Una Software Named “Best New Vendor” in BPM Partners’ 2025 Pulse of Performance Management

Award recognizes Una’s leadership in AI-powered, agile planning for modern finance teams

Una Software, the performance planning platform that unifies financial, revenue, and operational planning, has been named Best New Vendor in the Pulse of Performance Management 2025 webinar and report, published by BPM Partners. The annual benchmark recognizes standout vendors in financial planning and analysis (FP&A) and performance management based on innovation, usability, and market impact.

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In announcing the award, BPM Partners CEO Craig Schiff stated: “Una is poised to be very successful in this space, addressing a key need with a very compelling product.” The evaluation cited Una’s experienced leadership and its differentiated ability to unify financial and operational planning, revenue forecasting, and real-time execution tracking on an AI-native foundation.

Solving Today’s Planning Challenges

Modern finance teams are under pressure to improve forecast accuracy, align across departments, and adapt faster to change. Legacy FP&A systems often fall short, relying on backward-looking models and siloed data. Una delivers a connected alternative built for today’s dynamic environment.

Key capabilities include:

• AI-powered revenue and operational forecasting based on real-time operations and financial data
• Embedded execution tracking to ensure follow-through and accountability
• Prebuilt, adaptable templates that reduce time-to-value
• Collaboration features designed to align Finance, Go-to-Market, and Operations teams

By combining Agile FP&A, Operational Planning, and Execution Accountability, Una enables CFOs to shift from reactive reporting to proactive leadership.

Backed by Analysts, Built for Scale

The BPM Partners award affirms what forward-looking finance teams are prioritizing: real-time adaptability, cross-functional integration, and data-backed execution. With native integrations to platforms like Salesforce, HubSpot, and NetSuite, Una helps mid-market and enterprise companies forecast accurately and ensure teams stay on track to deliver results.

The recognition comes amid a broader industry shift. Performance planning is emerging as a strategic differentiator, and finance leaders are rethinking how to bridge planning with execution. Una’s modern architecture and rapid time-to-value are at the forefront of this transformation.

About Una Software

Una Software is the AI-native Performance Planning platform built for the speed of modern business. Unlike traditional FP&A tools that focus on past performance, Una helps finance teams plan with revenue and operational data, adapt plans instantly, and track execution with precision. With embedded BI, predictive forecasting, and real-time collaboration, Una turns planning into your competitive advantage. Una is the smarter, faster, and more accountable way to drive profitable growth. Learn more at www.unasoftware.com.

About BPM Partners

BPM Partners is the leading independent authority on business performance management (BPM/CPM/EPM) and related business intelligence solutions and has been recognized by Forbes as one of America’s Best Management Consulting Firms. The company helps organizations address their budgeting, planning, financial consolidation, close and reporting, regulatory compliance, profitability optimization, key performance indicator (KPI) development, and operational performance challenges. Vendor-neutral experts guide companies through their BPM initiatives from start to finish while minimizing risk and costs, and maximizing buy-in and adoption. For further details, go to BPMPartners.com.

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