Short answer: adoption. Most planning projects fail because people stop using the new tool. Vena works inside Excel, the one tool nobody on a finance team needs training on.
A Vena implementation partner builds the finance side of Vena: how your entities, eliminations, headcount plan and covenant tests actually need to work. A good one checks your data before any build starts, stays through your first real close or forecast, and hands over with training so your team can run it without them.
Vena software is a planning, budgeting, consolidation and reporting platform that runs inside Excel. Underneath sits a governed Vena data model, workflow and an audit trail. The idea is simple: keep the tool finance teams already know, and fix what spreadsheets can't do on their own, like version control, permissions and data that updates itself.
Often, yes. It suits finance teams that live in Excel, have outgrown linked spreadsheets, and want planning, consolidation and reporting in one place without retraining everyone. It tends to fit best where one or two people currently hold the model together and the business is adding entities, lenders or board reporting.
It's the same software either way, and Vena's own team knows the product well. A partner adds the finance side: how your entities, eliminations, headcount and covenant tests actually need to work, built by people who have run a close themselves. If your setup is simple, going direct can be the right call, and we'll tell you so on the first call.
When nobody on the finance team wants to work in Excel, when the business needs a highly bespoke operational system rather than finance planning, or when there's no one to own the model after go-live. We'd rather tell you that on the first call than find out halfway through a build.
Yes. Vena pulls actuals from common ERPs, including NetSuite, Microsoft Dynamics and Sage Intacct, as well as HR and other source systems. How cleanly it connects depends more on your data than on the connector, which is why we check data readiness before any build starts.
The full checklist: Choosing a Vena Partner: What CFOs Should Check First
Same product whether you buy it direct or through a partner. What changes is who builds the finance side, and how they hand it over. Here's how we do it, stage by stage. How we work.
Last updated
“MCC is by far the most professional and competent partner I've ever worked with during my 30+ year career.”
Constance Finch
Director of Accounting & Treasury, Rakuten VIKI
“I found Vena and the MCC team very easy to work with. Having used other tools before, the time to value here was much faster than I expected. Within a few days, I was already building templates and reports with minimal friction. Leveraging native Excel plus MCC’s hands-on coaching made onboarding simple and practical. I would recommend them to other finance teams looking to move quickly.”
Carlos Diaz
Strategic FP&A and Analytics Leader, Air Carbon
