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Una AI Named a BPM Partners Core Vendor with “Outstanding” Customer Satisfaction

The AI-native FP&A platform is among 14 vendors covered in BPM Partners' 2026–2027 Vendor Landscape Matrix, following its 2025 Best New Vendor recognition.

TORONTO--(BUSINESS WIRE)--Una AI, an AI-powered FP&A platform, today announced that BPM Partners named it a 2026 Core Vendor with an "Outstanding" overall customer-satisfaction rating in its 2026 BPM Pulse research.

"The lightbulb moment came when we used Una AI to generate waterfall charts for budget versus actuals. It made the data feel real in a way spreadsheets never could."

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Out of dozens of vendors in the financial planning and analysis (FP&A) software space, Una AI is among 14 covered in BPM Partners' 2026–2027 Vendor Landscape Matrix. Core Vendors are selected by the vendor-neutral advisory firm based on functionality, market success, and customer success.

The recognition, announced in the firm's Pulse of Performance Management 2026 webinar and report, comes one year after Una AI was named Best New Vendor. It also follows recognition from independent technology ROI research firm Nucleus Research, which named Una a 2026 Hot Company to Watch.

The Outstanding rating comes directly from customers, who rated Analytics the platform's strongest functionality (Customer Support also scored Outstanding). Every surveyed customer said they would recommend Una AI — a 100% recommendation rate.

"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."

"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," said Michael Morrison, CEO of Una AI. "Customers rating analytics our strongest functionality tells us the market is making the same bet."

"The lightbulb moment came when we used Una AI to generate waterfall charts for budget versus actuals. It made the data feel real in a way spreadsheets never could," said Steven DeBoer, VP of Finance & Business Operations at 4AG Robotics, an industrial automation company and Una customer.

In the webinar, Schiff noted that Una AI covers the full spectrum of FP&A but stands apart as an AI-native platform for connected revenue planning, monitoring every component that impacts revenue targets as it happens. The report highlighted the Action Tracker, AI-powered predictive forecasting, and an MCP Server that lets finance teams work with their plans from AI assistants like Claude. An on-demand recording is available with registration: The Pulse of Performance Management 2026: AI-Powered FP&A and Consolidation.

About Una AI

Una AI is an AI-native financial planning and analysis (FP&A) platform that turns static budgets into living, revenue-connected forecasts. Built on a single unified model, calculation engine, and audit ledger, Una delivers the same trusted numbers across every surface — web, native Excel, and AI assistants — with continuous reforecasting and board-ready reporting from day one. Every change, whether made by a human or by AI, is permissioned, logged, and traceable, making Una the FP&A platform where finance teams can safely put AI to work. For more information, visit www.una.ai.

Contacts

Media Contact: Tony Hocevar, Head of Marketing, +1-437-808-5362, thocevar@una.ai

Una AI


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Contacts

Media Contact: Tony Hocevar, Head of Marketing, +1-437-808-5362, thocevar@una.ai

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