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Why Vena

Platform

Capabilities Vena Insights Modeling Workflows Collaboration Scalability & Security Central Database Pricing Plans Microsoft Excel Power BI Microsoft 365 Integrations Marketplace Developers

Solutions

Financial Planning & Analysis Budgeting & Forecasting CapEx Planning Revenue Planning Workforce Planning Allocations Scenario Planning Cash Flow Planning Rolling Forecast Sales Performance Management Sales Planning Incentive Compensation Management Marketing Planning & Reporting Financial Close Management Financial Consolidation Account Reconciliation Financial Reporting Management Reporting Profitability Analysis Variance Analysis Dashboard

Industries

Industries Banking and Credit Unions SaaS Insurance Manufacturing Real Estate Hotel and Lodging Higher Education Healthcare Professional Sports Not For Profit Professional Services

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Customers

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Community

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Improve your FP&A processes, grow your Excel skills and learn how to plan for anything by streaming all the best sessions from Excelerate Summit 2023.

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Plan For Anything Today and Tomorrow

Vena transforms your financial and operational planning and analysis with the flexibility you want and the control you need in an intelligent platform that grows with your business.

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The Only Intelligent Platform for Complete Planning Natively Integrated With Microsoft 365

Unleash next-level productivity, uncover powerful financial insights and unlock your capacity for strategic work. Vena leverages industry-leading AI, flexible data modeling and the tools all teams already know, starting with Excel. Enhance your complete business planning processes with embedded financial intelligence.

Finance-Led Planning

Simplify your key processes and automate tedious tasks so you can focus on your business drivers and collaborate with your team.

Budgeting and Forecasting
Strategic Planning
What-If Analysis
Financial and Business-Wide Reporting

Extended Planning

Integrate your financial, operational and other business data to uncover your hidden insights and dependencies between departments.

Cash Flow Planning
Workforce Planning
Capital Expense and Revenue Planning
Sales and Operational Planning

Beyond Planning

Amplify business performance and elevate your spreadsheet planning. Track, plan or analyze in Excel and refine it with Vena.

Financial Consolidation and Close
Account Reconciliation
Incentive Compensation Management
Tax Provisioning

With Vena, You Don't Need To Abandon Excel To Scale

Excel is your planning canvas—the tool you love completely and dynamically integrated in Vena, from authoring templates to consuming data. Where Excel stops Vena starts. With automated workflows, source system integrations, enterprise-level security and more in a structured database environment, Vena will make you fall in love with Excel all over again.

Templates

Lock and secure your templates, so your users can stop guessing which cell is theirs and keep their numbers where they belong.

Collaboration

Leverage the power of unified data to create actionable insights and turn your compartmentalized departments into collaborative business planning partners.

Security

Control data access and drill down into the history of a spreadsheet so you know who has been in your templates and where your numbers are coming from.

Enterprise-level Scalability

Vena brings cross-functional teams into a scalable and flexible single source of truth, so your entire business can move in lockstep on your plan to grow.

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Grow Through Anything With the Flexibility of
Excel and the Power of Vena

Take the first steps in your growth journey today by talking with one of our experts.

Talk to An Expert

Want to see if Vena is a good fit for your organization? Request a demo with one our experts today to:

Learn how Vena can help you take control of your complete business planning processes from FP&A to extended planning and beyond

Discover how to gain confidence in your numbers and eliminate tedious tasks with source system integrations and a single source of truth for your data

Experience a personalized demo, tailored to your industry and use case requirements

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Data Integrations Make Your
Information Go Further

To plan well, your data systems need to talk to each other. Our corporate planning software integrates with your favorite cloud and on-premise applications and imports Excel and CSV files on demand. With automatic data loading into a single source of truth, you can get back lost time and have total confidence in your numbers. Spend less time collecting data and more time analyzing it with Vena.

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Dream it in Excel.
Build it in Vena.

Excel is the most commonly used spreadsheet planning tool in the world. Our corporate planning software leverages the tool you already know to do things you’ve only imagined. Excel can measure, track, and store anything. Vena builds on that flexibility to empower our customers to store, edit, share and analyze the data that drives their business their way

Grow With the Platform That Grows With You

Excel Your Own Way

Bring your existing Excel spreadsheets and financial models into Vena to enhance your forecasting, modeling and analytical capabilities or partner with the Vena Experts and we’ll configure a custom solution that’s right for you.

Grow Your Own Way With Preconfigured Solutions

Get started quickly with Vena Foundation for finance-led planning, and then easily expand upon it with Vena and Vena Partner Preconfigured Solutions. Built using proven best practices and expertise, Preconfigured Solutions are purpose-built to meet specific business and industry requirements and are made up of templates, data models, connectors and business logic.

Any Industry. Any Idea. It’s Possible with Vena.

We help organizations of all sizes plan to grow with our industry-specific best practices and preconfigured solutions.

SaaS

Accurately forecast and report on revenue streams, churn rates and more.

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Banking &  Credit Unions

Streamline net interest margin planning, variance reporting and profitability analysis.

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Insurance

From premiums planning to losses and claims, you can be ready for anything with Vena.

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Higher Education

Simplify enrollment planning, manage your funding and approve budgets 70% faster.

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Pro Sports

Plan revenue streams and automatically calculate departmental budget to actual variances.

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Success Stories From Leading Organizations.

95% Faster Reporting in Vena Helps the Kansas City Chiefs Run a More Profitable Franchise

With Vena, the Super Bowl LIV Champions have one connected system for FP&A, league reporting, workforce planning, CapEx, player salary modeling, ticket revenue tracking and more.

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CPM Technology Value Matrix

Vena Industry Benchmark Report 2022

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Why Vena

Platform

Solutions

Industries

Resources

Partners

Customers

Community

Watch Excelerate Summit 2023

On Demand

Plan For Anything Today and Tomorrow