Transform Planning with AI-Powered Budgeting in Excel
Accelerate budgeting and forecasting with the Planning Agent, bringing the power of Vena Copilot directly into Excel, helping finance teams plan smarter and faster. With simple, user-directed prompts, customers can now create budgets and forecasts based on historical data and drivers—no complex formulas or mappings required. Simply saying "Forecast my G&A expenses using last year's seasonality and with an increase of 5% each quarter," the AI will create the forecast automatically. Whether customers are spreading costs evenly, applying growth rates, or adjusting for inflation, Planning Agent enhances workflows with intelligent, AI-driven recommendations—all within Excel. Please reach out to nlee@venacorp.com to participate in the beta.
Instant Visual Insights with Reporting Agent
With new visualization capabilities added to Reporting Agent, every AI-generated ad hoc report now includes clear, impactful charts. Say goodbye to manual spreadsheet work and hello to faster, smarter decision-making enhanced by immediate supporting visuals. Instant clarity – your data story at a glance. Smarter collaboration – share visuals live in Teams. Complete control – customize Excel charts to fit any audience. Now generally available. Experience reporting like never before.
Streamlined Task Management
Boost productivity with the enhanced Tasks Tab featuring advanced searching, now generally available to all customers, filtering, and scalable views. New usability improvements, based on customer feedback, help you complete tasks efficiently and return to your day.
Unlock the Full Power of Dynamics 365 F&O with Vena
Go live with Dynamics 365 F&O planning and reporting in days, not months. Vena is the first planning platform to fully embrace Microsoft Fabric as the integration backbone for F&O—delivering pre-built, governed pipelines for GL, AP, AR, Projects, and more. Unlike brittle APIs or costly middleware, Vena’s Fabric-first connector simplifies integration, reduces IT burden, and aligns directly with Microsoft’s ERP and analytics roadmap.
Export Data in Seconds with the New Query Agent
Say goodbye to hours wasted on complex query building. With Query Agent, customers can instantly generate export queries just by typing in plain English. Save up to hours every week – no more wrestling with syntax or manual hierarchylookups️. Get it right the first time – no more syntax errors slowing things down Seamlessly integrated – copy and paste syntax-ready MQL expressions directly into any Vena feature. The Query Agent transforms how our customers work with data, making exporting faster, easier, and more intuitive than ever before. Now in Open Beta! Find Query Agent in Modeler > Export (available to all Modeler users).