Professional financial analyst
September 02, 2025

Professional financial analyst

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

Overall Satisfaction with Vena

Vena was deployed specifically to help forecast finances and to keep a tab on unnecessary expenditure that creeps in while doing manual accounting. It assimilates wonderfully through all the softwares in backend to present a clear picture of current profit and loss statement. It provides in depth analysis of amount to be allocated towards a new project.

Pros

  • Financial forecasting
  • Balanced accounting
  • In depth analysis
  • Ratio management

Cons

  • Takes time to create reports
  • The ROI has definitely been positive this far.
Yes, the vendor and its support team helped install the product. They were right through it and saw that none of the modules are left behind. They gave presentation on how to use it and provided support after sales, too. Very well spoken and detailed guidance throughout the entire process.
Vena has been a game changer for interpretation of financial inputs and help derive the best results based on decisions made through its suggestive models. Right from journal entries in the basic tools to final data output, Vena monitors and provides detailed financial insights. This in turn does not allow us to exceed the set budget.

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 perfectly suited for circumstances that need critical thinking in terms of amount to be allocated to a particular project and it's effects on current projects. Makes a balanced observation between various accounting aspects to maximise profits and minimize waste of resources allocation.The tasks are completed to the satisfaction of both the organization and the clientele.

Vena Feature Ratings

Long-term financial planning
9
Financial budgeting
8
Forecasting
10
Scenario modeling
9
Management reporting
Not Rated
Financial data consolidation
Not Rated
Journal entries and reports
8
Multi-currency management
Not Rated
Intercompany Eliminations
Not Rated
Minority Ownership
Not Rated
Local and consolidated reporting
8
Detailed Audit Trails
8
Financial Statement Reporting
9
Management Reporting
9
Excel-based Reporting
Not Rated
Automated board and financial reporting
9
XBRL support for regulatory filing
Not Rated
Personalized dashboards
9
Color-coded scorecards
Not Rated
KPIs
Not Rated
Cost and profitability analysis
9
Key Performance Indicator setting
8
Benchmarking with external data
Not Rated
Flat file integration
Not Rated
Excel data integration
8
Direct links to 3rd-party data sources
8
Pixel Perfect reports
Not Rated
Customizable dashboards
9
Report Formatting Templates
8
Drill-down analysis
9
Formatting capabilities
7
Integration with R or other statistical packages
Not Rated
Report sharing and collaboration
Not Rated
Publish to Web
8
Publish to PDF
8
Report Versioning
Not Rated
Report Delivery Scheduling
Not Rated
Pre-built visualization formats (heatmaps, scatter plots etc.)
9
Location Analytics / Geographic Visualization
Not Rated
Predictive Analytics
Not Rated
Pattern Recognition and Data Mining
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
Responsive Design for Web Access
Not Rated
Dashboard / Report / Visualization Interactivity on Mobile
Not Rated

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