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Vena

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Vena 2026: Benefits, Features & Pricing

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On this page
  • Overview
  • Pricing and Plans
  • Features
  • Integrations
  • User Reviews

Overview

Vena
Vena
4.5
(139)
FrontRunner 2026

Pricing

Pricing available upon request

About Vena

Vena is a financial planning and analysis (FP&A) platform. It is designed to work with Microsoft 365 apps, cloud technology, and AI. It helps organizations in various industries, such as SaaS, healthcare, professional services, and banking, to streamline their planning, budgeting, and reporting processes.

Vena's modeling capabilities allow users to create what-if scenarios. They can make bottom-up or top-down adjustments directly within Excel. The platform also provides dashboards and ad-hoc reporting features. These enable finance teams to improve their analysis and decision-making. Vena's centralized templates, co-authoring, and live chat functionalities promote collaboration and data transparency throughout the planning process.

Vena Screenshots

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Vena Pricing and Plans

Free Trial
Free Version

Professional

Pricing available upon request

Plan includes:

  • Vena Platform
  • Customer Success Manager
  • Standard Support
  • Customer Portal

Complete

Pricing available upon request

Plan includes:

  • Vena Insights
  • Premium Support
  • Sandbox Environment
  • Expert Managed Services
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Vena Features

  • Popular features found in Financial Reporting
    Bank Reconciliation
    Billing & Invoicing
    Cash Management
    Consolidation/Roll-Up
    Data Import/Export
    Expense Tracking
    Financial Analysis
    Multi-Currency
    Reporting/Analytics
  • More features of Vena
    Access Controls/Permissions
    Accounting
    Accounting Integration
    Accounts Payable
    Accounts Receivable
    Activity Dashboard
    Activity Tracking
    Ad hoc Query
    Ad hoc Reporting
    Alerts/Notifications
    API
    Approval Process Control
    Asset Lifecycle Management
    Audit Management
    Audit Trail
    Benchmarking
    Bonus Management
    Budgeting/Forecasting
    Budget Management
    Business Process Automation
    Business Process Control
    Cash Flow Management
    Chart of Accounts
    Collaboration Tools
    Commenting/Notes
    Commission Management
    Compensation Plan Modeling
    Competitive Analysis
    Compliance Management
    Configurable Workflow
    Correlation Analysis
    CRM
    CRM Integration
    Customizable Dashboard
    Customizable Reports
    Customizable Templates
    Dashboard
    Dashboard Creation
    Data Connectors
    Data Integration
    Data Management
    Data Synchronization
    Data Visualization
    Drag & Drop
    Dynamic Modeling
    Exception Reporting
    Expense Management
    Financial Consolidation & Close Management
    Financial Management
    Financial Reporting
    Fixed Asset Management
    Forecasting
    For Investors & Traders
    Forms Automation
    Fund Accounting
    General Ledger
    Goal Setting/Tracking
    Graphical Data Presentation
    Graphical Workflow Editor
    Incentive Management
    Income & Balance Sheet
    Key Performance Indicators
    KPI Monitoring
    Marketing Reports
    Modeling & Simulation
    Multi-Company
    Multi-Country
    Multi-Department/Project
    Multi-Location
    Multiple Data Sources
    OLAP
    Performance Management
    Performance Metrics
    Predictive Analytics
    Process Modeling & Designing
    Progress Tracking
    Project Accounting
    Quota Planning
    Real-Time Analytics
    Real-Time Data
    Real-Time Reporting
    Reporting & Statistics
    Role-Based Permissions
    Rules-Based Workflow
    Sales Planning
    Sales Reports
    Sales Trend Analysis
    Scenario Planning
    Scheduled/Automated Reports
    Scorecards
    Search/Filter
    Secure Data Storage
    Self Service Data Preparation
    Self-Service Reporting
    Single Sign On
    Statistical Analysis
    Strategic Planning
    Task Management
    Task Progress Tracking
    Tax Management
    Templates
    Territory Management
    Third-Party Integrations
    Trend Analysis
    User Management
    Version Control
    Visual Analytics
    "What If" Scenarios
    Workflow Management

Vena Integrations

Sage Intacct
Sage Intacct
Salesforce Platform
Salesforce Platform
QuickBooks Online
QuickBooks Online
NetSuite
NetSuite
Dynamics 365 Business Central
Dynamics 365 Business Central
Microsoft 365
Microsoft 365

See all 7 integrations

Vena User Reviews

Overall Rating

4.5

Ratings Breakdown

5

62%

4

32%

3

5%

2

0%

1

1%

Secondary Ratings

Ease of Use

4.6

Value for money

4.5

Customer support

4.6

Functionality

4.6

Nelson's profile

Nelson F.

Verified reviewer

Information Technology and Services

5001-10000 employees

Used daily for more than 2 years

Review source

Reviewed March 2023

This is a professional and dynamic tool

5

It's a straightforward tool that allows me to perform multiple tasks in one panel, it has effective formulas, allowing me to perform qualitative and quantitative analyzes with greater precision. In addition, when delivering these reports, I can reflect them in graphics that are easy to understand for others while still respecting the presentation’s professionalism. Another feature I like and have improved is the panel that can be personalized in the most used choices to organize it better.

Ratings Breakdown

5
Ease of use
5
Value for money
4
Customer support
5
Functionality
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Pros:
Vana is a software that allows to carry out tasks either financial or accounting in a customized way by means of calculation sheets and templates very similar to the established Excel tool, except that in this opportunity offers a greater number of options that conform to the specific requirements required by the current administrative systems of the enterprises. With this program, automated reports can be made enabling the preparation of managerial plans, with a high level of protection that will enable you to function without fear of filtering such data. It adapts very well to different industries and enables archives to be imported and exported quickly
Cons:
The monthly cost of the tool is very high relative to other similar ones, but of course, it should be remembered that it is a tool targeted at medium and large businesses, so that the price for large organizations can be manageable.

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JD

Joy D.

Verified reviewer

Pharmaceuticals

10000+ employees

Used daily for more than 2 years

Reviewed May 2025

Effortless Target Hitting

5

Effortless "Sales Specialist" coordination of all operations on single page full of accurate and reliable reports(of clear data).

Ratings Breakdown

4
Ease of use
5
Value for money
5
Customer support
5
Functionality
icon
Pros:
Accuracy in sales forecasting, effectiveness in performance tracking(with real-time dashboard analytics and effective collaboration with finance operations.
Cons:
As a long time user,no single demerit I can discus on this tool,we highly recommend more improvement to make our experience much sweet.

Reasons for switching to Vena

Low performance, slow customer support and frequent change of price packages.

Read More

AB

Abdul B.

Verified reviewer

Banking

501-1000 employees

Used weekly for less than 2 years

Reviewed March 2025

Arose as the fundamental to our financial procedures

3

Ratings Breakdown

5
Ease of use
5
Value for money
5
Customer support
4
Functionality
icon
Pros:
Automating the variance analysis of actual to the forecast through the usage of Vena proved to be the most helpful as it reduced our team’s time spent to about 20 plus hours per month. The version control for reports solved the sprawl that was the spreadsheet from hell.
Cons:
There was a need to format some highly complex reports from Excel to PowerPoint which sometimes posed a challenge. We anticipated that the first load of data from our legacy systems would be easier to clean than it was.

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MM

Max M.

Verified reviewer

Hospital & Health Care

501-1000 employees

Used daily for less than 2 years

Review source

Reviewed March 2025

Vena Financials Software

4

Overall positive experience with Vena. There are pros and cons with every software, i.e. Adaptive has some strengths I wish Vena could use and vice versa.

Ratings Breakdown

4
Ease of use
4
Value for money
4
Customer support
4
Functionality
icon
Pros:
Easy to build reports, ease of rolling over reports to new periods
Cons:
Difficult to copy reports within Vena folders

Reasons for choosing Vena

Scales better within our organization, and the process is easier for budgeting

Read More

JK

Joyce K.

Verified reviewer

Consumer Goods

1001-5000 employees

Used daily for more than 2 years

Reviewed June 2025

The KING PIN in HR Arena

5

Total accountability on my HR operations via consolidated data and total visibility of all operations as well as data driven decisions.

Ratings Breakdown

5
Ease of use
4
Value for money
5
Customer support
4
Functionality
icon
Pros:
*Improved data visibility. *Ease of workforce modeling.*Perfect budgeting strategies. * Effective audit trail.* Accuracy of reporting analytics.* Ease of collaboration and workflows automation.
Cons:
As long term experienced user I have not faced any main challenge but my experience can be more elevated if customisation are made more effective.

Read More

PM

Pauline M.

Verified reviewer

Non-Profit Organization Management

51-200 employees

Used daily for more than 2 years

Reviewed April 2025

Vena is the B.O.A.T and G.O.A.T platform in financial protection

5

It has really served the purpose . The experience was excellent

Ratings Breakdown

5
Ease of use
5
Value for money
5
Customer support
5
Functionality
icon
Pros:
It has enabled us to intergrate data from ERP and HRIS in the report. It has features that enable us find solution interms of financial management. It enhances departmental cooperation.
Cons:
I have not experienced any flaws with Vena. I highly recommend it

Read More

SH

Saleem H.

Verified reviewer

Real Estate

11-50 employees

Used daily for more than 2 years

Reviewed March 2025

Vena Saves Time And Effort For Me

5

Vena is a wonderful platform that I find to be helpful at all time from reducing work for me to good performance.

Ratings Breakdown

5
Ease of use
5
Value for money
5
Customer support
5
Functionality
icon
Pros:
It is an intuitive and a user-friendly platform that is easy to use. Vena manages sales performance well for me. It has removed a lot of workload from me. It saves me time.
Cons:
I haven't come across challenges while using Vena.

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AJ

Ayush J.

Verified reviewer

Computer Software

51-200 employees

Used weekly for less than 12 months

Review source

Reviewed September 2025

Reducing reporting time without sacrificing quality.

5

Vena has improved the speed, accuracy, and manageability of reporting. System integrations can provide difficulties, but overall the advantages greatly exceed the disadvangates.

Ratings Breakdown

5
Ease of use
4
Value for money
4
Customer support
4
Functionality
icon
Pros:
Our company can make well informed decisions because to vena rapid, precise, and comprehensive data. The data mining capabilities that enable me to into particular aspects have proven to be the most helpful features.
Cons:
Sometimes there are issues that arise from the synchronization between vena and our other systems, leading to complications that need to be manually resolved. Enhancing the dependability of the aforementioned integrations would reduce the need for such remedial actions.

Read More

DN

Daniel N.

Verified reviewer

Insurance

51-200 employees

Used daily for more than 2 years

Review source

Reviewed December 2024

Review on Vena based on my 2 years experience

5

Ratings Breakdown

5
Ease of use
5
Value for money
5
Customer support
5
Functionality
icon
Pros:
I love the fact that Vena easily integrates with Excel combining familiarity with powerful automations,real time data consolidation and team collaboration streamlining financial processes hence enhancing efficiency.
Cons:
No bugs at all,Vena is a phenomenal tool that helps us solve financial management.

Read More

TE

Tolga E.

Verified reviewer

Higher Education

5001-10000 employees

Used weekly for less than 6 months

Reviewed April 2025

Planning features have made financial management much easier

4

Ratings Breakdown

4
Ease of use
5
Value for money
5
Customer support
5
Functionality
icon
Pros:
With the help of Vena’s data we could improve budgeting and plan forecasting and make solutions with higher certainty. The effective communication in the organization was enhanced through the use of the real-time collaboration feature as it brought all the departments together in line with financial goals and objectives.
Cons:
There were occasional formula differences whenever I had to integrate models created in Excel so there was usually the need to do some extra checking in order to produce the final report. There were minor discrepancies which were resolved by data checking.

Read More

Showing 1 - 10 of 139 Reviews

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