We spoke with Paylocity about how organizations are approaching spend automation and visibility across the business.
For someone hearing about Una for the first time—what do you actually do, in plain English?
The platform helps finance teams manage spending across corporate cards, expenses, bill payments, purchasing, and approvals in one place. By bringing these workflows together, it aims to reduce manual work, improve visibility, and create more consistent financial controls as organizations grow.
What’s breaking (or slowing down) for finance teams today—and why is it becoming harder to ignore?
When spend processes live across multiple systems, even routine tasks can become difficult to manage. Approvals get delayed, receipts go missing, duplicate payments occur, and reconciling transactions becomes more time-consuming than it should be.
These inefficiencies don’t just create extra work. They can also limit visibility into spending and make audits, reporting, and decision-making more challenging. As organizations operate with leaner teams and higher expectations, disconnected workflows become increasingly difficult to sustain.
Who tends to get the most value from this—and where does it typically click fastest?
As spend volume grows, maintaining visibility and control becomes increasingly difficult without connected workflows. The approach is particularly relevant for CFOs, Controllers, and accounting leaders focused on balancing efficiency, compliance, and spend visibility.
If a finance team started using your approach tomorrow, where would they feel the impact first?
One of the quickest wins is often simplifying the path from request to approval to payment. Rather than managing multiple tools and manual handoffs, teams can work within a single workflow that helps keep spending policies and approvals consistent.
Many organizations also see improvements in close processes, spend visibility, and policy enforcement, allowing finance teams to spend less time tracking down information and more time analyzing it.
How does this fit into the existing finance tech stack—and how does it hold up as the business grows?
Connecting payroll and non-payroll spend data creates greater visibility into how resources are being allocated across the business.
As organizations grow, workflows can scale alongside increased spend volume, approval complexity, and operational demands without requiring a proportional increase in administrative effort.
Explore More at the Finance & Accounting Technology Expo (FATE) 2026
Meet Paylocity 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.
