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Head-to-head · Financial planning

PlanGuru vs Vena

PlanGuru publishes a $83/month annual-billed entry plan; Vena keeps pricing private. The better fit depends on your finance workflow.

PlanGuru

7.0/10
VS

Vena

7.0/10

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Short answer

It's a split decision.

Choose PlanGuru for a published entry price, budgeting and forecasting, or advisor workflows: annual billing starts at $83/month, but that tier is limited to one user and one entity. Choose Vena if your finance team wants Excel-native FP&A, governed data, workflow controls and financial-close features. Vena’s pricing is not published, so we can’t compare total cost or seat economics. Neither product lists a free plan.

01Side by side

PlanGuruVena
Starting price$83/month billed annually; $99 month-to-monthNot published
Free planNo free planNo free plan
Best forSmall businesses, nonprofits and financial advisorsFinance teams seeking Excel-native cloud FP&A
Core strengthLong-range forecasts and scenario modelingExcel-based FP&A, workflows and financial close
Learning curveNot specified; budgeting and modeling toolsNot specified; Excel-native workflows
Integrations & dataImports QuickBooks, QBO, Xero and ExcelGoverned cloud data connected to Excel models
Team/seat costsEntry plan: one user; extra users $29/monthSeat limits and pricing not published
SupportReview score 5/10; support details not publishedReview score 5/10; support details not published

Choose PlanGuru if

  • You want a published starting price and defined plan limits.
  • You need forecasts up to 10 years and scenario modeling.
  • You advise clients and want a dedicated advisor plan.

Choose Vena if

  • Your team wants to build FP&A models in Excel.
  • You need workflow controls and financial-close features.
  • You can shortlist a product before seeing its price.

02Pricing compared

PlanGuru is easier to price before a sales conversation. Its annual-billed Single Entity plan costs $83 per month, or $99 month to month, and includes one user and one entity. Annual billing is listed as about 16% cheaper per month. Analytics starts at $166 per month annually; multi-unit consolidations start at $333. The Advisor plan starts at $133 annually and includes three client companies. Extra users cost $25 per month with annual billing.

Vena lists Professional and Complete plans, but neither monthly nor annual prices are published. We can’t compare its total cost or seat economics with PlanGuru. Neither product lists a free plan; PlanGuru lists a 14-day trial, while Vena’s trial availability is not published.

03Features and depth

PlanGuru covers core budgeting, forecasting and financial analysis. It can model income statements, balance sheets and cash flow for up to 10 years, with unlimited scenarios per company on the listed plans. Accounting imports include QuickBooks, QuickBooks Online, Xero and Excel, with up to five years of actual results. Reporting includes dashboards, scorecards and exports to PDF, Word and Excel. The Advisor plan adds tools for serving client companies.

Vena’s scope reaches further into corporate performance management. Its Excel-native models support budgets, rolling forecasts and what-if scenarios using governed cloud data. The feature set also includes consolidation, reconciliations, currency conversion, intercompany eliminations and tax provisioning, plus workflow approvals, audit trails and validation. Vena Insights embeds Power BI, and Vena for PowerPoint links live data to slides. Copilot offers conversational queries, anomaly detection and variance analysis in Teams and Excel. The published information does not establish that Vena’s tiers include every feature listed.

04Ease of use and learning curve

Vena is built around Excel, which may suit teams that already work in spreadsheets: its models connect Excel templates to cloud data. That does not tell us how much setup or training a deployment needs, and those details are not published here.

PlanGuru offers imports from common accounting tools and Excel, plus a Windows desktop/server option. Its listed entry plan is restricted to one user and one entity, so a larger team may need a different tier or add-ons. The published information does not publish learning-curve comparisons for either product. PlanGuru lists implementation and onboarding through PlanGuru Launch, but not its price.

Questions people ask

How much does PlanGuru cost compared with Vena?

PlanGuru’s Single Entity plan is $83 per month with annual billing or $99 month to month. Other listed plans start at $133 annually for Advisor, $166 for Single Entity with Analytics and $333 for Multi-Unit Consolidations. Vena’s plan prices are not published, so a direct cost comparison isn’t possible.

Does Vena work in Excel?

Yes. Vena describes its platform as Excel-native: finance teams can build budgets, rolling forecasts and scenarios in spreadsheet templates connected to cloud data. Its feature list also includes Vena for PowerPoint, which links live data models to slides.

Which product is better for financial consolidation?

Both list consolidation-related capabilities, but the available details differ. PlanGuru’s Multi-Unit plan supports multi-department and multi-location consolidation. Vena lists broader close features, including reconciliations, currency conversions and intercompany eliminations. Vena’s plan-by-plan feature availability is not published on the vendor's site.

Do PlanGuru or Vena offer a free trial?

Neither product lists a free plan. PlanGuru lists a 14-day free trial. Vena’s trial availability is not published on the vendor's site, so we can’t confirm whether prospective customers can try it before buying.