Power Your People and Plans With Vena 365 Connect

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Plan from anywhere. Anytime.

Vena combines the productivity of Microsoft 365 with the Vena Growth Engine—the technology and methodology that powers your plans—to connect people with real-time data, foster cross-department collaboration and support your business growth.

Key Features

  • Conduct Drill Saves, Drill Down, Drill Transactions directly in Excel
  • Save your data inputs at any time with auditing capabilities
  • Seamlessly review and submit tasks with embedded workflows
  • Ensure accuracy and data timeliness with automatic data refreshes
  • Collect detailed account information with line-item details
  • Easily upload attachments and supporting documents
  • Role-based security lets you update, report and share your data
  • Provide key stakeholders with view-only access to sensitive and critical information
Fully Integrated
Fully Integrated
Embrace the power of unified and reliable data by connecting Vena to your ERP, CRM, GL, HRIS and other systems.
Mac and Windows Compatible
Mac and Windows Compatible
Create reports, input data and review submissions in Excel on both Windows and Mac using Microsoft 365.
Microsoft Certified
Microsoft Certified
Vena 365 Connect is a Microsoft certified Excel add-in, available through the Office store.

Simplify budget inputs and reviews in Excel with a smart sidebar

Vena 365 Connect adds a new sidebar to Excel designed to provide further content for budget contributors and provide users with easy access to our data input and analysis tools.
Instructions and Documents Make It Clear What Contributors Need To Work On

Instructions and Documents Make It Clear What Contributors Need To Work On

Admins can create a list of instructions for display in the sidebar so budget contributors know exactly what they need to do before submitting their budgets for review and approval.

Data Input Tools Make Adjusting Line Item Details Simple

With the data input tools tab in the sidebar, you can add or remove line item details from your budgeted values in just a couple of clicks—and save the inputs back to Vena so that the new numbers are automatically applied across your data sets.

Data Analysis Tools Tell the Full Story Behind Each Number

Spot an unusual discrepancy or variance? Use the drill saves function to bring an audit trail, showing who made what inputs and when. And leverage the drill transactions feature to see all the individual transactions that roll up to any value.


See how Vena 365 Connect works

Watch our product demo to see how Vena 365 Connect helps you complete budgeting, planning and reporting processes in record time by creating stronger connections between your people and your data.

Get Started With Vena Today

Learn how Vena can help your organization Plan for Anything.