Vena

We use Vena for budgeting, forecasting, and consolidation. It is mostly used by our FP&A group, but we’re bringing in the Operations and Accounting groups soon. Vena addressed our need for easy-to-understand financial data in a familiar Excel format. It also gave us the ability to forecast and budget financials in a way that allows variance analysis without manual “hand jamming” data.

Workday Adaptive Planning

We use Vena for Budgeting, forecasting, analysis, and scenario planning. He helps us slice and dice data in customizable ways. We can create custom reports to provide transparency and ease of reporting across multiple offices. We use Vena to help put together narratives and inform decision-making. All of our departments and offices have access to Vena as users.

Sage Intacct

Formstack for Salesforce, Sage Intacct, Paylocity

Vena is being used for budgeting in forecasting. It is being used by contributors from different departments across the organization. Those departments are our fundraising departments. They are our disciplines for our medical departments. And it addresses the problems of budgeting and forecasting being pushed back onto accounting and finance, and accounting and finance possibly missing some of the nuances and granular detail that is necessary to do a more accurate budget. It’s been very helpful because we have been able to involve these budget owners and give them contributor user access and make them part of the budget, but it’s also been a little bit of a struggle to get people on board to be part of that because they never have before, but it has been extremely helpful the budging process for 2026 was a breath of fresh air compared to some prior budgets that we put together.

FP&A and Finance are both using Vena. It replaced Adaptive and was a complete game-changer. Our team uses it for financial close, forecasting, budgeting, and reporting. It is very transparent and gives management confidence in the numbers provided. It integrates seamlessly with NetSuite and Salesforce. It also saves our Internal Team so much time. Our previous solution was Workday adaptive and was so complicated to update that I was spending 10-20 hours per week administering and troubleshooting Workday just to keep it running! The formulas were a “black box” that no one at our company understood, making trust in the numbers very low across the organization. Vena’s Excel-based platform is so easy to understand and deconstruct. Users have confidence that what they are reporting is accurate, and Leaders have confidence that they can rely on the numbers as presented. New functionality introduced recently, including upgrades to Vena’s AI Agents, will make it even more useful for all our users. We have just scratched the surface of what Vena can do, and their commitment to emerging technology is impressive and inspiring.

Pigment

NetSuite ERP, Salesforce Agentforce Commerce, Anthropic Claude

For financial reporting and budgeting.

Cube

Microsoft 365, S4 for Salesforce, Microsoft Power BI