We spoke with Una about how organizations are approaching modern FP&A workflows and where AI is beginning to reshape planning processes.
For someone hearing about Una for the first time—what do you actually do, in plain English?
The platform helps finance teams centralize planning, forecasting, and financial modeling in a more connected environment. By combining AI-driven workflows with real-time financial and operational data, it’s designed to reduce manual planning work and make forecasting more adaptable as business conditions change.
What’s breaking (or slowing down) for finance teams today—and why is it becoming harder to ignore?
Finance teams are still relying heavily on spreadsheets and fragmented data sources to manage planning and forecasting. That can create version control issues, slow down updates, and make it difficult to respond quickly when assumptions change.
At the same time, traditional FP&A implementations can take months to configure, which makes it harder for organizations to adapt at the pace modern businesses now require. As forecasting cycles become more continuous, finance leaders are under growing pressure to deliver faster, more reliable insights.
Who tends to get the most value from this—and where does it typically click fastest?
Organizations trying to move beyond spreadsheet-driven planning without taking on lengthy enterprise implementations tend to see the clearest alignment.
This tends to be especially relevant for CFOs, FP&A leaders, and finance teams that need more flexibility around forecasting, scenario planning, and cross-functional coordination across revenue and operational data.
If a finance team started using your approach tomorrow, where would they feel the impact first?
The first noticeable shift comes from reducing the manual effort involved in consolidating and updating forecasts. Teams can connect live operational and CRM data directly into planning workflows, making forecasting cycles more continuous instead of periodic.
Also teams tend to see quick improvements in collaboration and workflow coordination, particularly when collecting inputs across departments or adjusting models without relying heavily on technical teams.
How does this fit into the existing finance tech stack—and how does it hold up as the business grows?
The platform is built to support integrations across finance, FP&A, CRM, and go-to-market systems, Una allows planning models to stay connected to real-time operational data rather than static reports.
As businesses continue to grow, the underlying architecture is designed to support additional entities, product lines, and reporting dimensions without requiring major system restructuring.
Explore More at the Finance & Accounting Technology Expo (FATE) 2026
Meet Una at FATE 2026 (Nov 18–19, NYC)—a curated, high-signal environment where finance teams can compare solutions side-by-side, see how real workflows operate, and evaluate what fits their business.
