Why Vena
Platform
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Capabilities Reporting & Analytics Modeling Workflows Collaboration Scalability & Security Central Database
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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 Planning & Analysis Budgeting & Forecasting CapEx Planning Revenue Planning Workforce Planning Allocations Scenario Planning Cash Flow Planning
Sales Performance Management Sales Planning Incentive Compensation Management
Financial Close Management Financial Consolidation Account Reconciliation
Financial Reporting Management Reporting Profitability Analysis Variance Analysis Dashboard
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Industries Banking and Credit Unions SaaS Insurance Manufacturing Real Estate Hotel and Lodging
  Higher Education Healthcare Professional Sports Not For Profit Professional Services

Vena Industry Benchmark Report 2021

Get your free copy of The State of Strategic Finance: Vena Industry Benchmark Report 2021.

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Resources
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Power your growth with free access to CPE events, on-demand videos, the Vena Academy and more.

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Partner Story: JMT Consulting - a Vena Distinguished Partner.

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Grow your network, learn best practices and connect with the smartest minds in finance on the Vena Plan To Grow Forum.

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Blog

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 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 Company About Us Careers Newsroom Contact Us Trust Impact Customer Stories Video Testimonials Awards & Reports

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

Free Financial Excel Templates

Jumpstart your plan to grow with our library of free financial excel templates. Templates are available to everyone—all you need to get started is a copy of Microsoft Excel.

Explore Our Templates

View all of our free marketing and financial excel templates for FP&A and beyond. New templates are added every month.

  • Budget vs Actual Report

    Budget vs Actual Report

    Use this Budget vs. Actual Template to calculate and visualize variance across different timeframes and accounts.

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  • OpEx Budget

    OpEx Budget

    Plan operating expenses by category and use our dashboard to compare expenses across prior year, current year and plan year.

    Download Now
  • Revenue Projection

    Revenue Projection

    Plan revenue, quantity of units sold and cost of sales for all of your products with this Revenue Projection Template.

    Download Now
  • What-If Analysis

    What-If Analysis

    Get started with a free what-if analysis template. Model monthly forecasting scenarios and view variances between forecasted inputs and scenario models.

    Download Now
  • Rolling Forecast

    Rolling Forecast

    Improve your operating expense forecasting. Choose from multiple planning methods, view trendlines and variances and more.

    Download Now
  • Commission Tracking

    Commission Tracking

    Track payouts for all your reps, view your quota attainment dashboard and more—all within Excel.

    Download Now
  • CapEx Budgeting

    CapEx Budgeting

    Track new and existing assets, choose from various depreciation methods and more with our free CapEx Budgeting Template.

    Download Now
  • Income Statement

    Income Statement

    Input and review all your revenue and expense actuals by month and broken down by department and entity with this free Income Statement Template for Excel.

    Download Now
  • Balance Sheet

    Balance Sheet

    View all your reported actuals and plan in one place. And adjust the scenario selection for each corresponding month to measure performance against plan.

    Download Now
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Microsoft Template Kits

Curated Microsoft kits to help your team plan, execute and forecast. Access free trials to Microsoft 365, Power BI and more.

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Vena Preview

A seven-day, hands-on product preview. You’ll see how Vena can help you automate variance analysis, analyze your company’s financial health and build ad-hoc reports in minutes.

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