Power Your People and Plans With Vena 365 Connect
Try Vena 365 Connect today with a free 7-day preview.
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Group 661
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 directly in Excel
  • Save your data inputs at any time with auditing capabilities
  • 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
Vena 365 Connect In 5 Minutes

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.

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 let you, including multiple dimension mapping and 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
Vena 365 Connect in 5 minutes (Manager Experience)

Try Vena 365 Connect Today With a Free 7-day Preview

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