Una AI's Rise Signals a New Era for AI-Native Financial Planning

TORONTO, ON – August 26, 2026 – In the competitive landscape of enterprise software, a vendor achieving a 100% customer recommendation rate is a rarity that commands attention. When that vendor is a relative newcomer in the complex world of Financial Planning & Analysis (FP&A), it signals a potential market shift. Una AI, an AI-powered FP&A platform, has achieved just that, earning an “Outstanding” overall customer-satisfaction rating and a coveted “Core Vendor” designation from the influential advisory firm BPM Partners in its 2026 BPM Pulse research.

This recognition is more than just an award; it’s a powerful data point suggesting that the finance industry’s appetite for intelligent, predictive, and intuitive tools is not just growing, but being actively met. As companies grapple with economic volatility and the need for greater agility, Una AI’s rapid ascent highlights a move away from static spreadsheets and toward dynamic, AI-native platforms that promise not just to automate planning, but to fundamentally transform it.

From Newcomer to Core Player: A Rapid Ascent

Just one year ago, BPM Partners named Una AI its “Best New Vendor.” Today, the company stands among 14 established players on the firm’s 2026–2027 Vendor Landscape Matrix. This matrix is a critical industry benchmark, positioning vendors based on a rigorous evaluation of functionality, market success, and, crucially, customer satisfaction. To be named a “Core Vendor” signifies a swift and decisive market validation.

“Una AI was our Best New Vendor of the Year last year, and they've quickly gained market traction and made it to our Core Vendor list,” said Craig Schiff, CEO and Lead Analyst at BPM Partners. “Their Outstanding Overall Customer Satisfaction rating should keep them there.”

This rapid trajectory is not an isolated event. The recognition from BPM Partners, a firm known for its vendor-neutral analysis, is complemented by other industry accolades. Independent technology ROI research firm Nucleus Research recently named Una AI a “2026 Hot Company to Watch,” further cementing its status as a significant disruptor. This momentum, backed by a recent US$13 million funding round, indicates that both customers and investors are betting on the company’s vision for the future of finance.

The 'Outstanding' Experience: What's Driving 100% Customer Recommendation?

The most compelling aspect of Una AI’s recognition is the data behind it. The “Outstanding” rating from BPM Partners isn’t a subjective assessment; it’s derived directly from customer feedback across 15 different attributes, including ease of use, performance, and functionality. That every single surveyed customer would recommend the platform speaks volumes about its ability to deliver on its promises.

According to the BPM Pulse report, customers rated ‘Analytics’ as the platform’s strongest functionality, a critical insight that aligns with the industry's pivot toward data-driven decision-making. ‘Customer Support’ also received an “Outstanding” score, indicating that the company is successfully pairing powerful technology with a robust human element.

For many finance teams, the platform’s value is crystallized in moments where complex data becomes clear and actionable. Steven DeBoer, VP of Finance & Business Operations at industrial automation company 4AG Robotics, described one such experience. “The lightbulb moment came when we used Una AI to generate waterfall charts for budget versus actuals,” he stated. “It made the data feel real in a way spreadsheets never could.” This sentiment captures the core value proposition: moving finance from the abstract world of numbers in cells to a tangible, visual narrative of business performance.

The AI-Native Advantage in a Crowded Market

Una AI is succeeding in a market populated by giants like Oracle, SAP, and Anaplan. Its key differentiator is its “AI-native” architecture. Unlike legacy systems that may add AI capabilities as a layer, Una AI was built from the ground up on a single unified model, calculation engine, and audit ledger. This foundation ensures that the same trusted numbers appear across every interface—whether it’s a web dashboard, a native Excel plugin, or an AI assistant like Claude.

This architectural choice directly addresses one of the biggest challenges in enterprise AI: trust. Every change made within the platform, whether by a human or an AI, is permissioned, logged, and fully traceable. This “glass box” approach provides the auditability that finance teams require to confidently put AI to work.

Michael Morrison, CEO of Una AI, sees this as the next evolutionary step for the industry. “FP&A software has spent two decades automating the plan. Our bet is that the next decade belongs to platforms that help finance understand the business — analytics and AI that surface what's changing and why, while there's still time to act,” he explained. “Customers rating analytics our strongest functionality tells us the market is making the same bet.”

Features highlighted in the BPM Partners report, such as AI-powered predictive forecasting and an MCP Server that allows teams to interact with plans via AI assistants, demonstrate a clear focus on making advanced analytics accessible and integral to the daily workflow of finance professionals.

A Glimpse into the Future of Autonomous Finance

Una AI’s success is a microcosm of a much larger trend: the march toward what some analysts are calling “autonomous finance.” The hype around agentic AI—intelligent agents that can orchestrate complex workflows—is becoming a reality. Craig Schiff of BPM Partners noted in a recent webinar that the technology is now being embedded directly into platforms, removing the need for dedicated data science teams and placing powerful predictive tools directly in the hands of finance leaders.

This shift is about more than efficiency. It’s about transforming the role of the finance department from a historical record-keeper to a forward-looking strategic partner. By automating routine data consolidation and report generation, AI-native platforms free up professionals to focus on interpreting insights, modeling scenarios, and advising the business on a course of action while there is still time to impact outcomes.

As platforms like Una AI mature, they are not only solving the technical challenges of continuous reforecasting and real-time analytics but also the critical issue of trust. By building auditable, transparent systems, they are paving the way for a future where AI is not just a tool for analysis but a core, trusted component of an organization's financial nervous system.