Available Add-Ons

Pricing between $2,500 and $5,000

Clients can choose any of the following customizations:

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If you are interested in taking advantage of this limited time offer and would like to speak to one of our Vena specialists, please reach out today:

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As the Most Complete Excel-Based Budgeting and Forecasting Software, Vena and Citrin Cooperman Can Provide:

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Data Integrity and Aggregation

The single source of truth from multiple sources
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Finance Owned

Removing bottlenecks
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Work Flow Management

The ability to define a process and assign responsibilities
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Audit Trail

The ability to see who changed what, when, and why
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Security

Allowing managers to see only their version of the universe
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Automation

Setting up duplicable templates and processes
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Reporting

Seamless and on-demand
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Timeliness

More time for the value-add side of finance

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Go Live on Vena in Just Five Hours

If your business has been considering Vena, there is no better time to make the switch. Vena can help transform your financial planning and analysis (FP&A) processes with accurate budgets, plans, and forecasts you can trust, all within your familiar Microsoft Excel environment. Learn more below to enhance your FP&A processes with Citrin Cooperman’s Live in Five offer.

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Citrin Cooperman’s Vena Live in Five Includes:

Starting at $5,000

  • Services included:
    • Configuration for Vena
    • Standard manager training
    • 16 hours of coaching and/or customization
  • 2 views of income statement (Variance and Trended)
  • Full P&L Budget Input Template with Drivers
  • Drivers Attribute Management Template
  • Unmapped Members Report
  • 1 Workflow
  • Data Integration with NetSuite, QBO, Certinia, Sage Intacct, Business Central, and all other ERPs:
    • Up to 3 years of historical data (must be aligned with current COA)
    • Transaction Table for drill-through
    • Automated sync three times/day
  • 1 Finance Data Model
  • Single Currency Only
*The following source systems will be available in the near future: QBO, Sage Intacct, and Business Central. Sign up below for early access.

Available Add-Ons:
Detailed Workforce Planning ($5,000)
Balance Sheet Reporting & Planning ($5,000)
Cash Flow Reporting & Planning ($5,000)

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Vena Live in Five Self-Guided Demo

Get ready to experience the power of streamlined financial planning and analysis with our interactive Vena demo, where you will see how easy it is to transform data into actionable insights.