Una

Una is an AI-powered Performance Planning and Financial Planning & Analysis (FP&A) platform designed to bridge the gap between strategic planning and operational execution. Unlike legacy FP&A tools that often focus on historical costs and expense management, Una places revenue intelligence at the center of the planning process. By integrating real-time data from sales, marketing, and finance, Una ensures that company plans are grounded in accurate, reliable revenue insights rather than optimistic estimates. This revenue-forward approach allows organizations to optimize resource allocation, enhance forecasting accuracy, and drive predictable, profitable growth across the enterprise. The platform is built on a modern, AI-native architecture that features "Performance Planning," a proprietary methodology that unifies financial and operational planning with real-time execution tracking. Key components include dynamic templates that automatically adapt to market changes—such as the addition of new products, markets, or organizational restructures—without the need for disruptive and costly software customizations. Additionally, Una’s performance driver and action tracker tools enable leadership teams to assign accountability and monitor progress toward strategic goals in real-time, ensuring that every plan is translated into measurable business results.

Una’s competitive advantage is defined by its "Revenue-Forward" philosophy and its AI-native architecture, which distinguishes it from legacy FP&A incumbents like Adaptive Planning or Anaplan. While traditional tools are built around expense management and static hierarchies, Una integrates directly with the Go-To-Market (GTM) stack—including Salesforce, HubSpot, and NetSuite—to place revenue intelligence at the core of every financial model. This results in forecasts that are significantly more accurate because they account for the entire customer journey, from lead generation to renewal. Another major differentiator is Una's "Dynamic Dimensionality." In legacy systems, changing a business dimension often requires a total model rebuild or expensive consulting hours; in Una, dynamic templates adjust automatically to structural changes, allowing finance teams to maintain agility without technical debt. Furthermore, Una is one of the few platforms to embed execution accountability directly into the planning interface. Its "Action Tracker" transforms a passive financial document into an active management tool, where variances from the plan automatically trigger alerts and assigned follow-up tasks. This closing of the loop between planning and execution is unique in the market. Finally, Una’s leadership team comprises the same individuals who built and scaled market leaders like Vena Solutions and Prophix, ensuring the platform is built with deep domain expertise and a focus on solving the real-world frustrations of modern finance professionals.

• SMB
• Mid-Market
• Enterprise