Financial advantage with Vena
August 13, 2024

Financial advantage with Vena

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

Overall Satisfaction with Vena

Maintaining the whole product in a single software helped a lot. Viena included a CRM integrated with our financial module, making it easy to access every insight while interacting with the client. It impacted our KPIs positively, reducing the ETA and customer satisfaction.

Pros

  • Native integration with Microsoft Excel.
  • Awesome and beautiful interface for the CRM that faces clients.
  • Offering a quality software that never crashes.

Cons

  • In can be as flexible when using the mobile dashboard.
  • Automations saved a lot of agent time which translates on revenue.
  • It hosted its self infrastructure so you don't need to spend on on-premises setups.
So far, it's excellent. While integrating with Microsoft 365, we asked for support a couple of times.
Its native integrations with databases, dashboards, CRM, and analytics have simplified our decisions to maintain multiple instances for each thing.

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

AWS Amplify, Azure Bot Service (Microsoft Bot Framework), Microsoft Excel
It can be automated to give customers answers with metrics and insights when agents are not available. The financial module is integrated with the metrics and the CRM, so it doesn't require much configuration.

Vena Feature Ratings

9.4
Long-term financial planning
9
Financial budgeting
10
Forecasting
9
Scenario modeling
9
Management reporting
10
9.1
Financial data consolidation
9
Journal entries and reports
9
Multi-currency management
9
Intercompany Eliminations
10
Minority Ownership
9
Local and consolidated reporting
9
Detailed Audit Trails
9
9.4
Financial Statement Reporting
10
Management Reporting
10
Excel-based Reporting
9
Automated board and financial reporting
9
XBRL support for regulatory filing
9
9.7
Personalized dashboards
10
Color-coded scorecards
10
KPIs
9
Cost and profitability analysis
9
Key Performance Indicator setting
10
Benchmarking with external data
10
9.3
Flat file integration
9
Excel data integration
10
Direct links to 3rd-party data sources
9
Not Rated
Pixel Perfect reports
Not Rated
Customizable dashboards
Not Rated
Report Formatting Templates
Not Rated
Not Rated
Drill-down analysis
Not Rated
Formatting capabilities
Not Rated
Integration with R or other statistical packages
Not Rated
Report sharing and collaboration
Not Rated
Not Rated
Publish to Web
Not Rated
Publish to PDF
Not Rated
Report Versioning
Not Rated
Report Delivery Scheduling
Not Rated
Not Rated
Pre-built visualization formats (heatmaps, scatter plots etc.)
Not Rated
Location Analytics / Geographic Visualization
Not Rated
Predictive Analytics
Not Rated
Pattern Recognition and Data Mining
Not Rated
Not Rated
Multi-User Support (named login)
Not Rated
Role-Based Security Model
Not Rated
Multiple Access Permission Levels (Create, Read, Delete)
Not Rated
Report-Level Access Control
Not Rated
Single Sign-On (SSO)
Not Rated
Not Rated
Responsive Design for Web Access
Not Rated
Dashboard / Report / Visualization Interactivity on Mobile
Not Rated

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