Una Software

What is Una Software?

Una Software is an FP&A platform that connects financial planning, forecasting and performance tracking in a single environment. It replaces static spreadsheet models with a driver-based system that updates financial plans automatically when operational assumptions change. Finance teams use it to run rolling forecasts, model scenarios and monitor performance without manual consolidation.

What do you use Una Software for?

Una helps finance teams build plans that reflect how the business actually works. The platform is valuable for organizations that:

• want to move away from spreadsheets that constantly need to be consolidated
• want to connect financial plans to operational drivers like revenue, pipeline and headcount
• want to run rolling forecasts that can be updated quickly as circumstances change
• want to model scenarios before decisions are made
• want to monitor performance and understand deviations from plan without manual investigation

Una is driver-based: when an assumption changes, the financial model updates with it. That turns forecasting from a reporting exercise into a tool for real steering.

Built-in AI functionality supports this by automatically generating forecasts based on historical data and drivers, flagging unexpected performance changes and accelerating scenario analysis. Not as a replacement for financial judgment, but as a way to spend less time gathering and more time interpreting.

Who uses Una Software?

Una is built for finance and FP&A teams in organizations where reality shifts regularly. You see it in companies that are growing, restructuring or operating in markets where speed and adaptability matter.

Typical users are FP&A professionals, controllers and finance leads responsible for planning, forecasting and performance reporting. They are not looking for a heavy enterprise platform, but for an environment that lets them work faster with more grip on the underlying assumptions.

What these users share: they want finance to do more than report what happened. They want it to actively shape what comes next.

Finext & Una Software

At Finext, we see financial planning as a key driver of better decision-making. We work with Una because it connects financial planning directly to the operational drivers of the business.

We support organizations by embedding Una in their planning and forecasting processes and by helping finance teams connect financial planning with the underlying business drivers.

Una fits our belief that planning should support real steering, not just reporting. The result is a planning process that gives finance faster insight and helps the organization make better decisions.

When is Una Software a good fit?

Una is a strong choice when planning cycles are too slow, too fragmented or too disconnected from what is happening in the business. It works well for organizations that want rolling forecasts but struggle to make them practical. It also fits organizations that coordinate planning across multiple teams and drivers and want that connection to be structural, or that want finance to play a more active role in performance management.

If the planning process itself is still unclear or ownership is scattered, it helps to address that first. Una delivers the most value when there is a clear model to build on.