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.
Schedule DemoForecasting time saved per month — more in quarterly and annual reports — so finance spends more time adjusting assumptions and acting on changes.
Una AI incorporated the logic of Northspyre's existing Excel model and layered AI on top — no rebuild, no rigid template.
Flux analysis, variance review, and departmental commentary at month-end, with significant time savings in reporting and explaining changes.
We now spend more time actually forecasting and adapting our plan.
Northspyre is a leading real estate SaaS platform for complex development projects across North America, helping developers streamline capital planning, vendor management, and cost control from acquisition through stabilization. Internally, however, finance relied on a single, overloaded 150 MB Excel model for all budgeting and forecasting. Planning was centralized and finance acted as a gatekeeper: department leads had no self-serve access to real-time insights, board reporting was built on static snapshots with no automated variance commentary, and forecasting was reactive, with hours spent consolidating data manually.
Operational complexity was growing faster than a lean team — responsible for management reporting, headcount and capacity planning, budgeting, revenue modeling, cash flow, and scenarios — could scale to match. Slow reporting carried a strategic cost. As Walls put it: "We lost credibility the longer we took to tell our story, and also the ability to act."
Northspyre needed more than a larger spreadsheet. After exploring tools that could scale finance operations without scaling headcount, the team — led by Head of Finance Jacob Walls — chose a platform that could preserve the logic of the finance team's existing model while bringing revenue, operational, and financial planning into one connected environment.
A key differentiator was Una AI's ability to work from the finance team's own model. Walls described the approach directly: "Una AI went beyond integration — they deeply understood our model, wove it into the fabric of the product, and elevated it with an AI layer of their own."
Today, Northspyre uses Una AI across headcount and capacity planning, forecasting, budgeting, workforce and HR planning, revenue modeling, scenario planning, and AI predictive forecasting — replacing Excel-driven forecasting with real-time, AI-driven modeling and automating dynamic expense and headcount planning. The implementation was deliberately lean and built around Northspyre's real-world use cases, and the two companies continue to collaborate on agentic AI capabilities such as voice querying, anomaly detection, and proactive insights.
With Una AI supporting the planning process, finance spends less time getting to a forecast and more time forecasting, adjusting assumptions, and adapting the plan. Department leads no longer wait on finance as an intermediary to understand their financial impact, and the team has more time to analyze changes and support decisions.
The shift also allowed finance to scale without building a large department. "I still have a relatively small team, which is something I'm actually proud of today," Walls said. Northspyre now has a more scalable, increasingly agent-led planning process while keeping finance lean.
We want something that can be operated out of a two-person system — everything else should be agent-based.
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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