Freedom251 › Financial Planning & Analysis Software
Una AI
by Una AI
What Una AI is
Una AI is a paid financial planning and analysis platform for finance teams, available through an API and web portal. It covers budgeting, forecasting, financial reporting, revenue planning, workforce planning, integrated business planning, variance analysis, and scenario modeling. Its AI Supervisor coordinates specialist agents for planning, analysis, model creation, data queries, monitoring, navigation, and document questions. An agent can convert an existing Excel workbook into a multidimensional model with dimensions, hierarchies, and calculations. Users can work in the portal, Excel through UnaXL, or conversationally through Claude or another large language model. Una says it supports more than 100 finance and go-to-market integrations with two-way synchronization, using real-time, batch, or manual pushes. Workflow tools include routing, approvals, dependencies, anomaly checks, audit trails, and notifications through Slack, Microsoft Teams, or email. Security features include tenant-separated databases, SOC 2 Type II, AES-256, TLS 1.3, role-based permissions, and multi-factor authentication. Pricing is available on request.
Who it suits
Una AI suits finance teams that need budgeting, forecasting, workforce planning, reporting, and scenario work in one platform. It may also fit organizations wanting Excel, web, API, or conversational access.
What it does well
- Covers budgeting, forecasting, reporting, and scenario modeling
- Supports more than 100 finance and go-to-market integrations
- Offers Excel access through UnaXL
- Includes workflow approvals, routing, and audit trails
- Provides role-based permissions and multi-factor authentication
What to know first
- Paid product with pricing available on request
- No subscription prices or trial terms are stated
- Conversational access depends on Claude or another LLM
Verdict
Una AI brings broad financial planning coverage together with AI agents, integrations, and workflow controls. Teams should request a demo and pricing details before choosing it.
Facts from Una AI's own pages
- Access controls
- The security page says Una provides role-based permissions and enforces multi-factor authentication. · una.ai, 12 Oct 2026
- AI agents
- Una describes a supervisor that coordinates specialized agents for planning, analysis, model creation, data queries, monitoring, navigation, and document questions. · una.ai, 11 Oct 2026
- AI assistants
- Una lists a Supervisor, Planner Agent, Analyst Agent, Modeler Agent, Query Assistant, Discovery Assistant, Navigation Assistant, and Document Assistant. · una.ai, 12 Oct 2026
- Budgeting
- Yes · una.ai, 22 Sept 2026
- Company and location
- Una identifies its maker as Una Software Inc. and lists its location as Toronto, Ontario, Canada. · una.ai, 12 Oct 2026
- Compliance
- Una says it adheres to SOC 2 and GDPR standards and provides activity logs and audit trails. · una.ai, 11 Oct 2026
- Deployment
- Una’s homepage describes a four-week path to value and contrasts it with legacy FP&A implementations that take months. · una.ai, 11 Oct 2026
- Deployment claim
- Una describes a four-week path to value and says its AI-driven onboarding and pre-built templates can deliver value in under 30 days. · una.ai, 12 Oct 2026
- Forecasting
- Una says its predictive engine updates forecasts continuously using real-time business data and flags risks and anomalies. · una.ai, 11 Oct 2026
- Forecasting and scenarios
- Its AI uses real-time business data for continuously updated forecasts and supports testing and comparing scenarios. · una.ai, 12 Oct 2026
- Headquarters
- Toronto, Ontario, Canada · una.ai, 28 Sept 2026
- Integrations
- Una says it supports over 100 integrations across finance and go-to-market systems, with bi-directional sync and real-time, batch, or manual push options. · una.ai, 12 Oct 2026
- Interfaces
- Una says users can work in its web portal, Excel through UnaXL, or conversationally with Claude or another LLM. · una.ai, 11 Oct 2026
- Model creation
- Una says an AI agent can turn an existing Excel workbook into a multidimensional model with dimensions, hierarchies, and calculations. · una.ai, 12 Oct 2026
- Planning
- The platform covers budgeting and forecasting, workforce planning, financial reporting, revenue planning, integrated business planning, and scenario modeling. · una.ai, 11 Oct 2026
- Planning coverage
- The platform covers budgeting and forecasting, financial reporting, workforce planning, revenue planning, integrated business planning, and scenario modeling. · una.ai, 12 Oct 2026
- Pricing and trial
- The pages reviewed direct prospective customers to schedule a demo and do not state product plan prices or trial terms. · una.ai, 12 Oct 2026
- Pricing availability
- The pages reviewed direct visitors to schedule a demo and do not state a subscription price. · una.ai, 11 Oct 2026
- Product
- Una describes itself as an AI-powered financial planning and analysis (FP&A) platform for finance teams and CFOs. · una.ai, 12 Oct 2026
- Sales and support
- The site invites prospective customers to schedule a demo and directs users with security questions to contact the company. · una.ai, 11 Oct 2026
- Scenario modeling
- Yes · una.ai, 22 Sept 2026
- Security
- Una states it uses a database-per-tenant architecture and AES-256 and TLS 1.3 encryption, and cites SOC 2 Type II and GDPR. · una.ai, 12 Oct 2026
- Variance analysis
- Yes · una.ai, 22 Sept 2026
- Ways to work
- Una says users can work in its web portal, Excel through UnaXL, or conversationally through Claude or another LLM. · una.ai, 12 Oct 2026