Vena Template Automation is worth the $$!
September 15, 2022

Vena Template Automation is worth the $$!

Anonymous | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Overall Satisfaction with Vena

Used across the entire company for planning and reporting. Gives managers access to transaction detail and timely data. Quarterly forecasts have made planning agile and up to date based on operational changes.
  • Flexibility in planning models.
  • Report distribution.
  • Accurate data.
  • Automated processes.
  • User permissions.
  • Task bindings.
  • Changing and moving hierarchy members.

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

  • Template automation makes updating P&L's easy.
  • Accurate forecasts based on operations changes.
  • Users have access to detail transactions without emailing controllers for reports.
Had a need for a template build out a year after implementation. Needed this built in 2 weeks while I worked on something else. Using expert hours, the vena team delivered and we forecasted a brand new sales model within 2 weeks' time from data load to reporting. Support post implementation has been great and proved its value.
We constantly change routes, so customers move between locations, and budgets from 6 months ago are no longer accurate at the lowest level. With the API to our ERP, we can easily run a forecast that captures all customer movement and re-align budgets.
NetSuite ERP wasn't as customizable as it was web-based, the Excel based platform really allows for agile template changes as needs change.
Fast-growing business, where needs are always changing. Templates can change with the business easily as it all excel based, so if you can think of it in Excel, you can turn it into an automated template Template automation is by far my favorite feature of Vena and has allowed me to remain a one-person team even though the company has grown many times over in a few short years.

Vena Feature Ratings

Long-term financial planning
8
Financial budgeting
9
Forecasting
9
Scenario modeling
9
Management reporting
9
Multi-currency management
9
Financial Statement Reporting
9
Management Reporting
9
Excel-based Reporting
9
Personalized dashboards
8
KPIs
8
Flat file integration
10
Excel data integration
10
Direct links to 3rd-party data sources
10
Drill-down analysis
9
Formatting capabilities
10
Report sharing and collaboration
10
Report Delivery Scheduling
10
Multi-User Support (named login)
10
Role-Based Security Model
10
Multiple Access Permission Levels (Create, Read, Delete)
10
Single Sign-On (SSO)
10