Focused on Driving Informed Business Decisions

Utilizing a businesses’ financial information to make better decisions is one of the critical drivers of any management’s success. Financial reporting, analytics, forecasting, budgeting, and collaborative business planning work together to make your finance function more strategic, efficient, and valuable. Vena Solutions, a leading corporate performance management (CPM) software, connects people, systems, and data to power finance-led business planning and real-time reporting.

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How Citrin Cooperman Can Help

Our team’s goal is to help your business improve efficiencies, gain access to accurate, real-time data, and make well-informed decisions by implementing corporate performance management (CPM) software. Vena Solutions is a leading CPM software focused on bringing all of your decision support together in one place by automating and effectively managing financial workflows.


Citrin Cooperman is an experienced implementation provider of Vena Solutions, a leading CPM software. Our team won Vena’s “Dedicated Partner of the Year” award in 2021 and Vena’s “Ambassador Award” in 2022. Our professionals provide management and implementation consultation services to successfully navigate your digital transformation journey.



vena distinguished awardVena partner of the year 2021Vena ambassador brandVena North America Partner of the Year 2024

Our Services

Citrin Cooperman understands the significance and importance of data integrity and accessibility in driving informed decision-making. Our CPM solutions serve as a centralized hub for consolidating and analyzing data from diverse sources, ensuring accuracy and reliability in financial and operational reporting. By leveraging advanced analytics and customizable dashboards, our clients gain real-time insights into key performance metrics, enabling them to identify trends, mitigate risks, and capitalize on opportunities swiftly. With our collaborative approach, we empower clients to harness the full potential of their data, transforming it into actionable intelligence to fuel strategic initiatives and drive business performance.

  • Budgeting & Forecasting
  • CapEx Planning
  • Revenue Planning
  • Workforce Planning
  • Allocations
  • Scenario Planning
  • Cash Flow Planning
  • Rolling Forecast
  • Sales Planning
  • Incentive Compensation Management
  • Marketing Planning and Reporting
  • Financial Consolidation
  • Account Reconciliation
  • Tax Provisioning
  • Management Reporting
  • Profitability Analysis
  • Variance Analysis
  • Dashboard
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Introducing Vena for Franchising

Get up and running and start generating results in no time with a preconfigured solution purpose built for custom budgeting and projections, what-if scenario modeling, month-end reporting, and revenue planning. Vena for Franchising by Citrin Cooperman facilitates next-level productivity, leveraging native integrations with Excel and Microsoft 365 in an intelligent platform for complete planning. It also includes pre-built planning templates, data models, reports, business logic, predefined workflows, and source system integrations to give you the simple setup, configuration, and capabilities you need to get started fast with the right planning foundation for your franchise needs.

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Contact Us Today to Learn About Vena Solutions

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