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Vena

Microsoft-native platform for financial and operational planning, decisioning, and close.

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Vena is a Microsoft-native financial and operational planning platform that connects planning, decisioning, and close processes. It works within Microsoft 365 tools such as Excel, Teams, and PowerPoint, and includes AI agents that operate on structured data models. The platform supports budgeting, forecasting, reporting, financial close, and consolidation, with an OLAP database (CubeFLEX) built for Excel.

Vena includes modules for modeling, workflows, collaboration, a central database, integrations, and security, with add-on products such as Vena Insights, Vena AI for FP&A, and Vena for PowerPoint. It connects to ERP, CRM, HRIS, data lakes and warehouses, file storage, and AI systems through native connectors, bidirectional APIs, flat file automation, and pre-built connectors via Microsoft Fabric. Security features include SOC 1 and SOC 2 Type II audits, role-based permissions, AES 256-bit encryption, SAML 2.0 single sign-on, and multi-factor authentication.

Vena is designed for finance, business analytics, and IT teams. It is offered as SaaS, with a free demo and product tours available.

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