The great master tool for Financial planning and accounting
August 26, 2025

The great master tool for Financial planning and accounting

Anonymous | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User

Overall Satisfaction with Vena

Vena is a great tool for Financial planning and accounting and it has a great integration with excel as well and solves all finance related issues such as budgeting money management and helps in decision making and it has a great user friendly interface which helps is ease of use

Pros

  • Financial Planning
  • budgeting
  • Accounting

Cons

  • The lag in its real time updates
  • Multiple people usage at same time creates a lag
  • The usage can be better by integration for multiple editors
  • It has saved alot of data storage space as it gets easily integrated with excel
  • It doesn't to save file and then upload as other software
  • It promotes team coordination by multiple people access
Yes Vena vendor has supported alot by telling its abundance of features and have helped us out in creating financial budgets and forecasting was made easy with its multiple features which helps in making the budget and finance decisions easily its implementation was done smartly by the help of vendor and our team
Vena's features are great and have impacted a lot by making our team have advanced features hands on and creating toughest statements easily did accounting financial planning and budgeting easily. With Excel integration it had a great experience and less time was devoted which saved resources time and effort making them efficiently do other tasks on time

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

When our manager told to create a budget and do data analysis urgently our whole team sat on excel created the sheet integrated it with Vena and did the analysis created budget easily and with hassle free mindset and it was made possible only by Vena the finance master planner

Vena Feature Ratings

8.0
Long-term financial planning
8
Financial budgeting
8
Forecasting
8
Scenario modeling
8
Management reporting
8
7.8
Financial data consolidation
8
Journal entries and reports
8
Multi-currency management
8
Intercompany Eliminations
7
Minority Ownership
Not Rated
Local and consolidated reporting
Not Rated
Detailed Audit Trails
Not Rated
8.0
Financial Statement Reporting
8
Management Reporting
8
Excel-based Reporting
8
Automated board and financial reporting
8
XBRL support for regulatory filing
8
8.0
Personalized dashboards
8
Color-coded scorecards
8
KPIs
8
Cost and profitability analysis
8
Key Performance Indicator setting
8
Benchmarking with external data
Not Rated
7.7
Flat file integration
8
Excel data integration
8
Direct links to 3rd-party data sources
7
8.0
Pixel Perfect reports
8
Customizable dashboards
8
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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