---
title: Una AI Reviews
meta_title: 'Una AI Reviews 2026: Details, Pricing, & Features | G2'
meta_description: Filter reviews by the users' company size, role or industry to find
  out how Una AI works for a business like yours.
date_modified: '2026-07-09'
parent_category:
  name: Accounting & Finance
  url: https://www.g2.com/categories/accounting-finance
---


# Una AI Reviews
**Vendor:** Una AI  
**Category:** [FP&A Software](https://www.g2.com/categories/fp-a-financial-planning-analysis)
## About Una AI
Una is an AI-Native Financial Budgeting, Planning, Forecasting, and Modelling software designed to help users drive execution in financial planning and analysis (FP&A). Unlike traditional FP&A tools that often rely on static data and rigid frameworks, Una offers a dynamic solution that adapts to the ever-changing needs of businesses. This innovative software empowers finance teams to move beyond mere analysis and instead focus on actionable insights that can influence outcomes and align strategies with real-time business conditions. Targeted primarily at finance professionals and organizations looking to enhance their planning processes, Una is particularly beneficial for companies that require agility in their financial operations. The software is designed for users who need to respond quickly to market changes, ensuring that their financial strategies remain relevant and effective. By integrating native AI capabilities, Una streamlines the planning process, allowing finance teams to create and adjust forecasts with ease, thus enabling more informed decision-making. Key features of Una include its AI-powered analytics, which provide real-time insights into financial performance, and its execution-focused planning capabilities. These features allow users not only to forecast potential outcomes but also to actively drive them through informed strategic adjustments. The software’s agile financial planning framework enables organizations to pivot quickly in response to changing market dynamics, ensuring that financial strategies are always aligned with current business realities. Additionally, Una stands out in the market by offering a user-friendly interface that simplifies complex financial data, making it accessible for users at all levels of expertise. This ease of use, combined with the software's robust performance metrics, allows finance teams to collaborate effectively and make data-driven decisions that enhance overall business performance. By focusing on execution rather than analysis alone, Una transforms how organizations approach financial planning, ultimately improving operational efficiency and strategic alignment.






- [View Una AI pricing details and edition comparison](https://www.g2.com/products/una-ai/reviews?section=pricing&secure%5Bexpires_at%5D=2026-08-10+21%3A37%3A16+-0500&secure%5Bsession_id%5D=0cdbf389-6280-4be8-b788-1d14aac18f5e&secure%5Btoken%5D=a5c43ea64ad9478d8b76982797bff6fec33018da118783ab2395416ae201384c&format=llm_user)

## Una AI Features
**Reports**
- Reports Interface
- Steps to Answer
- Graphs and Charts
- Score Cards
- Dashboards
- Customizable Reports
- Marketing Reports
- Sales Reports
- Activity Dashboard
- Interactive Reports
- Customizable Reports
- Customizable Reports
- Activity Dashboard
- Customizable Dashboard

**Budget Creation**
- Data Import
- Budget Hierarchies
- Versioning
- Formulas
- What-If
- Budget Periods
- Real-Time Data

**Data Management**
- Data Import
- Data Consolidation
- Data Validation

**Financial Planning**
- Extended Planning
- Reporting
- Integration
- Self-Service Reporting

**Revenue Sourcing and Forecasting**
- Revenue History
- Pipeline Management
- Dashboard Analytics
- Multi-Device Data Visualization
- Data Segmentation
- Predictive Forecasting
- Revenue Operations Cadence

**Reports**
- Reports Interface
- Share Reports
- Steps to Answer

**Generative AI**
- AI Text Generation
- AI Text Summarization
- Generative AI

**Agentic AI - Accounting & Finance**
- Autonomous Task Execution

**Agentic AI - FP&A (Financial Planning & Analysis) **
- Proactive Assistance
- Decision Making

**Financial Insight**
- Budgeting
- Forecasting
- Planning
- Budgeting/Forecasting

**Budget Management**
- Consolidation
- Adjustments
- Workflows

**Reporting Structure**
- Reporting Hierarchy
- Report Templates
- Report Types

**Visualization**
- Graphs and Charts
- Score Cards
- Dashboards
- Formats
- Mobile Dashboards
- Public Dashboards
- Private Dashboards

**Data**
- Data Visualization
- Data Analysis
- Custom Reporting
- Reporting Templates
- Real-Time Data

**Forecasting**
- Historical Data
- Reforecast
- Forecast Types
- Rolling Forecasts
- AI
- Generative AI

**Standard Analytics**
- Standard KPIs
- Standard Reports
- Financial Statements
- Drill Down

**Data Updates**
- Historical Snapshots
- Real-Time Updating

**Status Communication**
- Collaboration
- Version Control
- Real-Time Data Updates
- Scorecards
- Approval Process Control

**Analytics**
- Variance Analysis
- Forecasts Comparison
- Forward Looking
- Financial Analysis

**Custom Analytics**
- Dashboards
- Custom KPIs
- Custom Reports
- Self Service
- Multiple Entities

**Collaboration**
- Sharing
- Co-Editing

**Agentic AI - Revenue Operations & Intelligence (RO&I)**
- Autonomous Task Execution
- Cross-system Integration
- Adaptive Learning
- Proactive Assistance
- Decision Making
- Third-Party Integrations
- Social Media Integration
- Website Integration

**Additional Functionality**
- Predictive Analytics
- Multi-Language
- Generative AI
- Currency Management
- AI Copilot
- User Management
- Project Management
- Risk Management
- Real-Time Analytics
- Audit Trail
- Tax Management
- Investment Management
- Transaction History
- Data Import/Export
- Fixed Asset Management
- Mobile Access
- Transaction Monitoring
- API
- Project Time Tracking
- Projections
- Consolidation/Roll-Up
- General Ledger
- Purchasing & Receiving
- Real-Time Monitoring
- Configurable Workflow
- Dashboard Creation
- Accounting
- Electronic Payments
- Revenue Recognition
- Invoice Management
- Compliance Management
- "What If" Scenarios
- Workflow Management
- Multi-Currency
- Planning Tools
- Visual Analytics
- Cash Management
- Customizable Reports
- Bank Reconciliation
- Invoice Processing
- Multi-Company
- For Investors & Traders
- Expense Tracking
- Purchase Order Management
- Access Controls/Permissions
- Activity Dashboard
- Reporting/Analytics
- Alerts/Notifications
- Billing & Invoicing
- Receipt Management
- Profit/Loss Statement
- Income & Balance Sheet
- Cash Flow Management

**Self Service **
- Calculated Fields
- Data Column Filtering
- Data Discovery
- Search
- Collaboration / Workflow
- Automodeling
- Natural Language Search
- Visual Discovery
- Data Blending
- Data Blending

**Agentic AI - Budgeting and Forecasting**
- Natural Language Interaction
- Proactive Assistance
- Decision Making

**Agentic AI - Financial Analysis**
- Cross-system Integration
- Decision Making

**Additional Functionality**
- Data Visualization
- Purchase Order Management
- Expense Management
- Ad hoc Reporting
- Multi-Company
- Profit/Loss Statement
- Workflow Management
- Access Controls/Permissions
- Customizable Reports
- Forecasting
- Dashboard Creation
- Self-Service Reporting
- Multi-Currency
- Financial Management
- "What If" Scenarios
- Asset Lifecycle Management
- Strategic Planning
- Visual Analytics
- Billing & Invoicing
- Real-Time Reporting
- Reporting/Analytics
- Receipt Management
- Scenario Planning
- Alerts/Notifications
- Collaboration Tools
- Version Control
- Activity Dashboard
- General Ledger
- Third-Party Integrations
- Consolidation/Roll-Up
- Drag & Drop
- Income & Balance Sheet
- Multi-Department/Project
- Accounting
- API
- Chart of Accounts
- AI Copilot
- Cash Management

**Advanced Analytics**
- Predictive Analytics
- Data Visualization
- Big Data Services
- Real-Time Analytics
- Reporting/Analytics
- Real-Time Analytics
- Reporting/Analytics
- Visual Analytics

**Building Reports**
- Data Transformation
- Data Modeling
- WYSIWYG Report Design
- Integration APIs
- Real-Time Data
- Real-Time Data
- Third-Party Integrations
- Third-Party Integrations

**Platform**
- Mobile User Support
- Customization 
- User, Role, and Access Management
- Internationalization
- Sandbox / Test Environments
- Performance and Reliability
- Mobile Access
- Metadata Management

**Data Updates**
- Historical Snapshots
- Real-Time Updating
- Scheduled/Automated Reports
- Customizable Reports
- Predictive Analytics
- Data Management
- Real-Time Data

**Additional Functionality**
- Customizable Branding
- Natural Language Processing
- Data Extraction
- AI Copilot
- Ad hoc Reporting
- Real-Time Reporting
- Publishing/Sharing
- Collaboration Tools
- Strategic Planning
- Self Service Data Preparation
- Trend Analysis
- Text Analysis
- Real-Time Monitoring
- Data Synchronization
- Widgets
- Benchmarking
- Performance Metrics
- Data Mapping
- Generative AI
- Trend/Problem Indicators
- Customizable Templates
- Access Controls/Permissions
- Data Import/Export
- Profitability Analysis
- OLAP
- Alerts/Notifications
- Search/Filter
- Drag & Drop
- Data Connectors
- Multiple Data Sources
- Key Performance Indicators
- Dashboard Creation
- Role-Based Permissions
- Data Mining
- Forecasting
- Ad hoc Query

**Additional Functionality**
- KPI Monitoring
- Secure Data Storage
- Multiple Data Sources
- Data Visualization
- Single Sign On
- Natural Language Search
- Search/Filter
- Alerts/Notifications
- AI Copilot
- Real-Time Notifications
- Collaboration Tools
- Widgets
- Performance Metrics
- Ad hoc Reporting
- Activity Tracking
- Reporting/Analytics
- Customizable Branding
- Data Aggregation
- Dashboard Creation
- Data Connectors
- Customizable Templates
- Data Synchronization
- API
- Forecasting
- Interactive Elements
- Single Page View
- Data Import/Export
- Drag & Drop
- Access Controls/Permissions
- Trend Analysis
- Workflow Management
- Third-Party Integrations
- Functions/Calculations
- Historical Reporting
- Data Capture and Transfer
- Visual Discovery
- Real-Time Updates
- Real-Time Reporting
- Data Mapping
- Relational Display
- Visual Analytics
- OLAP
- Ad hoc Query
- Reporting & Statistics

## Top Una AI Alternatives
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