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Vena is an AI-powered Complete Financial Planning and Analysis platform designed to help finance teams plan, budget, forecast, report and close their books with precision and speed. Built natively on Microsoft Excel and deeply integrated with the Microsoft 365 ecosystem, Vena preserves the familiar spreadsheet workflows that finance professionals rely on while adding a centralized database, workflow automation, collaboration tools and advanced analytics.
The platform connects to a wide range of ERP, CRM and HRIS systems through CubeFLEX, Vena's OLAP database built specifically for Excel. This single source of truth enables teams to eliminate version control issues, reduce manual data consolidation and deliver accurate financial and management reports to stakeholders across the business. Customers across industries including SaaS, healthcare, manufacturing, banking and professional services use Vena to run processes such as financial consolidation, account reconciliation, tax provisioning and sales performance management.
Vena Copilot brings AI agents directly into the FP&A workflow, turning everyday finance questions into structured insights and integrating with Microsoft Teams for seamless collaboration without breaking existing processes. Vena Insights adds self-serve advanced analytics and pre-built Power BI dashboards, while Vena for PowerPoint enables finance teams to create data-driven presentations with real-time figures.
The platform is available in two main tiers, Professional and Complete, with flexible licensing for power users, contributors and view-only users. Thousands of organizations have reported significant improvements in planning cycle speed, reporting turnaround and close times after adopting Vena.
- Automate annual budgeting and forecasting cycles across finance and business units
- Build driver-based financial models and run unlimited what-if scenario analyses in Excel
- Consolidate financial data from multiple ERPs and generate accurate management reports
- Streamline month-end and year-end financial close including account reconciliations
- Plan and manage workforce headcount, compensation and hiring scenarios
- Forecast revenue, expenses and cash flow with real-time data from connected systems
- Manage capital expenditure planning and track actuals against approved CapEx budgets
- Generate board-ready financial reports and presentations with live data in PowerPoint
- Monitor sales performance and manage incentive compensation plans for revenue teams
- Plan and report on marketing budgets aligned to revenue and pipeline targets
- Perform tax provisioning and support financial consolidation across legal entities
- Analyze KPIs with interactive Power BI dashboards and self-serve ad-hoc reporting in Excel
