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Vena Solutions is an AI-powered financial planning and analysis platform that works natively within Microsoft Excel, preserving existing spreadsheet models while adding centralized data management, automated consolidation, and AI-driven insights. It helps finance teams modernize FP&A without abandoning familiar Excel workflows.
Category
Finance
Subcategory
Financial Planning
// ACCESS METHODS
Web AppDesktop App
// COMPLIANCE
○SOC2○ISO27001○GDPR○HIPAA
● certified · ○ not verified
// DATA STORAGE
Region
—
Trains on Data
—
Self-hostable
No
// PRICING DETAIL
Free Tier
Not available yet
Paid Plans
Enterprise licensing; pricing on request
API Cost
Not available yet
// MORE IN FINANCIAL PLANNING
B
BettermentFinanceFinancial Planning
#robo-advisor#investing#tax-loss harvesting
W
WealthfrontFinanceFinancial Planning
#robo-advisor#automated investing#tax-loss harvesting
B
Brex AIFinanceFinancial Planning
#corporate card#expense management#startup finance
// USE CASES
Finance teams building connected planning models in ExcelAnnual budget and rolling forecast automationHR and finance collaboration on workforce planningFinancial consolidation across multiple business unitsRevenue recognition and deferred revenue modeling