Why Vena
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CPM Technology Value Matrix

See why Vena was named a Leader in the CPM Technology Value Matrix from Nucleus Research.

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Solutions
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Financial Reporting Management Reporting Profitability Analysis Variance Analysis Dashboard
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Vena Industry Benchmark Report 2022

Get your free copy of The State of Strategic Finance: Industry Benchmark Report 2022 today.

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Why Vena

Platform

Capabilities Reporting & Analytics Modeling Workflows Collaboration Scalability & Security Central Database 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 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

Resources

Community Vena Forum Vena Academy Plan to Grow Events Vena Events & Virtual Events Excel Templates Company About Us Careers Newsroom Contact Us Trust Impact Customer Stories Video Testimonials Awards & Reports Vena Benchmark Report Business Value Calculator

Partners

Vena Marketplace Find your guide for your journey to growth BECOME A PARTNER Be a part of the network 
that makes Vena happen PARTNER LOGIN Login to Your Vena Partner Portal

Customers

CUSTOMERS Customer Portal Customer Support Product Release Vena Learning Professional Services Vena Excelerators

Blog

Power Your People and Plans With Vena 365 Connect
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Fully Integrated
Fully Integrated
Embrace the power of unified and reliable data by connecting Vena to your ERP, CRM, GL, HRIS and other systems.
Mac and Windows Compatible
Mac and Windows Compatible
Create reports, input data and review submissions in Excel on both Windows and Mac using Microsoft 365.
Microsoft Certified
Microsoft Certified
Vena 365 Connect is a Microsoft certified Excel add-in, available through the Office store.

Plan from anywhere. Anytime.

Vena combines the productivity of Microsoft 365 with the Vena Growth Engine—the technology and methodology that powers your plans—to connect people with real-time data, foster cross-department collaboration and support your business growth.

Key Features for Contributors

  • Conduct Drill Saves, Drill Down, Drill Transactions and Expand roll-ups directly in Excel
  • Save your data inputs with full auditing capabilities and easily review a complete audit history of any changes that occurred
  • Seamlessly review and submit tasks with embedded workflows
  • Ensure accuracy and data timeliness with automatic data refreshes
  • Collect detailed account information with line-item details
  • Easily upload attachments and supporting documents
  • Role-based security lets you update, report and share your data
  • Provide key stakeholders with view-only access to sensitive and critical information
  • Create threaded discussions around a particular performance result with intersection comments
  • Now provide further details to budgets, plans and forecasts with Insert MDR in your planning and budget templates
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Simplify Budget Inputs and Reviews in Excel With a Smart Sidebar

Vena 365 Connect adds a new sidebar to Excel designed to provide further content for budget contributors and provide users with easy access to our data input and analysis tools.
Instructions and Documents Make It Clear What Contributors Need To Work On

Instructions and Documents Make It Clear What Contributors Need To Work On

Admins can create a list of instructions for display in the sidebar so budget contributors know exactly what they need to do before submitting their budgets for review and approval.
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Data Input Tools Make Adjusting Line Item Details Simple

With the data input tools tab in the sidebar, you can add or remove line item details from your budgeted values in just a couple of clicks—and save the inputs back to Vena so that the new numbers are automatically applied across your data sets.
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Data Analysis Tools Tell the Full Story Behind Each Number

Spot an unusual discrepancy or variance? Use the drill saves function to bring an audit trail, showing who made what inputs and when. And leverage the drill transactions feature to see all the individual transactions that roll up to any value.

Key Features for Managers

  • New Quick Build lets you build budgets, forecasts and reports in seconds by using drag and drop
  • Map multiple dimensions with our new intuitive mapping, including highlights for quick reference
  • Get information you need right down to the cell level with easy access to data intersections details
  • Easily identify settings and make changes with our new interactive mapping experience
  • Establish guardrails around data contribution and experience faster budgeting cycles with Validation Rules
  • Enable users to pull transaction level information to do more granular, detailed, and accurate planning with Staging Queries
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