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Why Vena

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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 Tax Provisioning Financial Reporting Management Reporting Profitability Analysis Variance Analysis Dashboard

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Excel

Scale Up With
Vena and Excel

Get the only Complete Planning platform to leverage a 100% native Excel interface. With Vena, you don’t have to abandon the grid you know and love to scale.

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Flexibility and Structure

With Vena, you get the best of both worlds. Leverage the strong modeling capabilities and flexibility of Excel—and the cloud database and time-saving features of Vena.

Simple and Unified

Amplify and build on work you’ve already done in Excel. Vena’s modern cloud infrastructure and database application form a Complete platform, native to Excel and without restrictions.

Trustworthy Data

Save time and effort with automated integrations and real-time data—stored in Vena’s secure cloud database. And use that data to tell the story behind your numbers with reporting, dashboards and analysis.

Excel Without Compromise

Not an “add-on” or afterthought, Excel is at the heart of what we do and central to our core application.

Create and Publish Templates

Use preconfigured templates, create new ones, or use existing models—all within the Excel interface. You get the full functionality of Excel, including multiple worksheets and dynamic rows and columns.

Integration and Security

Integrated workflows map data from Excel templates and reports to our database, then publish it to our controlled environment. Automated rollovers, email notifications, activity tracking, and audit trails ensure that you have complete data security and auditability.

Collaborative Input

Workflows allow for collaboration and an intuitive experience entirely in Excel. Multiple users can contribute using the familiar input experience, adding commentary, listing item details, and file uploads. The Scratch Pad window within Excel allows for rough work and ideas to be saved.

Actionable Insights

Get more from your data, including automatic aggregations and scheduled or ad-hoc reporting from the Vena database. Excel provides charting and formatting capabilities, while Vena works with Excel to allow you to slice and dice, and drill down into your data for advanced analysis.

Excel Is the Centerpiece of Vena

Excel is at the core of Vena Complete Planning, the strategic data hub that connects you to your source systems and business-wide data.

Excel with Vena

Vena is the only Intelligent Platform for Complete Planning that’s natively integrated with Microsoft 365, driving increased financial and operational efficiency and intelligence leveraging industry-leading AI and data modeling capabilities and the productivity tools all teams already know and love, starting with Excel.

All Excel capabilities are built into Vena—from modeling to templates and every Excel formula
No IT support required—Vena can be deployed, controlled and owned by your Finance Team
With a familiar Excel interface, Vena empowers users at any level of your organization to adopt and master it
Share your work with ease—distribute reports and budgets and provide a seamless experience across your business
With a unified interface, you can quickly import your existing Excel templates
Go beyond FP&A. Vena provides cross-functional uses cases to provide you with continuous ROI