Vena Tax Provisioning

Automate current year tax provisioning with an Excel-native FP&A platform.

by Vena Solutions · Tax Provision

Executive Summary

Vena Tax Provisioning is an Excel-native FP&A platform designed to streamline and automate the current year tax provisioning process. It provides a standardized template that can be used across all legal entities, ensuring consistency and accuracy in tax calculations and reporting. The platform leverages Vena's core capabilities, which include robust data integration, planning, reporting, and analysis functionalities, all within a familiar Excel environment. The solution aims to significantly reduce manual effort, improve efficiency, and enhance the reliability of tax calculations for finance and accounting teams. By integrating data from various source systems like ERP/GL, HRIS, and CRM, Vena ensures timely and accurate data for provisioning. It also incorporates AI capabilities to unlock planning potential and provide valuable insights, further empowering finance leaders to make strategic decisions.

Use Cases

  • Automating current year tax provisioning across multiple legal entities.
  • Standardizing tax provision templates and processes for consistency.
  • Consolidating financial data from disparate systems for tax calculations.
  • Improving accuracy and efficiency in tax reporting and compliance.
  • Reducing manual effort and time spent on the tax provisioning cycle.

Technical Specifications

Architecture
Excel-native FP&A platform with native integrations for Microsoft 365 apps and direct API integration capabilities.
Deployment
SaaS
API Available
Yes

Infrastructure

  • Azure

Integrations

  • Microsoft Dynamics 365 Business Central

Security & Compliance

Certifications: SOC 1 Type II, SOC 2 Type II, GDPR, PIPEDA

Encryption: End-to-end encryption

Pricing

Starting Price
Contact sales
Target Customer
Mid-Market,Enterprise

About Vena Solutions

Vena Solutions is a Canadian company specializing in financial planning and analysis (FP&A) software. Their platform integrates with Microsoft 365, leveraging Excel and AI to streamline budgeting, forecasting, reporting, and other financial processes, enabling organizations to make data-driven decisions efficiently.

Founded: 2011 · Headquarters: Toronto, Canada · Employees: 501-1000 · Private