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.
Schedule DemoQuarterly re-forecasts that once required multi-day spreadsheet rebuilds now run on automated NetSuite actuals.
Time to go fully live with real data — versus 18 months spent on a prior tool that was ultimately abandoned.
Operating scale supported by a single financial model handling milestone-based hardware revenue across geographies.
The lightbulb moment came when we used the AI to generate waterfall charts for budget versus actuals. It made the data feel real in a way spreadsheets never could.
4AG Robotics designs, builds, and deploys autonomous robots for the commercial mushroom industry, with contracts ranging from $1M to $4M and operations active across three countries. Steven DeBoer, the VP of Finance and Business Operations, owned every forecast himself — annual budgets, quarterly re-forecasts, and board reporting all lived in Excel models he built and maintained alone.
Quarterly re-forecasts required multi-day rebuilds. Calculation errors were a real risk on contracts totalling hundreds of millions over multi-year terms. An 18-month attempt to implement a prior FP&A platform ended in full abandonment — the team returned to Excel and carried deep skepticism into any future evaluation. Steven needed a platform that was reliable, fast to prove value, and safe to bet on given that history.
After a thorough evaluation of available platforms, Steven selected Una. The Una team went on-site early to understand the business firsthand — the kind of hands-on, in-person engagement that stood in sharp contrast to the remote, promise-heavy approach that had derailed a prior implementation.
Once live, Una connected to NetSuite for automated Budget vs. Actual reporting and quarterly re-forecasting — and the team used Una's AI to generate waterfall charts for board reporting that brought the data to life in a way spreadsheets never had.
Una adapted seamlessly to 4AG's hardware revenue model, handling milestone-based recognition tied to robot shipment, commissioning, and acceptance events with ease. Beyond revenue recognition, the team also found significant value in leveraging Una's segmentation capabilities to track project-level spending, demonstrating the platform's flexibility across complex business models.
4AG went fully live in weeks — with real data, automated actuals, and board-ready reporting in place. Quarterly re-forecasting no longer requires multi-day rebuilds. AI agents now handle junior-level tasks like monthly transaction coding and first-pass variance analysis, reducing manual lift across the lean finance team. Team members can pull NetSuite data through Una's AI layer without knowing which reports to run.
Steven characterizes AI's role in finance as transformative — comparable to the industrial revolution. For 4AG, that shift is already underway: automating the mechanical work of forecasting frees the team to focus on the strategic decisions that matter for a fast-growing, multi-country business.
Una actually works the way we need it to. After what we went through before, being able to say that is not a small thing.
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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