Delbridge Solutions
Delbridge Solutions

Budgeting for Senior Living with Vena

The Only FP&A Solution Built for the Senior Living Industry and Integrated with Microsoft 365!

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Effortlessly Manage Your Financial and Operational Planning

Improve profitability, optimize census, and gain visibility into your data with a pre-configured solution from Vena and Delbridge that is designed for senior living and integrated with the Microsoft 365 apps you already know.

Vena for Complete Planning

Vena leverages the power of Excel and AI-powered insights to streamline financial and operational planning, reporting and analysis, and provides advanced analytics and modeling capabilities to help business, finance and operations leaders make agile and more informed business decisions.

Over 1,700 of the world’s leading companies rely on Vena to power their planning within the Microsoft productivity tools their teams know and love.

Gain Confidence in Your Decisions

Generate strategic insights faster than ever with advanced analytics, AI-powered insights and Power BI dashboards for all your key metrics.

With source system integrations and embedded business logic, you can plan with reliable numbers, eliminate hours spent on data collection and gain a complete view of your business.

Occupancy Revenue Planning

Accurately forecast occupancy revenue to drive profits by using bottom-up planning by unit type, level of care and individual or second-person occupancy.

Census Planning

Track key census metrics such as churn rates across all your services, such as independent living, assisted living, memory care, skilled nursing and hospice care.

Scenario Planning

See how changes in key drivers such as occupancy levels, room rates and food costs will impact your revenue and expenses.

HRIS Systems

Use a popular HRIS system such as ADP, BambooHR, UKG, Paycom and Ceridian? Integrate it with Vena!

Operational and Planning Solutions

Bring in data from operational systems like PointClickCare or budgeting and reporting solutions such as Clarity and FRx.

CRM

Connect all your customer and sales data with integrations for systems like Salesforce and HubSpot.

Add-Ons for OpEx, CapEx and Workforce Planning

Plan for operating expenses, calculate employee allocation costs by location or unit and forecast construction costs for new communities with our add-on solutions.

ERP / GL Integrations for Better Visibility

Analyze revenue, expenses, and more with integrations for popular ERP/GL systems such as MatrixCare, Sage Intacct, NetSuite and QuickBooks Online. These connections create an unified planning environment.

Vena for Senior Living Demo

With a familiar Excel interface, embedded business logic and best practice templates and reports, our solution is easy to adopt and includes everything you need to plan faster and make confident business decisions.

Gain Real-time Visibility into Your Data and Processes

Delbridge delivers a structured planning approach designed to help senior living organizations manage budgeting, forecasting, and reporting with greater visibility, accuracy, and control. From occupancy revenue and census planning to workforce, operating expense, and scenario modeling, we provide the foundation needed to simplify planning across complex senior living operations. Our approach combines deep CPM expertise with Vena’s native Excel experience, pre-configured industry templates, and connected data architecture to improve adoption, reduce manual effort, and support faster, more informed decision-making.

The result is a more efficient, scalable, and insight-driven planning environment built to support the way senior living teams operate, analyze, and grow.

Learn About Delbridge
Plan With the Power and Familiarity of Microsoft 365
1
Easy to use. Fast to adopt. Our pre-configured solution is built on Excel and the Microsoft 365 apps you already know, such as Power BI and PowerPoint.


Self-Serve Reporting and Analytics
2
Access all your data and quickly gain insights—without the help of IT. With Power BI dashboards and self-serve analytics, everyone on your team can identify opportunities to grow revenue or reduce costs.


Variance Analysis
3
Integrate your actuals with forecasts so you can quickly spot variances, then drill into your data to understand what caused the variance.


Workflows, Version Control and Advanced Security
4
Control access to your data and templates. See your template history and roll back to previous versions. And track budget reviews and approvals with our process manager

Not sure what you need?

We help organizations evaluate leading solutions, compare the right options, and make confident decisions based on their business needs, technical requirements, and long-term goals.

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Plan With Templates Tailored to Senior Living

Hit the ground running with templates and reports built specifically for the needs of senior living. From pre-built calculations to inputs for key business drivers, these templates are designed to help you plan with greater speed and accuracy.