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Using Copilot for Financial Planning & Analysis (FP&A)

Today’s finance teams are looked to as strategic leaders, expected to collaborate cross-functionally to offer insights that fuel business growth. Increasingly, these teams are being called to operate with greater agility, spending more time generating strategic insights and acting as strategic partners to the business to better respond to dynamically changing market conditions. 

The obstacle, however, remains clear: How can finance teams and leaders swiftly access and act upon coherent, reliable data when it's scattered across a myriad of software tools and stakeholder silos? 

Introducing Vena Copilot for FP&A, the only generative AI Complete Planning assistant purpose-built to empower your FP&A team and the organization you support. Powered by Microsoft Azure’s generative AI technology, Vena Copilot is one of many recent Vena product announcements deepening our integration with Microsoft technology, delivering real-time data and FP&A capabilities across your team's daily flow of work through native integrations across the Microsoft ERP and 365 apps teams already know and love. 

In this compelling session, Vena’s Chief Solution Architect, Rishi Grover, will explore: 

  • AI's transformative role in the future of strategic finance, 
  • How Vena's cloud-based solution is democratizing access to AI-powered productivity tools previously out of reach for legacy on-prem ERP users of Microsoft Dynamics 365 NAV, and 
  • The rapid deployment and seamless delivery of not only FP&A capabilities, but a full suite of functionality to support all your mission critical strategic processes, integrated across your team’s Microsoft technology stack, propelled by Vena’s strategic partnership with Microsoft. 
Rishi Grover
Chief Solutions Architect
Vena