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Still Managing Planning and Reporting in Spreadsheets? 

Modernize budgeting, forecasting, and reporting faster with Vena Live in Five, a streamlined implementation approach designed for mid-market finance teams looking for quicker ROI and lower implementation complexity.
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Why Vena Live in Five?

Many finance teams know their current planning processes are slowing the business down, but traditional corporate performance management (CPM) implementations can feel expensive, resource intensive, and difficult to justify.

Vena Live in Five was built for organizations that need a practical path forward. Citrin Cooperman helps finance teams improve budgeting, forecasting, reporting, and decision making with a faster implementation model powered by Vena and integrated with the Microsoft tools your teams already use.

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Reduce manual budgeting, reporting, and consolidation processes with connected financial workflows

Improve visibility and trust in financial data across your organization

Get up and running faster with a proven implementation approach from Vena’s 3x ‘Partner of the Year.’

What Our Clients
Have to Say

"The Citrin Cooperman team is extremely knowledgeable and experienced. They are quickly able to grasp business models and implement desired solutions. Their support is unmatched and they are very quick to troubleshoot all items during and post implementation."

- Brett Hall, VP of Finance
Guild Garage Group

Included with Vena Live in Five

Starting at $5,000 

Services

  • Configuration for Vena
  • Standard manager training
  • 16 hours of coaching and/or customization

Income Statement

  • 2 views of income statements: variance and trended

Templates

  • Full profit and loss budget input template with drivers
  • Drivers attribute management template
  • Unmapped members report

Data Integration

  • Data Integration with NetSuite, QBO, Certinia, Sage Intacct, Business Central, and all other ERPs:
    • Up to three years of historical data (must be aligned with current COA)
    • Transaction table for drill through
    • Automated sync three times per day

Other Items

  • 1 Workflow
  • 1 Finance Data Model
  • Single currency only

Available Add-Ons for Vena Live in Five

Pricing is between $2,500 and $5,000. Clients can choose any of the following customizations:

Workforce Planning

Power BI Embedded/Power BI Connector

Flat File vs. Native Connector

Balance Sheet Reporting & Planning

Currency

Coaching & Additional Customization

CAPEX

Cashflow Reporting & Planning 

Vena Live in Five Success Story: Guild Garage Group 

Guild Garage Group, a U.S.-based partnership of garage door companies with $200 million in revenue, faced inefficiencies due to non-standardized budgeting and reporting processes. To address these challenges, Citrin Cooperman deployed our Vena Live in Five solution to unify budgeting and reporting processes, ensuring seamless integration and alignment with the client’s financial objectives. This implementation streamlined workflows, reduced budgeting cycle times, and improved data accuracy, providing a scalable foundation for the organization's continued growth.

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