Vena

What do you like best?

That you can access your budget model from anywhere, it's effortless to use and well organized. It rarely crashes. It's improved the way we can budget and forecast for our clients. It's also helped with the presentations we create.

We can better analyze and track expenses and revenues within a particular budget. Vena makes our forecasting more accurate and more accessible to track the associate costs.

What do you dislike?

Sometimes it's slow because of the size of the model. Or when you missed an update and have to go back to fix it all. The cell calculations don't stay, so it's hard to go back and see what you did or why you did it.

Sometimes if I'm working with another coworker on a client, it is hard to track their changes. Sometimes I spend a lot of time trying to figure that out to adjust it back to the correct amount.

Recommendations to others considering the product:

It's great for large teams that are working on the same model. It's excellent for exporting data and presentations for clients.

What problems are you solving with the product? What benefits have you realized?

I use it for budgeting and forecasting. It's much easier with how our team built it out. We are all able to make the same updates at the same time. It's good at keeping you on track.

I'm solving many of my school's budgeting issues by creating more detailed budgets with the line item feature in our vena models. It has also made it much easier to model for multi-site clients. It's also been a great help with cash flow updates.