Vena is an Excel-native platform designed for financial planning and analysis (FP&A) that integrates AI to enhance business and financial context. It streamlines processes such as budgeting, forecasting, and reporting, enabling organizations to achieve faster planning cycles and improved accuracy. Vena's features include collaborative planning, real-time reporting, and seamless integration with Microsoft 365 applications.

Vena Copilot turns everyday finance questions into FP&A insights, enabling analysis and collaboration without disrupting workflows.

AI-Powered Insights

Centralized templates and co-authoring features enhance collaboration and eliminate version control issues.

Collaborative Planning

Deliver accurate financial and management reports quickly, sharing strategic insights across the organization.

Real-Time Reporting

Facilitates the financial close process, including consolidations and account reconciliations, with speed and accuracy.

Streamlined Financial Close

Allows users to model unlimited 'what-if' scenarios and make adjustments easily within Excel.

Flexible Modeling

Vena

Professional

Complete

Spotlight Reporting offers a comprehensive suite of reporting, forecasting, and dashboard tools designed for accountants and businesses. It empowers users to create visually engaging reports and forecasts, enabling informed decision-making and strategic choices. The platform is particularly beneficial for accounting firms looking to enhance their advisory services and for businesses aiming to gain insights from both financial and non-financial data.

Easily create budgets, forecasts, and what-if analysis, including consolidated forecasts for groups.

Powerful Forecasting

Create insightful dashboards to get an instant snapshot of business metrics.

High-Level Dashboards

Turn data into engaging Environmental, Social, and Governance reports with customizable templates.

Customizable ESG Reporting

Consolidate financial data for up to 75 entities, with options for multiple currencies.

Group Consolidation

Comprehensive training and ongoing support to maximize the use of Spotlight Reporting.

Training & Support

Spotlightreporting

Basic

Super VCFO 25

Super VCFO 75

Enterprise

Float is a cash flow forecasting software that helps businesses unlock cash visibility by automatically syncing real-time financial data from popular accounting tools. It allows users to create visual cash flow forecasts without the need for complex spreadsheets. With Float, finance professionals can answer critical 'what-if' questions quickly and accurately, enabling better financial decision-making.

Automatically syncs real-time financial data to create visual cash flow forecasts.

Visual Cash Flow Forecasts

Add scenarios and budgets to visualize the impact of financial decisions.

Scenario Planning

Create accurate cash flow forecasts with various time views.

Daily, Weekly, and Monthly Forecasts

Connects easily with Xero, QuickBooks, or FreeAgent in under three minutes.

Direct Integrations

Customer Support

Float

Early

Growing

Scaling

Settle streamlines back-office operations with smarter procurement, fast vendor payments, and built-in working capital. It is designed for consumer packaged goods (CPG) brands to manage their financial transactions efficiently. Founded in 2019, Settle has helped thousands of e-commerce businesses scale by providing tools for accounts payable, procurement, and working capital management.

Collect bills, route approvals, and pay vendors with real-time visibility into what you owe and when.

Accounts Payable

Create and manage purchase orders, track goods received, and see your true landed costs before you pay.

Procurement

Pay vendors on time while preserving cash, using financing based on your real payables and purchasing data.

Working Capital

Add approval layers for bills, payments, and POs for better spend control.

Approval Workflows

Understand upcoming payments and cash needs using real AP and procurement data.

Cash Visibility and Forecasting

Settle

Launch

Accelerate

Jirav is a dynamic, all-in-one forecasting, budgeting, reporting, and dashboarding solution designed for accounting and finance professionals. It streamlines the budgeting and forecasting process, allowing businesses to confidently drive their financial strategies forward. Jirav integrates quickly with existing accounting, workforce, and operational data, enabling users to create comprehensive financial models and reports with ease.

Easily adjust mid, long-range, and rolling forecasts in minutes, keeping a constant pulse on cash flow.

Dynamic Forecasting

Streamline your monthly close process and create financial packages with just a few clicks.

Automated Reporting

Create multiple scenarios based on leadership input to evaluate new business ideas.

Jirav

Fathom is an all-in-one reporting, analysis, and forecasting tool designed to provide insightful financial insights and management reporting. It enables businesses to create custom management reports, forecast cash flow, and consolidate financial results for multiple entities. With features like AI-driven commentary and advanced financial analysis, Fathom helps businesses understand their performance and plan for the future.

🔮FP&A, Budgeting & Forecasting

Vena

Spotlightreporting

Float

Settle

Jirav

Fathom