If you are a California Resident, please refer to our California Notice at Collection. If you have questions regarding our use of your personal data/information, please send an e-mail to privacy@citrincooperman.com.
Today’s financial leaders need more than spreadsheets. By combining Vena’s leading FP&A platform with Microsoft’s powerful cloud and analytics tools, Citrin Cooperman helps you centralize your data, automate workflows, and unlock AI-driven insights. Budget, forecast, and report with greater speed, accuracy, and confidence.
Citrin Cooperman is recognized for delivering exceptional results and deep expertise in corporate performance management. We help elevate your finance operations by improving efficiency, providing real-time access to accurate data, and enabling smarter, faster decision-making with financial planning and analysis (FP&A) software.
By implementing Vena Solutions — a leading FP&A platform — we centralize your decision support, automate financial workflows, and empower your business to perform at its best.
Download Vena’s CPM Software Buyer’s Guide to discover how to choose the right corporate performance management solution for your organization.
Lorem ipsum dolor sit amet consectetur adipiscing elit. Amet consectetur adipiscing elit quisque faucibus ex sapien. Quisque faucibus ex sapien vitae pellentesque sem placerat. Vitae pellentesque sem placerat in id cursus mi.
1. Familiar and Fast to Adopt: Keep finance teams in their comfort zone with Excel, while extending insights via Power BI and enabling seamless collaboration in Teams.
2. Unified Data on Azure: Securely centralize ERP, CRM, and operational data in Azure to create a real-time single source of truth.
3. AI-Powered Copilot: Vena Copilot, built on Azure OpenAI, delivers on-demand analysis and narrative insights to accelerate planning cycles.
4. Seamless Integration with Source Systems: Native connectors automatically pull transactional data from any system, eliminating manual data wrangling.
5. Enterprise-Ready on Azure Marketplace: Deploy through Azure Marketplace with co-sell eligibility and MACC credits to meet IT and procurement requirements.
Citrin Cooperman understands the importance of data integrity and accessibility in decision making. Our CPM solutions centralize data from various sources, ensuring accuracy in financial and operational reporting. With advanced analytics and customizable dashboards, clients gain real-time insights to identify trends, mitigate risks, and capitalize on opportunities. We empower clients to transform data into actionable intelligence, driving strategic growth.
• 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
Our pre-configured Vena FP&A solutions simplify financial planning, reporting, and analysis for targeted industries — delivering faster implementation with minimal customization. Designed with industry-specific templates, our solutions help businesses reduce risk, meet sector requirements, and boost efficiency.
Cost-effective and agile, our industry-tailored solutions provide real-time insights, minimize IT dependency, and empower organizations to optimize performance, manage risk, and drive growth.
Our industry-optimized solutions include:
• Vena Live in Five
• Vena for Franchising
• Vena Solutions for Construction
.webp?iar=0&hash=6FD8C104278A5D95BA5DE91222CA96A1)
