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Vena Solutions
Vena AI
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FP&A Software That Works the Way You Do

Bring structure, control and real-time data to your FP&A processes while continuing to work in Excel and the Microsoft tools your team already knows.

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Gartner Peer Insights 4 and a half stars out of 5

Go From Disconnected Spreadsheets to Connected Planning

  • Control Your
    Processes

    Replace scattered spreadsheets with governed workflows, approvals and version control, so every team works from the same plan.

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    Turn Plans Into
    Better Decisions

    Connect budgeting, forecasting and performance data so finance teams can analyze outcomes, guide strategy and act with confidence.

  • Move Faster With
    Vena AI

    Use AI-powered insights and automation to reduce manual data work, surface trends faster and keep planning cycles moving.

Plan and Budget With Confidence. Forecast and Analyze With Speed.

Bring structure and control to budgeting and planning without sacrificing the flexibility your team relies on.

  • Modernize Excel-Based Budgeting

    Build driver-based budgets in Excel while adding the structure, control and visibility your team needs.

    Microsoft Excel logo on a rounded white square icon

  • Gain a Single Source of Truth

    Connect ERP, CRM and operational systems to eliminate manual data prep and ensure accuracy across every plan.

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  • Model Scenarios in Seconds

    Run what-if analyses to evaluate risks, test strategies and make proactive decisions with confidence.

    Scenario Planning dashboard comparing Budget 9,349,830, What‑if A 9,462,103, and What‑if B 15,070,220 with variance arrows.

  • Keep Planning Processes on Track

    Replace email chains and disconnected files with controlled budget submissions, approvals, and progress tracking.

    Flowchart from “Start” to “End” with branching green and white steps, arrows, and a cursor selecting a node.

  • Analyze What’s Driving Results

    Drill into trends, variances and key drivers to understand what’s happening and why.

    Magnifying glass examining a bar chart with green and red bars on a white board.

  • Ensure Accuracy and Auditability

    Track every change with built-in audit trails and version history so your team can trust every number.

    Card showing “Changes for D10” with amount rising from $5,300 to $5,900, a user avatar, and a green refresh icon.
Lauren Rader

We’re already seeing a huge impact. What once took days [month-end reporting] now takes minutes. Vena has shifted us from being reactive to proactive business partners.

Lauren Rader, Director of FP&A, LGG Industrial
James Leisk

With Vena, I’m not spending my time reconciling spreadsheets, linking them all together and trying to get the consolidation to work. My time is much more value-adding.

James Leisk, Director of FP&A, Thomas International
Charles McCumber

Vena Copilot learns very quickly how you ask questions and [provides] you with analysis. It's a one-stop shop for quick financial information.

Charles McCumber, Director of Finance, Association for Institutional Research

The FP&A Platform Built on Microsoft

Vena combines governed AI, trusted financial and operational data, and deep Microsoft integration to help finance teams plan, analyze and act with confidence.

Move Faster with AI That Understands Your Business

Purpose-built AI agents work across your structured data models to accelerate planning and analysis, with insights available in Microsoft Teams and Excel Live so teams can collaborate without leaving their workflow.

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Vena Copilot dashboard interface with financial report options and Microsoft Teams integration icon.

Make Confident Decisions With Vena Insights

Increase financial intelligence and decision-making skills with self-serve advanced analytics, pre-built Power BI dashboards and more.

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Executive summary dashboard showing 45% revenue FY growth, 52% YTD growth, bar graph, and world map.

Tell Your Financial Story With Vena for PowerPoint

Create and collaborate on data-driven presentations that engage stakeholders with impactful narratives and real-time insights.

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PowerPoint dashboard with Excel templates, charts, metrics of 92,000k and 42,999k, and growth percentages shown.

Helping 2000+ Finance Teams Drive Trusted Performance and On-Time Execution

66 %
Faster Planning Cycles
3 Weeks
Saved on Budgeting Process
95 %
Faster Reporting
12 Days
Decrease in Close Times

Frequently Asked Questions

Ready To Plan Better and Achieve More?

Move from reactive to proactive with agentic planning orchestration for your entire business.

Book a Free Demo
Vena product screens with text “Vena for FP&A” and “Vena Copilot,” green Vena logo tile, and a green arrow cursor.

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