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  1. Home
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  3. Vena Complete Planning Platform
Logo of Vena Complete Planning Platform

Vena Complete Planning Platform

byVena
in
4.5
Market Presence: Financial Planning Software, Financial Close and Consolidation Solutions

Overview

Product Information on Vena Complete Planning Platform

Updated 13th October 2025

What is Vena Complete Planning Platform?

Vena Complete Planning Platform is a software designed to support financial and operational planning processes within organizations. The software integrates with existing spreadsheets and systems to enable forecasting, budgeting, reporting, and analysis across departments. Features include workflow automation, data consolidation, collaboration tools, and customizable templates. Vena Complete Planning Platform aims to enhance accuracy and efficiency in planning cycles by centralizing data and providing real-time insights. The software addresses challenges related to manual data handling, version control, and collaboration among stakeholders, supporting informed decision-making and streamlined performance management.

Vena Complete Planning Platform Pricing

Vena Complete Planning Platform software employs a subscription-based pricing model typically structured per user per month or annually and may vary based on the number of users, modules selected, and additional features required. Pricing is customized according to organizational needs with different tiers available, and details are generally provided upon request or through consultation with the provider.

Overall experience with Vena Complete Planning Platform

Finance Manager
50M - 250M USD, Consumer Goods
FAVORABLE

“Vena Streamlines Financial Reporting and Budgeting but Complex Dashboard Refresh Speed is Slow”

5.0
Nov 7, 2025
Vena has been great to improve our efficiency with financial reporting and budgeting/forecasting. The dashboard built by Vena for us has also been great for our team to see the results at a snapshot while also being able to drill/filter into details. The ability to build and adjust reports in Excel makes it very flexible. Implementation took longer than we expected and required a lot more data cleansing than we anticipated.
CPA
500M - 1B USD, Manufacturing
CRITICAL

“VENA is a good tool but On Site implementation should be required”

3.0
Sep 10, 2025
Good product but Poorly handled implementation that could have all been handled more easily in person.

About Company

Company Description

Updated 7th December 2023

Vena is a distinct platform that has been constructed particularly for Microsoft365 with Power BI Embedded, made to enhance functionality with native Excel.

Company Details

Updated 26th February 2025
Company type
Private
Year Founded
2011
Head office location
Toronto, Canada
Number of employees
501 - 1000
Website
http://venasolutions.com

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Key Insights

A Snapshot of What Matters - Based on Validated User Reviews

User Sentiment About Vena Complete Planning Platform
Reviewer Insights for: Vena Complete Planning Platform
Deciding Factors: Vena Complete Planning Platform Vs. Market Average
Performance of Vena Complete Planning Platform Across Market Features

Vena Complete Planning Platform Likes & Dislikes

Like

Automatically updating financial reports saves a lot of time each month. Budget templates with a workflow that can be directed to specific users have been great. Being able to continue to operate in excel had been a strength as well.

Like

Real time access to data in one spot.

Like

What i like most is how vena combines the familiarity and flexibility of excel with enterprise-level controls. it allows teams to work the way they're used to, while adding centralized data, version control, workflows and auditability. this makes planning more efficient, reduces risk, and improves collaboration without forcing a complete change in how people work.

Dislike

The account reconciliation process isn't quite as functional as some other tools, but as a relatively low cost add-on it gets it done. Learning how the reporting works took a little time but after working on some reports you pick it up. Our primary dashboard refresh time is a bit slow.

Dislike

Not much, Once implemented there is very little need for IT's help and I loving having all the data available in one location.

Dislike

the main drawback is the learning curve for advanced features and custom configurations. setting up and maintaining more complex models can require specialized expertise, and performance can sometimes slow with very large or highly complex templates. continued improvements in usability, speed and more out-of-the-box best-practice templates would make the experience even better.

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Peer Discussions

Vena Complete Planning Platform Reviews and Ratings

4.5

(346 Ratings)

Rating Distribution

5 Star
57%
4 Star
35%
3 Star
6%
2 Star
1%
1 Star
0%
Why ratings and reviews count differ?

Customer Experience

Evaluation & Contracting

4.5

Integration & Deployment

4.4

Service & Support

4.5

Product Capabilities

4.5

Filter Reviews
Sort By:
Most helpful
Last 12 Months
Star Rating
Reviewer Type
Reviewer's Company Size
Reviewer's Industry
Reviewer's Region
Reviewer's Job Function
  • Finance Manager
    50M-1B USD
    Consumer Goods
    Review Source

    Vena Streamlines Financial Reporting and Budgeting but Complex Dashboard Refresh Speed is Slow

    5.0
    Nov 7, 2025
    Vena has been great to improve our efficiency with financial reporting and budgeting/forecasting. The dashboard built by Vena for us has also been great for our team to see the results at a snapshot while also being able to drill/filter into details. The ability to build and adjust reports in Excel makes it very flexible. Implementation took longer than we expected and required a lot more data cleansing than we anticipated.
  • Finance Associate
    50M-1B USD
    Finance (non-banking)
    Review Source

    Vena Enhances Budgeting Collaboration While Maintaining Familiar Excel Environment

    5.0
    Jan 29, 2026
    Overall, our experience with vena has been very positive. it has significantly improved the structure, efficiency, and reliability of our budgeting, forecasting, and reporting processes while allowing teams to continue working in excel. the platform has strengthened collaboration, reduced manual effort, and improved confidence in the numbers across the organization.
  • VP, Finance
    1B-10B USD
    Insurance (except health)
    Review Source

    Expert Sales and Support Teams Facilitate Smooth Implementation and Custom Use Cases

    5.0
    Mar 16, 2026
    Vena had a knowledgeable helpful sales team that answered all our questions and provided product demos that addressed our use case scenarios. The implementation team has been outstanding with deep product knowledge and highly responsive to our needs. The product was able to handle our specific requirements which were fairly complex.
  • Finance Manager
    <50M USD
    Banking
    Review Source

    Vena Enhances Excel-Based Financial Planning but Has Setup and Performance Challenges

    5.0
    Jan 28, 2026
    Vena is very flexible and integrates well with Excel, which makes financial planning and reporting more efficient. It helps centralize data, improve collaboration, and streamline budgeting and forecasting processes.
  • SENIOR IT ENGINEER
    50M-1B USD
    Healthcare and Biotech
    Review Source

    Workflow Automation Enhances Reporting Precision With Power BI Integration Features

    5.0
    Oct 24, 2025
    It helps us a lot regarding the workflow automations. We have also integrated it with Power BI for more precise and helpful reports. We have implemented role-based access future for better security. SSO configuration is possible.
...
Showing Result 1-5 of 346

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