
Xero Partner Program
Empowering accountants and bookkeepers with tools and benefits to advise clients with confidence.

Orchestrated Planning platform built for Excel, empowering businesses to plan better and achieve more with AI-driven insights and native Microsoft integrations.

Vena is a Complete Planning platform built for Microsoft Excel, offering a centralized database (CubeFLEX OLAP) for financial and operational planning. It leverages native integrations with Microsoft 365, particularly Excel and Teams, enabling users to perform modeling, budgeting, reporting, and analysis within a familiar environment. Vena Copilot, its AI assistant, offers enhanced insight and collaboration capabilities. The platform supports scenario planning, workflow automation, and real-time reporting. Integrations with ERP, CRM, and HRIS systems are facilitated through APIs and a dedicated integration layer. Vena provides a scalable solution that allows businesses to transition from reactive to proactive planning with advanced analytics and AI-powered features, promoting better decision-making across the organization.
Vena is a Complete Planning platform built for Microsoft Excel, offering a centralized database (CubeFLEX OLAP) for financial and operational planning.
Explore all tools that specialize in perform financial forecasting. This domain focus ensures Vena delivers optimized results for this specific requirement.
Explore all tools that specialize in generate financial reports. This domain focus ensures Vena delivers optimized results for this specific requirement.
Explore all tools that specialize in analyze financial data. This domain focus ensures Vena delivers optimized results for this specific requirement.
Explore all tools that specialize in financial modeling. This domain focus ensures Vena delivers optimized results for this specific requirement.
AI-powered assistant integrated with Microsoft Teams for analyzing, reporting, and collaborating on FP&A tasks using natural language queries.
AI-powered, self-service FP&A reporting that leverages world-class analytics to uncover powerful insights.
In-memory OLAP database optimized for Excel, providing fast data processing and analysis for large datasets.
Configurable workflows for budgeting, forecasting, and approvals, ensuring process control and accountability.
Ability to create and analyze unlimited "what-if" scenarios to assess the impact of different business assumptions.
Open APIs for complete flexibility when integrating data into the Vena platform. Import APIs are included. Export APIs are available for an additional fee.
1. Initial Consultation: Discuss business requirements and current planning processes with a Vena expert.
2. Data Integration: Connect Vena to existing ERP, CRM, and HRIS systems via pre-built integrations or the Vena API.
3. Template Design: Customize Excel-based templates and workflows for budgeting, forecasting, and reporting.
4. User Training: Provide training on the Vena platform, including modeling, reporting, and collaboration features.
5. Solution Deployment: Deploy the configured Vena solution to end-users, ensuring data security and compliance.
6. Ongoing Support: Access customer support and managed services for continuous improvement and optimization.
All Set
Ready to go
Verified feedback from other users.
"Vena is praised for its Excel integration, robust functionality, and responsive customer support, though some users find the initial setup complex."
Post questions, share tips, and help other users.

Empowering accountants and bookkeepers with tools and benefits to advise clients with confidence.

Keep tabs on your money in one place by linking your accounts.

The AI-first way to run a brokerage, bringing intelligent automation to every transaction.

AI-powered financial and business management platform.

A complete cloud-based accounting system for businesses of all sizes, integrating accounting, invoicing, payroll, project management, and more.

Connect expense, travel, and invoice management on a single platform.