Product
Vena
About
Vena is an Excel-native financial planning and analysis (FP&A) platform for budgeting, forecasting, consolidation and reporting, with plans held in its own cloud database. Construction finance teams use its WIP reports, margin-fade tracking and project cost and revenue plans broken out by phase and cost code. It loads actuals from ERPs such as Microsoft Dynamics 365 Business Central and delivers plans into Excel, PowerPoint, Power BI, Teams and AI assistants through its MCP server.
How teams use it
By audience
- Accounting & Finance
- Build WIP reports by phase and cost code, with percent complete, forecast cost and gross profit, to catch margin fade across projects
- Plan project cost and revenue by milestone, phase, sub-phase and job code in Excel templates backed by Vena's database
- Load ERP actuals, for example from Business Central, and run budget-versus-actual variance analysis without copy-pasting
- Automate multi-entity consolidation and month-end reporting packages from one database
- Forecast cash inflows and outflows when payments slip or a new project is taken on
- Executive Leadership
- Review portfolio dashboards for gross margin %, margin fade, over/under spending and project completion
- Model what-if scenarios such as cost overruns or taking on another project before committing
- Project Manager
- Enter and update project budgets and forecasts in Vena workflow templates, with reminders and task tracking set by finance
- Check project budget against actual cost in the integrated project dashboard
- Owner/Developer
- Plan development costs with Vena's Development Budget template and track them with Development Reports and variance analysis
- Evaluate a proposed development against budget with the Project Evaluation Budget template
Integrations (5)
| Integrates with | Connection | Details |
|---|---|---|
 | Native1 data objectVena MCP server | |
 | Native1 data objectVena Business Central connector | |
 | Native1 data objectVena for Excel | |
 | NativeVena Microsoft Fabric pipelines | |
 | NativeVena Power BI Data Connector |
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