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Vena Solutions

The Complete Planning Platform for Microsoft 365.

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Overview

Vena Solutions provides a financial planning and analysis (FP&A) platform that integrates with Microsoft Excel, allowing finance teams to automate and streamline their budgeting, forecasting, and reporting processes. It combines the flexibility of Excel with the control and structure of a centralized database, aiming to improve collaboration and data integrity. Vena is designed for finance professionals who are comfortable working within the Excel environment but require more robust capabilities for data consolidation, workflow automation, and reporting.

✨ Key Features

  • Budgeting and Forecasting
  • Financial Close Management
  • Reporting and Analytics
  • Scenario Modeling
  • Excel Integration
  • Workflow Automation
  • Data Consolidation

🎯 Key Differentiators

  • Native integration with Microsoft Excel
  • Combines flexibility of spreadsheets with control of an enterprise platform
  • Strong focus on user adoption

Unique Value: Empowers finance teams to work in their preferred environment (Excel) while gaining the control, security, and automation of a dedicated FP&A platform.

🎯 Use Cases (5)

Board Reporting Financial Planning and Analysis (FP&A) Budgeting and Forecasting Financial Close and Consolidation Management Reporting

✅ Best For

  • Automating board report generation
  • Streamlining budget cycles
  • Consolidating financial data from multiple sources

💡 Check With Vendor

Verify these considerations match your specific requirements:

  • Organizations not using Microsoft Excel
  • Very small businesses with simple financial needs

🏆 Alternatives

Prophix Anaplan Jedox Board

Offers a much lower learning curve for Excel-proficient users compared to platforms with entirely proprietary interfaces.

💻 Platforms

Web API

🔌 Integrations

Microsoft Excel Microsoft Power BI Salesforce NetSuite Sage Intacct Microsoft Dynamics 365 API

🛟 Support Options

  • ✓ Email Support
  • ✓ Live Chat
  • ✓ Phone Support
  • ✓ Dedicated Support (Premium tier)

🔒 Compliance & Security

✓ SOC 2 ✓ GDPR ✓ ISO 27001 ✓ SSO ✓ SOC 2 Type II

💰 Pricing

Contact for pricing

✓ 14-day free trial

Free tier: N/A

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