Vena 365 | Microsoft 365 Integration

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Power Your People and Plans With Vena 365 Connect

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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

Create reports, input data and review submissions in Excel on both Windows and Mac using Microsoft 365.

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

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

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.

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.

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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Vena Industry Benchmark Report 2022

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Why Vena

Platform

Solutions

Industries

Resources

Partners

Customers

Community

Plan from anywhere. Anytime.

Key Features for Contributors

Simplify Budget Inputs and Reviews in Excel With a Smart Sidebar

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

Data Input Tools Make Adjusting Line Item Details Simple

Data Analysis Tools Tell the Full Story Behind Each Number

Key Features for Managers

Get Started With Vena Today