G2

Jessica P.

Senior Financial Analyst

Mid-Market (51-1000 emp.)

8/7/2026

"Huge Time Saver: Customizable Excel-Friendly Reporting That Streamlines Everything"

5/5

What do you like best about Vena?

I like the customizability of reports, the ease of interfacing with Excel, and the streamlining of processes. One of the reports I use went from creating 50+ individual reports and emailing each one to the department manager to updating a single report template and giving the managers access to view it on Vena any time. Using the Task Bindings feature, I can lock down the report so each manager only sees their own department(s). If a change is needed, I only need to make it to the main template and all are updated. It is a huge time saver. Each year, I don't need to re-create reports for the new data, it is just a matter of updating the year that the report points at and everything else is automatic. This also reduces basic requests for account info since it is available to managers on demand, down to transaction-level details. Review collected by and hosted on G2.com.

What do you dislike about Vena?

Vena's strength of customizability also means that if an implementation is not designed well from the beginning, it can be more challenging to use or improve going forward. A good design and setup is key. Many of the pre-built reports are pretty but overly complicated, and they can be challenging if not impossible to edit. I found that creating our own reports from scratch was the best way to get things the way I need them to work. Getting clear training and direction to create our own reports was more challenging than I would have liked. Review collected by and hosted on G2.com.

What problems is Vena solving and how is that benefiting you?

Vena has helped me automate many tasks that I used to have to do manually. It links spreadsheets together and pulls data from elsewhere in the database, saving me time tracking things down and verifying that a number of spreadsheets all have the same numbers - now they pull from the same source and match automatically. Vena has helped streamline several processes that used to involve a lot of emailing Excel sheets back and forth. Now we can just open a file, update data, and all the linked files will refresh with the new data. It saves a ton of time and reduces errors from hand-keying. Vena helps our managers to be self-sufficient in accessing their transaction data and tracking spending without needing to call or wait on someone to send it. I especially appreciate that the linked spreadsheets make our budget and forecasting process smoother and more efficient; even with more to do every year, it takes less time now than it ever has and we can get reports to the management team with very quick turnaround time. Review collected by and hosted on G2.com.