Overview
Product Information on Vena Complete Planning Platform
What is Vena Complete Planning Platform?
Vena Complete Planning Platform Pricing
Overall experience with Vena Complete Planning Platform
“Vena Streamlines Financial Reporting and Budgeting but Complex Dashboard Refresh Speed is Slow”
“Accessibility and Security Shine”
About Company
Company Description
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
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
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.
Read Full ReviewI appreciate that all of Vena is online and I can access it across multiple devices. The log in process is easy and secure.
Read Full ReviewVena is user-friendly and gives our organization the ability to forecast, analyze, and report to meet the demands of business in our line of work. Vena is easily integrated into different systems, such as QuickBooks, CRM systems, SAP, Xero, and Microsoft Excel Dynamics. It has a collaboration feature that allows multiple users to work on different projects simultaneously, commenting and sharing for team-based coordination and escalating it for acknowledgment.
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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.
Read Full Review1. 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.
Read Full ReviewVena appears very classic when it is rendered in Excel. It takes a little bit extra time to open reports in different templates so reports get delayed. When a new GL is added it takes 15-20 minutes to enter data for the first time to pursue adding more data into systems invoices, cash register, and consolidated financial reporting in ERP systems.
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Peer Discussions
Vena Complete Planning Platform Reviews and Ratings
- Finance Manager50M-1B USDConsumer GoodsReview Source
Vena Streamlines Financial Reporting and Budgeting but Complex Dashboard Refresh Speed is Slow
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. - FULL STACK DEVELOPER1B-10B USDIT ServicesReview Source
Dynamic Financial Planning Business Intelligent Suite
Vena is the incredibly complete financial planning platform that empowers and inspires organizations with its unique ability for budgeting, forecasting, and powerful BI suite. Overall, It has been an outstanding experience. - Director Of Financial AidGov't/PS/EdEducationReview Source
Vena's Excel Interface Simplifies Task Assignment and Workflow Management
Vena has an excel based interface which is easy to use and I can assign tasks, monitor progress and can set deadlines to manage my workflow. Automation reduces manual tasks such as approvals and rolling forecasts - Coordinator Of Administrative Projects<50M USDServices (non-Government)Review Source
Centralized Budget and Forecast Tools Enhance Collaboration but Setup Is Time-Consuming
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. - SENIOR IT ENGINEER50M-1B USDHealthcare and BiotechReview Source
Workflow Automation Enhances Reporting Precision With Power BI Integration Features
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.