Case Study: Leading Investment Firm saves days of manual spreadsheet consolidation with Vena Solutions

Powerful data repository saves days of tedious, manual work

One of Canada’s leading investment firms managing over US$12 billion in assets faced a slow, error‑prone finance close: the team exported spreadsheets from multiple source systems and manually aggregated and reconciled dozens of files to validate management fee revenue, leaving little time for reporting, analysis or version control.

Vena implemented a central, secure data repository with powerful ETL processes that load source data into SQL tables daily and pre‑populate familiar Excel templates and dynamic reports. Built‑in audit trails, a formal workflow engine and email notifications ensure task visibility and version integrity. The change eliminated days of tedious manual work, greatly reduced errors, improved data accuracy and visibility, and freed the finance team to focus on higher‑value analysis.