Una AI

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2 reviews
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4.8
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Una AI Reviews

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Verified User in Computer Software
EC
Verified User in Computer Software
Small-Business (50 or fewer emp.)
10/28/2026
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Review source: G2 invite on behalf of seller
Incentivized Review

Easy-to-Use Features with Seamless Excel and Claude Connectors

Ease of use of the in application functions and features coupled with the Excel and Claude connectors and add-ons.
Steven D.
SD
Steven D.
Vice President of Finance and Business Operations
08/17/2026
Validated Reviewer
Review source: Organic

Seamless Financial Modeling and Reporting

I love using Una AI because it pulls together information form across our tech stack to make planning and reporting faster and easier, and I appreciate the MCP feature that allows me to interact with my favorite AI tools, like Claude. The ability to pull together information from various sources and have it always up to date is fantastic. I also enjoy creating visualizations easily within Una AI, which makes reporting fast and efficient.

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AI-Native Financial Planning & Analysis

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.

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Website
www.una.ai