Toronto-based Una Software, a modern financial planning and analysis (FP&A) platform, has secured $4.4 million in seed funding. The round brings Una’s total funding to $10 million, setting the stage for significant product innovation and market expansion in the AI-powered finance space.
The funding round was led by Staircase Ventures and Emerald Development Managers, two firms with a track record of investing in category-defining enterprise software startups. With this capital infusion, Una plans to accelerate the development of its AI finance assistant, predictive forecasting engine, and execution tracking tools—all aimed at helping finance teams act faster, forecast better, and lead with data.
What is Una Software?
Una Software is an AI-native FP&A platform built to address a common pain point: traditional finance tools don’t help teams adapt quickly enough in dynamic business environments.
While most FP&A tools stop at forecasting or dashboarding, Una connects every phase of planning—from strategy to execution—into one continuous, collaborative workflow. This allows CFOs and finance leaders to go beyond budgeting and actually drive results.
Key goals Una solves for:
- Bridging the gap between financial planning and operational execution
- Eliminating spreadsheet overload with centralized, intelligent planning
- Providing real-time visibility into business performance
- Giving finance teams an execution layer—not just reporting
The platform is particularly suited for fast-growing companies, mid-market teams, and enterprises looking to modernize finance operations.
Funding Breakdown and Investor Insight
This $4.4 million seed round reflects growing investor confidence in Una’s differentiated product strategy and vision for finance transformation.
Key Investors:
- Staircase Ventures (Lead Investor)
- Emerald Development Managers
Both investors bring deep enterprise SaaS experience and a keen eye for emerging AI use cases in business operations.
Janet Bannister, Managing Partner at Staircase Ventures, said:
“Una enables CFOs to do more than report—they can lead. Its combination of AI, automation, and accountability makes finance a strategic function again.”
Charles Collins, Partner at Emerald Development Managers, added:
“They’re not just building another FP&A tool—they’re creating a new category. The team has the right mix of product clarity and technical execution.”
The funds will be used to:
- Expand product capabilities with deeper AI integrations
- Launch major platform enhancements at the upcoming Gartner CFO Conference
- Grow sales and customer success teams to support increasing demand
- Scale enterprise partnerships and integrations with ERP, CRM, and BI tools
What Makes Una’s Platform Different?
Una brings applied revenue intelligence into FP&A—empowering teams to act on insights immediately, not weeks later in a boardroom.
Here’s a closer look at its core innovations:
AI Foundation
Una’s architecture includes pre-built AI models for:
- Anomaly detection
- Forecasting regressions
- Clustering and segmentation
- Natural language processing (NLP)
This makes it easier to surface meaningful trends from scattered data—no technical skills required.
AI Finance Assistant
Finance professionals can now chat with their data using natural language queries like:
- “What’s our forecast variance in Q2?”
- “Which regions underperformed in the last 60 days?”
- “How much runway do we have if churn increases by 5%?”
This feature removes the need to dig through spreadsheets or navigate complex dashboards.
Predictive Forecasting Engine
Una adapts forecasts automatically based on real-time revenue signals, hiring changes, and operational shifts. Unlike static models, it recalibrates continuously, even with partial or missing data, keeping plans relevant and timely.
Execution Tracker
Una closes the loop between plan and action. Teams can assign, track, and report on strategic goals, turning budgets into business outcomes.
This accountability layer is what makes Una more than a data visualization tool. It’s a system of action.
Why This Matters to the FP&A Market
Traditional FP&A tools often leave CFOs reactive and disconnected from operational progress. By contrast, Una’s model puts revenue accountability and execution visibility at the center of the finance stack.
Key pain points Una addresses:
- Finance teams are overwhelmed with siloed tools and static spreadsheets
- Slow, manual budgeting cycles that don’t reflect market changes
- Disconnect between forecasts and day-to-day business decisions
- Lack of real-time insight across departments
The platform brings agility and alignment to finance teams—two things especially critical in fast-moving industries like SaaS, ecommerce, and professional services.
CEO Vision: Making Finance Proactive
Clayton Ramnarine, CEO and Co-founder of Una Software, said:
“CFOs are expected to do more than report numbers. They’re strategic operators now. Una gives them the tools to lead with speed, clarity, and measurable outcomes.”
His vision is to empower finance leaders with smart tools that match their strategic mandate. The upcoming product launches aim to bring more natural language and predictive AI into everyday finance workflows.
What’s Coming Next for Una?
Una plans to officially unveil its next-gen platform features at the Gartner CFO Conference later this year.
Planned roadmap highlights include:
- Deeper integrations with ERPs and CRMs
- Team-based planning modules for cross-functional alignment
- Advanced scenario modeling
- Expanded AI Agent capabilities with voice support
Hiring is also ramping up across product, marketing, and customer success to meet growing enterprise demand.
Final Word
With $4.4M in fresh capital and a bold product vision, Una Software is redefining what finance teams should expect from their FP&A tools. It’s not just about reporting or planning anymore—it’s about owning business performance from end to end.
Whether you’re a finance leader, operator, or investor watching the space, Una is one to keep an eye on.
News Source: TheSaasNews
