Customer Stories

See how finance teams use Una AI to turn static planning into living forecasts and safely put AI to work.

How UpKeep Replaced Five Planning Spreadsheets with Real-Time FP&A

Five disconnected Google Sheets became one unified planning model for headcount, expenses, revenue, and cash — with monthly reforecasting done in an hour and scenario planning on demand.

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UpKeep's mobile-first platform powers work orders, preventive maintenance, and asset management for thousands of companies.

Real Estate Development Software

How Northspyre Escaped a 150 MB Excel Model — Without Abandoning the Logic Inside It

Una AI incorporated the logic of Northspyre's existing Excel model and layered AI on top — reclaiming 20 hours of forecasting time per month while the finance team stayed lean.

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Northspyre helps real estate developers make smarter investment decisions from acquisition through stabilization.

Industrial Automation

How 4AG Robotics Replaced Multi-Day Forecasting Sprints with a Living Financial Model

A lean finance team went from multi-day quarterly spreadsheet rebuilds to a single AI-driven model running on automated NetSuite actuals — live in weeks, across three countries.

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4AG Robotics builds autonomous harvesting robots for the commercial mushroom industry.

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Ready to take control of your budgeting, planning, forecasting and reporting? Schedule a demo and see how Una’s financial planning & analysis software can work for you.

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