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Vena

May 24, 2018/in Featured Account Reconciliation, Agentic AI, Anomaly Detection, Budgeting/Planning/Forecasting, Close Management, Demand Planning, ESG Reporting, Financial/Statutory Consolidation, Generative AI, Granular Profitability, Intelligent Insights, MCP Support, Natural Language Generation, Natural Language Query, Performance Dashboards, Pervasive Analytics, Predictive Analytics ML, Prescriptive Capabilities, Reporting, Revenue Planning, S&OP, Sales Planning, Solution Library, Supply Chain Planning, Tax Planning/Provisioning, Workforce Planning Cloud, Mobile Comprehensive Consolidation, Core Vendor, Exclusive BPM Pricing, Next Generation Ready, Top Rated Overall, Top Rated: Budgeting/Planning, Top Rated: Consolidation, Top Rated: Ease of Use, Top Rated: Operational Planning, Top Rated: Perform./ Scalability, Top Rated: Reporting, Top Rated: Revenue Planning, Top Rated: Sales Planning, Top Rated: Supply Chain Planning, Top Rated: Workforce Planning AI Powered, Apps/Pre-configured Solutions, Auditability, Complementary Use Cases, Complexity Simplification, Ease of Use, Easy Expandability, Embedded BI, Excel UI, Integrated Business Planning, Low Total Cost of Ownership, Performance/Scalability, Product Flexibility, Quick Implementation, Streamlined Integration, Vertical Focus Large, Midmarket - Lower, Midmarket - Upper $1000 - $1499 Vendor /by BPM Partners

PERFORMANCEPLACE


Orchestrated Planning, Decisioning and Close

4.80

BPM Pulse Rating


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BPM Pulse 2026


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OVERVIEW


The Vena Microsoft-native platform for Orchestrated Planning, Decisioning and Close, natively integrated and synchronized with Microsoft 365, is designed to streamline planning, decisioning, and close. Vena’s platform amplifies the value of Microsoft Excel and 365 productivity and analytical tools by combining them with the control and scale of its centralized in-memory Vena CubeFLEX™ database and collaborative workflows. Vena addresses the full spectrum of financial planning and forecasting, extended planning including revenue and sales planning, and goes beyond planning with financial consolidations and close, account reconciliations, tax provisioning, ESG management, and more. See detailed ratings and compare to Pigment, Jedox, Prophix or other vendors >>>

Featured Vendor: EPM Summit 2026

INDUSTRY SUCCESS


Financial Services, Manufacturing, Retail, Services

SELECTED CLIENTS


 

KEY: R: requires sign-in or registration $: links to fee-based content S: sponsored link : off-site link 

Industry View

BARC The Planning Survey 25  R

BPM Partners 2026 Vendor Snapshot for Vena  R

BPM Partners Vena a Leader in 2026-2027 Vendor Landscape Matrix  $

BPM Partners Vena 2026-2027 Vendor Landscape Matrix: Special Edition  R 

Nucleus Research Vena a Leader in 2025 CPM Value Matrix 


Related Whitepapers & eBooks

CPM Trend Monitor 2026 R

2025 Vena Industry Benchmark Report: The State of Strategic Finance  R

Performance Management with Excel Delivers Enterprise-wide Benefits  R

Automating Financial Consolidations While Maintaining Excel Investments

Extend BPM and Reduce Risk

Alternatives to Spreadsheet-Based Budgeting

Performance Management: The Next Generation


Related Webcasts & Events

2026 Pulse of Performance Management: AI-Powered FP&A and Consolidation  R

The EPM Replacement Imperative: Why Now is the Time to Move Beyond Legacy EPM  R

Top Global CPM Trends to Watch in 2026  R

2025 Pulse of Performance Management: Vena Reviewed as Core Vendor  R

CFO Show Podcast: The State of Strategic Finance 2025

Livestream: The Annual Financial Close R 

Lessons from SaaS Leaders: Aligning Your Budget to Changing Business Goals R 

How to Power Your Digital Finance Transformation R 

Transforming Finance-Led Processes for Growth R 

Rethinking FP&A: An Analyst’s View

Five Steps to Selecting Financial Software to Grow Your Business

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LinkedIn: The Best Embedded AI Agents for Finance 

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Vena Announces Vena Copilot for FP&A

3 Most Common Budgeting Mistakes Made by SMEs 

The Performance Management Gold Rush

Ease of Use the #1 Driver of BPM Success 

FP&A is Hot – Now it’s Vena Solutions 


Latest News

Vena Launches Advanced Excel-Native Consolidation 

Vena Recognized as a Leader with Outstanding Ratings in 2026-2027 VLM 

Vena to Acquire Morpheo AI to Deliver Vena Omega™ Cumulative Context Engine for Finance 

Vena Announces Financial Consolidation 

Vena Completes Acterys Acquisition 

Vena Launches Six New Microsoft Fabric Integrations 

Vena Launches Planning Agent to Redefine Finance Workflows 

Vena Celebrates Record-Setting First Half of FY26 

Vena Recognized as a Leader with Outstanding Overall Rating in 2025-2026 VLM  

Vena Announces Vena Copilot for Microsoft Teams 

Vena’s 2025 Industry Benchmark Report Reveals What’s Next for FP&A Teams 

Vena Kicks Off FY26 with Record Growth 

Vena Recognized in the 2025 Gartner® Magic Quadrant™ for Financial Close and Consolidation Solutions 

Vena Achieves US$100 Million ARR 

Vena Introduces Vena for Microsoft PowerPoint 

Vena Introduces Vena Copilot for FP&A 

Vena Welcomes 1000th Customer 


Jobs at this Vendor

Job Openings 

Jobs/Careers Information 

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https://www.bpmpartners.com/wp-content/uploads/2020/08/VenaNewLogoedit2.png 189 500 BPM Partners /wp-content/uploads/2018/03/BPMPrtsLogoOutlinePos294CLEAR-1.png BPM Partners2018-05-24 15:40:342026-08-27 17:57:44Vena

OneStream Software

May 23, 2018/in Featured Account Reconciliation, Agentic AI, Anomaly Detection, Budgeting/Planning/Forecasting, Close Management, Demand Planning, Disclosure Management, ESG Reporting, Financial/Statutory Consolidation, Generative AI, Granular Profitability, Intelligent Insights, MCP Support, Natural Language Generation, Natural Language Query, Performance Dashboards, Pervasive Analytics, Predictive Analytics ML, Prescriptive Capabilities, Reporting, Revenue Planning, S&OP, Sales Planning, Solution Library, Supply Chain Planning, Tax Planning/Provisioning, Transfer Pricing, Workforce Planning Cloud Comprehensive Consolidation, Core Vendor, Next Generation Ready, Top Rated Overall, Top Rated: Consolidation, Top Rated: Perform./ Scalability, Top Rated: Reporting AI Powered, Apps/Pre-configured Solutions, Auditability, Complexity Simplification, Ease of Use, Easy Expandability, Excel UI, Governed Data Foundation, Integrated Business Planning, Performance/Scalability, Regulatory Compliance Enterprise, Large, Midmarket - Upper $4000 and over Vendor /by BPM Partners

PERFORMANCEPLACE


The AI Operating System for Modern Finance

4.40

BPM Pulse Rating


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BPM Pulse 2026


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OVERVIEW


OneStream’s unified, AI-powered, and extensible finance platform with built-in financial data quality includes solutions for financial close and consolidation with account reconciliation, transaction matching, journal entry management, and tax. Solutions also include financial planning and analysis with strategic planning, rolling forecasts, and scenario modeling, and many operational planning and analysis scenarios including demand forecasting, workforce planning, ESG reporting and planning, Sales Performance Management and others. The OneStream Solution Exchange offers downloadable solutions to expand capabilities in all of these areas. See detailed ratings and compare to Wolters Kluwer (CCH Tagetik), Oracle or other vendors >>>

INDUSTRY SUCCESS

Automotive Suppliers, Financial Services, Healthcare, Manufacturing, Oil & Gas, Real Estate

SELECTED CLIENTS


 

KEY: R: requires sign-in or registration $: links to fee-based content S: sponsored link : off-site link 

Industry View

BARC 2026 Score for FPM  R

BPM Partners 2026 Vendor Snapshot for OneStream  R

BPM Partners OneStream a Leader in 2026-2027 Vendor Landscape Matrix  $

Gartner OneStream a Leader in 2026 Financial Close and Consolidation Solutions Magic Quadrant  R

Gartner OneStream a Leader in 2025 Financial Planning Solutions Magic Quadrant  R

Nucleus Research  2023 CPM Value Matrix  R


Related Whitepapers & eBooks

How CPM Modernizes Finance for Banking and Financial Services  R

Extending Performance Management for Company-Wide Benefits

Reducing Risk in Performance Management

How to Successfully Deploy Enterprise-wide Budgeting, Planning, Forecasting

When Does BPM Become a Platform Play

Lower TCO with Unified BPM Solutions

Performance Management: The Next Generation


Related Webcasts & Events

2026 Pulse of Performance Management: AI-Powered FP&A and Consolidation R

2025 Pulse of Performance Management: OneStream Reviewed as Core Vendor  R

How CPM Modernizes Finance for Banking and Financial Services  R

How the Events of 2020 are Impacting Planning and Analytics in 2021 and Beyond R 

The FP&A Roadmap – How to Advance Your Planning and Forecasting

Related Articles & Blogs

Top-Rated EPM Vendors for 2026

LinkedIn: The Best Embedded AI Agents for Finance 

OneStream Named Microsoft’s Americas SDC Partner of the Year 

The ROI of OneStream 

KKR-backed OneStream Surges in Market Debut 

Advancing the CPM+ Journey 

New Performance Management Leaders 2023

CFOs Say Economic Disruption is 2023’s Biggest Challenge 

The Need for Financial Data Quality 

The Performance Management Gold Rush

Selecting Performance Management Software with Your Head in the Clouds 

WSJ: KKR Agrees to Take Majority Stake in OneStream

What’s the Value of a Performance Management ‘App Store’ 


Latest News

OneStream Unlocks Agentic AI for the Office of the CFO 

OneStream Expands Microsoft Relationship to Scale AI Adoption in the Office of the CFO 

Hg Completes Acquisition of OneStream for $6.4 Billion 

OneStream Announces Q4 and FY 2025 Results 

OneStream Launches Modern Financial Close and SensibleAI-powered ESG Planning & Reporting 

OneStream Unveils Productivity Tools and Platform Enhancements 

OneStream Unveils SensibleAI Agents and SensibleAI Studio 

OneStream Collaborates with Coupa for Business Spend Management 

OneStream Launches Solution Exchange


Jobs at this Vendor

Current Openings 

Jobs/Careers Information 

OneStream Named to Inc. Magazine’s Best Workplaces 

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https://www.bpmpartners.com/wp-content/uploads/2024/04/OneStream_Brandmark_RGB_Black_350.png 51 350 BPM Partners /wp-content/uploads/2018/03/BPMPrtsLogoOutlinePos294CLEAR-1.png BPM Partners2018-05-23 19:18:222026-08-14 13:46:13OneStream Software

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