Vena Solutions

AI-powered complete FP&A platform natively integrated with Microsoft technology, providing financial planning, budgeting, forecasting, and reporting.

About Vena Solutions

AI-powered complete FP&A platform natively integrated with Microsoft technology, providing financial planning, budgeting, forecasting, and reporting.

Products

  • Vena Platform

    BI & Decision Intelligence

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    Excel-native complete FP&A platform for flexible modeling, workflows, collaboration, centralized data, and integrations.

  • Vena Copilot for FP&A

    BI & Decision Intelligence

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    Agentic generative AI purpose-built for FP&A; available in Excel and Microsoft Teams for asking questions, generating reports, and finding insights.

  • Vena Insights

    BI & Decision Intelligence

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    Self-serve advanced analytics with real-time dashboards, personalized reports, and pre-built Power BI integrations, accessible without leaving Excel.

  • Vena for PowerPoint

    Presentations & Visual Storytelling

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    Tool for creating and collaborating on data-driven presentations with real-time insights and impactful narratives.

  • Vena CubeFLEX

    BI & Decision Intelligence

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    OLAP database built specifically for Excel, serving as the governed financial and operational data foundation for Vena's platform and AI agents.

What customers say

“Vena has truly transformed our financial reporting capability and significantly reduced our errors and the time it takes to complete our financial close process. By setting up standardized and largely automated templates in Vena, we have cut our monthly close process in half. Devendra Kalwani Associate, Vice President, Capstone Infrastructure Corp.”
Devendra Kalwani Associate, Vice President, Capstone Infrastructure Corp.Vena Solutions customer
“Having the business plan, automatic actual data and then reforecasting capabilities—all in one template with reliable GL data—has significantly expanded our use case. More and more operational data is starting to migrate into Vena. It’s kept me extremely busy this year, but it’s been a good challenge to take on!”
CustomerVena Solutions customer
  • Vena Platform

    Cencora uses Vena to standardize planning across divisions and integrate ERP data, including SAP. Vena reports 100% adoption across in-scope functions and regions, with one division reducing forecasting turnaround by…

    Case study
  • Vena Platform

    The Association for Institutional Research uses Vena for budgeting and forecasting and added Vena AI for data questions and ad hoc reporting. Vena reports 25–50% time savings on specific tasks. The supplied sources do…

    Case study
  • Vena Platform

    Brokers International uses Vena for budgeting, forecasting, reporting and transaction reconciliation, and deployed Vena Insights for interactive dashboards. Vena reports a nine-day reduction in month-end close and a…

    Case study

Security and compliance

As reported by Vena Solutions. Ask for audit reports before you buy.

  • SOC 1 Type IICompliant
  • SOC 2 Type IICompliant
  • TRUSTe Enterprise Privacy & Data Governance Practices CertificationCompliant
  • Cloud Security Alliance Trusted Cloud ProviderCompliant
  • AES 256-bit or stronger encryption at rest
  • TLS 1.2 or higher encryption in transit
  • Least privilege access to production via AWS SSO with federated identity, MFA and VPN
  • Individual database instances per client (logical data separation)
  • Nightly backups across multiple cloud provider regions
  • Role-based access controls with per-user permissions
  • Cell-level audit trails with date, time, user stamps, version histories and rollbacks
  • Single Sign-On (SSO) support
  • Multi-factor authentication
  • IP restrictions
  • AWS Key Management Service for private key management with short-term cryptographic leases

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Latest updates from Vena Solutions

New featurePartnership

Vena Solutions Launches Integration on Acumatica Marketplace

Vena Solutions has launched an integration on the Acumatica Marketplace, allowing joint customers to connect ERP data directly to Vena's planning, forecasting, and reporting tools. This integration is designed to reduce manual data processes for finance teams by enabling automated data flows from Acumatica into Vena's platform, which operates within the Microsoft ecosystem including Excel, Power BI, and Microsoft Fabric.

PartnerAcumatica
Award

Vena Solutions Recognized as Leader in Annual BARC Planning Survey

Vena Solutions received 19 top ranks and 21 leading positions in The Planning Survey 26 by BARC. The recognition spans categories including customer satisfaction, product satisfaction, ease of use, self-service, and support. This industry recognition follows other recent analyst accolades, including a leading position on the 2026 Nucleus Research CPM Technology Value Matrix and a high rating in the 2026-2027 Vendor Landscape Matrix from BPM Partners.

MentionedBARCMentionedNucleus ResearchMentionedBPM Partners