Excel-based Tool. Great for Reporting and Budgeting
July 02, 2025
Excel-based Tool. Great for Reporting and Budgeting

Score 10 out of 10
Vetted Review
Verified User
Overall Satisfaction with Vena
Vena is our go-to software for reporting. We use them as our central source for inputting data, creating reports, and distributing those reports to leaders across the organization. We started with budgeting revenue and expenses, but have since expanded to capital budgets and more detailed financial/labor/statistical reports. It was our preferred choice because of their connection to Excel. It makes it easier for our accounting team to build reports and for our end users to access and read their numbers. Also, it saves countless hours each month when new data is uploaded. Reports are automatically updated and distributed making my month end much smoother.
Pros
- Budgeting - manage reports and workflow all in Vena. great combo of using standard and custom reports. much easier to keep organized than our process before Vena.
- Report Distribution - ability to set data permissions so whenever we input a new dataset, reports are automatically updated and readily available for all users.
- Customer Support - helpdesk is quick to respond and knowledgeable. tons of resources on demand to learn all aspects of Vena. they have expert services at an additional cost that are wonderful.
Cons
- Creating reports from scratch can be challenging, especially when first becoming a client. But Vena has been testing new report building tools to solve this.
- If you want to do more in depth building of data modeling/transformations, it can be complex and hard to learn on your own.
- cut our budgeting cycle in half with time saved on distributing reports and consolidating numbers
- month end distribution of financial/labor/statistical data is all done in about half a day. it's still a little manual because we don't have 3rd party connections with Vena, but probably takes 20% of the time it would normally take without Vena.
Overall, Vena has been very supportive. Implementation was through a 3rd party recommended though Vena. we used them because there would have been a wait for a Vena team. looking back, it went okay but would have preferred to use a Vena team to ensure we were setting up everything under best practice. Support from Account management was fantastic when we had the right guy. We utilize their Expert services since we have a small team and they are incredible.
Vena has made reports available in a much more timely manner than our previous processes. It isn't necessarily real time data but it's quite close now. Now our leaders can react much faster to the data and problems can be nipped before they persist into the next month.
Do you think Vena delivers good value for the price?
Yes
Are you happy with Vena's feature set?
Yes
Did Vena live up to sales and marketing promises?
Yes
Did implementation of Vena go as expected?
Yes
Would you buy Vena again?
Yes

Comments
Please log in to join the conversation