Vena Pricing, Features, Reviews & Comparison of Alternatives


Enterprise budgeting, planning & forecasting for Excel

4.32/5 (11 reviews)

Vena overview

Vena is a cloud-based corporate performance management (CPM) solution which provides users with tools for planning, budgeting, revenue forecasting, and more. The software is aimed at midsize businesses and large enterprises, and automatically inventories and optimizes existing Excel reports and templates to simplify the onboarding process for users.

Vena allows users to build custom workflows through a drag-and-drop engine, enabling the definition, execution and automation of processes such as budget routing, reviews, and approvals. The centralized database integrates with a range of source systems including enterprise resource planning (ERP), general ledger (GL), and business intelligence (BI) systems, to ensure that up-to-date information is always available. With Vena’s Report Builder, users can create formatted reports without requiring programming experience, which can be exported in PDF, Excel, Word, and PowerPoint formats. KPIs can be displayed graphically on dashboards, and users can analyze historical data and model future financial results.

Vena’s revenue performance management tools allow users to analyze real-time marketing, sales, finance, and customer care data to track cash flow, customer acquisition costs (CAC), and customer lifetime value (CLTV), and optimize resource allocation. The financial close management solution enables the automation of the close process, with task assignment, role-based approval request and report routing, and status tracking. Currency conversions and intercompany activity reconciliations can also be automated. Additionally, Vena’s regulatory reporting and compliance tools aim to simplify CCAR, SOX, SEC, and DFAST reporting.


Pricing options
Free trial
Value for money
View Pricing Plans


Business size



United States, Canada

Supported languages

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Vena reviews

Value for money
Ease of use
Customer support
Lori Lambert

Vena provides flexibility to set up budgets, reports and other processes as flexibly as we need.

Used weekly for 2+ years
Reviewed 2017-08-07
Review Source: Capterra

We were able to streamline and centrally collect data for our budgeting process, which save considerable time for the budget administrator and other admin assistants across our university. We created Board-level reporting templates that can be re-used every year to report the results of the budget process with only changes made as necessary for the format of the current reporting year. We collect forecasting information from over 330 departments and compile all the information within one template to estimate the financial outcome for the fiscal year. We have been able to include data in planning of various kinds in ways that we weren't able to by just using Excel, resulting in better planning results. We can create new planning or reporting processes and have the flexibility to save additional data input that isn't part of our ERP data. Overall, we have saved time, improved processes, created one version of the data visible to all involved in the process and created efficiencies by being able to share data across processes. Flexibility to set up whatever process we are working on the way it needs to be set up for our business requirements. Continual improvements being done on the Vena add-in and browser administration interface. Formatting Excel templates and reports exactly as needed. Ability to pull in data from all data versions for any reporting or template. Ability to save non-financial data to use in reporting or calculations. Ability to control user input as needed to better quality data. Prompt customer service responses. Great implementation team. Administrative control over data visible to individual users. Workflows to show status for process steps and email notifications when a workflow step is ready for input or review. Once learned, allows for creation of new processes to collect or report data.

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siva Krsna

Excel based Performance Management Tool

Used weekly for 1-2 years
Reviewed 2018-04-19
Review Source: Capterra

Our Financial Planning and Analysis team picked Vena from many other tools. The reason for zeroing on this tool, is, it is an excel based tool. We have been doing all this work in excel since years. We have standardized the process and have fixed excel templates. However excel has certain limitations like version control, access control, audit trail etc. With Vena we overcame the limitations of excel while retaining the power, flexibility and ease of use of excel. We have many desperate IT systems some by choice and some by compulsion due to various acquisitions. We import the data from all these systems into vena database. Data is automatically consolidated and aggregated per our requirements for use in advanced management reports as well as ad hoc reports in vena. Vena offers workflow and approval management by project, department etc. Further one can drill up, drill down, slice and dice the data using vena. Variance analysis is a piece of cake in this tool. Vena customer service is good too.

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Tobin Reel

Add super powers to your Excel templates

Used daily for 2+ years
Reviewed 2017-08-14
Review Source: Capterra

I don't have to learn SQL programming languages or wait around for my computer department to do something . I can manage everything myself.

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Whitney McDuffee

Powerful, User Friendly Budgeting, Reporting, and Analysis Tool

Used weekly for 1-2 years
Reviewed 2017-08-18
Review Source: Capterra

Improved budgeting and ad hoc reportingThe Excel interface is my favorite part about Vena. Everyone within our business is familiar with and comfortable using Excel. Therefore, when we started using Vena for budgets, our contributors did not have to learn a completely new interface. However, Vena offers so much more than just Excel. I love how Vena shows you who made changes to the file and what the previous values in the file were. It helps hold people accountable. It is also very easy to make powerful reports using Vena.

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Garlock Jordan


Used daily for 6-12 months
Reviewed 2018-02-17
Review Source: Software Advice

I particularly like how easily Vena integrates with my existing software programs (Microsoft Excel based), and the support provided to our business has been second to none!

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Vena pricing

Pricing options
Free trial
View Pricing Plans

Contact Vena Solutions for pricing information.

Vena features

Activity Dashboard
Customizable Reporting
Data Import/Export
Real Time Data
Reporting & Statistics

API (168 other apps)
Accounting Integration (109 other apps)
Accounting Management (109 other apps)
Auditing (79 other apps)
Automatic Notifications (101 other apps)
Automatic Reminders (80 other apps)
Billing & Invoicing (115 other apps)
Electronic Payments (102 other apps)
Expense Tracking (109 other apps)
Financial Analysis (78 other apps)
Invoice Management (160 other apps)
Invoice Processing (95 other apps)
Multi-Currency (95 other apps)
Receiving (90 other apps)
Third Party Integration (97 other apps)

Security and privacy


Encryption of sensitive data at rest
HTTPS for all pages

Access control

Multi-factor authentication options

Data policy

Data backup in multiple locations/GEO regions
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Additional information for Vena

Key features of Vena

  • Data integration
  • Automatic data aggregation & consolidation
  • Real-time data
  • Customizable reports
  • Ad hoc reporting
  • Report builder
  • Drag-and-drop workflow designer
  • User activity tracking
  • Task automation
  • Task assignment
  • Centralized database
  • Predictive analytics
  • Progress tracking
  • GL, ERP & BI integrations
  • Single sign-on (SSO)
  • Dashboard analytics
  • Web templates
  • Budgeting & forecasting
  • Audit trails
  • Custom user roles & permissions
  • Personalized dashboards
  • Multi-format report export
View All Features


Custom workflows can be created using the drag-and-drop engine, to automate business processes, including budget routing, reviews, and approvals.

Vena’s Report Builder Allows users to create custom reports without coding, using the built-in charting, formatting, and business intelligence (BI) functionality, and export reports in a range of formats including PDF, Word document, Excel, and PowerPoint.

The financial intelligence engine enables advanced modelling and analytics to generate insights, with a visual dashboard for graphical KPI display, and forecasting from historical data.

Existing Excel reports and templates are automatically inventoried by Vena, removing the need for users to recreate formulas, models, and templates.

Vena provides tools for budgeting and planning, revenue performance management, regulatory reporting, financial close management, and more.