AGILYX EMEA LTD

Vena - Planning, Budgeting and Forecasting Solution integrated with Excel

Vena's CPM platform combines deep FP&A planning capabilities, AI-powered reporting & analytics, flexible workflows & data governance with the productivity, collaboration & innovation of your Microsoft applications. Vena is natively integrated with Excel, Microsoft 365 and Open AI technologies to empower Finance teams - complete planning platform with enterprise-level scalability.

Features

• Integrated software for business planning across the whole organisation
• Consolidated reporting in real time
• Workflow automation for key processes
• Full audit trail of user inputs
• Native integration with Excel
• Ease of use, purpose-built for Finance without expensive third-party support
• Dashboard reporting with embedded Microsoft Power BI
• Visibility of financial and non-financial performance
• Integrated AI agent that automatesFP&A, accelerates insights,Improves Decisions
• Data and ERP source system agnostic. API's, native connectors, ETL

Benefits

• Reduce cost of ownership in medium term
• Increase user adoption and utilisation with familiar native Excel interface
• Connect multiple data sources into a single source of truth
• Increase visibility over key financial reporting and planning processes
• Ensure data integrity and accurate reporting with real-time data refresh
• Significantly reduce lead times for key processes including monthly closedown
• Automate spreadsheet-based processes with full auditability and transparency
• Automate business-wide processes with Vena’s applicability across multiple use cases
• Lower your upfront investment and see value faster
• Secure financial data with advanced security features and role-based permissions

Service documents

• Pricing document

  PDF

• Service definition document

  PDF

• Terms and conditions

  PDF

Request an accessible format

If you use assistive technology (such as a screen reader) and need versions of these documents in a more accessible format, email the supplier at julie.taylor@agilyxgroup.com. Tell them what format you need. It will help if you say what assistive technology you use.

Framework

G-Cloud 15

Service ID

650547857830126

Contact

Julie Taylor
01628 637266
julie.taylor@agilyxgroup.com

About your service

• Service categories:

  Application Development and Deployment

  Analytics and business intelligence

  • Business Intelligence
  • Advanced and predictive analytics
  • Location and geospatial data management and analytics
• Multi cloud support: No

Service scope

• Software add-on or extension: No
• Cloud deployment model:
  • Public cloud
  • Private cloud
• Service constraints: None that we are aware of
• System requirements: Fully cloud-based platform accessed via web based application.

User support

• Email or online ticketing support: Yes
• Support response times: Maximum first response wait of 1 business day for severity C issues
• User can manage status and priority of support tickets: Yes
• Online ticketing support accessibility: None or don’t know
• Phone support: Yes
• Phone support availability: 9 to 5 (UK time), Monday to Friday
• Web chat support: Yes
• Web chat support availability: 9 to 5 (UK time), Monday to Friday
• Web chat support accessibility standard: None or don’t know
• How the web chat support is accessible: Via the support pages on our website or via the help feature embedded into our application
• Web chat accessibility testing: Not known
• Onsite support: Yes, at extra cost
• Support levels: Standard Support Plan; Every customer has access to our Standard Support Plan for online and telephone support, including:; • 24/7 application monitoring; • Help desk phone and email support 24/5 Monday-Friday; • Unlimited case submissions; • Up to 3 Power Users to contact Vena support; • Maximum first response time of 1 business day for Severity C issues; • Access to the Vena Customer Portal, online videos, FAQs, user guides, and a community help forum in our knowledge base; • A dedicated Customer Account Manager to help recommend products, services and processes to help you get the most out of Vena; ; Extended Support Plan; For after-hours support and accelerated response times, our ; Extended Support Plan combines all the services of our Standard Support Plan with:; • 24 Help Desk with on-call telephone support; • Maximum first response time of 5 hours for Severity A issues; Up to 20 Manager or Administrator users to contact Vena support.
• Support available to third parties: Yes
• AI chatbot: No

Onboarding and offboarding

• Getting started: Training is provided as well as a range of consulting services to assist with implementation and data import etc.
• Service documentation: Yes
• Documentation formats: PDF
• End-of-contract data extraction: Vena offers multiple methods of data export to our customers, depending on your source systems, available resources and preferences:; 1. Manual export via mass or queried export within the application; 2. Automated/scheduled export of data via flat file format; 3. Automated/scheduled export via Microsoft Power Automate; 4. Automated/scheduled export via Vena’s open REST API; 5. Automated/scheduled integration via Microsoft Data Factory in Fabric; Vena supports .csv format for data export from the Vena application.
• End-of-contract process: Contracts are normally renewed on the contract anniversary. If a customer wishes to terminate the contract, then all customer data is permanently deleted.
• Documentation accessibility standard: None or don’t know
• How the documentation is accessible: Via Link

Using the service

• Web browser interface: Yes
• Supported browsers:
  • Microsoft Edge
  • Firefox
  • Chrome
  • Opera
  • Other
• Application to install: No
• Designed for use on mobile devices: Yes
• Differences between the mobile and desktop service: Same functionality. Note that Vena does not have a separate mobile application. Rather, Vena users can easily log onto the application via any mobile device through their mobile browser.
• Service interface: No
• User support accessibility: None or don’t know
• API: Yes
• What users can and can't do using the API: The Vena API is a REST API that allows users to; • Retrieve template information; • Upload files to steps; • Create jobs; • Edit jobs; • Run jobs; • Export Data
• API documentation: Yes
• API documentation formats: HTML
• API sandbox or test environment: Yes
• Customisation available: Yes
• Description of customisation: Vena provides a fully configurable set of tools that does not require code customisation. including data modelling, workflow management and template/report design, leveraging the capabilities of a native Excel interface. Customisations are not impacted by product upgrades. Some of the ways in which the Vena application may be customized/configured to meet business requirements are:; ; A sophisticated process designer that allows users to drag-and-drop their workflow process, including input steps, review steps, alerts and report access.; The ability for workflow messages to be customised.including autofill of specific data.; Ability to require managers to acknowledge receipt/review/approval of reports(s); User permissions for access and security are controlled by the administrator and can be customised as needed.; The database can be fully configured to support tables & fields as required. Templates and reports are authored in a native Excel interface and can be completely customised.; Pre-formatted reports that can be leveraged as a starting point. Vena leverages a native Excel interface as the authoring environment, which allows clients to customize their reports as needed.; The ability to create and customise dynamic validation rules based on user inputs.; Data visualisation tools to improve visibility into processes and conditions, as well as discerning trends and projections.

Scaling

• Independence of resources: As a multi-tenant SaaS platform, auto-scaling enables Vena to support unlimited concurrent users without performance degradation.

Analytics

• Service usage metrics: Yes
• Metrics types: System performance (e.g. system availability, outages, etc.) is available to customers via public URL. Customer tenant metrics, like usage, is available to share through the customer's designated Vena Account Manager
• Reporting types:
  • Regular reports
  • Reports on request
• Resource tagging: No
• FOCUS resource tagging: No

Resellers

• Supplier type: Reseller providing extra features and support
• Organisation whose services are being resold: Vena Solutions UK Ltd

Staff security

• Staff security clearance: Conforms to BS7858:2019
• Government security clearance: Security Clearance (SC)

Asset protection

• Knowledge of data storage and processing locations: Yes
• Data storage and processing locations:
  • United Kingdom
  • European Economic Area (EEA)
• User control over data storage and processing locations: Yes
• Datacentre security standards: Complies with a recognised standard (for example CSA CCM version 4.0)
• Penetration testing frequency: At least once a year
• Penetration testing approach: Another external penetration testing organisation
• Protecting data at rest: Other
• Other data at rest protection approach: Vena encrypts all client data at rest using AES-256 bit encryption. Passwords are also securely stored through one-way hashed (bcrypt) with salt.
• Data sanitisation process: Yes
• Equipment disposal approach: Complying with a recognised standard, for example CSA CCM v4.0, CAS (Sanitisation) or ISO/IEC 27001
• Data sanitisation type: Explicit overwriting of storage before reallocation / Secure Erase

Data importing and exporting

• Data export approach: Vena is source system agnostic and supports a full spectrum of data integration capabilities to connect and load data from any source systems, including ERPs/GLs, HRISs, CRMs and more. Vena offers multiple methods of data integration to our customers, along with Extract-Transform-Load (ETL) functionality, depending on your source systems, available resources, and preferences:; 1. Manual export via mass or queried exportwithin the applicaton; 2. Automated/scheduled export of data via flat file format.; 3. Automated/scheduled export via Microsoft Power Automate; 4. Automated/scheduled integration via Vena’s open REST API; 5. Automated/Scheduledintegration via Microsoft Data Factory in Fabric
• Data export formats: CSV
• Data import formats:
  • CSV
  • Other
• Other data import formats: TDF

Data-in-transit protection

• Data protection between buyer and supplier networks:
  • TLS (version 1.2 or above)
  • Other
• Other protection between networks: All data in Vena is encrypted in transit using TLS 1.2 and at rest using AES 256-bit encryption, backed by the AWS Key Management System (KMS).
• Data protection within supplier network: TLS (version 1.2 or above)

Availability and resilience

• Guaranteed availability: Vena uses reasonable efforts to make the Service available with a monthly uptime percentage of at least 99.5%, 24 hours per day, 7 days per week, in each case during any monthly cycle (the “Service Commitment”). Monthly uptime percentage is based on the number of minutes the system is unavailable outside of planned maintenance windows in a calendar month and between the hours of 9:00 AM to 8:00 PM, Monday to Friday, with holidays excepted. The Service is considered unavailable when the system/Service cannot be accessed by the Subscriber between the hours of 9:00 AM to 7:00 PM, Monday - Friday, due to a service provider problem. In the event that Vena does not meet the Service Commitment, Users will be eligible to receive a Service Credit as described below.; ; Service Credits are calculated as a percentage of the proportional monthly subscription value of the total subscription fees paid by Subscriber for the Service in accordance with the schedule below. The monthly uptime percentage is based on the number of minutes the Service is unavailable outside of planned maintenance windows in a calendar month.; • Service is unavailable between 90-360 minutes-10%; • Service is unavailable for more than 360 minutes-40%
• Approach to resilience: Each Vena instance is distributed across at least three Availability Zones, which means all live data is replicated and distributed across at least three physical data centers in a different location within a given cloud region, ensuring high availability and resilience. As part of our data backup and DR approach, backups of customer data are replicated and stored in a second cloud region in the event of an entire region becoming unavailable.
• Outage reporting: A public dashboard with emai alerts can be subscribed to – status.vena.io

Identity and authentication

• User authentication needed: Yes
• User authentication:
  • Multi-Factor Authentication (MFA)
  • Identity federation with existing provider (for example Google Apps)
  • Username or password
• Access restrictions in management interfaces and support channels: Access is granted based on an employee's role based on principles of least privilege. Only the access that is required for the employee to perform their duties is granted. Only a limited group of Vena employees on the infrastructure team have access to infrastructure/systems hosting customer data, for the purposes of troubleshooting systems issues and performing maintenance. All access is audited and controlled through access management controls, such as API logs, two-factor authentication and VPN access to the environment. All backend operations to access any data (including backups) is logged.
• Access restriction testing frequency: At least every 6 months
• Management access authentication:
  • Multi-Factor Authentication (MFA)
  • Identity federation with existing provider (for example Google Apps)
  • Username or password

Audit information for users

• Access to user activity audit information: Users have access to real-time audit information
• How long user audit data is stored for: At least 12 months
• Access to supplier activity audit information: No audit information available
• How long system logs are stored for: At least 12 months

Security governance

• Named board-level person responsible for service security: Yes
• Security governance certified: Yes
• Security governance standards: Other
• Other security governance standards: Vena has successfully completed SOC 1 & SOC 2 Type II audits which were performed by Deloitte LLP. The examination was conducted in accordance with attestation standards established by the American Institute of Certified Public Accountants (AICPA).
• Information security policies and processes: Vena employs a three lines of defense model to govern risk management. This model is widely used in the industry. Each of the three lines plays a distinct role within Vena’s control environment.; ; The first line of defense lies with the business and process owners, like IT, Finance, HR and Vena’s Cloud Operations teams, which are responsible for maintaining effective controls and for executing agreed upon risk and control procedures on a day-to-day basis.; ; The second line is performed by our Corporate Security department and overseen by a Security Risk & Compliance committee, which supports management to help ensure risk and controls are effectively managed. This line performs risk management and compliance functions to help build and/or monitor the first line-ofdefense controls.; ; The third line of defense provides assurance to senior management and the board that the first and second lines’ efforts are consistent with expectations. Vena employs independent external auditors for our third line of defense. They are solely responsible for providing an independent opinion on the sufficiency of the internal controls with respect to the requirements specified within accepted industry standards such as SOC.
• Software Security Code of Practice: Yes

Operational security

• Configuration and change management standard: Complies with a recognised standard, for example CSA CCM v4.0 or SSAE-18 / ISAE 3402
• Configuration and change management approach: The change management process requires that existing security control mechanisms are not negatively impacted prior to approval – adherence to existing controls is reviewed through automated build testing and manual peer core reviews.
• Vulnerability management type: Complies with a recognised standard, for example CSA CCM v4.0 or SSAE-18 / ISAE 3402
• Vulnerability management approach: Vena Cloud is a fully Infrastructure-as-code production environment deployed across several distributed AWS regions, providing us resiliency, reliability, recoverability and security. We routinely rotate in fresh AWS EC2 VMs on a weekly basis to pick up the latest, up-to-the-minute security releases and OS-level patches to ensure continuous compliance with critical OS-level vulnerabilities. All base images are scanned prior to deployment using automated vulnerability scans and any detected known vulnerabilities will halt the release.; Additionally, Vena regularly performs external penetration tests by an independent third party on an annual basis.
• Protective monitoring type: Complies with a recognised standard, for example CSA CCM v4.0 or SSAE-18 / ISAE 3402
• Protective monitoring approach: Vena employs Endpoint Detection & Response (EDR) on both corporate and infrastructure endpoints to provide advanced threat detection and response, mitigating risks such as malware, ransomware, and other advanced persistent threats. Additionally, Vena utilizes a third-party Managed Detection & Response (MDR) service that covers all assets with EDR agents installed. This service includes managed detection and response, incident investigation, forensics support, and proactive threat hunting.; For cloud infrastructure, logs are continuously monitored and analyzed by anomalous threat detection services like Microsoft Sentinel and AWS GuardDuty. Any alerts generated are promptly investigated, and necessary actions are taken to address potential threats.
• Incident management type: Complies with a recognised standard, for example, CSA CCM v4.0 or ISO/IEC 27035:2011 or SSAE-18 / ISAE 3402
• Incident management approach: Vena’s incident response framework provides the foundational processes for incident detection, management and recovery. The framework also establishes roles and responsibilities during an incident, including escalation procedures, incident classification criteria and response procedures. The foundations of the incident response framework were designed to meet the requirements laid out in ISO-IEC 27001:2013; specifically, the control objectives specified in A.16.1 Management of Information Security Incidents and Improvements.
• Post-quantum cryptography secure: No

Secure development

• Approach to secure software development best practice: Independent review of processes (for example CESG CPA Build Standard, ISO/IEC 27034, ISO/IEC 27001 or CSA CCM v4.0)

Public sector networks

• Connection to public sector networks: No

Pricing

• Discount for educational organisations: No
• Free trial available: No

Discount percentage by annual call-off contract value (excluding VAT)

• Less than £250,000: 0%
• Between £250,000 and £500,000: 0%
• Between £500,001 and £1,000,000: 0%
• Between £1,000,001 and £2,500,000: 0%
• Between £2,500,001 and £5,000,000: 0%
• Over £5,000,001: 0%

Non-mandatory Standards and certifications

• ISO/IEC 27001 certification: Yes
• Who accredited the ISO/IEC 27001: BSI
• ISO/IEC 27001 accreditation date: Wednesday 15 January 2025
• What the ISO/IEC 27001 doesn’t cover: The scope of this approval is applicable to: The design, development, provision and support of Unit4 software products and associated consultancy, technical and managed IT services. Statement of Applicability v2. The scope covers all UK activities, and also include Global activities, hosting, SaaS etc
• ISO 28000:2022 certification: No
• ISO 9001 certification: Yes
• Who accredited the ISO 9001 certification: QAS International
• ISO 9001 accreditation date: Monday 10 November 2025
• What the ISO 9001 doesn’t cover: We are exempt from M08 monitoring and Measuring equipment
• Quality management systems (QMS): Yes
• CSA STAR certification: No
• PCI certification: Yes
• Who accredited the PCI DSS certification: SyberNet Self Assessed Certification
• PCI DSS accreditation date: Saturday 14 January 2017
• What the PCI DSS doesn’t cover: The service is deployed as a hosted service, via our partner SyberNet, who are required to run and maintain it in a PCI compliant environment. Sybernet are currently a Level 2 service provider with less than 300,000 transactions annually and so they complete an SAQ, a Quarterly scan by an ASV (they use Qualys as their Approved Scanning Vendor) and provide an attestation of compliance (AOC).
• Cyber essentials: Yes
• Please provide your Cyber Essentials Certificate Number: 29a5e660-848c-4905-bd25-51c0df414642
• Cyber essentials plus: No
• Cyber Essentials Alternative: None of the criteria
• Other security certifications: Yes
• Any other security certifications:
  • ISO 270017
  • SOC 1 (type 1 and 2)
  • SOC 2

Social value

• Section B - Commitment for Future: Delivery:

  • Mission: Kick start economic growth. To secure the highest sustained growth in the G7 - with good jobs and productivity growth in every part of the country making everyone, not just a few, better off.

    Policy Outcome 1: Fair work: That offers fair wages and good working conditions. Help people get a job, stay in work, and progress in their careers, with good employment opportunities across the country. Notes: Where there is a large proportion of labour costs in the contract, commercial teams should consider MAC in Outcome 1 as a priority

    • Providing opportunities for, and measuring and monitoring of, staff workforce conditions over time, including employee engagement, involvement in decision-making and satisfaction and adapting to any changes in the results, with clear processes for acting on issues identified
    • Plans to engage the contract workforce in deciding the most important workplace issues to address
    • Monitoring of employee engagement rates (by protected characteristic) and, where necessary, the development of actions to ensure all voices are heard across the diversity of the workforce
    • Employment contracts that reflect actual hours worked; steps taken to ensure employees understand their contracts and have the ability to review and adjust them if actual hours regularly exceed contracted hours
    • Activities that support an environment where staff are educated about, and feel empowered to, address their physical wellbeing
    • Activities that support an environment where staff are educated about and feel empowered to report and address bullying and harassment
    • Payment of more than the National Minimum Wage or National Living Wage (as appropriate) to the contract workforce
    • Entitlement to sick pay for the contract workforce, with provision in place for any staff who do not meet the earnings threshold for statutory sick pay, payment of sick pay from day one of absence and payment of staff on the contract workforce who are off sick a replacement income of 100% of their usual earnings for as long as possible
    • Measures to support in-work progression to help people in the contract workforce, to move into higher paid work by developing new skills relevant to the contract
    • Support for educational attainment relevant to the contract, including training schemes that address skills gaps and result in recognised qualifications
    • Volunteering opportunities for staff

Service documents

• Pricing document

  PDF

• Service definition document

  PDF

• Terms and conditions

  PDF

Request an accessible format

If you use assistive technology (such as a screen reader) and need versions of these documents in a more accessible format, email the supplier at julie.taylor@agilyxgroup.com. Tell them what format you need. It will help if you say what assistive technology you use.