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Struggling with Manual and Error-prone Budgeting, Planning and Reporting?

You’re not alone. Spending too much time consolidating and verifying data makes it difficult to plan with agility, forecast with confidence and provide actionable insights.

That's where Vena comes in. Our Complete Planning Platform streamlines financial and operational planning, reporting and analysis processes, and provides advanced analytics and modeling capabilities.

Why Vena?

  • Natively integrated with Excel and Microsoft 365: No need to learn a new tool. Vena is natively integrated with Microsoft Excel, making it fast and easy to adopt. And with Vena for Microsoft PowerPoint, you can quickly create wow-worthy presentations using real-time data and your existing Excel reports.
  • ERP and source system integrations: Integrate and automatically consolidate data from any source system such as your CRM, HRIS, GL and ERP, including Microsoft Dynamics 365 Business Central, Microsoft Dynamics GP and Microsoft Dynamics AX.
  • Smart, time-saving features: Leverage workflows, audit trails, version control, scenario modeling, ad-hoc reporting, predictive forecasting and more. 
  • AI-Powered assistant: Meet Vena Copilot, our new Complete Planning AI assistant and your new best friend. Use natural language chat prompts to gather data, generate reports, analyze trends, optimize forecasts, answer complex business questions and more.
  • Advanced analytics and insights: With Vena Insights, you can generate powerful strategic insights and increase everyone’s financial intelligence using self-service advanced analytics and category-leading AI capabilities.
  • Solutions for FP&A and beyond: Free up more time for strategic work. Vena streamlines all of your spreadsheet-reliant business processes—from budgeting and forecasting to workforce planning and regulatory reporting.

Ready to see how you can reduce budget, planning and reporting times by 50% with Vena? Get your free, personalized Vena demo today: https://www.venasolutions.com/request-a-demo

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Press Releases

Vena Earns 100% Product Satisfaction Rating and 55 Leading Rankings in 2025 BARC Planning Survey

Vena Earns 100% Product Satisfaction Rating and 55 Leading Rankings in 2025 BARC Planning Survey

Recognized with 18 top ranks and 37 leading positions across four peer groups, highlighting industry leadership in customer satisfaction, price to value, project success and product satisfaction

TORONTO – June 3, 2025 – Vena, the only Complete FP&A platform powered by agentic AI and purpose-built to fully amplify the Microsoft technology ecosystem, today shared it has been named a top-ranked or leading product in 55 categories across four peer groups in The Planning Survey 25 conducted by the Business Application Research Center (BARC). With 18 top ranks and 37 leading positions, Vena continues to stand out as a customer-centric, technologically advanced leader in FP&A. 

Survey participants reported exceptional results with Vena:

  • 100% are satisfied with Vena.*
  • 94% are satisfied with Vena‘s performance.**
  • 97% achieved a better quality of planning results with Vena.
  • 97% increased the transparency and traceability of planning with Vena.
  • 97% achieved more precise/detailed planning with Vena.

“Vena’s top-tier rankings in key performance indicators such as project success, price to value and customer satisfaction underscore its commitment to excellence and customer-centric innovation,” said Dr. Christian Fuchs, Senior Analyst for Data & Analytics at BARC. “The strong customer feedback in our survey reinforces Vena’s ability to deliver rapid, effective implementations while maintaining very high satisfaction levels.”

A number of surveyed customers cited Vena’s deep synergy with the Microsoft technology ecosystem, particularly its integration with Microsoft Excel, as a major strength. The “seamless” Excel integration played a key role in Vena’s top ranking in the ease of use category, outperforming the peer group average by almost two full points. In addition, Vena’s recent launch of workflows embedded directly within Microsoft Teams continues to enhance productivity and collaboration, enabling finance professionals to plan, report and act where they already work. Vena also ranked as the top provider for user experience, which combines scores for self-service, flexibility, ease of use and performance satisfaction, underscoring the platform’s overall usability and strength.

“These recognitions highlight our commitment to delivering innovative, high-impact solutions that empower our customers with the flexibility, insights and support they need to plan with confidence. We’re especially proud of our rankings across price to value, customer satisfaction, project success, sales experience and implementer support—all on par or even ahead of the biggest players in this space,” said Hugh Cumming, Chief Technology Officer at Vena. “From launching the first FP&A-specific AI agents to expanding our footprint through Microsoft Azure Marketplace availability, we’re dedicated to delivering solutions that meet FP&A professionals where they are.” 

The Planning Survey 25’s validation of Vena’s FP&A leadership adds to a number of recent accolades, including:

The Planning Survey 25 is based on the world‘s largest survey of planning software users conducted from November 2024 to February 2025, with 1,187 respondents and analysis of 19 products. It evaluates user feedback on 33 criteria (KPIs), such as Business Benefits, Project Success, Customer Satisfaction and more.

About Vena:
Vena is the only agentic AI-powered FP&A platform purpose-built to harness the full power of the Microsoft technology ecosystem for finance teams everywhere. Vena amplifies Microsoft's world-leading productivity tools, cloud technology and AI innovation to make FP&A, operational planning and adjacent strategic processes more flexible, efficient and intelligent. Thousands of the world’s leading companies rely on Vena to power their planning. For more information, visit venasolutions.com.

Media Contact:

Jonathan Paul
Vice President, Content Marketing
jpaul@venacorp.com

Vena Sets New Standard in Agentic AI for FP&A With Microsoft Teams Integration

Vena Sets New Standard in Agentic AI for FP&A With Microsoft Teams Integration

Vena Copilot for Microsoft Teams is a first-of-its-kind integration that supercharges strategic planning, collaboration and decision making with AI agents to multiply FP&A expertise across the business 

TORONTO – May 15, 2025 — Vena, the only Complete FP&A platform powered by agentic AI and purpose-built to fully amplify the Microsoft technology ecosystem, today announced the general availability of Vena Copilot for Microsoft Teams. Designed to bring dedicated FP&A expertise and insights into businesses’ workflows, this launch marks a bold new era for the Strategic Office of Finance.   

Unveiled at the company’s annual community conference, Excelerate Finance 2025, Vena Copilot for Teams is a giant step forward in agentic AI for FP&A. For the first time, users across the business can access Vena Copilot’s industry-first, agentic AI purpose-built for FP&A directly within Teams meetings, chats and channels—putting an FP&A analyst in every conversation, and the power of best-in-class FP&A expertise at the fingertips of every decision maker. From generating instant insights to scenario simulations to collaborative Excel reports, Vena Copilot is transforming how FP&A teams and business leaders plan, decide and drive impact together—without ever having to leave Microsoft Teams. 

“The best organizations thrive in all market conditions by simply being better at leveraging the power of data and their people to act decisively. To lead, businesses need connected, intelligent systems that enable real-time collaboration and actionable insights,” said Hunter Madeley, CEO of Vena. “Vena Copilot for Teams delivers just that—freeing FP&A teams to focus on strategic planning while giving business leaders and budget owners instant access to the kind of insights and expertise they need to make faster, smarter decisions and stay ahead of what’s next.”   

Agentic AI Already Transforming the Office of Finance 
Built for agentic AI from day one, Vena Copilot now extends its power with Vena Copilot for Teams—bringing intelligent automation to finance professionals and decision makers where they work. With two purpose-built agentic AI tools and seamless orchestration that coordinates multiple capabilities behind the scenes, it’s a smarter, faster way to plan, analyze and act—with more innovations on the way. 

  • Vena Reporting Agent: Officially launched at Excelerate Finance 2024 following a successful open beta, this powerful tool turns natural language prompts into custom, pre-formatted reports in seconds. It enables finance teams to deliver quick, confident answers to stakeholder questions and dive deeper into analysis through Vena’s Ad Hoc Reporting—without the manual lift. 
  • Vena Analytics Agent: An industry-first for FP&A, this agentic AI powerhouse was first introduced at Excelerate 2024 and has been helping teams move faster and plan smarter ever since. It runs complex variance and trend analyses, powers scenario simulations and delivers real-time, actionable insights—so finance and business leaders can lead with clarity, speed and impact. 
  • Vena Planning Agent: (Roadmap 2025) This new AI agent integrates Vena Copilot right to where you do your planning—in Excel. Through a chat interface, users can perform driver-based planning and predictive forecasting—leveraging AI to deliver highly accurate financial plans informed by historical data and real-world economic trends.  

Trustworthy AI Purpose-Built for FP&A 

Powered by Microsoft Azure OpenAI, Vena Copilot is a virtual FP&A partner working seamlessly alongside professionals in both the Vena platform and in Microsoft Teams. Built with enterprise-grade security, it derisks the adoption of agentic AI by protecting customer data and never training public AI models—ensuring confidentiality and control at all times. 

Vena Copilot transforms conversational prompts into complex FP&A tasks, completed in seconds by a team of purpose-built AI agents. What once took hours is now automated—delivering instant outcomes with full transparency and data integrity. 

This innovation doesn’t just automate—it democratizes FP&A. By removing workflow bottlenecks and making advanced AI accessible to all users, Vena Copilot frees up finance teams to focus on strategic priorities. With Vena Copilot, finance teams become faster, smarter and more agile, while maintaining the highest standards of security and trust.  

Already Delivering Results: Vena Copilot Is Turning AI Potential Into Real Performance 
Vena Copilot for Teams is already driving measurable outcomes in the Office of Finance. With agentic AI tools and smart orchestration working behind the scenes, finance teams, like the Association for Institutional Research (AIR), are planning, analyzing, and executing faster and smarter. 
 
Charles McCumber, Director of Finance at AIR, adopted Vena Copilot to scale his team’s capabilities, allowing him to focus on higher-value, strategic work. He shared the following insights based on his experience with Vena Copilot for Microsoft Teams: 

“Copilot in Teams is a natural fit—it’s where our tools and processes already live. I can answer stakeholder questions faster, keep meetings on track, and cut time spent on recurring tasks by at least 25%—freeing me up to focus on higher-value work like scenario planning, budgeting and thinking strategically about the future.” 

Smarter, Faster, More Intuitive: What’s New in the Vena Copilot Suite 
In addition to the launch of Vena Copilot for Teams, Vena’s agentic AI suite received a series of powerful enhancements designed to elevate the user experience and accelerate time to value: 

  • An updated UI that prioritizes scalability, readability, functionality and ease of use—including intelligent guidance that directs users to the right AI agent based on their prompts. 
  • New pre-built prompts customized to each user’s data set, giving first-time users an intuitive way to explore and get started. 
  • A major expansion of the Vena Copilot prompt bank, with 500 new prompts tailored to real-world FP&A scenarios—based directly on user feedback. 
  • Proactive feedback from Vena agents to continuously refine and improve output performance in real time. 

Innovation That Helps You Plan Better and Achieve More 
Also announced at Excelerate, our latest wave of innovations brings powerful new capabilities across the Vena platform. From AI-driven insights to deeper integrations and more intuitive user experiences, these updates reflect our ongoing commitment to continuous innovation—so you can keep driving smarter, faster decisions with confidence. They include: 
 

  • Template Studio (Generally Available) 
    Quickly create standardized financial templates with a drag-and-drop builder and a library of pre-designed options like Custom Planning, OPEX and Income Statement templates. 
  • Export API (Generally Available) 
    Seamlessly connect Vena’s planning platform to your broader data ecosystem, enabling flexible consolidation, visualization and analysis. 
  • Enhanced Ad Hoc Features (Generally Available) 
    Use Drill Transactions for detailed transparency and Aggregation for on-demand financial consolidation and streamlined analysis. 
  • Enhanced Task Tab (Open Beta) 
    Boost workflow efficiency with advanced search, filtering and a scalable task view to help prioritize and complete work faster. 
  • Vena for PowerPoint Improvements 
    Simplify template enrollment by managing it directly within Vena’s PowerPoint add-in for a smoother onboarding experience. 

To learn more about how Vena enables finance teams to plan with confidence and lead with agility, visit www.venasolutions.com.   


About Vena   
Vena is the only agentic AI-powered FP&A platform purpose-built to harness the full power of the Microsoft technology ecosystem for finance teams everywhere. Vena amplifies Microsoft's world-leading productivity tools, cloud technology and AI innovation to make FP&A, operational planning and adjacent strategic processes more flexible, efficient and intelligent. Thousands of the world’s leading companies rely on Vena to power their planning. For more information, visit venasolutions.com.        


Media Contact:   
Jonathan Paul    
Vice President, Content Marketing    
jpaul@venacorp.com   

Vena Now Available in the Microsoft Azure Marketplace

Vena Now Available in the Microsoft Azure Marketplace

Customers worldwide can now Plan Better and Achieve More with Vena’s Complete Planning platform built to take advantage of the scalability, reliability and agility of Microsoft Azure 

TORONTO, — February 4, 2025 Vena, an industry-leading FP&A platform purpose-built to fully leverage the Microsoft technology ecosystem, today announced the availability of its integrated solutions for financial planning and analysis (FP&A) and beyond in the Microsoft Azure Marketplace, an online market providing applications and services for use on Azure. Vena’s customers can now benefit from the productive and trusted Azure cloud platform, with streamlined deployment and management for their financial and operational planning needs, as well as other strategic finance-led business processes.  

"With Vena now available on the Microsoft Azure Marketplace, we’re delivering on our commitment to elevate strategic, financial and operational planning and create a more connected and complete planning platform for customers worldwide," said Hunter Madeley, CEO at Vena. "And since Vena is an Azure benefit-eligible partner, purchasing Vena software licenses through Azure Marketplace helps customers use their Microsoft Azure Consumption Commitments (MACC), providing them with additional cost advantages. Combined with the streamlined procurement and payment processes Azure Marketplace offers, our collaboration with Microsoft ensures organizations can fully unlock the potential of their FP&A initiatives while leveraging Azure’s advanced AI and cloud capabilities to plan better and achieve more."  

 Vena’s platform integrates seamlessly with Microsoft 365 productivity tools, including Excel, PowerPoint, Power BI, Microsoft Fabric and Microsoft Dynamics 365. Vena for Microsoft Dynamics 365 Business Central offers direct, self-serve API integration with Microsoft Dynamics 365 Business Central for FP&A and beyond, enabling access to custom Business Central data directly within the platform. These integrations empower businesses to easily modernize and simplify financial planning, operational processes and strategic planning. Organizations can also leverage Vena’s AI-powered features, including Vena Copilot which integrates Azure OpenAI Service, to help strategic finance teams dramatically improve their productivity, drive smarter decision making and achieve improved business outcomes.  

"With Vena for Microsoft Dynamics 365 Business Central, we've cut the budgeting timeframe in half, reducing preparation and data gathering efforts by 45 to 50%, while keeping our team lean and enabling broader engagement across departments," commented Michael Ragsdale, Vice President of Finance, Strategy and Analytics, at Kansas City Chiefs. 

Jake Zborowski, General Manager, Microsoft Azure Platform at Microsoft Corp. said, “We’re pleased to welcome Vena to the Microsoft Azure Marketplace, which gives our partners great exposure to cloud customers around the globe. Azure Marketplace offers world-class quality experiences from global trusted partners with solutions tested to work seamlessly with Azure.” 

The Azure Marketplace is an online market for buying and selling cloud solutions certified to run on Azure. The Azure Marketplace helps connect companies seeking innovative, cloud-based solutions with partners who have developed solutions that are ready to use.  

About Vena  
Vena is an industry-leading Complete Planning platform purpose-built to harness the full power of the Microsoft technology ecosystem for FP&A teams and their collaborators. Vena amplifies Microsoft's world-leading productivity tools, cloud technology and AI innovation to make FP&A, operational planning and adjacent strategic processes more flexible, efficient and intelligent. Thousands of the world’s leading companies rely on Vena to power their planning. For more information, visit venasolutions.com.    

Media Contact:  
For immediate inquiries or more details regarding our latest business news, please contact:   

Jonathan Paul  
Vice President, Content Marketing  
jpaul@venacorp.com  

Vena Introduces Vena for Microsoft PowerPoint, Purpose-Built To Help Strategic Finance and Operations Professionals Revolutionize Turning Data Into Impactful Stories

Vena Introduces Vena for Microsoft PowerPoint, Purpose-Built To Help Strategic Finance and Operations Professionals Revolutionize Turning Data Into Impactful Stories

Solution enables teams to build presentations and interact with their live financial and operational data without ever having to leave Microsoft PowerPoint, creating a seamless flow of work 

TORONTO – May 15, 2024 – Vena, the Complete Planning platform loved by finance and trusted by business, today introduced ​     ​​Vena for Microsoft PowerPoint​, a native integration with Microsoft 365 purpose-built to help strategic finance and operations teams revolutionize the way they bring their numbers to life, align teams and inspire action with compelling financial presentations.  

According to Gartner, improving finance metrics, insights and storytelling ranks as a top priority for chief financial officers (CFOs) in 2024. Vena for Microsoft PowerPoint combines the power of Vena’s category-leading reporting and analytics capabilities with the advanced productivity and collaboration features of Microsoft 365 and Microsoft PowerPoint’s familiar interface to help finance teams build presentations that turn data into impactful stories while simultaneously streamlining their flow of work.   

With Vena for Microsoft PowerPoint, finance and operations professionals can build beautiful, audience-ready presentations in minutes, collaborate with stakeholders in real time, interact with live financial and operational data and refresh for the latest results—all without ever having to leave PowerPoint. This boosts personal effectiveness and operational efficiency while improving data storytelling, enabling them to better communicate powerful financial insights that drive improved decision making using their most up-to-date data. 

“Vena for Microsoft PowerPoint is the latest step of Vena’s commitment to driving business insights,” said Hugh Cumming, Chief Technology Officer at Vena. “With the ability to leverage Vena’s dynamic datasets and automation technology, our customers can rapidly transform their Microsoft PowerPoint presentations into up-to-the-minute, decision-support tools.” 

 Early adopters such as Bell Partners, an apartment investment and management company focused on quality multifamily rental communities throughout the United States, are already reporting significant productivity increases. 

“Currently, it takes us an hour to pull together our monthly reporting package. Vena for Microsoft PowerPoint makes the monthly update only take a few minutes,” said Michelle Canada, CPA Director of FP&A, Bell Partners. 

With Vena for Microsoft PowerPoint, finance and operations professionals can: 

  • Dynamically connect charts, tables, textual narratives and dashboards from a built-in library of their existing financial and operational reports to any slide while maintaining their calculations, corporate branding, data visualizations and standard financial formatting. 
  • Interact with financial and operational data in real time and instantly refresh presentations with the latest results and Microsoft Excel formatting through a live integration with their Vena data model and reports. 
  • Work with stakeholders on building and perfecting impactful, data-driven narratives in real time from anywhere on any device through Vena's native integration with Microsoft 365, which amplifies the best of their existing investment in Microsoft PowerPoint. 

With these capabilities, finance and operations teams can dramatically reduce the time spent creating and updating financial presentations. They can collaborate in real time with anyone in their organization to build impactful, data-driven narratives. Additionally, teams can present with confidence using the latest numbers, and improve team alignment and decision making with enhanced data storytelling leveraging the presentation tool they already know and use. 

To learn more about Vena for Microsoft PowerPoint, please visit the ​Vena website​.  
 

About Vena 
Vena is the only Complete Planning platform natively integrated with Microsoft 365. Vena streamlines financial and operational planning, reporting and analysis processes, and provides advanced analytics and modeling capabilities to help business, finance and operations leaders make agile and more informed business decisions. With Vena, you can leverage the power of Excel and AI-powered insights in a unified, cloud-based platform that enhances productivity, collaboration and insights. Over 1,800 of the world’s leading companies rely on Vena to power their planning. For more information, visit ​venasolutions.com​.  

MEDIA CONTACT 
Jonathan Paul 
Vice President, Content Marketing  

Vena Introduces Vena Copilot, a Complete Planning AI Assistant Purpose-Built for FP&A Teams

Vena Introduces Vena Copilot, a Complete Planning AI Assistant Purpose-Built for FP&A Teams

Vena Copilot for FP&A harnesses the power of Microsoft Azure and Azure OpenAI Service to unlock the strategic potential of FP&A teams and the organizations they support

TORONTO – April 3, 2024 – Vena, the Complete Planning platform loved by finance and trusted by business, today announced that it is bringing state-of-the-art generative artificial intelligence (AI) capabilities to financial planning and analysis (FP&A) teams with Vena Copilot 

Vena Copilot for FP&A combines Vena’s category-leading FP&A expertise with Microsoft Azure OpenAI Service large language models, including GPT-4, to help FP&A teams and their collaborators increase productivity, operational efficiency, and business agility so they can focus on driving strategic impact. 

Today, 75% of an FP&A team's work is gathering data and administering processes. That stops now with Vena Copilot. Vena Copilot acts as an extension of the FP&A team, doing tactical work and producing insights using the most intuitive interface there is—natural language—to unlock everyone’s strategic potential.  

With Vena Copilot for FP&A, teams can:  

  • Easily create and train a dedicated Complete Planning AI assistant that is built on their organizational knowledge and learns from feedback and preferences to get smarter over time. 
  • Gather data, generate reports, analyze trends, optimize forecasts and more, doing work that used to take hours in minutes with a simple prompt. 
  • Empower anyone to interact with data and insights quickly and easily using natural language, such as identifying seasonal patterns in revenue by product or identifying departments that have the highest in period actual to budget variances. 
  • Create a seamless flow of work alongside Copilot for Microsoft 365 only through Vena’s native integrations with Microsoft 365, from unlocking insights to visualizing data.  

"Vena Copilot for FP&A is a game-changer for FP&A teams, empowering them to do more with less effort and better use of their resources," said Hunter Madeley, CEO of Vena. "It’s not just a new tool, it's a trusted ally that helps FP&A teams and their collaborators achieve their full strategic and operational potential, driving agility and resilience in the face of dynamic business conditions." 

Vena Copilot uses the combined power of Microsoft Azure OpenAI Service advanced AI models including GPT-4—the largest and most powerful language model in the world—and Vena’s central analytical data model, CubeFLEX™, enabling FP&A teams to put the power of generative AI to work across Complete Planning use cases and unique data sets.  

Vena Copilot is also enterprise-ready, built with industry-leading generative AI enterprise security, compliance, and privacy capabilities driven by ethical principles, including role-based access controls and prompt compliance management. This allows FP&A teams to deploy Vena Copilot easily, safely, and responsibly within compliance requirements—no IT, data scientists, or AI engineers required.  

"Vena Copilot for FP&A is the result of our close collaboration with Microsoft to bring together the best of both worlds: Microsoft's world-leading AI technology and Vena's deep FP&A domain expertise," said Hugh Cumming, Chief Technology Officer, Vena. "By integrating Microsoft Azure OpenAI Service large language models with Vena CubeFLEX, we are giving our customers a powerful addition to their Vena Complete Planning solution that leverages their existing data, systems, and workflows and enables generative AI capabilities that are tailored to their specific FP&A requirements." 

"Vena’s use of Microsoft Azure OpenAI Service to create Vena Copilot for FP&A has resulted in a transformative generative AI assistant that empowers all teams to be more productive, efficient, and strategic," added Sylvia MacPherson, National Unicorn Leader, Microsoft Canada. “This solution is a great example of how our partners are using Microsoft AI technology to build innovative and customized AI solutions that address specific business challenges and opportunities, and how Vena is transforming the strategic office of finance."  

Vena Copilot is the latest addition to Vena’s industry-leading AI offering, which harnesses Microsoft AI technology for Complete Planning. This includes Vena Insights, an intelligent, AI-powered reporting and analytics solution, and native integration with Copilot for Microsoft 365 as well as Microsoft Excel’s powerful AI toolset.  

Vena Copilot is currently in beta. To learn more about Vena Copilot and see it in action, register for Excelerate Finance 2024, the annual conference where attendees can discover the skills, methodologies, and next-gen technologies that will empower them to architect the future of finance. 

About Vena 
Vena is the only Complete Planning platform natively integrated with Microsoft 365. Vena streamlines financial and operational planning, simplifies reporting and analysis processes, and provides advanced analytics and modeling capabilities to help business, finance, and operations leaders make agile and more informed business decisions. With Vena, you can leverage the power of Excel and AI-powered insights in a unified, cloud-based platform that enhances productivity, collaboration, and insights. Over 1,700 of the world’s leading companies rely on Vena to power their planning. For more information, visit  venasolutions.com.  

Media Contact  
Jonathan Paul  
Vice President, Content Marketing  
jpaul@venacorp.com