Vena review
Updated December 26, 2025

Vena review

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

Overall Satisfaction with Vena

Our organization uses Vena for budgeting, forecasting, FP&A, and balances and transactions reporting. In November of each year we distribute fillable budget templates to our budget managers who populate them with their applicable budget and supporting documents. We also use Vena to forecast our approaching year ends in a similar manner.

Pros

  • enable alternative hierarchies
  • end presentation format acceptable for executive reporting
  • integration with Excel functionalities
  • report rendering time is quick
  • flexibility to include many hierarchies

Cons

  • Long files names when using Vena Desktop could use improvement
  • Would like to see more AI report building assistance built into the product
  • Building complex reports needs IT support
  • Attaching pdfs at the transaction level could be improved
  • - improved report redering time
  • - allowed insights into non-financial areas
  • drilldown on data needs improvement and so some increases in effectiveness remaining
  • business modelling on tuition has been very helpful, as well as reviews of our cost drivers
The support process has been excellent throughout implementation and ongoing product support. The Helpdesk response team has been prompt and helpful in resolving any issues that may arise. We appreciate the company's vision of striving to integrate advances in AI and are looking forward to improvements in product functionality as they become available.
Our budgeting and forecasting process has improved significantly as users can easily track progress and iterations of work. We have an annual budget process that engages over 150 of our campus budget managers who use Vena's budget functionality to record their budget plans and requests. Our users have found the process to be very effective.
Vena was chosen as it provided good overall functionality into the budgeting, forecasting and FP&A areas that we really needed to develop. The integrated functionality into Excel is what made our purchase decision straightforward and its functionality effective. As Microsoft advances in areas of Excel AI functionality, much of this benefit will flow into our Vena processes and so we are looking forward to that.

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

Vena is great for FP&A analysis, budget and forecasting. We are also trying to use it as a transaction tool for our accounting department and it is here where we are running into challenges. Our accounting department needs to drill through balance sheet detail often more than 3 years. With our 13 hierarchies (including our 6-digit FOAPAL account string), we would like to see continued improvement in the rendering speed so that we can load our entire transaction history into the model.

Vena Feature Ratings

9.2
Long-term financial planning
9
Financial budgeting
10
Forecasting
10
Scenario modeling
8
Management reporting
9
Consolidation and Close ()
Not Rated
9.0
Financial Statement Reporting
8
Management Reporting
9
Excel-based Reporting
10
Automated board and financial reporting
9
9.0
Cost and profitability analysis
9
10.0
Excel data integration
10
8.0
Customizable dashboards
8
8.0
Drill-down analysis
8
Formatting capabilities
8
Report Output and Scheduling ()
Not Rated
Data Discovery and Visualization ()
Not Rated
9.2
Multi-User Support (named login)
9
Role-Based Security Model
9
Multiple Access Permission Levels (Create, Read, Delete)
9
Report-Level Access Control
10
Single Sign-On (SSO)
9
Mobile Capabilities ()
Not Rated

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