Transform Your FP&A Function with Vena’s AI-Supported Platform

Many finance teams struggle to manage budgeting, forecasting, and operational planning within spreadsheets that lack consistency, transparency, and a reliable connection to underlying data. These limitations make it challenging to coordinate inputs across departments, maintain version control, and produce forecasts that reflect accurate assumptions.

Vena provides a unified FP&A environment that centralizes financial and operational data, applies consistent templates, and supports structured workflows for budgeting, forecasting, modeling, and scenario evaluation. Organizations use this approach to create aligned plans, strengthen analysis, and maintain a clearer understanding of how operational drivers influence financial results.

• Budgeting and forecasting
• Capex planning
• Workforce planning
• Cash flow planning

Many organizations encounter delays, errors, and a lack of transparency when closing the books. Manual consolidation, account reconciliation, and tax provisioning across multiple subsidiaries, currencies, and systems often lead to version-control issues and conflicting data.

Vena solves these challenges by consolidating data from disparate systems into a central database, providing prebuilt templates, and delivering a governance framework that automates key steps such as eliminations, intercompany adjustments, reconciliations, and journal entries. These features enable teams to shorten their month-end close cycles, improve accuracy, and maintain a transparent audit trail for reporting and compliance.

• Financial consolidation
• Account reconciliation
• Tax provisioning

Many companies struggle to align sales, marketing, and finance when planning quotas, territories, and compensation. Fragmented spreadsheets, disconnected data sources, and inconsistent processes often create delays, misaligned targets, and limited visibility into sales performance.

Vena addresses these issues by providing a unified planning platform that brings together sales data, quota and territory planning, capacity modeling, and incentive compensation management in one place. This structure gives sales leaders and finance teams clear visibility into key metrics, along with standardized templates, familiar Excel-based workflows, and integrated reporting tools. The result is stronger oversight of sales performance, smoother compensation cycles, and better alignment between sales capacity and organizational goals.

• Sales planning
• Incentive compensation management
• Marketing planning and reporting

Many organizations rely on fragmented spreadsheets and manual processes to assemble management reports or ESG disclosures. That often leads to version-control issues, inconsistent metrics across departments, and time-consuming reconciliation efforts.

Vena addresses these challenges with a unified reporting platform that draws data from all your source systems into a central database, applies consistent templates, and supports automated consolidation, departmental and corporate-level statements, and governance for reporting workflows. With built-in reporting templates, permission controls, and the ability to produce management reports or centrally governed ESG reports, the platform enables finance teams to deliver timely, accurate reports, support transparent stakeholder communication, and reduce manual workload.

• Management reporting
• ESG reporting

Meet Vena Copilot, your intelligent assistant for planning and analysis. Purpose-built for finance and FP&A teams, Copilot connects directly to your Vena data model and instantly transforms complex data into actionable insights.

Ask questions in plain language through familiar tools like Microsoft Teams or Excel, and Copilot delivers answers in seconds. From retrieving data and running analyses to generating reports and highlighting trends, Copilot eliminates manual work so your team can focus on strategy.

All of this happens under enterprise-grade security, with full data governance, permissions, and audit controls intact.