Vena

Microsoft-native FP&A platform that runs budgeting, forecasting and close inside Excel with a governed OLAP database underneath.

Paid Business & Data
Visit Website ↗ by Vena Solutions

What is Vena?

Vena is an orchestrated planning platform built natively on the Microsoft 365 ecosystem. Instead of replacing Excel, it layers a governed OLAP database (Vena CubeFLEX), workflow, reporting and AI agents on top of it, so finance teams budget, forecast, consolidate and close inside the spreadsheets they already know. It recently acquired Acterys to deepen its Power BI, Azure and Fabric planning capabilities.

Key features

  • Excel-native budgeting, planning and forecasting with governed models
  • Unlimited what-if scenario modeling and top-down/bottom-up adjustments
  • Financial consolidation and close management
  • AI agents for planning, reporting, scenario and analytics tasks
  • Pre-built Power BI dashboards and self-serve analytics
  • Vena for PowerPoint for data-driven stakeholder presentations
  • Integrations with ERP, CRM, HRIS via Vena CubeFLEX OLAP database
  • Native Microsoft 365 integration including Teams, Excel Live and Copilot

Pros

  • Teams keep working in Excel — minimal change management vs. replacing spreadsheets
  • Microsoft-native positioning (365, Power BI, Azure, Fabric) fits Windows-centric finance teams
  • Governed cube database plus agentic AI gives both control and automation
  • Acterys acquisition strengthens the Microsoft ecosystem play

Cons

  • No public pricing — enterprise custom quotes via demo only
  • Microsoft-centric design is a weaker fit for Google Workspace or non-Microsoft shops
  • As a full CPM platform it carries heavier implementation effort than lightweight tools

Vena at a glance

PricingPaid
CategoryBusiness & Data
Platformsweb, windows, macos
CompanyVena Solutions
Official websitewww.venasolutions.com
fp&abudgetingforecastingexcelfinancial-closescenario-modelingmicrosoft-365power-bi

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Vena FAQs

What is Vena?

Vena is an orchestrated planning platform built natively on the Microsoft 365 ecosystem. Instead of replacing Excel, it layers a governed OLAP database (Vena CubeFLEX), workflow, reporting and AI agents on top of it, so finance teams budget, forecast, consolidate and close inside the spreadsheets they already know. It recently acquired Acterys to deepen its Power BI, Azure and Fabric planning capabilities.

What are the main features of Vena?

Vena offers Excel-native budgeting, planning and forecasting with governed models, Unlimited what-if scenario modeling and top-down/bottom-up adjustments, Financial consolidation and close management, AI agents for planning, reporting, scenario and analytics tasks, Pre-built Power BI dashboards and self-serve analytics, Vena for PowerPoint for data-driven stakeholder presentations, Integrations with ERP, CRM, HRIS via Vena CubeFLEX OLAP database and Native Microsoft 365 integration including Teams, Excel Live and Copilot.

How much does Vena cost?

Vena is a paid product. Prices and plans change over time, so check its official website for the current pricing before you buy.

What are the pros and cons of Vena?

Strengths of Vena include Teams keep working in Excel — minimal change management vs. replacing spreadsheets; Microsoft-native positioning (365, Power BI, Azure, Fabric) fits Windows-centric finance teams; Governed cube database plus agentic AI gives both control and automation. On the downside, No public pricing — enterprise custom quotes via demo only; Microsoft-centric design is a weaker fit for Google Workspace or non-Microsoft shops; As a full CPM platform it carries heavier implementation effort than lightweight tools.