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Complete Planning Software for Banks

The Intelligent Complete Planning Solution for Banking and Credit Unions

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Our solution includes pre-built planning templates, data models, reports, business logic, predefined workflows and source system integrations so you can drive agile decision making and predictable business outcomes—even during unpredictable financial markets.

Net Interest Margin Planning

Improve operational efficiency and drive results using pre-configured logic that incorporates assumptions around base rates, margin and interest calculations to automatically plan your net interest margin.

Balance Sheet Planning

Use our proven methodologies for planning deposit and loan balances—and plan product asset balance and run-off from your ALM data.

Quickly Respond to Interest Rate Changes

Be prepared for any situation. With our scenario modeling capabilities and Excel’s full suite of calculations and formulas, you can see how changes to key drivers such as prime rates will impact margins and profitability across your organization.

Automate CCAR Regulatory Reporting

Create clear, compliant and fully auditable reports in record time. Vena standardizes data gathering, approvals and submissions using our advanced collaboration capabilities and visual workflow engine.
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Start generating results in no time with a best practice preconfigured solution that grows with you and leverages the power and flexibility of Excel and Microsoft 365.

Share Actionable Insights Using Intelligent Dashboards

Gain AI-powered insights, spot trends and influence informed decision-making. Vena provides you with intelligent dashboards for all your key metrics such as loan ratios, return on assets (ROA) and sales per branch.

Natively Integrated with Excel and Microsoft 365

No need to learn a new tool. With Vena, you get all the advanced functionality of Excel, without compromise.

A Flexible and Extensible Solution that Adapts to Your Needs

With Vena, it’s easy to expand on your planning foundation by using our add-on solutions for workforce planning, capital asset planning, month-end close and more. Plus, you can bring in your existing Excel models.

Advanced Security Features

Vena protects your data using category-leading security and lets you control access to data and templates with granular user permissions.
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Leverage pre-configured business logic to facilitate all your budgeting, forecasting and planning processes.
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Financial Modeling for Banks
Vena keeps your data connected across each new data model so you always have a complete view of business performance as you extend to new types of planning .
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Banking Dashboards & Analytics
Our intelligent dashboards make it easy for you to share actionable insights and make data-driven decisions.

An Award-Winning Partner To Guide You on Your Path to Success

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By centralizing and automating the integration of all your key strategic financial data into Vena, you can gain a single source of truth and ensure accurate data from all relevant sources—setting up your stakeholders to make timely, data-driven business decisions without all the manual effort.

General Ledger (GL) / ERP Integration

Vena integrates with systems such as FISERV, Jack Henry, FIS, Microsoft Dynamics GP and SL, Oracle NetSuite, Quickbooks, Sage Intacct and more.

Asset Liability Management (ALM) and Funds Transfer Pricing (FTP) Integration

Automate the integration of financial and core banking/ALM and FTP data into a single, central data model for all your planning templates and reports.

HRIS and Payroll System Integration

Bring data from HRIS and payroll systems such as Paylocity, ADP, Ceridian, Paychex, Paycom and Ultipro into Vena to create a single source of truth.

Excel and CSV Files

Import your existing Excel, CSV and flat files from local systems or cloud storage applications such as Dropbox, OneDrive, SFTP and SharePoint.

Plan Faster With Pre-Built Templates and Banking Dashboards

Save time, improve data integrity and leverage pre-built formulas with our best practice templates—designed specifically for banks and credit unions.
  • Product margin planning
  • Net interest margin planning
  • Base rate and margin planning
  • Interest earning asset balances run-on/off planning
  • Balance sheet
  • Income statement



See Vena for Banking and Credit Unions in Action

Watch how Vena streamlines the FP&A processes for organizations whose primary revenue stream is interest margins. Built on industry best practices, Vena includes integration to source systems, planning templates, comprehensive reporting and a collaborative workflow—all within the familiar Excel interface.

Get Started With Vena Today

Learn how Vena can help your organization Plan for Anything.