Vena

Vena Solutions · FP&A

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Vena is an FP&A platform built on Microsoft Excel and Office 365, combining a centralized planning database with Excel-native workflows for budgeting, forecasting, and planning. Source: vendor official site.

Last verified: 2026-08-27Data confidence: MediumVerified by The Monthly Close editorial

Verified facts

Primary focusExcel-native FP&A platform built on Microsoft Excel/Office 365 for budgeting, forecasting, and close.
CategoryFP&A
Company sizeMid-market to lower enterprise
Finance team sizeNot publicly disclosed
Deployment modelCloud (SaaS)
Best forFinance teams that want to keep Excel as the planning interface while adding a governed database and workflow.
Excel supportExcel-native — purpose-built add-in for Microsoft Excel/Office 365
Google Sheets supportNo native Google Sheets add-in
BudgetingYes — driver-based budgeting in Excel
ForecastingYes — rolling and driver-based forecasts
Scenario planningYes — scenario modeling and version control
Financial modelingYes — formula-driven modeling in Excel
ConsolidationNot publicly disclosed
Management reportingYes — management reporting via Excel dashboards and templates
Workforce planningNot publicly disclosed
Revenue planningNot publicly disclosed
Cash-flow planningNot publicly disclosed
ERP integrationsSee official integrations page for the current connector library
CRM integrationsSee official integrations page for the current connector library
HRIS integrationsSee official integrations page for the current connector library
BI integrationsSee official integrations page for the current connector library
Public APIYes — public API available (verify scope on vendor docs)
AI capabilitiesVendor-marketed AI capabilities (claims — verify on official site)
AutomationNot publicly disclosed
Workflow / approvalsYes — workflow and approvals
AuditabilityNot publicly disclosed
SecurityNot publicly disclosed
ImplementationVendor-assisted implementation
Implementation timeNot publicly disclosed
Pricing modelQuote-based (per-user / annual)
Public pricingNot publicly disclosed
Free trialNo

Sources

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