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

How the largest Alberta-based financial institution effortlessly transitioned their BP&F processes into Vena by staying in Excel

ATB Financial, the largest Alberta-based financial institution with 75 years of history, assets of $46.8 billion, 173 branches and over 730,000 customers across 244 communities, needed to streamline budgeting, planning, forecasting and financial reporting while retaining complex Excel-based calculations used for monthly forecasting and financial modeling.

They implemented Vena, which let users keep Excel for flexibility while providing a scalable cloud platform, a central data repository and easy integration with SAP. The transition eliminated manual report creation, sped up BP&F processes, required minimal change management, and gave teams more time for analysis and pro‑forma financial modeling.

ATB Financial