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Vena Solutions

The Complete Planning Platform for Microsoft 365.

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Overview

Vena Solutions provides a corporate performance management (CPM) software that leverages the familiarity of Microsoft Excel. It offers a comprehensive suite of applications for budgeting, forecasting, reporting, and financial close management, all within an Excel-based interface but with the control and security of an enterprise-grade platform.

✨ Key Features

  • Excel-native interface
  • Budgeting and forecasting
  • Financial close and consolidation
  • Scenario planning
  • Workforce planning
  • Revenue planning
  • Reporting and analytics

🎯 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 (4)

Financial planning and analysis Sales performance management Financial close management Regulatory reporting

✅ Best For

  • Excel-based budgeting and forecasting with enhanced control and collaboration
  • Financial consolidation for multi-entity organizations

💡 Check With Vendor

Verify these considerations match your specific requirements:

  • Companies looking to move completely away from a spreadsheet-centric approach.

🏆 Alternatives

Prophix Anaplan Jedox Board

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

💻 Platforms

Web Microsoft Excel

✅ Offline Mode Available

🔌 Integrations

Microsoft Dynamics 365 NetSuite Salesforce Sage Intacct QuickBooks

🛟 Support Options

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

🔒 Compliance & Security

✓ SOC 2 ✓ GDPR ✓ SSO ✓ SOC 1 Type II ✓ SOC 2 Type II

💰 Pricing

Contact for pricing
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