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Vena, implemented for your finance team.

We implement Vena, the Excel-native planning platform: connecting your ERP, mapping your data, and building planning templates, consolidation and reports your team can trust.

PlatformVena · Excel · Power BI
SystemsERP · Accounting · CRM · HRIS · Banking
ModelDiscover · Connect · Validate · Deliver
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01 — Context Why Vena projects succeed or stall

Vena keeps planning in Excel. The value is in the model and the data.

Vena gives finance teams a governed planning platform inside Excel. Getting value from it depends on clean integrations and a well-designed data model.

We focus on integrations, data models, planning templates and reconciliation, so budgets, forecasts and reports run on trusted numbers.

We work as an independent consultancy, alongside Vena's own onboarding where that applies.

02 — What We Do

Vena services,
end to end.

S.01

Vena Setup

Data model, dimensions and hierarchies designed around your reporting and planning needs.

S.02

ERP Integrations

Connecting NetSuite, Business Central, Sage Intacct, QuickBooks and other systems for automatic actuals.

S.03

Planning Templates

Budget, forecast and headcount templates in Excel with workflows and approvals.

S.04

Consolidation

Multi-entity and multi-currency consolidation with intercompany eliminations.

S.05

Reporting

Financial statements, budget vs actual and KPI reporting in Excel and Power BI.

S.06

Training & Support

Training, documentation and optional month-end support for your team.

03 — How It Works

Four phases. No surprises.

Phase 01

Discovery

1–2 weeks: we review your systems and reporting needs, then deliver a plan, specifications and a fixed quote.

Phase 02

Connect & Map

We connect each source system and map accounts, entities, currencies and dimensions into one consistent structure.

Phase 03

Validate

We reconcile against your ledger for recent closed months, so numbers earn trust before reports are built on them.

Phase 04

Deliver & Handover

We build the reports, train your team and leave a runbook, with your sign-off at every phase.

Who It's For

Finance teams, CFOs, FP&A leaders and global capability centers (GCCs) using or choosing Vena.

04 — Field Guide

Vena questions,
straight answers.

No. We are an independent consultancy working for your finance team.

Yes. We review your current setup, fix data and template issues, and extend reporting.

Yes. We connect common ERPs and accounting systems so actuals load without manual exports.

Most projects take 6 to 10 weeks, depending on entities, systems and templates. Discovery fixes the scope and price.

Ready when you are

Tell us about your Vena setup and reporting goals. We'll come back with a clear plan.