Why Vena Live in Five?
Many finance teams know their current planning processes are slowing the business down, but traditional corporate performance management (CPM) implementations can feel expensive, resource intensive, and difficult to justify.
Vena Live in Five was built for organizations that need a practical path forward. Citrin Cooperman helps finance teams improve budgeting, forecasting, reporting, and decision making with a faster implementation model powered by Vena and integrated with the Microsoft tools your teams already use.
Reduce manual budgeting, reporting, and consolidation processes with connected financial workflows
Improve visibility and trust in financial data across your organization
Get up and running faster with a proven implementation approach from Vena’s 3x ‘Partner of the Year.’
What Our Clients
Have to Say
"The Citrin Cooperman team is extremely knowledgeable and experienced. They are quickly able to grasp business models and implement desired solutions. Their support is unmatched and they are very quick to troubleshoot all items during and post implementation."
- Brett Hall, VP of Finance
Guild Garage Group
Included with Vena Live in Five
Starting at $5,000
- Configuration for Vena
- Standard manager training
- 16 hours of coaching and/or customization
- 2 views of income statements: variance and trended
- Full profit and loss budget input template with drivers
- Drivers attribute management template
- Unmapped members report
- Data Integration with NetSuite, QBO, Certinia, Sage Intacct, Business Central, and all other ERPs:
- Up to three years of historical data (must be aligned with current COA)
- Transaction table for drill through
- Automated sync three times per day
- 1 Workflow
- 1 Finance Data Model
- Single currency only
Available Add-Ons for Vena Live in Five
Pricing is between $2,500 and $5,000. Clients can choose any of the following customizations:
Workforce Planning
Power BI Embedded/Power BI Connector
Flat File vs. Native Connector
Balance Sheet Reporting & Planning
Currency
Coaching & Additional Customization
CAPEX
Cashflow Reporting & Planning
Vena Live in Five Success Story: Guild Garage Group
Guild Garage Group, a U.S.-based partnership of garage door companies with $200 million in revenue, faced inefficiencies due to non-standardized budgeting and reporting processes. To address these challenges, Citrin Cooperman deployed our Vena Live in Five solution to unify budgeting and reporting processes, ensuring seamless integration and alignment with the client’s financial objectives. This implementation streamlined workflows, reduced budgeting cycle times, and improved data accuracy, providing a scalable foundation for the organization's continued growth.
See If Your Organization Is a Fit for Vena Live in Five
Connect with a specialist and review your current budgeting, forecasting, and reporting processes to determine whether Vena Live in Five is the right approach for your organization.