Excel-Based Connected Planning for Midmarket
Vena
Vena wins by turning connected planning into a lighter lift for companies that already run the business in Excel. Instead of forcing finance, sales, HR, and operations into a new modeling interface, it pulls ERP, CRM, and HRIS data into governed spreadsheets, which lets a mid market team extend from budgeting into headcount, sales capacity, and operating plans without taking on the cost and retraining burden of a full enterprise platform.
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The practical pain point is not planning math, it is coordination. Mid market teams already know Excel, but plain spreadsheets break when multiple departments need shared assumptions, permissions, version control, and live data. Vena keeps the familiar grid while fixing those failure points.
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The market gap is visible in contract size and product shape. Vena lands around $60,000 ACV for privately held mid market companies, while Anaplan and OneStream are positioned around $300,000 to $450,000 ACV with more complex proprietary modeling environments aimed at larger enterprises.
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This is why adjacent products matter. Vena has already expanded beyond core FP&A into financial close, operational planning, and sales performance planning, and its Microsoft integrations with Power BI, PowerPoint, and Dynamics 365 Business Central make that cross functional rollout easier inside finance teams that already live in Microsoft 365.
The next leg of growth is turning Excel based budgeting into a broader operating system for mid market planning. If Vena keeps adding function specific workflows on top of the same spreadsheet interface, it can capture more of the planning stack before customers ever need to graduate to an enterprise platform.