Una AI
Una AI: Connected planning with AI-assisted modeling, forecasting, workflows, and execution tracking. Ranked #51 of 88 in Financial Planning & Analysis Software by our editors (6.0/10); pricing: Pricing on request; best for AI-assisted collaborative planning teams.
At a glance
- Editor score6.0 / 10
- PricingPricing on request
- Best forAI-assisted collaborative planning teams
- Scenario modelingYes
- Facts checked22 Sep 2026
Where it wins
- Supports budgeting, forecasting, scenarios, and workforce planning
- Connects finance, revenue, operations, and HR planning
- Adds AI model creation, predictive forecasting, and anomaly detection
Where it doesn't
- Pricing requires a sales conversation
- Web access is the listed platform option
- Financial consolidation is outside the described focus
Our verdict on Una AI
Una AI brings budgeting, forecasting, scenario modeling, workforce planning, revenue-connected planning, and execution tracking into one FP&A environment. It is designed for finance leaders and cross-functional teams that need shared planning across finance, revenue, operations, and HR. Driver-based forecasting, variance analysis, anomaly detection, workflows, approvals, and action tracking extend the product beyond budget preparation into ongoing plan execution.
Pricing is handled through contact sales, so the buying process centers on a scheduled sales conversation rather than published plan comparisons. Una AI is web-based and connects with ERP and CRM systems, HRIS, BI solutions, data lakes, file storage systems, CSV, Slack, Microsoft Teams, and email. That integration range supports organizations bringing financial and operational inputs together, while collaboration and approvals help connect planning work with the teams responsible for acting on it. Buyers should assess how these connections map to their existing systems before selecting the product.
AI is a central part of the offering: Una AI supports model creation, predictive forecasting, natural-language queries, financial insights, anomaly detection, and variance explanations. This makes it a strong fit for teams seeking assisted analysis alongside collaborative planning and driver-based models. The product is less suited to buyers who want transparent self-serve pricing, a non-web deployment option, or financial consolidation as a core workflow. Choose Una AI when connected, AI-assisted planning is the priority; consider alternatives when consolidation or simpler purchasing is more important.
Una AI pricing
Una AI fact sheet
| Free plan | Not verified |
|---|---|
| Paid from | Not verified |
| Budgeting | Yes |
| Forecasting | Yes |
| Scenario modeling | Yes |
| Variance analysis | Yes |
| Workforce planning | Yes |
| Financial consolidation | Not verified |
| Deployment | Cloud |
| Platforms | Web |
| Compliance & security | SOC 2, GDPR, 2FA |
| Support | Email, Phone |
| Built for | Mid-market, Enterprise (editorial estimate) |
| Integrations | 100+ integrations: ERP systems, CRM systems, HRIS, BI solutions, data lakes, file storage systems … See all → |
| Pricing | Pricing on request |
| Website | una.ai |
| Facts checked | 22 Sep 2026 |
Una AI integrations
Una AI lists 100+ integrations on its own site — the 10 named here are the ones its pages call out.
- ERP systems
- CRM systems
- HRIS
- BI solutions
- data lakes
- file storage systems
- CSV
- Slack
- Microsoft Teams
Alternatives to Una AI
- Workday Adaptive PlanningA broad FP&A platform for large finance teams that need connected planning and reporting.9.4
- BoardA broad connected-planning platform for finance, HR, and operational teams.9.3
- PlanfulA broad web-based FP&A platform for planning, consolidation, close, and reporting.9.2
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Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
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