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

Vena Complete Planning Platform

byVena
in
4.6
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 Associate
<50M USD, Manufacturing
FAVORABLE

“Transition to Centralized Finance Processes Streamlined by Familiar Excel-Based Platform”

4.0
Apr 10, 2026
Overall, our experience with Vena has been very positive. The platform helped our finance team move away from multiple disconnected spreadsheets to a more structured and centralized process. Because the solution is built on Excel, we were able to adopt it very quickly, while still adding strong governance and workflow management.
Food Services Manager
<50M USD, Miscellaneous
CRITICAL

“Accessibility and Security Shine”

3.0
May 9, 2025
Overall, I've found Vena easy to use and intuitive. I have not needed to reach out to customer support so I cannot speak on how easy that process is.

About Company

Company Description

Updated 6th April 2026

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 6th April 2026
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

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Peer Discussions

Vena Complete Planning Platform Reviews and Ratings

Showing data for 340 ratings and reviews for Financial Planning Software market. View all 372 ratings and reviews across markets for a complete picture.

4.6

(340 Ratings)

Rating Distribution

5 Star
59%
4 Star
34%
3 Star
6%
2 Star
1%
1 Star
0%
Why ratings and reviews count differ?

Customer Experience

Evaluation & Contracting

4.6

Integration & Deployment

4.4

Service & Support

4.6

Product Capabilities

4.5

Filter Reviews
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  • Finance Associate
    <50M USD
    Manufacturing
    Review Source

    Transition to Centralized Finance Processes Streamlined by Familiar Excel-Based Platform

    4.0
    Apr 10, 2026
    Overall, our experience with Vena has been very positive. The platform helped our finance team move away from multiple disconnected spreadsheets to a more structured and centralized process. Because the solution is built on Excel, we were able to adopt it very quickly, while still adding strong governance and workflow management.
  • 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.
  • Finance Manager
    50M-1B USD
    Software
    Review Source

    Migrating To Vena Enhances Performance, However Licensing And Mapping Issues Persist

    5.0
    May 11, 2026
    Migrating to Vena was a fantastic decision for our 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.
...
Showing Result 1-5 of 339

Recommended Gartner Insights

  • Critical Capabilities for Financial Planning Software
  • Magic Quadrant for Financial Planning Software
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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

There are several aspects of Vena that stand out: 1. The Excel-based interface made adoption very easy for us since we already work extensively in Excel. This allowed our team to maintain flexibility while benefitting from centralized data. 2. The platform provides structured workflows that made it easier for us to manage month-end, quarterly and year-end closings. 3. Vena also made it easier for us to generate reports and analyze actuals vs variance reports, enabling management to access financial insights more quickly.

Like

I appreciate that all of Vena is online and I can access it across multiple devices. The log in process is easy and secure.

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

While Vena is a strong FP&A solution overall, there are a few areas where it could improve: 1. The initial implementation can be time-consuming, especially when building complex models and integrating multiple data sources. It requires proper planning and, in some cases, external support. 2. Although the Excel interface is user-friendly, some advanced features such as data modeling, template setup, and integrations can require additional training for new users. 3. While the reporting capabilities are solid, more flexibility in dashboards and visualization would be beneficial. In some cases, we still rely on Excel or external tools for more customized reporting.

Dislike

1. I wish I could more easily lock rows/columns in Vena, so I can see what I'm working on after scrolling all the way to the left in a spreadsheet. 2. Between the current interface and the previous one. I believe in the change from integration to microsoft 365? They changed how to save your work completely. It used to be like any mircrosoft suite item file save and now its a small window that can be moved around or closed that you need to click save on. 3. Its not easy or intuitive to re open the small box window that has the save option after closing it.

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.