Vena Solutions

Vena Solutions makes a cloud planning platform for finance and operations teams that is built around Microsoft Excel and other Microsoft 365 apps. Rather than replacing spreadsheets, it adds a central database, workflow and audit trail behind them, so teams keep the tools they already use.

What Vena Solutions offers

• Planning and budgeting — driver-based models, what-if scenarios and adjustments made from detailed lines or from overall targets, all built in Excel.
• Financial consolidation — a module for combining complex group results while keeping the familiar spreadsheet view.
• Reporting and dashboards — interactive KPI dashboards and ad-hoc reports, with pre-built Power BI dashboards available.
• Workflow and collaboration — shared templates, co-authoring, live chat, reminders and a tracker for tasks and approvals.
• AI agents and PowerPoint — AI helpers that work across its data models, and a PowerPoint add-in for building data-driven presentations.

Who it works with

Finance teams first, and other departments that run processes through spreadsheets, including budgeting, financial close and reporting.

Key facts

• Platform: integrates with Microsoft Excel, Teams, PowerPoint and Power BI
• Category: corporate performance management and financial planning software