Your team knows Excel. Vena keeps it. And adds everything that makes it a real FP&A platform.
Vena Solutions is the CPM platform that doesn't ask your finance team to abandon the tool they've built their expertise in. It adds a centralized database, workflow, approval processes, and ERP integration around Excel. So your team works faster and more accurately without a learning curve.
Vena implementation & consulting
Budgeting, forecasting, reporting, and financial close. Configured in Vena and connected to your ERP. 6–12 weeks typical timeline.
Vena works by placing a governed, controlled layer on top of Excel. Your finance team continues to work in Excel templates. But those templates are connected to a centralized database, version-controlled, and integrated with your ERP for actuals. The difference is that data doesn't get lost in email threads, versions don't conflict, and the consolidation happens automatically.
For mid-market finance teams that have outgrown unmanaged spreadsheets but aren't ready for the complexity and cost of Oracle EPM Cloud, Vena is the right tool. A Vena implementation is faster, less disruptive, and delivers immediate value to the finance team without requiring IT involvement in day-to-day operations.
What Vena solves that Excel alone cannot
The problem with unmanaged Excel
- Multiple versions of the budget in circulation
- Manual consolidation takes days
- No audit trail on who changed what
- Actuals require manual export from ERP
- No workflow or approval process
After Vena
- Single version, centrally stored
- Automatic consolidation across entities
- Full audit trail and change history
- Actuals pull from ERP automatically
- Built-in workflow, review, and sign-off
Led a Vena reimplementation for a SaaS company. Redesigning templates, improving workflow automation, and identifying process improvements the existing build had missed. Worked as an embedded member of the finance team, building strong relationships and delivering a fresh perspective on how to get more from the platform.
What's included
Planning model design
Revenue, headcount, opex, and capex model design. Built around your existing financial structure and planning process.
Vena configuration
Template build, dimension setup, workflow and approval routing, and user access. Configured to your budgeting and forecasting process.
ERP integration
Automated actuals load from your ERP. NetSuite, SAP, Dynamics, Sage, or other sources. On a scheduled, repeatable basis.
Reporting setup
Management reports, variance analysis, and dashboards built in Vena. So the CFO and department heads have the views they need without asking finance to build them manually.
Financial close
Month-end close task management, journal collection, and reconciliation workflow. Replacing email chains and Excel trackers.
Training & handover
Hands-on training for your Vena admin and end users. Your finance team should be able to run and maintain Vena without consulting support after go-live.
Typical timeline: 6–12 weeks for budgeting and forecasting. Full close and reporting deployment: 12–20 weeks.
How an engagement works
Four phases, consistent across every Vena project. Fred works directly with your finance team throughout.
Process review
Understanding your current budgeting and close process. How it works today, what's painful, and what good looks like for your team.
Model design
Planning model architecture and template design. Mapped to your chart of accounts, organizational structure, and reporting requirements.
Build & testing
Vena configuration, ERP integration setup, and testing with your actual data. Validated with your finance team before go-live.
Training & go-live
Finance team training, admin documentation, and a supported first budget cycle to make sure everything runs smoothly from day one.
Vena Solutions. Frequently asked
Organizations we work with
Vena is a strong fit for mid-market finance teams that want the control of a purpose-built CPM platform without leaving Excel behind.
Ready to talk about Vena for your team?
A short discovery conversation is the right starting point. To understand your current process and what a Vena implementation would look like for your organization.
Start the conversation →