Combined reports, hours back every month, and a scalable foundation in place before Great Plains retires.
Schedule DemoCombining previously separate data sources cut the accounting manager's report generation by four to five hours every month.
Users moved from 13-month, line-level reports of roughly 20,000 data points to focused, decision-ready reporting.
Reporting standards and a scalable platform in place before Great Plains and Management Reporter retire — not after.
Una AI showed us live AI generating results in real time. Everyone else led with pre-canned dashboards and treated AI as a secondary feature.
Verst Logistics is a leading third-party logistics provider delivering integrated warehousing, fulfillment, packaging, and transportation across the retail, food & beverage, and industrial sectors — a business where profitability turns on dynamic variables like labor utilization, storage capacity, transportation mix, and customer-level service requirements. Internally, finance ran on monthly Excel reporting built on Great Plains and Management Reporter, both scheduled for retirement within roughly two years.
Rather than let the ERP change force the issue, Nicholas Reid set out to migrate reporting first, establishing standards and improving the chart of accounts ahead of the transition. The legacy setup carried familiar costs: siloed reporting, weak version control, and manual data crunching, with users accustomed to 13-month, line-level views of roughly 20,000 data points. Meanwhile, operational metrics sat disconnected from financial planning, limiting visibility into profitability drivers — including customer-level margins.
Enterprise suites like Workday Adaptive were set aside as too large to digest; the deep dive covered Vena, Planful, Datarails, and Una AI before a final decision between Planful and Una AI. The bar was high: modern reporting with dashboards and widgets, cloud accessibility across multiple organizations, integration of multiple data sources, and deeper margin visibility through driver-based modeling tied to volume, utilization, labor, and service mix — without complex spreadsheet engineering.
Una AI was the clear winner. Where legacy platforms treat AI as a bolt-on — a recipe for hallucination and integration issues — Una AI's core structure is built to leverage it, and the demo showed live AI generating results in real time rather than pre-canned dashboards. Two capabilities topped Nicholas's list: customized widgets built on defined terms to minimize hallucination risk, and the MCP server, which lets AI build content securely within the software's structure instead of producing fragile spreadsheet formulas.
Since going live, Verst has combined data from two sources for the first time, saving the accounting manager four to five hours per month on report generation — with more expected from standardized templates and version control. The business case is playing out: siloed reporting eliminated and manual data crunching handed to AI, freeing the FP&A team for business partnership and analysis.
The bigger challenge wasn't technical — it was trust. Users comfortable with 20,000-data-point views needed convincing on a new platform, on AI, and on data security. Time in the tool has done the convincing.
An excellent product on an AI-native foundation — that's a platform that pulls further ahead every year.
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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