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.
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.
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.
Revenue, headcount, opex, and capex model design — built around your existing financial structure and planning process.
Template build, dimension setup, workflow and approval routing, and user access — configured to your budgeting and forecasting process.
Automated actuals load from your ERP — NetSuite, SAP, Dynamics, Sage, or other sources — on a scheduled, repeatable basis.
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.
Month-end close task management, journal collection, and reconciliation workflow — replacing email chains and Excel trackers.
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.
Four phases, consistent across every Vena project. Fred works directly with your finance team throughout.
Understanding your current budgeting and close process — how it works today, what's painful, and what good looks like for your team.
Planning model architecture and template design — mapped to your chart of accounts, organizational structure, and reporting requirements.
Vena configuration, ERP integration setup, and testing with your actual data — validated with your finance team before go-live.
Finance team training, admin documentation, and a supported first budget cycle to make sure everything runs smoothly from day one.
Vena is a strong fit for mid-market finance teams that want the control of a purpose-built CPM platform without leaving Excel behind.
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.
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