Real-World Case Studies and Customer Success Stories with Vena

Vena helped Turner Enterprises modernize their finance function. Turner replaced paper-based processes with Vena’s automated budgeting, forecasting, and reporting templates. The team connected dissoc...iated data models and improved reporting speed. All 57 users adopted Vena, gaining real-time dashboards and faster, more accurate budgeting. The budgeting process, which once took three months, is now much quicker and more transparent.
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Vena helped Coca-Cola Consolidated move from manual spreadsheets to an integrated business planning platform. The company automated data consolidation and improved collaboration across teams. With Ve...na, consolidation times dropped by 90%, from a day and a half to just one hour. The familiar Excel interface made adoption easy for 180 users. Coca-Cola Consolidated's revenue grew by 55%, from $3.1 billion in 2016 to $4.8 billion. The finance team gained more time for analysis and became a key driver of business success.
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"Improved Forecast Accuracy By 50%, Shortened Planning Cycles By 30%, And Achieved A 20% Reduction In Time Spent On Reporting.";

Vena helped Meats By Linz move from manual, Excel-based reporting to real-time financial planning. The company used Vena’s Complete Planning solution for fast ad hoc reporting and integrated data fro...m their ERP. Reports that once took hours now take just 5 minutes. During COVID-19, Meats By Linz achieved 3 years’ worth of expected e-commerce growth in only 3 months. Vena enabled better decision making and helped the company quickly pivot to new revenue streams.
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Vena helped the Museum of Science and Industry, Chicago improve financial reporting and revenue projections. Before Vena, MSI Chicago struggled with static reports and time-consuming variance analysi...s. Vena automated monthly reporting and integrated with Sage Intacct, making data accessible and up to date. The finance team cut variance analysis meeting times by 50%. MSI Chicago now uses on-demand scenario modeling for better decision making and collaboration.
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Vena helped WWF-Canada cut fund balance reporting time from two hours to just two seconds. The finance team used Vena to standardize planning templates and create a single source of truth for budgeti...ng, forecasting, and reporting. Direct integration with Microsoft Dynamics GP let staff use familiar Excel templates while automating data flows. Conservation teams gained instant access to live fund balances and budget details. Vena’s workflow and security features improved accountability and made forecasting more agile.
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Vena helped Young Life improve budgeting and forecasting. Before Vena, camp managers worked in silos and used manual Excel templates. This made collaboration hard and reporting slow. With Vena, all d...epartment heads now join the planning process. The team uses Vena’s Excel interface and automated workflows. Data loads from Infor Smart Office ERP daily. Now, everyone has up-to-date financial data. Stakeholder engagement and collaboration have increased.
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"Achieved A 50% Reduction In The Time Spent On Reporting Activities And More Accurate, Timely Financial Insights.";

Vena helped Citizens Advice improve workforce planning and budgeting. Before Vena, planning was siloed in finance and managed with spreadsheets, leading to errors and low engagement from budget owner...s. With Vena, budget owners now have more control and visibility over headcount and OpEx, using a collaborative and automated system. The finance team spends less time on manual work and more on strategic analysis. Vena enables quick scenario modeling and better use of funding, increasing trust in the numbers across the organization.
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Achieved A 50% Reduction In Budgeting Time And An Increase In Financial Transparency.

"Improved Workforce Planning Efficiency, Saving Over 1,500 Hours Annually.";

Vena Copilot helped the Association for Institutional Research (AIR) use their financial data faster. The finance team set up Vena Copilot in just 30 minutes. The tool reduced time spent on reporting... tasks by 25–50%. This let the team focus on planning and strategy. Vena Copilot also made it easy to share insights with leaders using Microsoft Teams.
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Vena helped Sprout Social improve reporting and revenue planning. Before Vena, Sprout Social struggled with data silos and slow reporting, taking up to three days for monthly reports. After implement...ing Vena, reporting time dropped to one hour. The finance team gained real-time insights and could analyze new metrics for better decisions. Reliable data from Vena supported Sprout Social's growth, including their IPO and international expansion.
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Improved Budgeting And Forecasting Process With A 40% Reduction In Budget Cycle Time.

Vena Insights helped Canford Healthcare improve budget accuracy by removing manual data entry. The finance team gained better visibility into occupancy data, boosting profitability. Care home manager...s now have real-time access to financial performance. The custom occupancy model in Vena allowed for detailed analysis of funding types and fee structures. This led to faster, data-driven decisions across 11 care homes.
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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.
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Vena helped Prime Healthcare 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 alone, without hiring more staff. Vena made it... easy to analyze data from 44 hospitals and model mergers and acquisitions in real time. The company implemented Vena in just 65 days. Prime Healthcare now uses Vena for budgeting, forecasting, and long-term financial planning across its large hospital network.
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Vena’s Power BI Connector helped Metro Supply Chain Group (MSCG) improve supply chain efficiency. Before Vena, MSCG struggled with manual, time-consuming reporting and lacked real-time business insig...hts. With Vena, MSCG consolidated key metrics into one source of truth and automated reporting. Analysts now use live dashboards to spot trends and drive cost savings for clients. The solution built trust in data and enabled proactive, data-driven decisions for both MSCG and its customers.
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Vena helped Saddle Creek Logistics speed up their budgeting process. Before Vena, the finance team worked long hours and struggled with manual spreadsheet consolidation. With Vena, they combined reve...nue, OpEx, workforce, and CapEx planning in one database while still using Excel. Budgets are now ready 4 weeks early, giving executives more time for analysis. The team can now do detailed cost center budgeting and make smarter business decisions.
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Vena helped Volotea speed up its budgeting and forecasting by 50%. The airline needed a faster, more scalable FP&A solution as it grew. Vena's Excel-native interface and centralized database made pla...nning easier and reduced errors. The finance team saved about two days per week on planning. This let them focus more on tracking cost performance.
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Vena helped Schuh, a large shoe retailer, cut budgeting cycle time by 50%. Schuh faced challenges with slow, manual financial processes and lacked detailed sales insights. After implementing Vena, Sc...huh automated data consolidation and improved reporting. The finance team now uncovers sales insights at the product and item level. More employees are involved in budgeting, and the cloud platform supports flexible, secure collaboration. Schuh quickly adopted Vena’s Excel-native interface and out-of-the-box reporting features.
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Vena helped One Stop, a large UK convenience retailer, improve budgeting and financial reporting. Before Vena, reports took two weeks to build and required manual data checks. With Vena, the finance ...team reduced reporting time to just two minutes. The team now spends more time on analysis and strategic decisions. Vena's Excel interface made adoption easy and improved data accuracy.
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Vena helped Tanger Outlets cut their month-end close time by 50%. Before Vena, financial reporting was slow and manual, using Excel and PDFs. Vena automated workflows, audit trails, and reporting, ma...king processes faster and more accurate. Year-end close time dropped from three weeks to two. The tax team now saves a week per quarter. Training new users takes just 15 minutes. Vena's Excel-based system made onboarding easy and improved efficiency for 145 users.
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Vena helped Capstone Infrastructure cut their month-end close process time by 50%. Before Vena, the team struggled with manual reconciliations, version control issues, and data integrity problems. Wi...th Vena, they automated templates, improved data accuracy, and standardized reporting. Now, they close the books in 5 days instead of 10. The finance team spends less time on manual work and more time on analysis and planning.
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Vena helped Saint Mary's University speed up budget approvals by 70%. Before Vena, the finance team struggled with slow, manual processes and data silos. Vena's integrated platform made budgeting and... reporting faster and easier for 250 departments. Now, capital project analysis takes 2 hours instead of a week, and management uses one report instead of five. The university can access live enrollment data in real time for better decisions.
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Reduced Budget Cycle Time By 50% And Improved Data Accuracy.

Vena helped Saint Mary’s University improve budgeting, forecasting, and financial reporting. The university used Vena’s EMS+ service to build a flexible revenue model during COVID-19. They automated ...32 Excel spreadsheets, reducing updates from monthly to annual. Budget reviews became 70% faster and capital project analysis dropped from one week to two hours. The finance team gained real-time insights into enrollment and tuition revenue.
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Vena helped Cumming Corporation modernize budgeting, reporting, and financial close. Before Vena, Cumming used spreadsheets, which caused errors and security risks. Vena’s Excel-native CPM solution e...nabled fast adoption and reduced implementation costs. Employees needed only one hour of training. Cumming achieved a 255% ROI in six months. The budgeting cycle was cut by 50% and reporting time dropped from four weeks to one day.
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Vena helped Cumming Group scale their FP&A as they grew from $50 million to over $600 million in revenue. The platform enabled 255% ROI in the first six months. Cumming Group doubled in size with onl...y modest team growth, thanks to process automation and easy integrations. Vena's Excel-based, finance-owned system reduced IT needs and improved data visibility. Monthly rolling forecasts and scalable workflows supported global expansion and complex reporting needs.
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Achieved A 40% Reduction In Forecast Cycle Time

"Achieved Streamlined Ipo Reporting And Financial Consolidation, Reducing Their Time To Close By 50%.";

Lookout “Doesn’t Have To Scramble Anymore” Thanks to Flexible Scenario Modeling and 66% Faster Reporting With Vena

Vena helped Thomas International fix their budgeting and forecasting. Before Vena, the finance team struggled with disconnected spreadsheets and version control issues. Vena gave them a familiar Exce...l interface and improved their FP&A processes. Now, they have reliable quarterly forecasting and better accountability. Teams can access reports on demand, making collaboration easier across departments.
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Reduced Budget Preparation Time From 6 Months To A Few Days

Reduced Budgeting Time By 30% And Streamlined Financial Processes

Vena helped Speexx cut over three weeks from their budgeting process. The finance team switched from an outdated FP&A platform to Vena for better flexibility and control. Vena’s Excel interface made ...the transition easy and kept workflows running smoothly. The new system improved budgeting, forecasting, and planning quality. The CFO now has more visibility and control over financial data.
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Vena helped Active Exhaust Corp. fix slow and manual financial reporting. Before Vena, the team struggled with data in different formats and spent too much time on spreadsheets. Vena’s platform gave ...them one template for all financial reports and connected their ERP data. Now, reports are fast and easy to make. The finance team saves time and can focus on analysis. Collaboration between global offices improved. Leaders use real-time data to make better decisions.
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Reduced Reporting Cycle Time By 80%

Vena helped Hunter Fan Company automate revenue planning and resource allocation. Before Vena, reporting was manual and slow, taking up to a week for key reports. With Vena’s Complete Planning platfo...rm, data flows automatically from ERP to a central database. Reports that took days now take seconds. Management can see which customers are most profitable and make better decisions. Forecasts are faster and more accurate, letting the team focus on analysis instead of manual work.
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Increased Forecasting Accuracy And Reduced Time Spent On Reporting By 80%

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.
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Vena helped Aurora Plastics improve sales forecasting and financial consolidation. Before Vena, the team used offline spreadsheets, causing data errors and wasted time. With Vena, 41 users now access... real-time, automated reports and workflows. The finance team saves at least six hours each month and can now forecast demand for 12 months instead of just one. Vena enabled faster integration of new acquisitions and better cost management during hyperinflation.
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Vena helped PetIQ speed up their month-end close by 12 days. PetIQ used Vena for automated financial consolidation and rolling forecasts. The company replaced manual Excel processes and disconnected ...templates with a single source of truth. Vena's templates improved collaboration for 55 budget owners. PetIQ now produces consolidated balance sheets and has not missed any SEC filings since using Vena.
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Vena helped Mitsubishi Chemical Group fix slow and error-prone budgeting and forecasting. Before Vena, the team used 12 linked spreadsheets and needed five people for updates. Vena and ProLytics made... reporting faster and more accurate. Now, only two people manage the process, and updates take five minutes. Mitsubishi consolidated data from over 30 companies in two months. The company now has better alignment and faster financial reporting.
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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.
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Vena helped the Arizona Cardinals simplify financial reporting and consolidate budgeting. The finance team replaced legacy systems with Vena for secure, reliable data and easier reporting. Vena made ...it simple to add new business units and adapt to rapid growth. The Cardinals trust Vena for secure data and strong support. The team expanded Vena use beyond finance, improving workflows and preparing for major events like the Super Bowl.
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Vena helped the Kansas City Chiefs automate financial reporting and unify business planning. Before Vena, the team struggled with manual processes and slow reporting. Gameday settlement reporting tim...es dropped by 95%, from 4 hours to 15 minutes. Departmental budget to actuals are now available in real time. The Chiefs use Vena for league reporting, ticketing, sponsorship revenue tracking, and more. This made the organization more efficient and profitable.
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"Achieved Rapid Business Growth And Streamlined Financial Planning Processes, Resulting In Significant Time Savings And Improved Financial Accuracy.";

Achieved A 60% Reduction In Time Spent Preparing Reports And Improved Decision-Making With Real-Time Data Insights.

Vena helped the Kansas City Chiefs move from Great Plains to Microsoft 365 Business Central. The Chiefs used Vena’s pre-built connectors to keep historical data and save $20,000 on migration. The fin...ance team had no downtime and needed little IT help. Vena’s integration let them access both old and new data in one place. Reports and budgets stayed easy to use for everyone on the team.
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"Streamlined Reporting With Vena Solutions, Achieving A 50% Reduction In Reporting Time.";

Reduced Month-End Close Time By 40% And Improved Data Accuracy And Reporting Efficiency.

Vena helped ATB Financial improve budgeting and forecasting. Before Vena, ATB used outdated software and manual processes. The finance team struggled with slow, static annual budgets and quarterly fo...recasts. Vena provided a user-friendly Excel interface, real-time data analysis, and custom planning templates. In just three months, ATB launched a new model and trained 35 users. Now, they update plans monthly, use automated templates, and have detailed audit trails for data accuracy.
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Vena helped Shift4 Payments automate financial reporting and planning. Before Vena, reporting took a week and was error-prone. With Vena, reports are ready in minutes and data is more accurate. The p...latform connects budgeting, forecasting, HR modeling, and settlement balancing. This modern reporting structure supported Shift4 Payments' successful IPO in June 2020.
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Reduced Budgeting And Forecasting Time By 50% And Improved Data Accuracy.

Reduced Their Reporting Cycle By 50% And Streamlined Financial Processes Across 30 Countries.

Vena helped iPSL speed up their business planning cycle by 66%. Before Vena, iPSL struggled with slow, manual Excel processes and data errors. Vena's native Excel interface and integration with Oracl...e ERP gave them a single source of truth and automated workflows. Budgets and forecasts now take 10 days instead of 6 weeks. Real-time data access enables agile, data-driven planning and 100% user adoption.
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Vena helped Boskalis create a single source of truth for financial and operational reporting. Before Vena, teams spent up to four hours per employee exporting and building reports in Excel. Vena cons...olidated data from multiple systems, reduced manual entry, and standardized reporting templates. Now, data is always up to date and accessible. Boskalis eliminated duplicate work and improved efficiency across divisions.
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Achieved A 75% Reduction In Time Spent On Budgeting And Forecasting Processes.

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.
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Vena helped Liberty Bank build its first formal FP&A function. Before Vena, the bank used manual processes for financial analysis and planning. With Vena, Liberty Bank automated budgeting, forecastin...g, and reporting. The team cut budgeting and planning time by at least 25%. Now, business partners get more detailed and insightful financial analysis. The FP&A team can focus more on strategy and less on manual work.
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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.
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Vena helped Lookout, a cybersecurity SaaS firm, speed up financial reporting by 66%. Before Vena, the finance team struggled with manual spreadsheets and slow monthly reports. With Vena, they integra...ted data from NetSuite, Salesforce, and Workday for a single source of truth. Scenario modeling became faster and easier. The team now delivers reports more than two weeks earlier and can quickly adapt budgets, like during a 20% expense cut at the start of COVID-19. Vena turned the finance team into a proactive, strategic partner for the business.
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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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Achieved A 50% Reduction In Manual Report Preparation Time And Improved Data Accuracy.

Vena helped MountainSeed automate budgeting, forecasting, and reporting. Before Vena, MountainSeed used a single Excel workbook with 93 tabs, causing slow and error-prone reporting. After implementin...g Vena, they reduced P&L reporting time from 3 hours to 12 seconds and eliminated 5 days of manual work per month. Their first net income forecast with Vena was 99% accurate. The finance team now saves one full day of inputting actuals, three days of error checking, and one day of reconciling models each month.
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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.
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Vena helped Brokers International automate budgeting, forecasting, and financial reporting. Before Vena, the company struggled with slow, inaccurate data and manual processes. After implementation, t...hey closed months nine days faster and board reporting dropped from days to under 10 minutes. Vena’s EMS+ service and ETL connector automated data consolidation and improved revenue tracking. Adding Vena Insights gave them interactive dashboards in three weeks, making data analysis faster and easier.
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Vena Copilot helped Kuali Inc. scale their finance team without hiring more staff. The finance manager used Vena Copilot to answer budget questions quickly, saving time and letting him focus on strat...egic work. The tool caught spreadsheet errors and acted like a virtual financial analyst. Kuali trusted Vena Copilot for secure data handling and easy integration with their existing systems. The finance manager plans to expand its use to empower more budget owners.
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Vena’s Complete Planning platform helped ACME Lift Company fix slow, manual data consolidation and reporting. Before Vena, the team struggled with Excel crashes and data silos across many locations. ...With Vena, they automated financial reporting and now create 49 reports in just 2 hours. The company has one source of truth for all data. Tracy Cook and her team now spend more time on strategic planning and business growth.
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Achieved A 50% Reduction In Manual Report Preparation Time And Improved Data Accuracy.

Reduced Annual Budgeting Process From Three Months To Three Weeks While Achieving A 50% Increase In Productivity.

Reduced Reporting Cycle Time By 80%

Reduced Their Reporting Cycle By 50% And Streamlined Financial Processes Across 30 Countries.

Reduced Budgeting Time By 30% And Streamlined Financial Processes

Improved Workforce Planning Efficiency, Saving Over 1,500 Hours Annually.

Reduced Their Reporting Cycle By 50% And Streamlined Financial Processes Across 30 Countries.

Reduced Budget Cycle Time By 50% And Improved Data Accuracy.

Vena helped First Majestic Silver cut budget preparation time by 50%. The company moved from manual Excel spreadsheets to Vena’s automated, Excel-based platform. This change reduced budgeting cycles ...from 3 months to 6 weeks. Finance teams now spend more time on analysis and scenario modeling. The solution improved data trust, transparency, and decision-making across the business.
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Reduced Budgeting Time By 30% And Streamlined Financial Processes

Improved Budgeting And Forecasting Process With A 40% Reduction In Budget Cycle Time.

Achieved A 50% Reduction In Budgeting Time And An Increase In Financial Transparency.

Achieved A 75% Reduction In Time Spent On Budgeting And Forecasting Processes.

Reduced Budgeting And Forecasting Time By 50% And Improved Data Accuracy.

Achieved Streamlined Ipo Reporting And Financial Consolidation, Reducing Their Time To Close By 50%.

Achieved A 50% Reduction In Budget Preparation Time And Improved Scenario Modeling Capabilities.

Reduced Budgeting And Forecasting Cycle Times By 75%

Improved Forecast Accuracy By 50%, Shortened Planning Cycles By 30%, And Achieved A 20% Reduction In Time Spent On Reporting.

Achieved Rapid Business Growth And Streamlined Financial Planning Processes, Resulting In Significant Time Savings And Improved Financial Accuracy.

Reduced Budgeting And Forecasting Cycle Times By 75%

Increased Forecasting Accuracy And Reduced Time Spent On Reporting By 80%

Achieved A 50% Reduction In Budgeting Time And An Increase In Financial Transparency.

Achieved A 60% Reduction In Time Spent Preparing Reports And Improved Decision-Making With Real-Time Data Insights.

Streamlined Reporting With Vena Solutions, Achieving A 50% Reduction In Reporting Time.

Achieved A 40% Reduction In Forecast Cycle Time

Reduced Annual Budgeting Process From Three Months To Three Weeks While Achieving A 50% Increase In Productivity.

Achieved A 50% Reduction In The Time Spent On Reporting Activities And More Accurate, Timely Financial Insights.

Reduced Budget Preparation Time From 6 Months To A Few Days

Vena helped Excision BioTherapeutics fix budgeting and reporting problems. Before Vena, data errors and manual work slowed their process by weeks. With Vena, they cut data aggregation time from 3–4 w...eeks to 1 week. Variance analysis now takes 4 hours instead of 10. The company saved money by not hiring extra staff. More than one-third of the team now uses Vena for real-time budgeting and forecasting.
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Achieved A 50% Reduction In Budget Preparation Time And Improved Scenario Modeling Capabilities.