Vena

Vena keeps Excel at the centre of financial planning while adding a shared database and a process for collecting and approving contributions. Teams can work from operational assumptions, compare alternative scenarios and adjust a departmental plan or a company-wide target. Shared templates, co-authoring and live chat help the people supplying the figures work together.

The workflow builder maps the sequence from inputs to review and distribution. It can remind an owner about a task, notify the next person when their turn arrives and track progress in a dashboard. That is particularly useful when a budget depends on several departments finishing their work in order.

Professional includes the core platform, Vena AI, standard support and a customer success manager. Complete adds Vena Insights, a sandbox for testing changes, premium support and expert managed services. Pricing is arranged through Vena. Licensing separates Power Users who manage models, Contributors who enter planning data, and View Only users who inspect reports and workflows.

For an initial look, open Take Product Tour and filter the tours by the task you need. The planning tour covers budgets and connected reports; the capital-expenditure tour follows an asset request through approval and its effect on the financial statements. A guided tour is useful for discussing the process with colleagues before arranging a demo of your own requirements.