Vena Solutions
Excel-based FP&A platform with AI-powered insights
Overview
Vena is a Microsoft-native financial planning and analysis platform that lets finance teams run budgeting, forecasting, financial consolidation, reporting, and close management directly within Excel and other Microsoft 365 tools. The platform centralizes templates to eliminate version-control issues, supports unlimited what-if scenario modeling, and adds workflow management with task tracking and approval monitoring on top of familiar spreadsheet workflows. Vena Copilot brings AI-driven analysis and insight generation into the platform, and native integrations extend to Microsoft Teams, Power BI through Vena Insights, and PowerPoint, alongside connections to Salesforce, Dynamics 365, QuickBooks, NetSuite, Workday, and SAP. It serves finance teams across industries including banking, SaaS, manufacturing, healthcare, and retail, holds a 4.5-star G2 rating, and has been recognized by Nucleus Research as a repeat leader in FP&A software.
Details
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