TORONTO, ON, Canada — July 15 2025 — Vena, the Complete FP&A platform powered by agentic AI and purpose-built to fully amplify the Microsoft technology ecosystem, today announced the availability of Vena Copilot for Microsoft Teams and Vena CPM for Microsoft Dynamics 365 Business Central in Microsoft AppSource, an online cloud marketplace providing tailored line-of-business solutions.  

Vena Copilot for Microsoft Teams is a giant step forward in agentic AI for FP&A. Users across the business can retrieve critical financial and operational data and generate reports with just a prompt—directly within everyday business workflows. Vena embeds agentic AI purpose-built for FP&A directly in Microsoft Teams, helping finance leaders turn their ERP data into real-time insights, better decisions and strategic impact. Vena Copilot adds an AI-powered FP&A partner to every meeting, chat, channel and actionable insights at the fingertips of every decision maker. From generating scenario simulations to collaborative Microsoft 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. 

Vena Copilot for Microsoft Teams is now available as part of Vena’s growing portfolio of solutions integrated with Microsoft technology, including Vena for Microsoft Dynamics 365 Business Central—a direct, native integration that empowers finance teams to unlock the full potential of their ERP data with Vena’s Complete FP&A platform. Together, these offerings help maximize investments in Microsoft Dynamics 365 Business Central to bring the power of connected, AI-driven planning to where teams already work, driving faster insights, agility and more confident decisions across the business with the Microsoft tools teams already know and love, including Microsoft Excel, Power BI, and PowerPoint. 

“The best organizations thrive in all market conditions by simply being better at leveraging the power of data and enabling 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. “By unifying data flows, surfacing insights faster and embedding FP&A expertise directly in Microsoft Teams with these two integrations, we’re helping organizations move from good to great even in volatile macroeconomic conditions.” 

Built for agentic AI from day one, Vena Copilot currently operates two AI agents: the Vena Reporting Agent, which transforms natural language prompts into tailored reports in seconds, and the Vena Analytics Agent, delivering deep variance analysis, scenario modeling and actionable insights.  

“Microsoft welcomes Vena Copilot for Microsoft Teams to AppSource, where global customers find thousands of line-of-business partner solutions that work with the Microsoft products they already use,” said Jason Graefe, CVP, WW ISV and Digital Natives team at Microsoft. “AppSource and trusted partners like Vena help customers do more with less by increasing efficiency, buying confidently and spending smarter.” 

Vena for Microsoft Dynamics 365 Business Central offers a native, direct, self-serve integration that connects Business Central data to Vena’s centralized platform—creating a single source of truth for financial and operational planning. This enables best-in-class scenario modeling, forecasting and reporting delivered through Microsoft tools teams already know and love, including Microsoft Excel, Power BI, and PowerPoint. This integration becomes even more powerful with Vena Copilot, whose AI agents surface real-time insights and automate complex FP&A tasks directly within Microsoft Teams, fueling smarter decisions and more agile planning across the business. 

For a limited time, organizations that use Microsoft Dynamics 365 Business Central can receive their first year of Vena free and discounted implementation, accelerating time to value and unlocking advanced planning capabilities with no disruption to existing workflows.  

Learn more about Vena Copilot for Microsoft Teams at its page in Microsoft AppSource. 

Learn more about Vena for Microsoft Dynamics 365 Business Central at its page in Microsoft AppSource. 

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 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. 

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

Media Contact: 

Jonathan Paul 
Vice President, Content Marketing 

jpaul@venacorp.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   

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  

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: 

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:  

"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