Vena

What is Vena?

Vena is the #1 AI-Powered Complete FP&A (Financial Planning & Analysis) Platform that natively integrates with Microsoft technology. It's designed to help businesses of all sizes move from reactive to proactive planning, streamline financial processes, and drive growth.

How does Vena work?

Vena works by providing a centralized platform for all FP&A activities, leveraging the familiar interface of Microsoft Excel while adding powerful AI capabilities and automation. It connects to existing data sources, such as ERP, CRM, and HRIS systems, to provide a single source of truth for planning and reporting. Vena Copilot, an AI agent, can analyze, report, and collaborate within the workflow, seamlessly integrating with Microsoft Teams.

Key Features of Vena:

• AI-Powered Planning: Vena Copilot uses AI to accelerate planning cycles by up to 60%.
• Native Microsoft Integration: Seamlessly integrates with Microsoft 365 apps like Excel, PowerPoint, and Teams.
• Flexible Modeling: Model unlimited "what-if" scenarios and make adjustments within Excel.
• Dashboards and Ad-Hoc Reports: Accelerate analysis with pre-built Power BI dashboards and self-serve advanced analytics.
• Collaboration: Align teams and maintain accountability throughout the planning process.
• Secure and Scalable Integrations: Connect to various data sources for a single source of truth.
• Complete Planning: Streamlines important processes like forecasting, budgeting, reporting, and financial close.

How to use Vena?

1. Connect Your Data: Integrate your existing data sources (ERP, CRM, HRIS) with Vena.
2. Model Your Scenarios: Use Excel to build flexible models and run "what-if" scenarios.
3. Collaborate With Your Team: Involve relevant stakeholders in the planning process.
4. Generate Reports and Dashboards: Create accurate and insightful reports using Vena Insights and Power BI.
5. Leverage AI with Vena Copilot: Use Vena Copilot to analyze data, generate reports, and collaborate efficiently.

Why choose Vena?

• Faster Planning Cycles: Companies experience up to 66% faster planning cycles.
• Improved Accuracy: Vena helps to reduce errors and increase the accuracy of forecasts.
• Better Collaboration: Breaks down planning silos and fosters collaboration among teams.
• Strategic Insights: Provides access to real-time data and insights for better decision-making.
• Excel Familiarity: Leverages the power of Excel, a tool that most finance professionals already know and love.

Who is Vena for?

Vena is ideal for finance teams in various industries, including:

• SaaS
• Healthcare
• Professional Services
• Professional Sports
• Not-for-Profit
• Retail
• Mining
• Manufacturing
• Food & Beverage
• Banking

It is particularly well-suited for organizations looking to improve their FP&A processes, reduce manual work, and gain greater insights into their financial performance.

Vena Insights: Making Confident Decisions

Vena Insights helps increase financial intelligence and decision-making skills. It offers self-serve advanced analytics, pre-built Power BI dashboards, and more, all in one place.

Vena Copilot for FP&A: Double Your Impact

Vena Copilot turns everyday finance questions into FP&A insights. Analyze, report, and collaborate without disrupting your workflow with AI agents and a seamless Microsoft Teams integration.

Vena for PowerPoint: Tell Your Financial Story

Vena for PowerPoint allows users to create and collaborate on data-driven presentations. It engages stakeholders with impactful narratives and real-time insights.

Customer Success with Vena

Many companies across diverse sectors have seen significant benefits using Vena's FP&A platform. Some notable customer achievements include:

• SAAS: 96% Faster Monthly Reporting
• HEALTHCARE: Improved the speed and accuracy of budgeting.
• PROFESSIONAL SERVICES: 50% Faster Budget Cycles
• PROFESSIONAL SPORTS: 100% Confidence in Financial Data Accuracy
• RETAIL: 6 Day Decrease in Month-End Close Times
• MANUFACTURING: 95% Accurate Forecasts
• BANKING: 25% Less Time Spent on Planning Processes

Vena Pricing

For information on Vena pricing, please visit the official Vena website and request a demo.

Conclusion

Vena provides a comprehensive and AI-powered FP&A solution that streamlines financial planning, reporting, and analysis. With its seamless integration with Microsoft tools and powerful AI capabilities, Vena enables organizations to make better decisions, drive growth, and achieve their financial goals. By using Vena, businesses can leverage AI to modernize their FP&A processes, reduce inefficiencies, and gain a competitive advantage in today's dynamic business environment.