Vena Insights is an AI-powered financial planning and analysis (FP&A) platform that helps organizations streamline budgeting, forecasting, and reporting while enhancing collaboration and accuracy. Built on Microsoft 365, it integrates seamlessly with Excel, Power BI, and Teams, allowing finance teams to work in familiar tools while accessing advanced analytics and automation. With features such as scenario modeling, cash flow planning, workforce alignment, and real-time dashboards, Vena Insights provides a single source of truth for financial data. By eliminating inefficiencies of manual spreadsheets and enabling teams to collaborate on shared datasets, the platform empowers organizations to make data-driven, strategic decisions with agility and confidence.

Key Features:

• AI-Powered FP&A with real-time insights

• Budgeting, Forecasting, and Scenario Modeling

• Seamless Integration with Excel, Power BI, and Teams

• Cash Flow Monitoring and Workforce Planning

• Financial Close & Consolidation Tools

• Automated Workflows and Collaboration

• Centralized Single Source of Truth for Finance Data

• Interactive Dashboards and Reporting

Industries:

• Financial Services

• Enterprises & Corporates

• Manufacturing & Retail

• Healthcare & Education

• Government & Nonprofits

Vena Insights streamlines FP&A processes by automating budgeting and forecasting, enabling scenario planning, and generating real-time financial reports. Organizations can track cash flow, align workforce planning with strategic goals, and accelerate financial close and consolidation. Finance teams benefit from collaborative workflows, shared datasets, and AI-powered analytics that eliminate inefficiencies and improve accuracy. The platform integrates seamlessly with Excel, Power BI, and Teams, making it easy for professionals to conduct ad hoc analysis and deliver data-driven insights to stakeholders.