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Vena

Vena

Overview

What is Vena?

Vena Solutions provides a financial process automation solution to automate Corporate Performance Management, accounting and budgeting, Regulatory & Compliance, and other finance-related processes. It is scaled for medium to large-sized organizations.

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Learn from top reviewers

Awards

Products that are considered exceptional by their customers based on a variety of criteria win TrustRadius awards. Learn more about the types of TrustRadius awards to make the best purchase decision. More about TrustRadius Awards

Video Reviews

1 video

Vena Review: Proves To Be Financial Management Solution For Handling Multiple, Complex Accounts
03:21
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Pricing

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Professional

N/A

Cloud

Complete

N/A

Cloud

Entry-level set up fee?

  • Setup fee optional
    Optional
For the latest information on pricing, visithttps://www.venasolutions.com/resources…

Offerings

  • Free Trial
  • Free/Freemium Version
  • Premium Consulting/Integration Services
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Product Demos

Vena Overview

Storylane
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Features

BI Standard Reporting

Standard reporting means pre-built or canned reports available to users without having to create them.

7.4
Avg 7.6

Ad-hoc Reporting

Ad-Hoc Reports are reports built by the user to meet highly specific requirements.

7.6
Avg 8.0

Report Output and Scheduling

Ability to schedule and manager report output.

8.2
Avg 8.1

Data Discovery and Visualization

Data Discovery and Visualization is the analysis of multiple data sources in a search for patterns and outliers and the ability to represent the data visually.

7.6
Avg 7.6

Access Control and Security

Access control means being able to determine who has access to which data.

8.5
Avg 8.5

Mobile Capabilities

Support for mobile devices like smartphones and tablets.

7.3
Avg 7.7

Budgeting, Planning, and Forecasting

These activities are designed to assist with both data-driven operational, short-term planning and strategic long term planning

8.3
Avg 8.1

Consolidation and Close

Consolidation of data from multiple entities with currency management, reporting and audit trails.

7.4
Avg 7.8

Financial Reporting and Compliance

Financial statements and regulatory filings

8.2
Avg 7.9

Analytics and Reporting

Dashboards and scorecards for KPI monitoring and benchmarking

7.8
Avg 8.1

Integration

Ability to integrate with external applications.

8.7
Avg 8.2
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Product Details

What is Vena?

Vena is a CPM platform that streamlines financial and operational planning, reporting and analysis processes. Vena is presented as a great match for for finance and accounting teams who want a flexible and powerful Excel-based and AI-powered FP&A platform that can be implemented quickly.


Top Solutions:
  • Budgeting and Forecasting
  • Financial Reporting
  • Financial Close Management
  • Business Analysis and Insights
  • Cash Flow Planning

Top Features and Benefits
  • Native Excel Interface
  • ERP, GL, HRIS & CRM Integration
  • Scenario Modeling
  • Vena Copilot: An Agentic AI-Powered Partner for FP&A
  • Microsoft PowerBI, PowerPoint and Teams Integrations
  • Version Control, Audit Trails and Workflows

Vena Features

Budgeting, Planning, and Forecasting Features

  • Supported: Long-term financial planning
  • Supported: Financial budgeting
  • Supported: Forecasting
  • Supported: Scenario modeling
  • Supported: Management reporting

Consolidation and Close Features

  • Supported: Financial data consolidation
  • Supported: Journal entries and reports
  • Supported: Multi-currency management
  • Supported: Intercompany Eliminations
  • Supported: Minority Ownership
  • Supported: Local and consolidated reporting
  • Supported: Detailed Audit Trails

Financial Reporting and Compliance Features

  • Supported: Financial Statement Reporting
  • Supported: Management Reporting
  • Supported: Excel-based Reporting
  • Supported: Automated board and financial reporting
  • Supported: XBRL support for regulatory filing

Analytics and Reporting Features

  • Supported: Personalized dashboards
  • Supported: Color-coded scorecards
  • Supported: KPIs
  • Supported: Cost and profitability analysis
  • Supported: Key Performance Indicator setting
  • Supported: Benchmarking with external data

Integration Features

  • Supported: Flat file integration
  • Supported: Excel data integration
  • Supported: Direct links to 3rd-party data sources

BI Standard Reporting Features

  • Supported: Pixel Perfect reports
  • Supported: Customizable dashboards
  • Supported: Report Formatting Templates

Ad-hoc Reporting Features

  • Supported: Drill-down analysis
  • Supported: Formatting capabilities
  • Supported: Predictive modeling
  • Supported: Integration with R or other statistical packages
  • Supported: Report sharing and collaboration

Report Output and Scheduling Features

  • Supported: Publish to Web
  • Supported: Publish to PDF
  • Supported: Report Versioning
  • Supported: Report Delivery Scheduling

Data Discovery and Visualization Features

  • Supported: Pre-built visualization formats (heatmaps, scatter plots etc.)
  • Supported: Location Analytics / Geographic Visualization
  • Supported: Predictive Analytics
  • Supported: Support for Machine Learning models
  • Supported: Pattern Recognition and Data Mining
  • Supported: Integration with R or other statistical packages

Access Control and Security Features

  • Supported: Multi-User Support (named login)
  • Supported: Role-Based Security Model
  • Supported: Multiple Access Permission Levels (Create, Read, Delete)
  • Supported: Report-Level Access Control
  • Supported: Table-Level Access Control (BI-layer)
  • Supported: Field-Level Access Control (BI-layer)
  • Supported: Single Sign-On (SSO)

Mobile Capabilities Features

  • Supported: Responsive Design for Web Access
  • Supported: Dashboard / Report / Visualization Interactivity on Mobile

Vena Screenshots

Screenshot of Operation Expenses - Predictive AnalysisScreenshot of Allocations DashboardScreenshot of Vena Add InScreenshot of Power BI DashboardScreenshot of Operational Expenses - Drill through analysisScreenshot of Process Status DashboardScreenshot of Corporate DashboardScreenshot of Vena for PowerPointScreenshot of Audit TrailsScreenshot of Cash Flow StatementScreenshot of

Vena Videos

Vena Copilot: A Dedicated AI Assistant for FP&A
Introduction to Budgeting in Vena Complete Planning
Vena for SaaS - Financial Reporting and Reporting Made Simple

Vena Technical Details

Deployment TypesSoftware as a Service (SaaS), Cloud, or Web-Based
Operating SystemsUnspecified
Mobile ApplicationYou don't need to download an app or change a setting to use Vena on your mobile device: just open your browser, go to Vena (vena.io), and log in as you normally do. The Contributor interface is fully responsive, so it can adjust to any size screen, regardless of the type of device you have.
Supported CountriesUnited States of America, Canada, United Kingdom, Australia, South Africa, Europe
Supported LanguagesVena supports any localization capabilities already native within Excel. Vena Cloud supports English, Spanish, and French. If a specific language is required please don’t hesitate to ask.

Frequently Asked Questions

Vena Solutions provides a financial process automation solution to automate Corporate Performance Management, accounting and budgeting, Regulatory & Compliance, and other finance-related processes. It is scaled for medium to large-sized organizations.

Workday Adaptive Planning, Prophix, and Planful are common alternatives for Vena.

Reviewers rate Excel-based Reporting highest, with a score of 9.5.

The most common users of Vena are from Mid-sized Companies (51-1,000 employees).

Vena Customer Size Distribution

Consumers0%
Small Businesses (1-50 employees)19%
Mid-Size Companies (51-500 employees)55%
Enterprises (more than 500 employees)26%
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Comparisons

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Reviews From Top Reviewers

(1-5 of 262)

Amazing and Powerful Solution for business needs.

Rating: 9 out of 10
April 05, 2025
HK
Vetted Review
Verified User
Vena
3 years of experience
Using the Vena's with a user-friendly interface has been incredibly easy. Their server comes with a setup that makes it easy for beginners like me to host account data in a hassle-free manner. The platform is reliable, giving me consistently high performance with a 99.99% server uptime and lightning-fast loading speed.

Time Saved Value Gained with Vena

Rating: 8 out of 10
April 02, 2025
AH
Vetted Review
Verified User
Vena
1 year of experience
mostly companies with more work in excel sheets retail chain that needs to create detailed budgets at the store level also SaaS companies which need to keep track of all KPI's

Vena is One of the best Planning Platform.

Rating: 8 out of 10
February 13, 2025
Av
Vetted Review
Verified User
Vena
1 year of experience
Vena is one of the best tools for planning and reporting, but it needs minor improvement. 1. Which companies want to integrate their financial planning tools with existing ERP systems? Because it allows for real-time updates and connections with various third-party systems. 2. Which companies don't have proper Excel experts because they can help with minimum Excel knowledge?

Velvety Financial Planning with Room for change for the better.

Rating: 9 out of 10
January 29, 2025
RR
Vetted Review
Verified User
Vena is well suited for my company, which has Complex financial planning and forecasting needs and especially depends on Excel. Its slick processes, like budgeting, scenario modeling, and data consolidation, make it very easy to collaborate across departments and reduce errors perfectly. It's also beneficial for boosting financial and reporting.

Great cloud based software

Rating: 10 out of 10
May 15, 2025
MC
Vetted Review
Verified User
Vena
1 year of experience
The best use for Vena Solutions is using the mapping function to pull in general ledger data. It has helped us saved time, by not having to run separate reports and key in data.
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