FP&A & financial planning · Vena Solutions Inc.

Vena

Microsoft-native FP&A platform that runs planning, budgeting, and consolidation inside a familiar Excel interface.

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Vena is a financial and operational planning platform built around Microsoft Excel rather than a proprietary grid, so finance teams keep native formulas and formatting while gaining centralized templates, workflow, and version control. It covers budgeting, forecasting, financial consolidation, and close management, backed by an OLAP database (CubeFLEX) that keeps Excel-based models synced to a governed source of truth. Interactive dashboards and ad-hoc reporting are available both inside Excel and through Power BI via Vena Insights, and a Copilot-style AI assistant surfaces inside Microsoft Teams. Vena is delivered as a hosted SaaS product aimed at mid-market and enterprise finance teams already standardized on Microsoft 365, and is sold through a sales-led, custom-quoted process.

At a glance

Vendor Vena Solutions Inc.
Pricing model Quote only
Free tier No
Deployment Cloud
Open source No
Best for Excel-centric finance teams on Microsoft 365 who want governed planning without leaving spreadsheets.

Pricing

No public price list; two named plans (Professional, Complete) quoted per deployment.

Checked on the vendor's own page on September 21, 2026: no prices are published. Expect to be quoted.

Features

  • Native Excel interface for models and templates
  • CubeFLEX OLAP database for governed Excel data
  • Budgeting, forecasting, and driver-based planning
  • Financial consolidation and close management
  • Ad-hoc reporting and dashboards in Excel and Power BI
  • Workflow and approval tracking
  • AI assistant integrated with Microsoft Teams

Integrations

Profile last reviewed September 21, 2026

Head to head

Alternatives

Datarails Financial operating system that consolidates data from accounting and operational systems while finance keeps working in Excel. Planful Cloud financial performance management suite unifying planning, budgeting, consolidation, and close for finance teams. Cube FP&A platform that syncs planning and reporting data into spreadsheets, Slack, Teams, and BI tools.

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Terms to know

FP&A (financial planning and analysis) The finance function responsible for budgeting, forecasting and analyzing company performance against plan. KPI (key performance indicator) A measurable value tracked over time to show whether a team or process is on track toward a goal. Dashboard A visual display of the metrics a team needs to monitor, usually updated on a schedule or in real time. AI copilot An AI tool embedded in a work application that assists a human with suggestions or drafts, rather than working unsupervised. Driver-based planning Building a financial plan from operational drivers, such as units sold or headcount, rather than top-down growth assumptions. OLAP (online analytical processing) A category of technology optimized for fast, multi-dimensional aggregation and slicing of data for analysis.

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