Vena Now Available on the Acumatica Marketplace To Help Finance Teams Connect ERP Data to Planning, Forecasting and Analytics

TORONTO – July 9, 2026 — Vena, the Microsoft-native platform for Orchestrated Planning, Decisioning and Close, today announced its availability on the Acumatica Marketplace, giving Acumatica customers and partners an easier way to connect ERP data for planning, forecasting, reporting, analytics and decision-making in the Microsoft tools they already use. Vena’s availability in the Acumatica Marketplace comes as finance teams continue to struggle with disconnected data, manual reporting processes and limited visibility across financial performance. According to Vena’s 2026 FP&A Impact Report, 51% of finance professionals report only moderate or limited integration between their FP&A tools and source systems. By making Vena available via the Acumatica Marketplace, customers can more directly connect ERP data to Vena for planning and performance management across Microsoft Excel, Power BI and Microsoft Fabric, helping teams move to more connected and confident decision-making. “Acumatica serves customers in industries where complexity is already high and finance teams need a faster way to turn ERP data into plans, forecasts and insights,” said Allison Munro, chief marketing and ecosystem officer at Vena. “With Vena now available on the Acumatica Marketplace, customers can connect their Acumatica data to Vena and work in the familiar Excel environment while gaining the structure and visibility needed to spend less time managing data and more time making decisions that move the business forward.” This marketplace listing expands Vena’s ERP integration ecosystem and reinforces its role as the Microsoft-native platform for Orchestrated Planning, Decisioning and Close, helping organizations seamlessly connect financial and operational data for smarter, faster decision-making. The results are proven: Vena customers report spending 50% less time budgeting, completing reporting 66% faster and accelerating month-end close by up to 12 days. To learn more about why more than 2,000 organizations are using Vena’s solutions for financial planning, reporting and decision-making, visit the website here. About Vena Vena is a Microsoft-native platform for orchestrated planning, decisioning and close across Microsoft Excel, Power BI, Azure and Fabric. With a governed, AI-ready data foundation and agentic AI embedded in the flow of work, Vena helps organizations move from insight to action, make better decisions and execute on time with confidence. Thousands of organizations worldwide rely on Vena to perform better and achieve more. For more information, visit venasolutions.com.

July 9, 2026 |

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Vena Earns 19 Top Ranks and 21 Leading Positions in Annual BARC Planning Survey

Recognition across four peer groups highlights Vena’s leadership in Customer Satisfaction, Product Satisfaction, Ease of Use, Self-Service and Support TORONTO – June 22, 2026 – Vena, the Microsoft-native platform for Orchestrated Planning, Decisioning and Close, today announced it has been recognized with 19 top ranks and 21 leading positions across four peer groups in The Planning Survey 26 by BARC. The results reinforce Vena’s market position as a trusted platform for finance teams looking to modernize planning, budgeting, forecasting and financial consolidation while continuing to work in the tools they know best. Notably, Vena was named a top-ranked leader in Customer Satisfaction across all four peer groups in which it was featured—including Integrated Products for Planning and Financial Consolidation and Integrated Products for Planning and BI & Analytics—reinforcing the platform’s ability to deliver strong outcomes and value for finance teams. Vena also earned “top-ranked” and “leading” positions across Product Satisfaction, Ease of Use, Self-Service, Implementer Support, Vendor Support, Price to Value, Recommendation and Sales Experience. A breakdown of survey participants’ exceptional results with Vena include: 100% of surveyed users achieved a better quality of planning results with Vena 100% of users rated Vena’s sales experience as very good or good 95% of users rated Vena’s implementer support as very good or good 95% of users were satisfied with the performance of Vena “Vena’s results reflect a high level of customer confidence in the platform’s ability to deliver value beyond implementation,” said Dr. Christian Fuchs, Senior Analyst for Data & Analytics at BARC. “Customer feedback points to a solution that helps finance teams build more consistent, scalable and trusted planning processes as their businesses evolve.” The Planning Survey 26’s validation of Vena’s planning technology contributes to several recent accolades, including: A leading position on the 2026 Nucleus Research CPM Technology Value Matrix A core vendor, with an Outstanding BPM Pulse rating of 4.80 in the 2026-2027 Vendor Landscape Matrix BPM Partners Surveyed customers pointed to Vena’s Microsoft ecosystem alignment and ability to drive lasting operational impact across finance as key strengths. One customer said that Vena had become “a core platform” for how their team plans, forecasts and reports, helping reduce manual work while improving confidence in financial processes. The customer added that Vena is “not just a tool” but a critical part of their finance ecosystem because of the value it provides in scalability, control and long-term efficiency. “BARC’s results reflect what we often hear from customers: finance teams need planning technology that is powerful enough to support business complexity, but intuitive enough to drive adoption across the organization,” said Hugh Cumming, Chief Technology Officer at Vena. “Vena’s solutions are designed to do exactly that – help teams plan, report and close with greater confidence, in the Microsoft tools they already trust. We’re proud to see customers validate that approach so strongly in their feedback.” The Planning Survey 26 is based on the world’s largest survey of planning software users, conducted from November 2025 to February 2026 with 804 respondents and analysis of 20 products. The survey evaluates user feedback across 26 criteria (KPIs), including Business Benefits, Project Success and Customer Satisfaction. To view Vena’s results in The Planning Survey 26, click here. About Vena Vena is a Microsoft-native platform for orchestrated planning, decisioning and close across Microsoft Excel, Power BI, Azure and Fabric. With a governed, AI-ready data foundation and agentic AI embedded in the flow of work, Vena helps organizations move from insight to action, make better decisions and execute on time with confidence. Thousands of organizations worldwide rely on Vena to perform better and achieve more. For more information, visit venasolutions.com. Contacts Media Contact Jonathan Paul Vice President, Content Marketing jpaul@venacorp.com

June 22, 2026 |

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New Vena Research Finds FP&A Teams Are Hitting a Maturity Ceiling as Decision Latency Slows Business Response

A survey of over 400 finance professionals finds FP&A teams are at an inflection point, with fragmented data and limited operational alignment stalling their ability to help organizations act decisively amid volatile business conditions. TORONTO – June 2, 2026 — Vena, the Microsoft-native platform for Orchestrated Planning, Decisioning and Close, today released its 2026 FP&A Impact Report. Based on a survey of 431 finance professionals conducted in October 2025 in partnership with research analyst firm Benchmarkit, the report reveals that while FP&A teams are being asked to play a more strategic role and accelerate AI adoption, most are still constrained by fragmented data, limited operational visibility and a lack of real-time alignment across the business. The findings paint a picture of a profession at an inflection point. Finance leaders are confident in their strategic value, yet the self-reported data tells a more complicated story. And even among the most mature FP&A teams, the report finds that decision latency—the gap between when an insight is available and when the business can act on it—remains a challenge. “The most forward-thinking FP&A teams understand that the value they create isn’t just in delivering reports, but in helping the business act on the insights they uncover,” said Melissa Howatson, Chief Financial Officer at Vena. “What this year’s report makes clear is that without solving the underlying data and collaboration challenges, even the most ambitious finance teams will hit a ceiling. The path forward requires Finance to better orchestrate people, processes, data and AI so insights can move through the organization into timely, coordinated action.” Key Findings from the 2026 FP&A Impact Report Include: Forecast Accuracy and Delivery Timelines Raise Concerns More than half of organizations report revenue forecast variances greater than 6%, signaling gaps in data, cross-functional alignment and real-time visibility. What’s more, 45% of respondents said it takes their FP&A team a week or more to deliver a decision-ready forecast when market conditions change unexpectedly, impacting their organization’s ability to move quickly. FP&A Business Partnering Is Happening at the Surface Level, Without Full Operational Context 43% of survey respondents cite limited alignment with other business units as a top bottleneck, making it the second-most-reported obstacle impeding FP&A. Only 34% of organizations have fully integrated operational drivers such as unit sales, headcount and marketing spend into their financial forecasting models, signaling a meaningful gap in working context. Data Quality Is Still the #1 Challenge — For the Second Year Running Data quality and availability were cited as a top bottleneck by 58% of respondents, making it the most-reported obstacle for FP&A teams and consistent with the top challenges uncovered in Vena's 2025 annual report. As a result, finance leaders are taking action: 48% named "improve data integration across systems" as their top priority for the next year, amplified further by pressures to adopt AI. Without a governed source of unified data, finance teams will struggle to realize value from AI transformation efforts. AI Mandates Are Outpacing Data Readiness AI has become a C-suite priority, with 70% of respondents reporting mandates from executive leadership to adopt AI in the finance organization. Yet, 51% of respondents report only moderate or limited integration between their FP&A tools and source systems, raising serious questions about whether their data foundation is ready to support large-scale AI adoption. Looking ahead, 37% of respondents expect more than half of their FP&A workflows to be fully operated by AI agents within the next two years. Most Executives Still Don’t View FP&A as a Growth Driver When asked how their executives perceive the FP&A function, only 9% of respondents answered "critical drivers of growth." Meanwhile, 61% said leadership views their team as a "transactional/reporting function" or "reliable advisors on financials," signaling a gap between the strategic potential FP&A can deliver and how the rest of the business actually sees them. The report comes against a backdrop of significant macroeconomic pressure, with global trade uncertainty increasing the urgency for FP&A teams to guide their business from insight to execution faster. At Vena’s recent annual industry conference, Excelerate Finance Fest, Melissa Howatson explored how finance teams can move beyond planning cycles by orchestrating people, processes, data and AI so insights can translate into quick, decisive action in a volatile business environment. Watch Melissa’s keynote on demand. To download the full report, visit venasolutions.com/resources/fpa-impact-report. About Vena Vena is a Microsoft-native platform for orchestrated planning, decisioning and close across Microsoft Excel, Power BI, Azure and Fabric. With a governed, AI-ready data foundation and agentic AI embedded in the flow of work, Vena helps organizations move from insight to action, make better decisions and execute on time with confidence. Thousands of organizations worldwide rely on Vena to perform better and achieve more. For more information, visit venasolutions.com. Media Contact Jonathan Paul Vice President, Content Marketing jpaul@venacorp.com

June 2, 2026 |

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Vena Now Available on the Acumatica Marketplace To Help Finance Teams Connect ERP Data to Planning, Forecasting and Analytics

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