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

Torchy’s Tacos Makes FP&A Crunchtime a Snap With Vena Native in Excel

Torchy’s Tacos, a Texas-based restaurant brand with 130 locations, needed a more intuitive way to handle budgeting, forecasting, revenue and COGS planning, OPEX planning, and financial reporting. Its FP&A team was struggling with a cumbersome planning system and wanted better user adoption, deeper visibility, and more advanced analytics without leaving the Excel environment they already knew.

Vena Solutions implemented its Excel-native FP&A platform, Vena, giving Torchy’s Tacos a familiar Microsoft interface with added modeling, workflow, and drill-down capabilities. As a result, the team can pull data from POS, NetSuite, and other sources, attach supporting documents, and trace metrics down to the invoice level for full transparency. The solution made planning faster and more efficient, improved collaboration and control, and helped the team spot trends and anomalies more quickly.

Torchy’s Tacos

Bruce Harris

Director of Financial Applications