Una Software Partner
Get to a live, AI-native plan in weeks, not quarters.
Whether you are rolling out Una for the first time, moving off a legacy FP&A tool, connecting revenue and operational data to the financial plan, replacing a fragile spreadsheet model, or giving leadership a clearer view of performance, Delbridge helps you build a planning environment that fits the way your organization works.
Through agile model design, practical delivery, and hands-on Una experience, we help teams plan with more confidence, reforecast continuously instead of quarterly, and align Finance, HR, Sales, and Operations in one connected platform.
- Integrated Business Planning
- Budgeting and Forecasting
- Continuous Reforecasting
- Revenue Planning
- Workforce Planning
- Scenario Modeling and What If
- Financial Reporting and Dashboards
- Variance and Performance Analysis
- Data Integrations and Source Alignment
- UnaXL and Excel Enablement
- Una AI Enablement
- Action Tracking and Workflow
- Model Build and Enhancements
- Optimization and Tuning
- Una Training and Enablement
- Managed Services
- Migrations from Legacy FP&A Platforms
customers
How we deliver impact
Planning slows down when teams work in silos, assumptions change halfway through the cycle, and finance is left rebuilding models instead of driving decisions. Una brings planning, reporting, and execution into one AI-native environment, so finance and business teams can move faster with better visibility. The result is shorter planning cycles, forecasts that reflect what is actually happening in the business, and clearer alignment across the organization.
At Delbridge Solutions, we implement Una with a focus on speed to value and long-term usability. We build models around the drivers that matter, connect the right data sources, and design reporting, dashboards, and workflows that help teams plan with consistency. Because Una is designed to reach value in weeks rather than months, our role is to make that timeline realistic for your data, your structure, and your team, and to keep the environment useful as the business grows and priorities evolve.
Implementation & Go-Live
1- Rapid rollout designed around a first planning cycle in weeks, not quarters
- Data integrations and source alignment across finance and operational systems
Planning & Model Build
2- Workforce planning for headcount, compensation, and organizational changes
- Revenue planning that connects pipeline and market drivers to financial targets
- Operational planning for cost, resource, and capacity management
Reporting & Insight Delivery
3- Dashboards for leadership visibility and performance tracking
- Variance analysis and scenario comparison for actual versus plan and trend monitoring
Training & Adoption
4- Role-based enablement for admins, model owners, and power users
- UnaXL enablement for teams that want to keep working in Excel
- Ongoing coaching aligned to your planning and reporting calendar
Optimization & Support
5- Continuous improvements to templates, workflows, and reporting
- Managed services, enhancements, and long-term roadmap support
Why choose Delbridge?
Delbridge Solutions helps organizations get more value from Una by focusing on what modern planning should improve: faster cycles, stronger reporting, better cross-functional alignment, and less dependency on spreadsheets. We build Una around your business logic and decision points, so budgeting, forecasting, reporting, and operational plans work together instead of competing for attention at the end of the cycle.
With practical delivery, strong enablement, and support beyond go-live, we help teams create a more dependable planning rhythm and a clearer reporting structure. The result is a Una environment that improves visibility, reduces rework, and helps leaders make better decisions with greater confidence.
Not sure what you need?
We help organizations evaluate leading solutions, compare the right options, and make confident decisions based on their business needs, technical requirements, and long-term goals.
Planning and reporting move faster with Una
See how Una helps your organization respond faster by connecting planning, reporting, and execution in one AI-native platform, improving forecast accuracy, strengthening visibility, and giving decision-makers a clearer view of what comes next.
See Una in Action
In a live demo, explore how Una supports budgeting, forecasting, workforce planning, revenue planning, reporting, dashboards, and scenario modeling, so your team can move faster, stay aligned, and make decisions with confidence.
Real transformations, proven results
See how organizations across industries modernize finance, operations, and decision-making with Delbridge’s expertise.
Take the next step
Fill out the form and our team will contact you within a few hours. No matter where you are in your financial or data transformation journey, we will help design a path forward that meets your needs.
