Everything after the ledger.
Five practices across the finance function; most customers start in one and end up touching several, so it helps when the same team does all of them.
Fewer spreadsheets. Better answers.
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Planning
Budgeting and forecasting, plus the operational planning that feeds them – headcount, sales, demand, supply chain, projects. One model finance owns and runs, rather than a folder of workbooks.
Including:
- Budgets and reforecasts
- Driver-based planning
- Budgetholders own plans
- Headcount and workforce
- Sales, demand and operations
- Scenarios and all three statements
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Consolidation
Statutory and management consolidation – intercompany, currencies, eliminations, ownership – done in a system rather than rebuilt in a spreadsheet every month end.
Including:
- Month-end consolidation
- Intercompany eliminations
- Currencies
- Ownership and group structure
- New entities and acquisitions
- Manual adjustments, auditable
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Reporting & analytics
Management packs, board reporting, dashboards, and the analysis behind them, refreshed from the same numbers as everything else. Reporting is the start, not the job.
Including:
- Management packs
- Board reporting
- Dashboards people actually use
- Budgetholder reporting
- Commentary
- Visibility on what gets read
More on reporting Take the assessment for Reporting & analytics
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Data integration
Getting clean, current data out of the systems it lives in, automatically. It’s the part that decides whether everything else works. It’s an old problem – time to solve it.
Including:
- Integration health checks
- Getting ready for a project
- Working with other partners
- Mappings and metadata
- Data for AI
- Acquisitive groups and private equity
More on data integration Take the assessment for Data integration
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AI for finance
What AI is genuinely useful in a finance function today, what isn’t, and how to be ready for the part that’s coming. And steps to take right now.
Including:
- Where to start
- Your data, ready for it
- The tools you already have
- Ground rules
- Trying it properly
- Training for the team
More on AI for finance Take the assessment for AI for finance
How the pieces fit
Data integration sits underneath everything. Planning, consolidation and reporting all run on the same numbers, so getting clean, current data out of your systems is usually where we start.
Planning, consolidation and reporting sit on top. Built together, they share one set of numbers, so the budget in the pack is the budget in the plan, and the group figures in the board report are the ones that were consolidated.
AI sits on top of the lot. An AI tool can only work with what it can see, so the work that fixes reporting is the same work any sensible AI plan starts with.
You don’t need all five. Most people start with the one that hurts most.
Not sure which one hurts most?
The Finance Check is fifteen multiple choice questions about how finance runs today, and takes about three minutes. You get a score, where the time is going, and a sense of where to start.
Each practice has a deeper check of its own, too. At the end of any of them, if you’re based in the UK or Ireland, you can pick one area for a free hour of consulting time. If you’re a charity, it’s two hours.
No call required. Nobody rings you afterwards unless you ask them to.
Or go straight to a specific deep check:
How we work
Fixed fee. Agreed before anything starts. The number on the proposal is the number on the invoice.
Weeks rather than quarters. Something live and usable quickly, then built on.
A small UK team. Working directly with you – no offshore delivery arm and nobody you haven’t met.
Out in the open. Everything runs through our project platform that you have access to, and calls are recorded and transcribed.
After go-live. Some teams take it over completely, and some would rather we kept it ticking over. Either is fine.
We can work with whatever tooling you use today. When a new platform is the right answer, we implement Vena – it lets you keep Excel, but lose the headaches.
Why we chose Vena
Start with a conversation that has a scope.
Thirty minutes, free, and you’ll know by the end whether there’s anything here for you. Most of the organisations we speak with aren’t looking to buy anything right now – we’re happy to educate and inform, for when the time is right.