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Vena Complete Planning Platform

byVena
in
4.4
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.
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 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

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.

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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.

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Like

While working on Vena I feel relaxed because it connects with excel so I can work on more similar things. I can work with my team mates on the same file in real time also the reports contain much information which helps me to make great decisions.

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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.

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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.

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Dislike

While working on large files its performance gets compromised and the setup requires a lot of time. The training material lacks a lot of information.

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Peer Discussions

Vena Complete Planning Platform Reviews and Ratings

Showing data for 318 ratings and reviews for Financial Planning Software market. View all 341 ratings and reviews across markets for a complete picture.

4.5

(318 Ratings)

Rating Distribution

5 Star
58%
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

4.6

Product Capabilities

4.5

Last 12 Months
Filter Reviews
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Most helpful
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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.
  • Coordinator Of Administrative Projects
    <50M USD
    Services (non-Government)
    Review Source

    Centralized Budget and Forecast Tools Enhance Collaboration but Setup Is Time-Consuming

    4.0
    Aug 7, 2025
    Vena made my experience great because I can manage my budget and the forecast everything in one place. The data is secured which makes me comfortable and also it is well organized. The customer support is very helpful.
  • Human Resources Associate
    <50M USD
    Services (non-Government)
    Review Source

    Finance Teams Maintain Excel Familiarity While Gaining Cloud-Based Automation With Vena

    5.0
    Jul 22, 2025
    Overall, our experience with vena has been highly positive. It strikes a balance between flexibility and control, given our finance team the tools to plan, report, and forecast efficiently without abandoning the familiarity of Excel.
  • 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.
  • SENIOR LEGAL OFFICER LITIGATION
    50M-1B USD
    Transportation
    Review Source

    Strong performance in data consolidation, KPIs creation and report response for executives

    5.0
    Sep 7, 2025
    It is truly multidimensional and fast, it does what it sets out to do very well, enabling rapid analysis of key metrics such as revenue, expenses, profit, and tax calculations.
...
Showing Result 1-5 of 317

Recommended Gartner Research

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

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