Powerful agile planning and reporting in familiar excel environment
October 25, 2022

Powerful agile planning and reporting in familiar excel environment

James Leisk | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Overall Satisfaction with Vena

Vena is being used for budgeting, forecasting, management reporting and board reporting across the whole organisation

Pros

  • Agile planning
  • Version control
  • Workflow management

Cons

  • Issues with installation of desktop excel add-in
  • Web based reports/dashboards

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

  • Reduced budget timelines
  • More time spent analysing the numbers, less time spent reconciling and manipulating data
  • More insightful reporting leading to faster and better decision making
Handover to customer success team post implementation, then regular catch up points and strategic reviews. Technical support usually very helpful and responsive
Using excel as an interface enables us to constantly refine forecast templates and reports as we continue to change our business model. No coding or technical knowledge required. As long as you are comfortable working in excel, you can tailor Vena to match your needs
Vena has enabled us to continually adapt our financial modelling in accordance with the evolving needs of the business, whilst retaining a familiar excel interface. The system is easy to manage and maintain for non-technical users, with a simple to use workflow interface and all the benefits of having a central database in the background.

Vena Feature Ratings

8.8
Long-term financial planning
8
Financial budgeting
10
Forecasting
10
Scenario modeling
7
Management reporting
9
8.6
Financial data consolidation
8
Journal entries and reports
8
Multi-currency management
9
Intercompany Eliminations
8
Minority Ownership
8
Local and consolidated reporting
9
Detailed Audit Trails
10
8.8
Financial Statement Reporting
9
Management Reporting
9
Excel-based Reporting
10
Automated board and financial reporting
9
XBRL support for regulatory filing
7
7.2
Personalized dashboards
6
Color-coded scorecards
6
KPIs
7
Cost and profitability analysis
8
Key Performance Indicator setting
8
Benchmarking with external data
8
9.0
Flat file integration
9
Excel data integration
9
Direct links to 3rd-party data sources
9
7.0
Customizable dashboards
6
Report Formatting Templates
8
8.7
Drill-down analysis
10
Formatting capabilities
7
Report sharing and collaboration
9
8.0
Report Versioning
9
Report Delivery Scheduling
7
Data Discovery and Visualization ()
Not Rated
10.0
Multi-User Support (named login)
10
Role-Based Security Model
10
Multiple Access Permission Levels (Create, Read, Delete)
10
Single Sign-On (SSO)
10
Mobile Capabilities ()
Not Rated

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