A single, governed platform. Up and running in weeks. Easy from day one.
Una found a varianceNEEDS REVIEWMarketing Travel is $42.8K against a $15.5K plan (+176%), driven by the Q3 field event.
That's the choice most finance teams face today, and the real work ends up happening around the tool instead of in it.
Copies drift, nothing is audited, and the model works until the week the board pack is due.
Budgeting & forecasting →A long rollout, a dedicated admin, and AI bolted on as a chatbot over the grid.
Platform overview →A chat window has no lineage and no history, so the CFO is asked to sign a number nobody can trace.
AI governance →Una is the agent that lives inside your plan. It does the analyst work in minutes, shows you how it got there, and changes nothing until a person approves it.
Una web appExcelClaudeChatGPT“It knows how we want to forecast, it knows our inputs, and it reads the data in real time.”
UnaFY26 PlanAsked from ExcelQ3 opex is $96K over plan (+6.1%). Two drivers account for all of it, partly offset by hiring delays.
In the Una web app, Excel, Claude or ChatGPT, in plain language.
See the answer, the source data and every step Una took.
Nothing saves until a person signs off, and it's logged with their name.
Budget, reforecast, run scenarios on your data, including revenue, expenses, headcount and cash.
Una builds the first model from the workbook or legacy FP&A solution you already use, then maps your data and permissions around it.
4AG Robotics went live in weeks, after 18 months implementing another tool.
Read the story →Excel stays Excel. The web app, Claude and ChatGPT all compute on the same plan, under the same permissions.
Northspyre's Head of Finance runs his own Claude on the Una model.
Read the story →You decide where AI works and what it can see. Every change, by a person or by Una, is tracked and auditable.
SOC 2 Type II. Una acts with the user's permissions and never trains on your data.
Learn more →Founded by a co-founder of Vena Solutions and Fluence Technologies, with leaders from MindBridge AI, Prophix, Clarity Systems, Applix and IBM. They knew what to keep, what to make faster, and what to hand to AI.
Actuals flow in automatically, so nobody re-keys a number again.
Dynamics 365
A global news agency, a logistics provider and a software company — three very different models, the same result.
“Cash management is a big piece of the puzzle for us. Now we can change a number and see what it does to our cash position and our borrowing, without rebuilding a spreadsheet.”
“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.”
“Una avoids the rigid constraints of other software. We have dimensions and scenarios that are distinct to our business.”
See Una running on a plan like yours, with your Excel, your ERP and your AI, in a 30-minute demo.
