Vena

Vena

Paid

AI-powered Complete FP&A platform that amplifies Microsoft 365 with Excel-native planning, reporting, and agentic AI workflows.

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What is Vena?

Vena is an agentic AI-powered Complete FP&A platform used by over 2,000 companies to accelerate budgeting, forecasting, financial reporting, and corporate performance management. Built natively on the Microsoft technology stack, Vena enhances Excel with a governed cloud database (CubeFLEX), Power BI integration, PowerPoint storytelling, and Teams collaboration — so finance teams keep working the way they already do while gaining enterprise-grade controls and automation. Vena Copilot, the platform's AI assistant, turns everyday finance questions into FP&A insights without leaving the workflow. The 2025 acquisition of Acterys makes Vena the first Microsoft-native Orchestrated Planning environment, combining finance, operations, and ESG planning in one unified system.

Key Features

Vena Copilot AI AssistantExcel-Native Planning InterfaceCubeFLEX OLAP DatabasePower BI Embedded DashboardsMicrosoft Teams IntegrationScenario and What-If ModelingBudget Collection WorkflowsVariance Analysis AutomationFinancial Close ManagementIncentive Compensation ManagementWorkforce PlanningMulti-Entity ConsolidationAudit Trail and Version ControlCustomizable Report TemplatesPre-Built Industry DashboardsSandbox EnvironmentSOX-Compliant Workflows

Integrations

Data & Spreadsheets
Microsoft Excel
Analytics
Power BI
Communication
Microsoft Teams
Other
NetSuiteSage IntacctMicrosoft DynamicsQuickBooksWorkdayPowerPoint
CRM
Salesforce

How to Use Vena

1Connect your ERP and source systems to Vena's CubeFLEX database
2Set up Excel-based templates and workflow tasks for your planning cycle
3Collect budget inputs from department heads via governed workflow
4Use Vena Copilot to query your data and generate FP&A insights in plain language
5Share Power BI dashboards and PowerPoint narratives with executives in real time

✅ Best For

  • Finance and FP&A teams at mid-market to enterprise companies deeply embedded in Microsoft 365 who want to upgrade from fragmented Excel chaos to a governed planning environment without abandoning spreadsheets.
  • CFOs and controllers at industries like SaaS, healthcare, professional services, and banking who need tight budget-to-actuals tracking, variance analysis, and month-end close management in a single auditable platform.
  • Organizations where multiple departments submit budget inputs and need centralized workflow management, approval routing, and a single source of truth across multiple ERPs and entities.

❌ Not For

  • Small businesses or early-stage startups needing a lightweight budgeting tool, as Vena's implementation complexity and enterprise pricing make it a poor fit for lean teams without dedicated finance infrastructure.
  • Finance teams that prefer to move entirely away from Excel toward a modern web-based planning interface, since Vena's core strength is its Excel-native experience rather than a UI-first approach.

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Pricing

ProfessionalCustom (from ~$5,000/yr)
  • ✓Core FP&A
  • ✓Excel integration
  • ✓budgeting
  • ✓and reporting for growing teams
CompleteCustom
  • ✓Full platform with Vena Insights AI
  • ✓Sandbox
  • ✓Power BI
  • ✓premium support
  • ✓and Expert Managed Services

Prompts to Try

What is our budget variance by department this month?

Which business units are most over their headcount plan?

Generate a board-ready P&L commentary for Q3

Show me year-over-year revenue trends by product line

What is the projected cash position at end of next quarter?

Use Cases

The Kansas City Chiefs finance team uses Vena to consolidate revenue, payroll, and operational data across business units into a single source of truth — budget reviews that once took two weeks now complete in two days with full departmental accountability.
A mid-market healthcare company uses Vena's workflow engine to collect budget submissions from 15 department heads simultaneously — each submits inside their own Excel template, and Vena automatically consolidates and flags variances without a single email attachment.
A SaaS company CFO asks Vena Copilot 'Why did our gross margin compress by 3% in Q2?' and receives an instant breakdown tracing the delta to higher cloud infrastructure costs and two large professional services engagements.
A financial controller sets up Vena's month-end close task list with 40 reconciliation assignments across the accounting team — progress is tracked in real time and the close cycle shrinks from 12 days to 6.
Coca-Cola Consolidated's finance team uses Vena's Power BI dashboards to give regional managers self-serve access to their P&L performance, removing 50 ad-hoc report requests per month from the FP&A team's plate.

Frequently Asked Questions