Vena

Founded by Don Mal in 2011

Build budgets, forecasts, and financial plans inside Excel

Cost

Demo

Rating

★ People love it

Time to value

Long Setup (> 1 day)

You can use Vena to do financial planning and analysis work directly inside Microsoft Excel. It adds budgeting, forecasting, and reporting capabilities on top of Excel so finance teams don't have to switch to a different interface. You can create annual budgets, run rolling forecasts, consolidate data from multiple sources, build financial reports, and track actuals against plan. It also includes workflow tools to manage review and approval cycles across teams.

What Vena does

Create and distribute budget templates to department managersConsolidate submitted budgets from multiple teams into one modelCompare budget vs. actuals on a monthly basisSet up approval workflows for budget review cyclesPull ERP or CRM data directly into financial modelsBuild variance analysis reports showing where actuals deviate from planRun what-if scenario models to test different business assumptionsGenerate automated financial close reports with audit trailsWorks inside Microsoft Excel so users don't need to learn a new interfaceAutomates budget collection and consolidation across departmentsTracks actuals vs. plan with real-time data connectionsManages review and approval workflows with audit trailsSupports financial close and consolidation processesIncludes AI agents for automated planning tasksConnects to Power BI for visual reporting and dashboardsOffers versioning to replicate and compare different data scenarios