Real-World Case Studies and Customer Success Stories with Vena

Vena Copilot helped the Association for Institutional Research (AIR) save 25–50% of time on recurring finance tasks. The small finance... team used Vena Copilot to automate reporting and budgeting. The AI assistant provided quick, accurate insights and ad hoc reports. Setup took just 30 minutes, letting the team focus on strategic work. Microsoft Teams integration made sharing data with leadership easy. AIR completed audit season faster and improved response times across the business.
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Vena helped Partners in Health cut their budget update cycle by 93%. The nonprofit went from taking a month to... update budgets to just one or two days. Vena’s Excel-based interface and nightly data integrations made budgeting faster and easier for 150 contributors across 10 countries. Automated data consolidation improved accuracy and gave leaders better visibility. Program staff now play a bigger role in financial planning, helping deliver healthcare support more efficiently.
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Citizens Advice used Vena to improve workforce planning and budgeting. Before Vena, their finance team managed headcount with spreadsheets, limiting... visibility and accuracy. Vena gave budget owners more control and made reporting easier. Now, finance spends less time on manual work and more on strategic analysis. The team can quickly model funding changes and trust their numbers. This helps Citizens Advice make better use of their funds and serve their mission.
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Vena helped WWF-Canada cut fund balance reporting time from two hours to just two seconds. The finance team now uses... automated templates and direct integration with Microsoft Dynamics GP. Program coordinators have instant access to live fund data and budget variances. Agile forecasting lets the team adjust allocations quickly. Vena's workflow and security features make department heads more accountable. The finance team now spends more time on analysis and strategic planning.
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Vena helped Young Life improve budgeting and forecasting across 35 camps. Before Vena, camp managers worked in silos and budgets... were hard to consolidate. With Vena, over 200 users now collaborate using familiar Excel templates linked to a central database. Automated data integration and real-time reporting let teams make informed decisions. During COVID-19, agile planning with Vena helped Young Life reduce losses and adapt quickly.
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Vena helped Partners in Health update budgets 93% faster, reducing the process from one month to just one day. The nonprofit supports... healthcare in 10 developing countries with 150 budget contributors. Vena's Excel-based interface and nightly data integrations replaced manual, error-prone processes. Automated data consolidation improved accuracy and gave leaders better visibility. Program staff now collaborate more and focus on strategic planning, not manual tasks.
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Lifting Solutions used Vena to centralize budgeting and revenue forecasting. Before Vena, teams spent hours on manual Excel templates and... struggled to share data across time zones. With Vena’s Power BI Connector, they built self-serve dashboards for sales and operations. Now, 10 to 20 people access real-time data daily, saving hours each week. Teams make faster pricing and sales decisions using clear, visual insights.
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Active Exhaust Corp. used Vena to standardize financial reporting across global business units. Before Vena, the finance team struggled with... manual data consolidation and outdated reports. Vena’s platform integrated with SYSPRO ERP, enabling real-time, accurate financial data and automated reporting. The company now saves significant time and collaborates better across international teams. Leaders can access up-to-date insights for smarter, data-driven decisions.
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Vena Insights helped LGG Industrial cut month-end reporting from days to minutes. The finance team automated board reporting and variance... analysis for over 60 locations. Data from six ERP systems now flows into one platform, giving real-time visibility into EBITDA, sales, and margins. Executives use dashboards to track performance and make faster decisions. Vena’s Excel-native tools made adoption easy and improved forecasting and strategic planning.
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Vena helped Mitsubishi Chemical Group improve forecasting accuracy from 70–75% to 90–95%. The company consolidated 12 spreadsheets into one template,... cutting manual work from five people to two. Forecasts now update in seconds, not hours, enabling real-time scenario analysis. Vena's integration with SAP and Excel made user adoption easy. Mitsubishi rolled up financials from 30+ companies in two months, driving "one-company" alignment and freeing up weekends for the finance team.
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Vena helped Aurora Plastics expand demand planning from 1 month to 12 months. The finance team cut post-acquisition consolidation time... and eliminated 6 hours of manual input each month. With Vena, all 41 users now access real-time, trusted financial data. Sales forecasting is now based on transaction-level data, not just historical averages. Aurora Plastics can buy raw materials more efficiently and forecast commissions more accurately.
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Vena helped the Kansas City Chiefs cut gameday settlement reporting times by 95%, from 4 hours to 15 minutes. The Chiefs unified... budgeting, forecasting, and reporting in one system. Real-time financial data now supports league reporting, workforce planning, and player salary modeling. Departmental budgets to actuals are updated instantly, giving teams more time for analysis. Vena’s Excel interface and integrations made adoption easy across the franchise.
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Vena’s Business Central connector helped the Kansas City Chiefs migrate from Microsoft Dynamics Great Plains to 365 Business Central with no data downtime. The Chiefs saved... $20,000 by keeping historical data in Vena, reducing the migration scope. Vena’s integration allowed business processes to continue without interruption and required minimal IT involvement. The finance team could refresh data connections and access both historical and current data easily. Vena enabled fast, reliable reporting and improved financial intelligence across the organization.
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Vena helped the Arizona Cardinals centralize budgeting and account reconciliation. The finance team now manages complex business units with secure... data and reliable reporting. Vena enabled smooth integration with new ERP and POS systems. The Cardinals expanded into new businesses and locations with ease. The team values Vena's ongoing support and partnership. They trust Vena for accurate, secure financial data as they grow.
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Vena helped the Arizona Cardinals cut commission statement delivery from 10 days to just 5 seconds. The finance team replaced... manual Excel work, Blackline, and Adaptive Insights with Vena’s automated budgeting and account reconciliation. Vena’s Excel integration and central database gave the team one source of truth. The Cardinals now save days of work and have more time for strategic planning. User engagement and trust in finance processes increased across the organization.
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Vena helped the Arizona Cardinals cut commission statement delivery from 10 days to just 5 seconds. The finance team replaced... manual Excel work and two other tools with Vena’s budgeting and account reconciliation platform. Vena’s Excel interface and Microsoft Dynamics GP integration made adoption easy. The Cardinals now have on-demand access to live trial balances and no longer use offline spreadsheets. User engagement and strategic planning improved across the organization.
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Vena helped Bell Partners cut days from their budgeting and reporting process. The FP&A team now manages budgets for over... 200 apartment properties using Vena’s Excel-based platform. Reporting that once took days now takes just minutes with dynamic reporting tools. Departments have self-serve access to budgets, reducing manual work. The team can focus on strategic analysis instead of version control and consolidation.
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Vena helped MountainSeed cut P&L reporting time from 3 hours to 12 seconds. The finance team eliminated 5 days of... manual work each month. Forecasted net income accuracy improved to 99%. Automated reporting and granular data views enabled better revenue planning for nine product lines. MountainSeed now identifies high-margin products and reduces unnecessary expenses by $40,000 in two months.
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Vena helped FirstService Residential speed up FP&A data consolidation by 90%. Before Vena, the team spent up to a day... and a half manually combining data from 30 regional markets. Vena automated this process, cutting consolidation time to just one hour. The Excel-based interface made it easy for finance teams to adapt. Now, the team spends more time on analysis and less on manual work, leading to better business decisions.
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Vena helped FirstService Residential cut data consolidation times by 90%. The finance team now completes FP&A consolidations in just one... hour instead of a day and a half. Vena's Excel-based platform made adoption easy and required little training. Workflow automation and audit trails improved transparency. Teams now spend more time on analysis and less on manual work.
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Vena helped FirstService Residential cut data consolidation times by 90%. The finance team used to spend a day and a... half on manual FP&A processes. With Vena, this now takes just one hour. The Excel-based platform made adoption easy for finance staff. Teams now spend more time on analysis and less on manual work. Leadership gets faster, more accurate budgets and forecasts.
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Vena Insights helped Kintec speed up variance analysis from up to three days to less than a day. Kintec unified financial... and operational reporting across 25 retail branches. The platform automated data refreshes for payroll, sales, and KPIs, supporting faster, data-driven decisions. Finance and operations teams now collaborate better and can spot underperforming locations quickly. Kintec uses Vena dashboards to track key metrics and improve branch performance.
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Vena helped Tanger Outlets cut their month-end close time by 50%. Year-end close time dropped by 33%. Before Vena, Tanger’s... finance team managed tedious, manual reporting in Excel. Vena automated workflows, audit trails, and reporting, integrating with MRI for ERP data. Now, 145 users benefit from faster processes, easier audits, and quick onboarding. The finance and tax teams save weeks each year, and executives get faster, more accurate reports.
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Vena helped One Stop cut financial reporting time from 2 weeks to 2 minutes. The finance team now spends less... time fixing spreadsheet errors and more time on analysis. Vena's Excel integration made adoption easy and reduced training time. The team can now make faster, more strategic business decisions. Data accuracy and report building improved, supporting better planning and confidence in results.
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Vena helped Schuh cut their budgeting cycle time by 50%. Schuh’s finance team now uses automated data consolidation and more... granular reporting. They can analyze sales at the product line and item level. The team quickly creates interactive reports in Power BI. More employees are now involved in budgeting and forecasting. Schuh makes faster, data-driven decisions with Vena’s cloud platform.
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Vena Insights helped Canford Healthcare improve budget accuracy by integrating data and removing manual entry. The finance team can now... analyze occupancy trends and fee structures in real time. Home managers access live performance data, making faster, data-driven decisions. This led to better profitability and more effective occupancy planning across 11 care homes. Vena enabled Canford to adapt quickly and provide high-quality care.
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Vena helped CC Young, a senior living provider in Dallas, gain real-time visibility into staffing costs and margins. Before Vena, their... legacy system could not keep up with rapid changes or provide flexible reporting. With Vena and Delbridge Solutions, CC Young quickly updated reporting templates and integrated labor and census data. This enabled faster decision making and improved financial planning. The team now monitors costs and margins across all service lines and plans to use Power BI for real-time dashboards.
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Vena helped Prime Healthcare, a multi-billion-dollar hospital network, set up a formal budget process for the first time in 20 years. The VP of... FP&A used Vena to manage budgeting and forecasting for 44 hospitals without hiring more staff. Vena’s Excel-based interface made it easy for financial teams to adopt. The solution enabled real-time analysis of acquisitions and divestments. Prime Healthcare implemented Vena in just 65 days, improving financial planning and reporting.
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GB Railfreight used Vena to automate financial and operational processes. Before Vena, budgeting was chaotic and manual, causing stress and... low confidence in numbers. Vena enabled automated workflows and centralized data, starting with profit-and-loss reporting. The finance team finished their budget in just three months. Vena expanded to CapEx and workforce planning, making forecasting accessible to the whole team. This freed up staff for strategic work and built a foundation for future growth.
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Vena helped Volotea speed up its financial planning and analysis processes by about 50%. The airline, based in Barcelona, needed... a more scalable and reliable FP&A solution as it grew. Vena’s Excel-native interface and centralized database made workflows easier and reduced errors. The finance team saved two days per week on planning, letting them focus more on tracking cost performance. The switch also improved user onboarding and change management.
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Vena’s Power BI Connector helped Metro Supply Chain Group (MSCG) automate reporting and data visualization. Before Vena, MSCG struggled with... manual Excel-based processes and siloed data. With Vena, they now consolidate operational and financial metrics in real time. Power BI dashboards let analysts spot trends and drive cost savings for clients. The solution improved trust in data and enabled proactive client management.
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Kuali Inc. used Vena Copilot to answer finance questions faster. The finance manager saved hours by using the AI assistant... to respond to budget owner queries. Vena Copilot helped catch formula errors in spreadsheets and acted as a virtual financial analyst. Kuali scaled its finance team without hiring more staff. The tool let the finance manager focus on strategic projects instead of routine tasks.
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Vena helped Schuberg Philis cut their budgeting cycle from over four months to just two weeks. The company implemented Vena... in less than three months and achieved ROI within a year. Automation and centralized data enabled rolling forecasts and scenario planning. Only one person now manages the budgeting process, down from three. Vena also supported Schuberg Philis during an M&A process and helped redesign their pricing model.
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Vena helped Speexx cut over three weeks from its budgeting process. The finance team switched from an outdated FP&A system... to Vena for faster, more flexible planning. Vena’s Excel interface made the transition easy and kept workflows running smoothly. The team now has better control, visibility, and collaboration. Budgeting, forecasting, and planning outputs improved right away.
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Vena helped Shift4 Payments automate financial reporting, cutting report generation from days to minutes. Before Vena, the finance team struggled... with manual spreadsheets and frequent errors. With Vena, they unified budgeting, forecasting, HR modeling, and settlement balancing in one platform. This enabled accurate, timely data and supported a successful IPO in 2020. The finance team now collaborates better and delivers real-time insights across the business.
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Vena Complete Planning helped PRGX cut three weeks from their monthly reporting cycle. Before Vena, manual processes slowed down financial... planning and reporting for over 80 stakeholders in 30 countries. With Vena, PRGX automated consolidations and used a familiar Excel interface, leading to 100% user adoption. The finance team now spends more time on profitability analysis and forecasting, even with one less team member. PRGX achieved a global, consistent reporting process and significant time savings.
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Vena helped iPSL cut their budgeting and forecasting cycle from 6 weeks to just 10 days. The finance team moved... from manual spreadsheets to a single, automated platform. Real-time data access now supports agile, data-driven planning. Vena’s Excel interface made adoption easy for everyone. iPSL now delivers faster, more reliable financial insights to stakeholders.
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Nicolet National Bank used Vena to modernize their finance operations. They cut month-end reporting prep by up to 30 hours... each month. Forecast updates dropped from over two days to under one hour. The team now models interest rate changes quickly and accurately. Vena improved scenario planning, headcount planning, and regulatory reporting. Communication and data sharing between finance, HR, and business leaders improved.
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Vena helped Oakworth Capital Bank cut manual financial reporting time by 60%. The finance team now completes month-end reports in... just 2 days instead of up to a week. Vena’s Ad Hoc reporting tool reduced errors and improved forecast accuracy. The team can now analyze changing interest rates and respond to business challenges in real time. Security and compliance needs are met while enabling more strategic analysis.
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Liberty Bank used Vena to build its first formal FP&A function. Before Vena, the team relied on manual processes for... budgeting and planning. With Vena, they automated these tasks and cut process time by at least 25%. The bank now delivers more detailed financial analysis and better supports business units. Vena helped Liberty Bank move from manual work to a modern, efficient FP&A system.
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Vena helped Coca-Cola Consolidated cut consolidation times by 90%. The company moved from manual spreadsheets to a unified planning platform.... 180 users now access real-time data for HR planning, sales forecasting, and month-end close. Revenue grew 55% in a few years, from $3.1B to $4.8B. Teams spend less time on manual work and more on strategic growth. Finance now drives business success with better data and faster decisions.
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Vena helped Meats By Linz speed up financial reporting and forecasting. Before Vena, reports took a long time and were... often outdated. With Vena, ad hoc reports now take just five minutes. The company used real-time data to pivot quickly during COVID-19. E-commerce growth that was expected in three years happened in just three months. Vena dashboards made it easy to track KPIs and support business decisions.
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Vena helped Sprout Social cut monthly reporting time from three days to one hour. Before Vena, data silos made it... hard for the finance team to deliver timely, accurate reports. With Vena’s integrations and real-time templates, Sprout Social unified budgeting, forecasting, and reporting. Executives now get up-to-date insights fast, supporting confident decisions for growth and IPO planning. Reliable revenue planning and flexible reporting empower leaders to act quickly and guide expansion.
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Vena helped Lookout speed up financial reporting by 66%. Before Vena, the finance team struggled with manual spreadsheets and slow... monthly reports. With Vena, they now deliver financial statements more than two weeks faster. Integrations with NetSuite, Salesforce, and Workday give them a single source of truth. Scenario modeling lets them test KPI assumptions quickly. The team now spends more time on analysis and supports leadership with real-time data.
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Vena helped Capstone Infrastructure cut month-end close times by 50%. Before Vena, Capstone struggled with manual reconciliations, version control issues,... and data integrity problems. With Vena, they automated templates and integrated data from multiple systems. This led to faster, more accurate financial statements and fewer errors. The finance team now spends more time on analysis and business planning.
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Vena helped Capstone Infrastructure cut their month-end close times by 50%, reducing the process from 10 days to 5. Before Vena, Capstone... struggled with manual reconciliations, version control issues, and data integrity problems. With Vena's automated templates and Microsoft Dynamics GP integration, they now have standardized, accurate financial statements and 24/7 access to data. The finance team spends less time on manual tasks and more on strategic planning. Audit and quarterly reporting processes are now more efficient.
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Vena helped Saint Mary's University cut budget review time by 70%. Before Vena, the finance team struggled with slow, manual... processes and data silos. Vena's Excel-based platform unified planning and reporting for 250 departments. Now, capital project analysis takes just 2 hours instead of a week. Management uses one report template instead of five. Real-time enrollment data supports faster, data-driven decisions.
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Vena helped Saint Mary's University automate 32 Excel spreadsheets, reducing updates from monthly to annual. The university accelerated budget reviews... by 70% and cut capital project analysis from one week to two hours. Vena’s Expert Managed Services enabled a flexible revenue model, allowing real-time tuition forecasting during COVID-19. Custom dashboards and visuals replaced paginated tables, making data more accessible for leadership. Vena became the single source of truth for financial reporting at the university.
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Cencora used Vena to unify financial planning across global business units. The company achieved 100% user adoption in all regions... and business functions. Vena replaced disconnected spreadsheets and legacy tools, improving planning accuracy and forecasting consistency. One division reduced forecasting turnaround times by over 30%. Executives now have greater confidence in data, enabling faster, more informed decisions.
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Vena helped Excision BioTherapeutics cut variance analysis time from 10 hours to 4. The company reduced monthly data aggregation from... 3–4 weeks to just 1 week. Vena enabled real-time reporting and bottom-up budgeting for their 30-person team. Excision BioTherapeutics saved money on headcount and improved cost control. The finance team gained better insight into spending and cash flow planning.
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Vena helped Turner Enterprises modernize their finance function. They connected disjointed Excel models and automated budgeting, forecasting, and reporting. Turner... achieved 100% user adoption across 57 users. Real-time dashboards replaced monthly PDF reports, speeding up decision-making. The team now has a single source of truth for financial data. Turner reduced their budget cycle from three months and improved cost efficiency.
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Vena helped the Museum of Science and Industry, Chicago cut variance analysis meeting times by 50%. The finance team automated... monthly reporting and integrated Sage Intacct and ADP for real-time data. Department heads now collaborate easily and add comments directly in reports. Scenario modeling supports decisions on exhibit rentals and staffing. The museum can now make reliable revenue projections based on up-to-date attendance and payroll data.
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Vena Complete Planning helped PRGX cut three weeks from their monthly reporting cycle. Before Vena, the finance team spent up... to three weeks each month on manual reporting tasks. With Vena, they automated consolidations and used a familiar Excel interface, leading to 100% user adoption. The team now generates reports in minutes and focuses on profitability analysis and forecasting. PRGX also avoided backfilling a finance role, saving costs and increasing efficiency.
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Vena helped Cumming Group achieve a 255% ROI in just six months. The company grew from $50 million to over... $600 million while using Vena for FP&A. Vena automated complex financial processes and enabled global expansion. The platform supported integrations with minimal IT effort. Cumming Group managed growth without increasing team size significantly.
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Vena helped PetIQ cut their month-end close time by 12 days. PetIQ used Vena to automate financial consolidation and manage... data from five ERPs. The finance team implemented a nine-month rolling forecast and produced a consolidated balance sheet. Vena enabled PetIQ to handle more acquisitions and complex reporting without adding staff. The company now closes months on the 12th instead of the 24th, improving data quality and agility.
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Vena helped Cumming Corporation achieve a 255% ROI in just six months. The company cut its budgeting cycle by 50%... and reduced reporting time from four weeks to one day. Employees needed only one hour of training to adopt the new system. Vena's Excel-native interface improved data accuracy and collaboration. Cumming now uses Vena for faster planning, better data security, and more agile decision-making.
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Vena helped Manatt, Phelps & Phillips LLP cut month-end reporting prep from a week to just a few hours. The finance team... saved over 15 hours per week by automating legal finance reporting. Real-time insights let them spot unbilled work and receivables earlier. Vena’s PowerPoint integration made board presentations faster and easier. The team now spends more time on analysis and collaboration across departments.
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Boskalis used Vena to unify financial and operational reporting. Before Vena, teams spent up to four hours per employee exporting... and reentering data from multiple ERP systems. Vena created a single source of truth, reducing manual work and errors. Reporting is now standardized, with real-time and historical data always accessible. Integration with Microsoft Power BI is expanding business intelligence capabilities.
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MTN Ghana used Vena Copilot to automate manual finance workflows. The finance team moved from slow, spreadsheet-based consolidation to real-time... data access. Vena Copilot enabled instant insights during executive meetings, saving hours of work. The team now spends less time on operations and more on strategic analysis. AI adoption is growing, with plans to expand into forecasting and reporting. MTN Ghana aims to shift finance from a reactive to a strategic role.
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Vena helped Thomas International move from disconnected spreadsheets to a unified FP&A platform. The finance team now runs quarterly forecasting... and on-demand reporting. Data is more reliable, and accountability has improved. Teams across the company can access budgets and targets directly. Vena enabled better cross-department collaboration and faster budgeting cycles. The company now tracks key KPIs and marketing metrics for deeper insights.
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Vena helped Torchy's Tacos boost FP&A software adoption by replacing a complex budgeting tool with a native Excel solution. The FP&A team... now works in a familiar Excel environment, making financial modeling and analysis easier. Vena integrates with NetSuite and the POS system, providing full transparency and drill-down visibility into transactions. The team can quickly identify trends and anomalies, improving planning and reporting. User adoption increased, and the team gained better insights without a steep learning curve.
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Vena helped Hunter Fan Company automate revenue planning and reporting. Before Vena, manual processes made monthly forecasting slow and unreliable.... With Vena, reports that took days now finish in seconds. Management can quickly see which customers are most profitable. This lets them allocate resources and plan revenue with confidence. The finance team now spends more time analyzing data and less time on manual work.
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Vena helped Brokers International, a 130-employee insurance brokerage, increase revenue by 60% year-over-year. Before Vena, they struggled with slow, inaccurate... financial data and manual processes. Vena automated budgeting, forecasting, and reporting, cutting month-end close time by 9 days. The team now uses real-time dashboards and data reconciliation to catch lost revenue and improve financial acumen. Vena’s managed services and integrations with Microsoft Dynamics 365 and NetSuite enabled fast, flexible financial planning and reporting.
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Vena helped ACME Lift consolidate financial data from multiple subsidiaries. Before Vena, reporting was manual and slow, with frequent Excel... crashes. Now, ACME Lift creates 49 financial reports in just 2 hours. The team spends less time on spreadsheets and more on strategic planning. Stakeholders get timely, accurate data to guide business growth.
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Vena helped First Majestic Silver cut budget preparation time by 50%. The finance team moved from manual Excel spreadsheets to... an automated, centralized system. Now, they spend more time analyzing and modeling investment scenarios. This shift enables smarter, data-driven decisions and better business planning. All budget owners now work from a single source of truth, increasing trust and accountability.
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