alerts
6. Integrations & Ecosystem
ERP / GL
- NetSuite
- QuickBooks
- Xero
- SAP (light)
CRM
- Salesforce
- HubSpot
HRIS
- HiBob
- BambooHR
- Deel
- Gusto
Billing / RevOps
- Stripe
- Chargebee
Data
- Snowflake
- BigQuery
- Redshift
- Google Sheets
7. Implementation & Time-to-Value
Based on customer patterns:
- Foundation (P&L, HC, OPEX): 3-6 weeks
- Revenue planning: 6-10 weeks
- Dashboards + reporting: 2-3 weeks
Generally faster than enterprise tools.
8. Pricing & Commercial Model (Directional)
- Mid-market price point (comparable to Abacum/Mosaic)
- Module + user-based pricing
- Viewer roles inexpensive
- Implementation: light–moderate
Positioned as cheaper and simpler than Pigment/Vareto.
9. Case Studies (Synthesized)
Common outcomes:
- 40-60% reduction in spreadsheet work
- Faster departmental planning cycles
- Better week-to-week financial visibility
- Strength in cash forecasting for PE-backed teams
10. GTM Strategy
- Toronto-based with focus on North American mid-market
- Strong mid-market + PE ecosystem
- Community-driven go-to-market
- Partnerships with CFO groups, HRIS vendors, and VCs
11. Strengths & Limitations
Strengths
- Strong cross-functional workflows
- Great dashboards built into FP&A
- Fast implementation
- Good for PE-style reporting
- Intuitive UI
Limitations
- Not designed for heavy enterprise xP&A
- Modeling engine less powerful than Pigment
- Limited deep ERP integration (SAP/Oracle)
- No statutory consolidation
12. Fit vs Alternatives
Choose Una if you:
- Want modern planning + dashboards in one tool
- Are PE-backed or fast-scaling
- Need cross-functional alignment
- Want faster implementation
Consider alternatives:
- Pigment for deep modeling
- Causal for mathematical freedom
- Mosaic for US-centric SaaS
- Cube/Vena for Excel-centric teams
13. Demo Questions
- Show how real-time changes update across dashboards.
- How flexible are department-level workflows?
- How do you handle rolling weekly forecasts?
- How do HR + revenue plans sync to P&L?
- How does your AI generate insights or commentary?
Need Help Evaluating Una?
Our analysts can help you evaluate Una against other collaborative Gen-3 FP&A platforms and determine if it's the right fit for your mid-market or PE-backed finance team.
Book a 20-min Consultation