Vena is a multi purpose software that really brings all of our financial data together in one place
Updated February 19, 2026

Vena is a multi purpose software that really brings all of our financial data together in one place

Renee Doman | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Overall Satisfaction with Vena

I use Vena daily in my work, and I find it very user-friendly. It has been a great help to both our Operations and Finance teams. We use it to house all of our month end Excel sheets that we use for input and uploads that integrates with our Accounting software, as well as for our budget process, and all of our financial reporting on all levels. It was very easy to implement with our Operations team, and customer support was always there if we ran into problems. I value the fact that we have all of our reporting in one place. The most crucial problem that Vena is solving for our organization is bringing our outside excel reports into Vena and having the ease of integrating it with our accounting software and it updating in real time.

Pros

  • Bringing all of our financial processes together in one place
  • Helps Operations and Finance to see what is happening in real time at each site.
  • It makes the budgeting process very easy for Operations to input and Finance to go in and check alongside at the same time.

Cons

  • I wish it was easier for individual contributors to make customized reports.
  • I wish the download name was actually the name of the report that I am downloading.
  • Easier to export without losing the functionality in some areas.
  • It has impacted our business in the financial department greatly. It has significantly reduced the time we have spent updating Excel reports each month and year, and now that they are in Vena, they update everything automatically. Everytime the date changes or a new customer is added, it all is in our month end reports for operations to use without any human intervention.
  • It has also reduced the time that Finance had to create reports out of our accounting software for Operations to use since they didn't have access to the accounting software itself. Now they can access everything pulling directly from it.
  • It has also reduced the time that Finance has tracking down details in 3rd party systems that Operations use and that we don't have access to by reports created directly from the 3rd party software that we can review and help Operations when they have issues.
Although I was not personally involved, I heard great things from the implementation team about how supported they felt when they were navigating the process. They have only had great things to say about customer support when they are having issues, and I know personally that the team who handles the behind the scenes in Vena are always able to solve our issues very quickly which speaks to the support they have received from Vena themselves.
We are able to pull together several years of profit and loss statements or revenue reports for new customers that our considering us very quickly so that they can present to the customer and give us the best shot at gaining these potential new customer that helps us thrive overall in the 3PL business model.
  • Infor Financials & Supply Management
I was not part of this process, but our company is very up with current trends and definitely will invest in the best software and anything else that will put us ahead of our competition. Infor is kind of outdated and so I believe that why and how they came to choose Vena was because you have a superior software and offer everything that we need to succeed.

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

I find it well suited for month end close sheets that we use between our Operations and Finance teams. I also find budgeting very easy. Reporting is easily the #1 for me where it feeds from our accounting software but can be seen and used by our Operations team. It also integrates with other software that we use so that Finance can see details of what Operations inputs.

Vena Feature Ratings

9.4
Long-term financial planning
9
Financial budgeting
10
Forecasting
9
Scenario modeling
9
Management reporting
10
10.0
Financial data consolidation
10
Journal entries and reports
10
Multi-currency management
Not Rated
Intercompany Eliminations
10
Minority Ownership
10
Local and consolidated reporting
10
Detailed Audit Trails
10
9.5
Financial Statement Reporting
10
Management Reporting
10
Excel-based Reporting
9
Automated board and financial reporting
9
XBRL support for regulatory filing
Not Rated
9.8
Personalized dashboards
9
Color-coded scorecards
Not Rated
KPIs
10
Cost and profitability analysis
10
Key Performance Indicator setting
10
Benchmarking with external data
10
10.0
Flat file integration
10
Excel data integration
10
Direct links to 3rd-party data sources
10
10.0
Pixel Perfect reports
10
Customizable dashboards
10
Report Formatting Templates
10
10.0
Drill-down analysis
10
Formatting capabilities
10
Integration with R or other statistical packages
Not Rated
Report sharing and collaboration
10
10.0
Publish to Web
10
Publish to PDF
10
Report Versioning
10
Report Delivery Scheduling
10
10.0
Pre-built visualization formats (heatmaps, scatter plots etc.)
Not Rated
Location Analytics / Geographic Visualization
Not Rated
Predictive Analytics
10
Pattern Recognition and Data Mining
Not Rated
10.0
Multi-User Support (named login)
10
Role-Based Security Model
10
Multiple Access Permission Levels (Create, Read, Delete)
10
Report-Level Access Control
10
Single Sign-On (SSO)
10
10.0
Responsive Design for Web Access
10
Dashboard / Report / Visualization Interactivity on Mobile
10

Vena Solutions Attributes

When I reach out to our support team, they are always able to fix any issues we are having in a timely manner. It is always resolved quickly which proves that customer support always helps out our support team with any issues so they can in turn help us quickly.
I love this product. We integrate all of our financial needs between finance and the operations team so that we have real time data being looked at all of the time. Our operations can reach out and be able to discuss possible issues or variances at any time of the month and leads us to be able to have smoother month end closes.

Using Vena

They run across all of the business functions within our company. Operations, Marketing, Sales, Finance, Management & is used to report to our customers. It is very user friendly and makes it so much easier for all of our company to be looking at the same data so that everyone is always on the same page.
8 - The people that we have supporting Vena at our organization include leaders who have been here many years and have a vast institutional knowledge of our organization and know what is needed combined with our analytical and programming individuals who use the leaders insights and make those come to fruition.
  • Financial Reporting
  • Analytics
  • Dashboards
  • Integrate it with most of our softwares to have the most impactful data.
  • Definitely more reports that cut down on manual data entry.
Our organization continues to use and find value in progressing forward with current and new reporting options and features within Vena. Integrating more systems together to make one streamlined place where we can all go to find the data that we need. It is definitely something our team values and looks at to progress in the future.

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