Vena Solutions B2B Case Studies & Customer Successes

Vena is an Agentic Complete Planning Platform that empowers organizations to create value through contextual, connected, and continuous decision-making. Thousands of businesses worldwide rely on Vena to drive collaboration, visibility, and agility without leaving their trusted Microsoft productivity tools. Vena unifies strategic, financial, and operational planning in an intelligent, Excel-native platform that integrates seamlessly with the Microsoft ecosystem. By embedding AI-powered foresight and automation directly into Excel, Power BI, and Teams, Vena enables real-time, decentralized decision-making without compromising governance or control. The company also describes itself as transforming Excel into a trusted financial planning and analysis tool for corporate performance management, offering centralized data and workflow for accurate budgets and insights.

ACME Lift Company achieves company-wide data consolidation and accelerated financial reporting with Vena Solutions

ACME Lift Company

Tracy Cook

Business Intelligence Manager

Active Exhaust Corp. achieves consolidated global financial reporting and faster analysis with Vena Solutions

Active Exhaust Corp.

Avo Koulakian

Director of Corporate Development

ADAC Automotive achieves a 77% reduction in its annual budget cycle with Vena Solutions

ADAC Automotive

Kelly DeWispeleare

Finance Director

AEG Presents achieves 99% faster forecasts and reports with Vena Solutions

AEG Presents

Bernadett Papp

Director, Budget & Analysis

AES Corporation achieves faster, more accurate reporting with Vena Solutions

AES Corporation

AIR achieves faster data-driven decision-making with Vena Solutions

AIR

Charles McCumber

Director of Finance

Controller

Arizona Cardinals achieves secure data and reliable reporting with Vena Solutions

Arizona Cardinals

Christine Harms

Controller

Arizona Cardinals cut commission statement time from 10 days to 5 seconds with Vena Solutions

Arizona Cardinals

ATB Financial achieves streamlined budgeting, faster forecasting and automated reporting while staying in Excel with Vena Solutions

ATB Financial

ATB Financial achieves agile budgeting and forecasting transformation in 3 months with Vena Solutions

ATB Financial

Michael To

Director of Financial

Aurora Plastics improves sales forecasting confidence with Vena Solutions

Aurora Plastics

Joe Morris

VP, Finance and Corporate Controller

AvalonBay achieves faster, data-driven planning to build more affordable housing with Vena Solutions

AvalonBay

Sarah Spicer

Product Manager

Bell Partners achieves faster budgeting and reporting across 200+ properties with Vena Solutions

Bell Partners

Michelle Holder

Director of FP&A

Berkshire Hathaway HomeServices achieves 10x budgeting capacity and faster, more accurate forecasts with Vena Solutions

Berkshire Hathaway HomeServices

Jessica Karsies

Finacial Analyst

Biola University achieves streamlined, Excel-based budgeting and a 2.5-year breakeven with Vena Solutions

Biola University

Lori Lambert

Business Systems Manager

Boskalis achieves harmonized financial and operational reporting and a single source of truth with Vena Solutions

Boskalis

Pieter Klem

Controller

Brokers International achieves 60% revenue growth with Vena Solutions

Brokers International

John Vogelaar

Executive VP Sales and Marketing

Canford Healthcare achieves better occupancy visibility and profitability with Vena Solutions

Canford Healthcare

Stephen Bates

Chief Financial Officer

Capstone Infrastructure achieves a 6‑day faster, more accurate month-end close with Vena Solutions

Capstone Infrastructure

Andrew Kennedy

Chief Financial Officer

Capstone Infrastructure cuts month-end close times by 50% with Vena Solutions

Capstone Infrastructure

Devendra Kalwani

Finance Manager

CC Young Gains Agility in a Dynamic Market With Vena and Delbridge

CC Young Senior Living

Russell Crews

Chief Executive Officer

Cencora achieves scalable, accurate global planning with Vena Solutions

Cencora

Trevor Hanbury

SVP Finance

Citizens Advice achieves collaborative workforce planning and smarter use of funding with Vena Solutions

Citizens Advice

Kate McKenna

Senior Management Accountant

Coca‑Cola Bottling Company Consolidated achieves 55% revenue growth and 90% faster financial consolidation with Vena Solutions

Coca-Cola Bottling Company Consolidated

Matt Blickley

Senior Director, Financial Planning & Analysis

Crowe UK LLP achieves a 67-day reduction in budget cycle time with Vena Solutions

Crowe

Paras Shah

Financial Controller

Cumming Corporation achieves 96% faster reporting and $55K annual savings with Vena Solutions

Cumming Corporation

Dominic Di Bernardo

Chief Business Intelligence Officer

Cumming Corporation achieves 255% ROI in 6 Months with Vena Solutions

Cumming Corporation

Dominic Di Bernardo

Chief Business Intelligence Officer

Cumming Group achieves scalable global FP&A growth with Vena Solutions

Cumming Group

Brian Spence

Director of FP&A

How Cumming Group Drove Global Expansion Through Scalable FP&A With Vena

Cumming Group

Brian Spence

Director of FP&A

Senior Director, Finance

First Majestic Silver Corp. achieves 50% faster budgeting and data-driven scenario modeling with Vena Solutions

First Majestic Silver Corp.

Mani Alkhafaji

VP of Business Planning and Procurement

FirstService Residential achieves 90% faster FP&A data consolidation with Vena Solutions

FirstService Residential

Robbie Phillips

FP&A Director

Senior Accountant

Intelligent Processing Solutions Limited achieves streamlined forecasting, planning and compliant reporting with Vena Solutions

Intelligent Processing Solutions Limited

Intelligent Processing Solutions Limited achieves 66% faster budgeting and forecasting with Vena Solutions

Intelligent Processing Solutions Limited

Laura Szreider

Financial Planning & Analysis team

Jason Windows streamlines FP&A and scenario modeling with Vena Solutions

Jason Windows

Kansas City Chiefs achieve 95% faster reporting and greater profitability with Vena Solutions

Kansas City Chiefs

Michael Ragsdale

Director of Strategy and Analytics

Kansas City Chiefs achieve seamless ERP migration with Vena Solutions

Kansas City Chiefs

Rebecca Swank

Director of Finance and Business Intelligence

Kintec achieves real-time visibility and smarter decision-making with Vena Solutions

Kintec

Zsolt Chirvaiu

VP Finance

Kuali scales its finance team and saves time with Vena Solutions' Vena Copilot

Kuali

Andrew McFarlane

Finance Manager

Leading Consumer Goods Manufacturing Company achieves automated data collection, a consolidated single source of truth and improved data integrity with Vena Solutions

Leading Consumer Goods Manufacturing Company

Leading Electric Utility Company reduces month-end close by days with Vena Solutions

Leading Electric Utility Company

Leading Engineering and Construction Service Company achieves automated forecasting and full project visibility with Vena Solutions

Leading Engineering and Construction Service Company

Director of Financial Planning and Analysis

Liberty Bank speeds budgeting and planning by 25% with Vena Solutions

Liberty Bank

Jeff Culp

SVP and CFO of Business Transformation

Lifting Solutions achieves centralized, self-serve data insights with Vena Solutions and ProLytics

Lifting Solutions

Louis Liu

Operations Controller

Lifting Solutions improves budgeting, forecasting, and sales decision-making with Vena Solutions

Lifting Solutions

Lookout achieves 66% faster financial reporting with Vena Solutions

Lookout

Ricardo Trigueros

Sr. Financial Analyst

Chief Financial Officer

Metro Supply Chain Group achieves supply chain efficiency and cost savings with Vena Solutions’ Power BI Connector

Metro Supply Chain Group

Paolo Mari

VP of Business Analytics and Commercial Management

Mitsubishi Chemical Group achieves 90–95% forecasting accuracy and stronger alignment with Vena Solutions

Mitsubishi Chemical Group

Cindy Tynan

Director of Finance

MountainSeed achieves 99% net income forecast accuracy with Vena Solutions

MountainSeed

Max DiPlotti

FP&A Manager

MTN Ghana achieves faster real-time finance insights with Vena Solutions and Vena Copilot

MTN Ghana

Kwame Moloko

GM Financial Planning & Analysis

Museum of Finance and Industry, Chicago achieves 50% faster variance analysis and reliable revenue projections with Vena Solutions

Museum of Finance and Industry, Chicago

Aaron Andersen

Finance Director

NAMI (National Alliance on Mental Illness) achieves 4x more analysis time and trusted, faster budgeting with Vena Solutions

NAMI - National Alliance on Mental Illness

David Levy

Chief Financial Officer

Nando’s achieves a 50% reduction in monthly close time and 100% confidence in numbers with Vena Solutions

Nando's

Vanessa Macilwaine

Group Finance Manager

Nicolet Bank achieves faster strategic finance and scenario modeling with Vena Solutions

Nicolet Bank

Ben Braun

Director of Financial Planning and Analysis

Nutanix achieves centralized, agile demand planning with Vena Solutions

Nutanix

Rob Pastega

Senior Manager of Demand & Supply Planning

Oakworth Capital Bank cuts financial reporting time by 60% with Vena Solutions

Oakworth Capital Bank

Gus Arndt

Associate Managing Director, Performance Reporting Manager

Olympia Federal Savings achieves 50% faster budget consolidation and on-demand net interest margin forecasts with Vena Solutions

Olympia Federal Savings

Kristina Ware

Vice President Controller

One Stop achieves faster, more accurate financial reporting with Vena Solutions

One Stop

Ian Brown

FP&A Manager

Partners In Health achieves 93% faster budget updates with Vena Solutions

Partners In Health

Brendan Eger

Associate Director of Information Systems and Analytics

PetIQ achieves faster month-end close and streamlined financial consolidation with Vena Solutions

PetIQ

Pat Jones

Senior Vice-President and Corporate Controller

Pinnacle Agriculture saves 2,000 hours on annual audit with Vena Solutions

Pinnacle Agriculture

Andy Dickson

Controller

PRGX achieves three-week monthly reporting time savings with Vena Solutions

PRGX

Kevin Graney

Vice President, Global FP&A

Prime Healthcare establishes a formal budget process with Vena Solutions

Prime Healthcare

Matthew Ennen

VP of FP&A

Redwood Credit Union achieves dramatic efficiency gains in budgeting and reporting with Vena Solutions

Redwood Credit Union

Saddle Creek Logistics Services achieves budget consolidation 4 weeks earlier and smarter cost-center analysis with Vena Solutions

Saddle Creek Logistics Services

Paige Williamson

Associate Director of Fixed Assets and Systems

Saint Mary's University achieves 70% faster budget approvals with Vena Solutions

Saint Mary's University

Darrell Rooney

Senior Director of Financial Services

Saint Mary’s University achieves flexible revenue modeling and faster financial reporting with Vena Solutions

Saint Mary's University

Darrell Rooney

Senior Director of Financial Services

Insights Manager

Shift4 Payments achieves a smooth IPO and accurate, timely reporting with Vena Solutions

Shift4

Brian Downs

Senior VP of Finance and Treasury

Speexx Shaves Over Three Weeks Off Budgeting with Vena Solutions

Speexx

Oliver Cen

CFO

Sprout Social achieves faster reporting and reliable revenue planning with Vena Solutions

Sprout Social

Kristina Bittorf

Senior Manager of Finance

Tacala LLC achieves a two-thirds reduction in budgeting cycle — down to 14 days — with Vena Solutions

Tacala LLC

Carrie Self

Manager, FP&A

Tanger Factory Outlet Centers Inc. reduces month-end close time by 50% with Vena Solutions

Tanger Factory Outlet Centers Inc.

Michelle Canada

SEC Reporting Manager

Thomas International achieves reliable quarterly forecasting and cross-team FP&A collaboration with Vena Solutions

Thomas International

James Leisk

FP&A Manager

Torchy’s Tacos achieves faster FP&A adoption and deeper financial visibility with Vena Solutions

Torchy’s Tacos

Bruce Harris

Director of Financial Applications

Trinity Western University improves budgeting and reporting efficiency with Vena Solutions

Trinity Western University

Turner Enterprises achieves 100% user adoption with Vena Solutions

Turner Enterprises

Meg Bear

Controller

Vanguard University achieves student-level profitability insights with Vena Solutions

Vanguard University

Jeremy Moser

Chief Financial Officer

Verra Mobility achieves centralized, agile financial planning with Vena Solutions

Verra Mobility

Greg Hoganson

Director of Corporate Finance

Volotea achieves 50% faster budgeting and forecasting with Vena Solutions

Volotea

Ivan Vranković

FP&A Manager

Senior Financial Specialist

Yes! Communities achieves on-demand reporting and restored investor trust with Vena Solutions

Yes! Communities

Haylie Danner

Manager of Financial Planning & Analysis

Yes! Communities achieves a 50% reduction in budgeting time with Vena Solutions

Yes! Communities

Matt Madej

Senior VP of FP&A

Young Life achieves streamlined budgeting and faster financial insights with Vena Solutions

Young Life

Young Life achieves collaborative planning, real-time insights and agile forecasting with Vena Solutions

Young Life

Brandon Combs

Director of Camping Budgets and Finance

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Vena Solutions B2B Case Studies & Customer Successes

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