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FP&A and advisory reporting

Vena

Complete FP&A planning that runs natively on Excel.

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Overview

Vena starts from a blunt premise: finance teams are not going to stop using Excel. So instead of replacing spreadsheets, it puts a central database, workflow engine, and AI copilot underneath them.

Analysts keep building budgets, forecasts, and models in Excel. Vena connects those spreadsheets to a single source of data, so everyone works from the same numbers, with version control and an audit trail that plain spreadsheets do not have. The parts Excel handles poorly (multi-user collaboration, consolidation across entities, locking down who can change what) move into the platform.

Vena Copilot adds AI to the workflow, summarising trends and drafting commentary, and Vena Insights handles the reporting and dashboard layer. The close, consolidation, and reporting all run on the same data the planning does.

Vena does not publish pricing. It is quoted per user on an annual contract, with roles like power user, contributor, and view only affecting the cost, and a typical first-year deployment runs into the tens of thousands of dollars. There is no free trial.

It connects to SAP, NetSuite, Microsoft Dynamics, QuickBooks, Sage, Salesforce, Workday, and Power BI, with Excel as the core surface. Vena is an internal finance platform for mid-market and larger teams rather than a firm-facing tool.

Key facts

Starting price
Custom pricing
Pricing model
Per user
Free trial
No
Free tier
No
Deployment
Cloud, Excel Plugin
Geography
Global
Founded
2011
Support
Phone, Email, Chat, Knowledge Base
Languages
English, French, German, Spanish, Italian, Dutch, Portuguese, Russian, Ukrainian
Works with
Excel, Sap, Netsuite, Microsoft Dynamics, Quickbooks, Sage, Salesforce, Power Bi, Workday
Last verified
2026-05-25

Pros and Cons

Pros

  • Mid-market and larger finance teams whose analysts build everything in Excel and want to keep that interface.
  • Companies on SAP, NetSuite, or Microsoft Dynamics that need planning, consolidation, and reporting in one place.
  • Teams that want an AI copilot and workflow controls layered onto familiar spreadsheet models.

Cons

  • Solo practitioners and small firms. Vena is an enterprise platform priced well beyond small-firm budgets.
  • Firms that want published pricing or a free trial. Vena is quoted per user by sales after a demo.
  • Teams that would rather leave Excel behind. Vena's whole premise is keeping the spreadsheet.

Pricing

TierPriceBillingFeatures
ProfessionalCustomAnnual, quoted by salesVena platform, Vena Copilot for FP&A, a customer success manager, standard support, and tiered user roles (power user, contributor, view only).
CompleteCustomAnnual, quoted by salesEverything in Professional plus Vena Insights, premium support, a sandbox environment, and managed services.

Frequently asked questions

What does Vena do?
Vena is an FP&A platform built around Excel. Finance teams budget, forecast, model scenarios, consolidate, and manage the close inside spreadsheets, while Vena adds a central database, audit trail, workflow, and an AI copilot underneath. The result is enterprise planning capability with the Excel front end analysts already use.
How much does Vena cost?
Vena does not publish pricing. It is quoted per user on an annual contract, with user roles (power user, contributor, view only) affecting the cost. Third-party sources place a typical first-year deployment in the tens of thousands of dollars and up, depending on users and modules. There is no free trial or free tier.
Why build FP&A on Excel?
Because most finance teams already model in Excel and rebuilding everything in a native tool is slow and risky. Vena keeps the spreadsheet as the interface but solves the parts Excel handles badly: a single source of data, version control, multi-user workflow, and consolidation across entities. Analysts keep their formulas; the platform handles governance.
What does Vena work with?
Vena connects to ERPs and ledgers including SAP, NetSuite, Microsoft Dynamics, QuickBooks, and Sage, plus Salesforce for operational data, Workday for headcount, and Power BI for visualisation. Excel itself is the core surface rather than an add-on.
Who is Vena built for?
In-house FP&A teams at mid-market and larger companies. Vena is an internal finance function, not a tool accounting firms use to serve clients, and its pricing puts it beyond solo and small firms. The best fit is a finance team with real Excel models that needs governance and consolidation around them.

User reviews

See what other accounting professionals say about Vena on independent review platforms.

Read reviews on G2Read reviews on CapterraRead reviews on TrustRadius

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Last verified 2026-05-25. Pricing and features come from vendor-published specs. See our methodology.