Una is a financial data platform that connects directly to source systems such as ERPs, CRMs, HRISs, and billing platforms to centralize and structure real-time financial and operational data. Built primarily for FP&A teams, finance leaders, and CFOs at mid-market to enterprise-level companies, Una simplifies the process of collecting, normalizing, and analyzing financial metrics across distributed systems.

Unlike traditional tools that rely on periodic data pulls or manual consolidation, Una maintains live connections to business systems. This enables finance teams to access up-to-date insights, build flexible models, and make informed decisions without engineering support or custom pipelines.

Key benefits include:

• Centralized financial reporting across all business systems.

• Custom metrics and dashboards built without SQL or code.

• Faster and more accurate forecasting with current data.

What are the main features of Una?

Live integrations with business systems

Una offers prebuilt, API-based integrations with major ERPs, CRMs, HR platforms, and billing systems, allowing continuous syncing of key financial and operational data.

• Supported systems include NetSuite, QuickBooks, Salesforce, Workday, and others.

• Data from multiple sources is automatically mapped and normalized.

• Updates in source systems are reflected in real time within Una.

This eliminates manual exports and batch updates, ensuring finance teams always work with current data.

Custom metric creation without code

Users can define and track custom KPIs and business logic in Una’s platform without requiring SQL, Python, or engineering resources.

• Build calculated fields, ratios, and derived metrics through a formula builder.

• Define complex logic using business-friendly syntax and templates.

• Reuse custom metrics across multiple dashboards or forecast models.

This helps finance teams model their business accurately while staying agile during planning cycles.

Self-service reporting and dashboards

Una’s interface enables finance teams to build custom reports, dashboards, and scenario models directly from the live data layer.

• Drill down from summary views to transaction-level detail.

• Filter, group, and pivot data for ad hoc analysis.

• Share dashboards internally with stakeholders in finance and operations.

Una replaces spreadsheet-based reporting and reduces dependency on BI teams or data analysts.

Flexible forecasting and planning tools

Finance teams can use Una to develop dynamic forecasts, budgets, and what-if scenarios using current business data.

• Input assumptions directly into models (e.g., headcount growth, pricing changes).

• Simulate the impact of operational changes on revenue or cash flow.

• Collaborate across teams with audit trails and change tracking.

These tools support continuous planning and improve the accuracy of forecasts as inputs evolve.

Why choose Una?

• Real-time data syncing: Keeps financial models and dashboards always up-to-date without manual refreshes.

• No-code metric logic: Empowers finance teams to own their models without relying on engineers or analysts.

• Unified financial data: Consolidates siloed systems into one structured data layer, streamlining analysis.

• Faster decision-making: Reduces time spent on data wrangling so finance can focus on strategic guidance.

• Purpose-built for finance teams: Unlike general BI or ETL tools, Una is designed around the workflows and needs of modern FP&A teams.