Vena Overview

Vena transforms financial planning and analysis by integrating seamlessly with Microsoft 365 apps, cloud technology, and AI. This platform empowers FP&A teams to move beyond traditional number crunching, fostering a strategic approach to revenue management. By leveraging native integrations, Vena enhances collaboration and data-driven decision-making, positioning finance teams as pivotal in steering business growth. A unique aspect of Vena is its use of AI to automate routine tasks, freeing teams to focus on strategic initiatives that drive higher ROI. This integration enables businesses to harness the full potential of existing tools, ensuring an agile and responsive financial strategy.

Use Cases

Customers recommend Forecasting, Workflow Management, Social Media Analytics, as the business use cases that they have been most satisfied with while using Vena.

Other use cases:

  • Engagement Management
  • Collaboration
  • Performance Management
  • Training & Onboarding
  • Revenue Cycle Management
  • Helpdesk Management
  • Measuring Customer Satisfaction
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Business Priorities

Scale Best Practices and Increase Sales & Revenue are the most popular business priorities that customers and associates have achieved using Vena.

Other priorities:

  • Improve Efficiency
  • Acquire Customers
  • Improve Stakeholder Relations
  • Enter New Markets Internationally Or Locally
  • Increase Customer Life Time Value
  • Grow Market Share
  • Improve Visibility
  • Improve ROI
  • Enhance Customer Relationships
  • Establish Thought Leadership
  • Manage Risk
  • Improve Digital And Social Presence
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Vena Use-Cases and Business Priorities: Customer Satisfaction Data

Vena's features include Templates, Dashboard, SEM, etc. and Vena support capabilities include Chat Support, Email Support, Phone Support, etc. also Vena analytics capabilities include Analytics, and Custom Reports.

Reviews

"...It allows our company the freedom to design multiple different workflow patterns to fit different necessities in departments...." Peer review by Carly F, Application Administrator, Information Technology and Services

Vena, Chargebee Subscription Management, Mews, ChargeOver, Workiva, etc., all belong to a category of solutions that help Revenue Management. Each of them excels in different abilities. Therefore, determining the best platform for your business will depend on your specific needs and requirements.

Vena transforms Microsoft Excel into comprehensive financial planning and analysis software. Accurate budgets, plans, and forecasts are ensured with Vena for reliable financial insights.

Popular Business Setting

for Vena

Top Industries

  • Education
  • Restaurants
  • Hospitality

Popular in

  • Enterprise
  • Large Enterprise
  • Mid Market

Vena is popular in Education, Restaurants, and Hospitality and is widely used by Enterprise, Large Enterprise, and Mid Market.

Comprehensive Insights on Vena Use Cases

How does Vena facilitate Forecasting?

How can Vena optimize your Workflow Management Workflow?

What Are the key features of Vena for Social Media Analytics?

How can Vena optimize your Engagement Management Workflow?

What makes Vena ideal for Collaboration?

11 buyers and buying teams have used Cuspera to assess how well Vena solved their Revenue Management needs. Cuspera uses 2012 insights from these buyers along with peer reviews, customer case studies, testimonials, expert blogs and vendor provided installation data to help you assess the fit for your specific Revenue Management needs.

Case Studies

Manufacturing

CASE STUDY LGG Industrial

Vena Insights helped LGG Industrial cut month-end reporting from days to minutes. The company unified data from six ERP systems for fast, consolidated reporting and variance analysis. Real-time dashb...oards now give leaders instant visibility into EBITDA, sales, and margins across 60+ locations. Vena's Excel-native platform made adoption easy and improved forecasting. LGG Industrial now uses data to shape strategy, not just report on it.

Real Estate

CASE STUDY Bell Partners

Vena helped Bell Partners move budgeting from IT to the finance team. The company manages budgets for over 200 apartment properties. Before Vena, budget reporting took days and required manual consol...idation of Excel files. With Vena, reporting now takes minutes and departments have self-serve access to their budgets. The FP&A team can focus on analysis instead of manual work. Vena’s integration with Microsoft PowerPoint and Power BI supports executive reporting and visualization.

Manufacturing

CASE STUDY Lifting Solutions

Vena helped Lifting Solutions centralize data and reduce manual work in budgeting and revenue forecasting. The company used Vena’s Power BI Connector to create self-serve dashboards, cutting down req...uests for information and saving hours each week. Teams now access real-time sales and pricing data, supporting better decisions. The cloud-based platform lets global staff work in their own time zones. Lifting Solutions plans to expand Vena’s use for inventory, cash flow, and AI-driven sales margin forecasts.

Banking

CASE STUDY Nicolet Bank

Vena helped Nicolet Bank replace manual Excel models with a centralized finance platform. The bank cut month-end reporting prep by 16–30 business hours per month. Forecast updates dropped from over 2... days to under 1 hour. The team now models interest rate changes quickly and supports M&A readiness. Vena improved scenario planning, headcount planning, and reporting accuracy for Nicolet Bank.

Hospital & Health Care

CASE STUDY CC Young

Vena helped CC Young, a senior living provider, gain real-time visibility into staffing costs and margins. Before Vena, their old system was slow and inflexible. With Vena and Delbridge, they updated... reporting templates in 24 hours and improved decision making. The team now monitors staffing costs closely and sees margins across all service lines. CC Young plans to use Vena’s Power BI integration for better dashboards and faster collaboration.

Restaurants

CASE STUDY Torchy’s Tacos

Vena helped Torchy’s Tacos replace a complex budgeting and planning system with an Excel-native solution. The FP&A team now works in a familiar Excel environment, making adoption easy and fast. Vena ...gives full transparency and drill-down visibility into transactions. Intelligent analytics help the team spot trends and anomalies quickly. The team can now track key metrics and attach documents to workflows, improving efficiency and control.

Frequently Asked Questions(FAQ)

for Vena

What is Vena used for?

Vena is a Revenue Management Software mainly used by its customers to Scale Best Practices and Increase Sales & Revenue by Forecasting, Workflow Management and Social Media Analytics .

What are the top features of Vena?

Templates, Dashboard and SEM are some of the top features of Vena.

Who uses Vena?

Vena is used by Education, Restaurants and Hospitality among other industries.

What are Vena alternatives?

Chargebee Subscription Management, Mews, ChargeOver and Workiva are popular alternatives for Vena.

Where is Vena located?

Vena is headquartered at 2 Fraser Ave, Toronto, Ontario M6K, CA.
lightning

Peers used Vena for forecasting and workflow management

Vena Features

  • Low
  • Medium
  • High
FEATURE RATINGS AND REVIEWS
AI Powered

4.43/5 ★

Read Reviews (6)
Analytics

4.60/5 ★

Read Reviews (219)
Custom Reports

4.38/5 ★

Read Reviews (390)
CAPABILITIES RATINGS AND REVIEWS
AI Powered

4.43/5 ★

Read Reviews (6)
Analytics

4.60/5 ★

Read Reviews (219)
Custom Reports

4.38/5 ★

Read Reviews (390)

Software Failure Risk Guidance

?

for Vena

Overall Risk Meter

Low Medium High

Top Failure Risks for Vena

Vena Solutions. News

Awards

Vena Receives Sixth Consecutive TrustRadius Tech Cares Award - Yahoo Finance

Vena has been awarded the TrustRadius Tech Cares Award for the sixth consecutive year, recognizing its leadership in corporate social responsibility. The award highlights Vena's commitment to sustainability, volunteerism, diversity, equity, inclusion, and employee well-being. Vena's initiatives include environmental sustainability efforts, community volunteer programs, DEI activities, and support for women in technology.

Awards

Vena Recognized as a Leader With Outstanding Overall Rating in 20252026 Performance Management Vendor Landscape Matrix from BPM Partners - Yahoo Finance

Vena has been recognized as a leader in the 20252026 Performance Management Vendor Landscape Matrix by BPM Partners, achieving the highest overall rating of 4.69 out of 5. The company excelled in budgeting, planning, and customer support, showcasing its AI-powered capabilities and integration with Microsoft tools. Vena's platform is noted for its intuitive interface and low total cost of ownership, reinforcing its position as a top choice for financial planning and analysis.

Awards

Vena Recognized as a Leader Across All Categories in 2025 Dresner Wisdom of Crowds?? EPM Market Study - Yahoo Finance

Vena has been named an Overall Leader in the 2025 Dresner Wisdom of Crowds EPM Market Study, excelling in customer experience and vendor credibility. The company received high scores for its integration with Microsoft technologies, customization, and technical support. This recognition highlights Vena's commitment to providing robust FP&A solutions and follows other recent accolades in the financial planning and analysis sector.

Awards

Vena Once Again Named SPARK Leader in the SPARK Matrix: Cloud Financial Planning and Analysis 2025 - GlobeNewswire

Vena has been named a SPARK Leader in the 2025 SPARK Matrix for Cloud Financial Planning and Analysis by QKS Group. The recognition highlights Vena's technological excellence and customer impact, with its agentic AI-powered Vena Copilot solution cited as a key differentiator. Vena Copilot integrates analytics and reporting agents, reinforcing Venas leadership in AI-driven FP&A software.

Vena Solutions. Profile

Company Name

Vena Solutions.

HQ Location

2 Fraser Ave, Toronto, Ontario M6K, CA

Employees

251-500

Social

Financials

SERIES D