Vena is an Excel-based financial platform that connects directly to Sage and other systems to support:
- Budgeting and reforecasting
- Real-time financial visibility
- Drill-down into financial data
- Self-service reporting
Why we use it:
- Reduces back-and-forth with Finance
- Provides direct visibility into your region’s financials
- Allows you to analyze, update, and manage your numbers independently
- Uses Excel → no need to learn a new system
Who has access?
All Regional Treasurers are provided access directly to the system, and can share out static files to other team members.
Quick Start Checklist
✅ Activate your account
✅ Log in to Vena.io
✅ Open “Input Data”
✅ Enter/update data in blue cells
✅ Click “Save Data to Vena”
✅ Use drill tools to review your numbers
Training Video
A recording of the original Vena Training video is available HERE. Please note: content starts at 5:05.