What Is Vena Solutions?
Vena solutions software is used to streamline and automate financial planning, budgeting, forecasting and reporting while preserving the familiarity and flexibility of Microsoft Excel. Vena Solutions integrates seamlessly with virtually all of your existing business data sources, enabling finance teams to replace disconnected, spreadsheet-based processes with a secure, centralised planning platform.
If your organisation already relies on multiple Excel spreadsheets for FP&A, Vena Excel will recreate it within the Vena platform without disrupting the familiar Excel experience. By automating workflows and reducing spreadsheet maintenance and error checking, Vena improves productivity, collaboration and governance while delivering the scalability, control and security of an enterprise FP&A solution.
Let Vena take your Excel model to the next level and find out why Excel-based financial planning software is your best choice.
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Why Choose Vena Solutions for FP&A?
Vena Solutions supports every stage of the Financial Planning & Analysis (FP&A) lifecycle within a single, integrated planning platform. From budgeting and forecasting through to workforce planning, cash flow management, financial close and management reporting, Vena combines the flexibility of Microsoft Excel with enterprise-grade workflow, automation and governance. As your business grows, the platform expands with you, enabling connected financial and operational planning across every department.
Forecasting & Scenario Planning
Build rolling forecasts, perform what-if analysis and model multiple business scenarios with confidence. Quickly understand the financial impact of changing market conditions and make better-informed decisions.
Workforce & Operational Planning
Plan salaries, headcount, departmental costs and operational expenditure using live data from your HR, ERP and other business systems, giving every department access to connected planning.
Cash Flow & Financial Close
Automate cash flow forecasting, financial consolidations and month-end close processes to reduce manual effort, improve accuracy and accelerate financial reporting.
Integrates Data From All Your Business Systems
Planning, Budgeting, and Forecasting is nothing without context. Limiting your spreadsheets to data from a single source only tells part of the story. Try combining data from multiple databases and systems into a single spreadsheet or workbook and you soon run into layout issues containing too many tabbed sheets and difficulties in linking it all together.
The benefits of choosing Vena are that you can easily integrate all of your company databases and systems such as your GL, ERP, CRM, HR and much more so that you can easily obtain drill-through to detail to uncover the real drivers behind the figures and integrate your financial and business planning across all departments, which is the key to improving your FP&A system.
And when budgeting time rolls around again, collaborating with all budget holders, submitting plans, analysing their effect on your business and approving those submissions is all managed through a centralised system, producing one single version of the truth for smarter working.
Agentic AI Purpose Built for FP&A
Vena Solutions was built from the ground-up on Microsoft technology, so when you use Vena, you’re using FP&A software that is deeply integrated with the Microsoft application toolbox.
Copilot Agentic AI provides you with the ability to easily interrogate and interact with your Vena FP&A application using natural language to swiftly create automated workflows, analyses, and reporting queries on-the-fly while working with your colleagues in a collaborative and conversational way. It’s like having an FP&A manager on your shoulder to instantly respond to complex queries and scenario simulations.
For companies currently using Microsoft Dynamics 365 Business Central, Vena enables you to take advantage of the ability to pull your critical financial data directly from Business Central and automate key tasks like budgeting, forecasting, reporting, and consolidations, to dramatically cut down cycle times and free-up your finance team for more strategic work. By leveraging your Business Central data, you enable more incisive analysis and truly data-driven decision-making.
Our Clients
Here’s just a small selection of our Vena Solutions clients who have transformed their FP&A with us.
Vena Solutions FAQ's
Practical question our clients most often ask about how we add value to Vena Solutions to ensure that the software is the right choice for your company needs.
Does Vena replace Excel or work with Excel?
Vena works with Excel. Your finance team keeps the formulas, models and templates they know, while Vena sits behind them and adds one source of data, security, workflow plus a full audit trail.
This enables you to keep years of Excel skill in the team, and solve common problems, such as multiple versions of the same budget file, manual consolidation at month end and numbers pulled from systems nobody trusts.
Can we use our existing Excel budgeting and forecasting models with Vena?
Yes. We'd encourage you to. Your current models often hold business logic built up over many years. Throwing that knowledge away makes no sense.
We'll review your models with you, and agree which calculations, structures and reports to keep. Then we look for the manual steps Vena removes or simplifies.
We don't set out to copy your spreadsheets into a new tool. We keep what works and add control, automation and room to grow.
What business systems can Vena integrate with?
Vena brings financial and operational data from your ERP, CRM, HR and other business systems into one managed FP&A environment.
Before we build any integration, we ask four questions. What data does your planning process need? Where should each item come from? How often should the data refresh? How should the data be structured for analysis?
The answers keep each integration focused on budgeting, forecasting and reporting. You avoid automating complexity you don't need.
How does Vena manage budget submissions, approvals and version control?
Vena adds a controlled workflow to budgeting and forecasting. Contributors keep working in Excel templates they recognise.
Finance decides who owns each part of the budget, who submits, who approves and who sees what. All planning data sits in one central place, not scattered across spreadsheet versions.
The result: fewer emailed files, less manual consolidation and a clear view of where each department or individual stands in the planning cycle.
What is involved in a Vena implementation project?
A typical Vena project covers requirements, application design, data integration, Excel template build, workflow, security, testing and user training.
We start with how you budget, forecast and report today. We look at your existing models, your source systems and where the process slows down.
We then design Vena around your FP&A requirements. You don't get a generic planning model forced onto your business.
How long does it take to implement Vena Solutions?
Most Vena projects take between 15 and 90 working days. A single-entity budgeting model sits at the shorter end. Multi-entity projects with several integrations sit at the longer end.
Where you land in that range depends on scope and complexity. The main factors are your existing planning models, the number of data sources and integrations, reporting needs, workflow complexity and how many business units and users are involved.
A well-built Excel model gives you a head start. Implementation is also the right moment to simplify processes built around spreadsheet limits. We agree these requirements with you during design and scoping. Your project plan then reflects your priorities, not a standard template.
Why Choose InfoCat as Your Vena Partner?
Choosing the right Vena partner is just as important as selecting the right FP&A software. As an experienced Vena partner, InfoCat provides consultancy, implementation, training and ongoing support to help organisations maximise the value of their Vena Solutions investment. From initial project planning through to user adoption and long-term application support, our consultants work alongside your finance team to deliver a successful and sustainable FP&A solution. With more than 30 years' experience delivering FP&A software projects, InfoCat has helped organisations across the UK and Ireland successfully implement, optimise and support Vena Solutions. Our consultants combine deep financial expertise with extensive product knowledge to deliver lasting business value.
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InfoCat Client Testimonials
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