excel based financial planning software

so how to do most everything is already in the directions in great detail. all you can do is click print, and you’re stuck with whatever the programmers hard-wired it to print out. this is how you get financial plans to track with the real world as closely as possible, many years into the future. so with code-programming, you can’t just make something, seal it up, forget about it, and then expect it to work week after week. there’s none of that when it’s in excel, and this is why there’s no need for us to conduct formal training classes. so if you can live with inputting and seeing calculations in u.s. dollars, then all you’d need to do is change the currency on the pages you’d show people, and you’re done for no extra charge.

so the point is you want to avoid financial planning software that works like this. there are whole armies of clever programmers in russia, india, north korea, and china that would sell your mother to the devil for a penny in a second. this is just their way of trying to blame their non-functional financial software, and crappy code, on you or your computer. there’s literally nothing on the list of things to do that has anything to do with anything not working right. this is all because of one thing – the decision to use excel back in ’92. yes, for financial advisors, we say it’s fine to delete all of the copyrights, and everything that says our firm when printing and/or presenting information to clients.

vena complete planning combines what you love about excel with the power of the vena growth engine to drive agile, business-wide planning, resilience and growth. power your plan to grow with the flexibility of excel and the structure of a controlled application environment in a single unified platform. integrate your financial, operational and other business data to uncover your hidden insights and dependencies between departments. track, plan or analyze in excel and refine it with vena. vena is the only native excel complete planning platform that has everything you need to set your business up for success. leverage the power of unified data to create actionable insights and turn your compartmentalized departments into collaborative business planning partners.

vena brings cross-functional teams into a scalable and flexible single source of truth, so your entire business can move in lockstep on your plan to grow. our corporate planning software integrates with your favorite cloud and on-premise applications and imports excel and csv files on demand. with automatic data loading into a single source of truth, you can get back lost time and have total confidence in your numbers. excel is the most commonly used spreadsheet planning tool in the world. vena builds on that flexibility to empower our customers to store, edit, share and analyze the data that drives their business their way bring your existing excel spreadsheets and financial models into vena to enhance your forecasting, modeling and analytical capabilities or partner with the vena experts and we’ll configure a custom solution that’s right for you. get up and running in weeks with our pre-configured solutions. we help organizations of all sizes plan to grow with our industry-specific best practices and pre-configured solutions.

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