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Complete Planning Software for Not For Profits

Excel-Based Financial Software for Not for Profits

Vena offers special pricing for not for profit organizations. To learn more, request a demo with a Vena Expert today.

Plan for Grants and Optimize Funding With Vena’s Not for Profit Budgeting Software

Vena makes allocating funds and planning grants for not for profits easy. And with templates, workflows, data models and the familiar Excel interface, you’ll be up and running in a matter of weeks.

Funding Planning and Analysis

Our unique Grant Allocation system enables the separation of restricted and unrestricted funds, as well as the dollar for dollar allocation of operating and labour expenses to individual grants, giving you greater operational flexibility.

Budgeting

Reconcile your budgets and plans with the timing of grants. And prioritize the use of restricted funds and efficiently allocate the spend of grants.

Scenario Modeling and Forecasting in Nonprofit Organizations

Vena connects your models so you can make better use of funding opportunities. And when you approve or forecast a new grant, you can instantly see its financial and operational impact.

Cash Flow Planning and Analysis

Vena models when grants are likely to come in, and how much funding you will have in your accounts based on those grants arriving. Cash flow forecasting in has never been this easy.

Experience a Complete Platform Built for Not for Profit Financial Planning

Vena enables you to achieve a holistic view of your organization’s health within one secure platform while allowing your team to stay in the platform they know and love—Excel.

100% Native Excel Interface

Vena takes the world’s leading spreadsheet platform, Excel, and turns it into a Complete Planning platform with workflows, audit trails, advanced modeling, enterprise-level security and more.

Dashboard and Reports

Drive informed decision-making and report to grantors on the status of their grants quickly with not for profit KPI dashboards.

Workforce Planning

Get a clear picture of one of your business’s biggest expenditures and integrate detailed workforce plans into your overall budget.

CapEx Planning

Integrate detailed CapEx plans into your operations and budget plans for both future and existing projects and asset acquisitions.

Input

Integrate your financial and operational data into a single source of truth that understands both your grants and customers.

Modeling

Model when grants are likely to come in and accurately project additional funds.

Reporting & Analytics

Use our dashboards for all your reporting needs such as reporting on grant status.

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

Integrate Your Data. Automate Your Inputs.

Vena’s financial software for not for profits unites your data into a single source of truth, while enabling your accounting and finance team to stay close to Excel.

ERP, GL and Grant/Fund SubLedger Integration

Gain trust in the numbers you use for your not for profit financial planning by integrating Vena with GL and ERP systems such as Microsoft Dynamics GP and SL, Infor, Blackbaud, NetSuite, Quickbooks, Sage Intacct, Oracle and more.

CRM Integration

Vena integrates with popular CRMs such as Blackbaud and Salesforce so you can be sure your templates are always refreshed with the latest data.

HRIS and Payroll Systems Integration

Load data into your planning templates from HRIS and payroll systems such as SD Worx, ADP, Ceridian, Paychex, Paycom, Ultipro and Paylocity.

Excel, CSV, and Flat File Imports

Because our not for profit reporting software uses an Excel interface, you can easily import your existing Excel, CSV and flat files.

Plan and Report With Pre-built Templates

Vena’s not for profit budgeting software helps you plan with confidence and agility. Our pre-configured solution includes not for profit financial statements—plus reports and templates.

Grant Management and Grant Allocation Template
Grant Utilization Report (Internal)
Grantor’s Report (External)
Statement of Activity
Balance Sheet Template
FP&A Reports

WWF-Canada Turns 2 Hours of Reporting Into 2 Seconds With Vena

“Before, I felt like I had a very transactional role because I had to organize our fund data manually all the time. But now, program staff can drill down into templates instantly and access the finest detail behind the numbers whenever they need to. Vena really frees up my time so I can perform analysis and other value-added work.”

Clement Marlin
Senior Financial Specialist, WWF-Canada

Solutions To Help Power Your Plan To Grow

Discover how Vena makes it easy to distill and analyze all of your information with solutions for cost allocations, budgeting and forecasting and revenue planning.

Cost Allocations

Budgeting and Forecasting

Revenue Planning

CPM Technology Value Matrix

Vena Industry Benchmark Report 2022

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