Take a Guided Tour of the Vena Platform

All Planning and Forecasting AI Financial Close and Consolidation Microsoft 365 Integration Reporting and Insights Workflows and Collaboration

All Tours Planning and Forecasting AI Financial Close and Consolidation Microsoft 365 Integration Reporting and Insights Workflows and Collaboration

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  Vena for FP&A

  Get a hands-on view of what day-to-day planning and reporting looks like in Excel with Vena. Walk through Vena’s FP&A hub and see how you can manage tasks, enter budgets, refresh ERP-connected reports and analyze performance using dashboards and AI-powered insights.

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  Vena Copilot

  See how finance teams use AI to ask questions, generate reports and find insights in seconds. From variance explanations to ad hoc queries, watch how Copilot boosts productivity right inside Excel and Microsoft Teams.

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  Vena for CapEx Planning

  Follow the full CapEx lifecycle—submit asset requests, manage approvals and calculate financial impact in real time. This tour shows how FP&A teams connect capital planning to income statements, balance sheets and cash flow with audit-ready accuracy.

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  Vena for Workforce Planning

  Explore how finance and HR teams plan salaries, model new hires and align workforce costs to budget. Drill into HRIS-linked data, run driver-based forecasts and track staffing trends, all from within Excel and interactive dashboards.

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  Vena for Financial Consolidations

  See how Vena connects multiple entities and currencies into one seamless close process. From automation setup to final reporting, this tour walks through how FP&A teams accelerate close cycles and maintain compliance with AI-enabled workflows.

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  Vena Template Studio

  Watch how finance teams build dynamic templates for budgeting, forecasting and reporting—no IT needed. Learn how to drag in drivers, customize layouts and enable audit trails and drill downs for full control and transparency.

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  Vena Insights

  This tour shows how FP&A leaders access real-time dashboards, personalize reports and track KPIs at a glance. Go from static data to story-driven insights that drive smarter decisions, without leaving Excel.

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  Vena for Account Reconciliations

  In this guided tour, you'll see how Vena transforms the complexity of modern account reconciliations into clarity and confidence. See how finance teams are breaking free from month-end chaos and finding their rhythm when it matters most.

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