Una AI

Spec sheet

Product

Una describes itself as an AI-powered financial planning and analysis (FP&A) platform for finance teams and CFOs.Read 12 Oct 2026 · una.ai

Deployment

Una’s homepage describes a four-week path to value and contrasts it with legacy FP&A implementations that take months.Read 11 Oct 2026 · una.ai

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.Read 12 Oct 2026 · una.ai

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.Read 12 Oct 2026 · una.ai

Compliance

Una says it adheres to SOC 2 and GDPR standards and provides activity logs and audit trails.Read 11 Oct 2026 · una.ai

Headquarters

Toronto, Ontario, CanadaRead 28 Sep 2026 · una.ai

Access controls

The security page says Una provides role-based permissions and enforces multi-factor authentication.Read 12 Oct 2026 · una.ai

AI agents

Una describes a supervisor that coordinates specialized agents for planning, analysis, model creation, data queries, monitoring, navigation, and document questions.Read 11 Oct 2026 · una.ai

AI assistants

Una lists a Supervisor, Planner Agent, Analyst Agent, Modeler Agent, Query Assistant, Discovery Assistant, Navigation Assistant, and Document Assistant.Read 12 Oct 2026 · una.ai

Budgeting

YesRead 22 Sep 2026 · una.ai

Company and location

Una identifies its maker as Una Software Inc. and lists its location as Toronto, Ontario, Canada.Read 12 Oct 2026 · una.ai

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.Read 12 Oct 2026 · una.ai

Forecasting

Una says its predictive engine updates forecasts continuously using real-time business data and flags risks and anomalies.Read 11 Oct 2026 · una.ai

Forecasting and scenarios

Its AI uses real-time business data for continuously updated forecasts and supports testing and comparing scenarios.Read 12 Oct 2026 · una.ai

Interfaces

Una says users can work in its web portal, Excel through UnaXL, or conversationally with Claude or another LLM.Read 11 Oct 2026 · una.ai

Model creation

Una says an AI agent can turn an existing Excel workbook into a multidimensional model with dimensions, hierarchies, and calculations.Read 12 Oct 2026 · una.ai

Planning

The platform covers budgeting and forecasting, workforce planning, financial reporting, revenue planning, integrated business planning, and scenario modeling.Read 11 Oct 2026 · una.ai

Planning coverage

The platform covers budgeting and forecasting, financial reporting, workforce planning, revenue planning, integrated business planning, and scenario modeling.Read 12 Oct 2026 · una.ai

Pricing and trial

The pages reviewed direct prospective customers to schedule a demo and do not state product plan prices or trial terms.Read 12 Oct 2026 · una.ai

Pricing availability

The pages reviewed direct visitors to schedule a demo and do not state a subscription price.Read 11 Oct 2026 · una.ai

Sales and support

The site invites prospective customers to schedule a demo and directs users with security questions to contact the company.Read 11 Oct 2026 · una.ai

Scenario modeling

YesRead 22 Sep 2026 · una.ai

Variance analysis

YesRead 22 Sep 2026 · una.ai

Ways to work

Una says users can work in its web portal, Excel through UnaXL, or conversationally through Claude or another LLM.Read 12 Oct 2026 · una.ai

Workflow

Its workflow features include task routing, approvals, dependencies, anomaly checks, audit trails, and notifications through Slack, Microsoft Teams, or email.Read 12 Oct 2026 · una.ai

Workflow notifications

Una says automated workflow notifications can be sent through Slack, Microsoft Teams, or email.Read 11 Oct 2026 · una.ai

Workforce planning

YesRead 22 Sep 2026 · una.ai

Where Specifiction places it

• Financial Planning & Analysis Software#58 of 917.3