A very good addition to your commercial and finance teams
October 21, 2025

A very good addition to your commercial and finance teams

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

Overall Satisfaction with Vena

It is being used as a project management and sales planning tool, as we utilise some of the key integrations such as Salesforce and Microsoft. The entire commercial team uses it, as well as our compliance and risk function. It allows us to collaborate across departments easily and efficiently, which is very helpful as we are primarily a working from home business.

Pros

  • It provides a number of integrations, with some key partners and softwares of ours, to allow us to automate various aspects of our business.
  • As we are a sales-centric business, it allows us to closely monitor sales performance, across lots of key metrics, so help us know how close to target we are. From there, we can reassess our sales strategy and see if we need to refocus or reforecast.
  • It easily allows us to AB test different sales and risk strategies to find the best possible route.

Cons

  • I have found the financial reporting leaves a lot to be desired, and takes a while to fully get used to
  • The cost element is also on the high-side, especially in comparison to come of it's competitors that I am familiar with.
  • We have saved upwards of 8 hours a week on reports and dashboards, as much of this is now automated
  • It did however take months to initially setup, so I would use this as a warning to anyone that is going to implement it that it is not a plug-in and play product
  • We have spotted several process gaps, both operationally and in the commercial team through using Vena, which has saved us thousands in onboarding costs and potential redress
We have largely been left to our own devices since we went live with Vena, though we have not really needed any further assistance since the initial implementation. We were closely supported during the early stages of onboarding, however as I often find with these things, this tailed off as time goes on so we relied on the online docs and some trial and error to help us.
I am not involved in this aspect of the business so I could not say.
Vena is a little pricier based on what we were quoted but was far better suited to our business, from what I have researched and from the initial pitch we had with both. It also seems to have a wider user base and appeal to larger businesses, which suits us better.

Do you think Vena delivers good value for the price?

No

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

It is an excellent Excel add-on, which is a key element to the day to day running of our business. It allows us to automate reports and dashboards that link to it, and stops much of the heavy lifting to set these up manually. It is also just simply very easy to use and get used to, as everyone in our business, even the less technical employees, got on well with it.

Vena Feature Ratings

Long-term financial planning
8
Financial budgeting
5
Forecasting
7
Scenario modeling
8
Management reporting
9
Financial data consolidation
8
Journal entries and reports
8
Intercompany Eliminations
7
Minority Ownership
7
Local and consolidated reporting
7
Detailed Audit Trails
Not Rated
Financial Statement Reporting
8
Management Reporting
7
Excel-based Reporting
9
Automated board and financial reporting
8
XBRL support for regulatory filing
8
Personalized dashboards
9
Color-coded scorecards
9
KPIs
9
Cost and profitability analysis
9
Key Performance Indicator setting
9
Benchmarking with external data
9
Flat file integration
8
Excel data integration
10
Direct links to 3rd-party data sources
9
Pixel Perfect reports
9
Customizable dashboards
8
Report Formatting Templates
8
Drill-down analysis
8
Formatting capabilities
8
Integration with R or other statistical packages
8
Report sharing and collaboration
7
Publish to Web
8
Publish to PDF
8
Report Versioning
8
Report Delivery Scheduling
8
Pre-built visualization formats (heatmaps, scatter plots etc.)
8
Location Analytics / Geographic Visualization
9
Predictive Analytics
9
Pattern Recognition and Data Mining
8
Multi-User Support (named login)
8
Role-Based Security Model
9
Multiple Access Permission Levels (Create, Read, Delete)
8
Report-Level Access Control
7
Single Sign-On (SSO)
7
Responsive Design for Web Access
7
Dashboard / Report / Visualization Interactivity on Mobile
8

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