SolomonEdwards and Vena Solutions Announce Technology Partnership

New offerings aim to develop custom financial processes for clients across U.S.

Philadelphia, PA – February 8, 2023 – SolomonEdwards, a national professional services firm, and Vena Solutions (Vena), the Complete Planning platform trusted by finance and business industry professionals since 2011, are excited to announce the launch of their new strategic technology partnership. Through this collaborative effort, both firms will combine their expertise to offer services, practices, and solutions for clients across a spectrum of finance-led business processes, from FP&A to financial close management.

Sridhar Kuppa, Principal of SolomonEdwards’ Transaction & Regulatory Advisory Services (TRAS) practice, says, “Vena’s dynamic mix of the FP&A ecosystem, coupled with certified planners, is an ideal complement to SolomonEdwards’ emerging technology capabilities within the financial services space. We are thrilled to now offer Vena Complete Planning to our clients, combined with our industry-leading consulting services.”

Brian Markley, CPA, SolomonEdwards’ Executive Vice President and TRAS Managing Partner, added, “SolomonEdwards specializes in blending people, processes, and capabilities to achieve critical business objectives and help clients succeed. Through this innovative partnership with Vena, we are positioned to bolster SolomonEdwards’ emerging technical financial services suite, while continuing to provide best-in-class professional services consulting.”

Vena empowers partner organizations to bring customer data from disparate source systems directly into a unified, collaborative platform that leverages the familiarity and flexibility of a native Excel interface, and actionable, AI-powered business insights with Power BI Embedded. Finance teams can easily own and operate the Vena platform to quickly scale financial, operational and strategic planning, reporting and analysis—as well as any other complex, spreadsheet-reliant business process— with peace of mind from high data integrity and industry-leading usability.

Gurp Gahunia, VP Partner Channels at Vena Solutions, commented on the partnership: “We are excited to partner with the SolomonEdwards team because of their deep expertise in financial transformation and their role as trusted advisors to organizations, built by delivering value and success. It is our intent that by partnering, we can help mutual customers to grow and transform their organizations in a modern, controlled and efficient manner with a familiar, easy to use Excel interface.”

About SolomonEdwards

SolomonEdwards is a national professional services firm focused on strategy execution. By providing exceptional people for complex situations, we deliver subject matter expertise, apply proven project delivery models, and design custom solutions. We focus on the areas of Accounting & Finance, Business Transformation, Governance & Risk Compliance, and Transaction & Regulatory Advisory Services. For more information, please visit

About Vena Solutions

Vena empowers businesses to Plan For Anything™ with the only native Excel Complete Planning platform built for Microsoft 365 with Power BI Embedded. Vena streamlines budgeting, forecasting, and reporting processes, and provides advanced analytics and modeling capabilities to help business, finance and operations leaders make informed business decisions. With Vena, you can leverage the power of Excel and AI-powered insights in a unified, cloud-based platform that enhances collaboration, scalability, and security. Over 1,500 of the world’s leading companies rely on Vena to power their planning. For more information, visit


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