Vena Recognized as a Niche Player in the 2026 Gartner® Magic Quadrant™ for Financial Close and Consolidation Solutions

TORONTO - (BUSINESS WIRE) - Vena, the only Complete FP&A platform purpose-built to fully amplify the Microsoft technology ecosystem, has been named a Niche Player in the 2026 Gartner Magic Quadrant for Financial Close and Consolidation Solutions. The report evaluates vendors in the financial close and consolidation market on two axes: Completeness of Vision and Ability to Execute. According to Gartner, Completeness of Vision reflects vendors’ understanding of market direction, innovation and customer needs, while Ability to Execute evaluates product capabilities, sales and marketing execution, customer experience and overall operational effectiveness. Vena’s Financial Close and Consolidation capabilities are delivered through the Vena Complete Planning platform and include financial consolidation, close workflow management, account reconciliation and regulatory reporting. Recent enhancements, including the Vena Copilot Reporting & Analytics Agent, further support conversational reporting and automated financial statement generation once workflows are completed. "We believe that being recognized in the 2026 Magic Quadrant reflects Vena's strengths in configurable consolidation frameworks, real-time data connectivity and an intuitive, low-code experience that empowers finance teams to manage complex structures with minimal IT intervention," said Hugh Cumming, Chief Technology Officer at Vena. "We're continuing to invest in AI-first workflows that orchestrate end-to-end financial processes where human users and AI agents collaborate to drive scalability and efficiency." Gartner, Magic Quadrant for Financial Close and Consolidation Solutions, Jeffrin Francis, Renata Viana, 9 March 2026. GARTNER is a registered trademark and service mark and MAGIC QUADRANT is a trademark of Gartner, Inc. and/or its affiliates in the U.S. and internationally and is used herein with permission. All rights reserved. Gartner does not endorse any vendor, product or service depicted in its research publications, and does not advise technology users to select only those vendors with the highest ratings or other designation. Gartner research publications consist of the opinions of Gartner’s research organization and should not be construed as statements of fact. Gartner disclaims all warranties, expressed or implied, with respect to this research, including any warranties of merchantability or fitness for a particular purpose. About Vena Vena is the only agentic AI-powered FP&A platform purpose-built to harness the full power of Microsoft technology for finance teams everywhere. 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

March 23, 2026 |

Read Release

Vena Ranked the Most Useable CPM Platform in 2026 Nucleus Research Value Matrix™

AI-powered complete planning platform marks 13th straight appearance on report Toronto, ON – Vena, the only AI-powered planning platform built for the Microsoft technology ecosystem, today announced it is not only a Leader in the 2026 Nucleus Research Corporate Performance Management (CPM) Value Matrix, but it has been recognized as the most usable platform in the Leader Quadrant. Vena is also proud to share that Nucleus Research has recognized the company for 13 years in a row on the CPM Value Matrix. These accolades reaffirm Vena’s place in the market and position it for continued growth as it begins its 2027 fiscal year. Vena would also like to recognize Acterys, for being ranked as an Accelerator highest for Greater Usability among their category. To qualify as a Leader in a Value Matrix, a vendor must achieve the following: Offer a balance of usability and functionality Deliver relatively advanced functionality across all core areas Be likely to deliver the best ROI Continually invest in new features “From the beginning, Vena has focused on delivering real, tangible results for our customers: time and costs saved, greater collaboration between finance and operations, more consistent forecasting, and more. We’re honored by Nucleus Research’s continued recognition of our relentless focus on value and innovation,” said Hugh Cumming, CTO of Vena. “We aim to make our forthcoming fiscal year Vena’s best year so far. Accolades like this are our fuel to do so.” In the report, Nucleus Research highlighted Vena’s centralized, cross-functional planning approach, which enables planning to scale as organizations grow while maintaining data consistency and reducing reliance on disconnected spreadsheets across teams. The research firm additionally noted Vena’s continued investment in agentic AI and AI-assisted features that help finance teams surface insights, explore key drivers, and support decision-making without requiring specialized technical skills or external tools. Finally, the platform’s deep integration with the Microsoft technology ecosystem, going beyond Excel to encompass Fabric, Power BI, Teams and more, was also noted as a particular strength. “For CPM vendors in the Value Matrix, feature expansion alone is not sufficient; capabilities must integrate effectively with surrounding systems and support day-to-day user workflows. Vena’s long-term focus on usability, alongside recent investments in agentic functionality and broader availability, supported its Leader placement in this year’s assessment,” said Rebecca Kennedy, Research Analyst at Nucleus Research. “We congratulate Vena on its achievement and look forward to seeing what it accomplishes in this coming year.” In addition to its 13th straight recognition by Nucleus Research, Vena was also recognized as a Major Player in the IDC MarketScape: Worldwide Enterprise Planning, Budgeting, and Forecasting Applications 2026 Vendor Assessment (Doc #US52978625, January 2026). We believe Vena’s approach of enhancing traditional platforms such as Excel with the latest AI innovations played a major role in its ranking. To learn more about Vena Copilot, Vena’s agentic-first FP&A solution, visit the Vena website. 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

February 20, 2026 |

Read Release

Turning Alignment Into Action: Why Orchestrated Planning Is the Next Maturity Stage of Enterprise Performance Management

By Hunter Madeley, CEO, Vena At Vena, every decision we make is guided by a simple belief: organizations succeed when they leverage the strength of their data and their people to align plans and act on them, on time, using the systems they trust. That belief is why we’ve entered into an agreement to acquire Acterys, pending regulatory approval and customary closing conditions. This move accelerates a direction we’ve long believed enterprise performance management must take, as organizations push beyond simple integrated planning towards true alignment and reliable execution in increasingly complex environments. Integrated Planning Was the First Step. Aligned Execution Is the Next. Over the past decade, enterprises have made meaningful progress moving from siloed functional budgeting into Integrated Business Planning and xP&A models. These approaches helped organizations connect finance, operations, and strategy through integrated plans. That progress matters. It laid the foundation. But today, integration is no longer the limiting factor. Data is beginning to overwhelm. Agentic promise seems forever just over the horizon. The environments in which we operate are in perpetual flux, and decisions making teams are questioning their ability to adapt and execute. Even when plans are effectively integrated, organizations struggle to map alignment to on-time execution against the backdrop of highly dynamic markets. Confidence begins to erode between planning and execution. This confidence gap is the signal that current planning models have reached their limits. Orchestrated Planning: The Next Maturity Stage We believe Orchestrated Planning represents the next maturity stage of Integrated Business Planning and xP&A. These frameworks helped organizations align plans across finance, operations, and strategy. But as enterprises grow more complex, the constraint is no longer alignment alone, it is decision latency: the gap between knowing what to do and being able to execute that decision on time across the organization. Orchestrated Planning evolves integrated models into an execution-ready operating system designed to reduce that latency. It harmonizes people, systems, and intelligent agents within a governed, secure environment so that aligned decisions translate into coordinated action, without rebuilds, manual handoffs, or erosion of confidence between planning and execution. Rather than simply producing better plans, Orchestrated Planning ensures decisions move through the enterprise with clarity, speed, and accountability. As data volumes expand, markets shift rapidly and more work is shared between humans and intelligent systems, orchestration becomes essential to maintaining trust, governance, and performance at scale. This progression reflects where enterprise performance management is headed: from integrated planning toward orchestrated execution. Why Vena and Acterys Together Vena provides the finance-led foundation where collaboration begins, models are shaped and refreshed, changes are governed and auditable, and enterprise performance is managed with confidence. Acterys extends this foundation into functional environments through Power BI, enabling write-back, application-driven workflows, and execution within the systems business teams already use. Together, Vena and Acterys will form a single, continuous operating model for planning and execution. Finance maintains stewardship. IT ensures scale, security, and governance. Business teams execute decisions where work actually happens. The result is not a collection of disparate tools and processes, but a unified system that replaces fragmented IBP and xP&A deployments with a more complete execution model. Decisions move from strategy to operations without needing to be rebuilt, reinterpreted, or delayed. This is what finance-led, IT-amplified, business-owned orchestration looks like in practice. Built on Microsoft, Designed To Scale This evolution is inseparable from the Microsoft ecosystem. Vena and Acterys share a Microsoft-native philosophy that brings together Excel as the planning and modeling interface, Power BI as the operational execution surface, Microsoft Fabric as the governed data foundation, and Azure-based AI to support intelligent, transparent agentic execution. AI, in this context, is not about autonomous control. It’s about supporting decision flows, reducing friction, and enabling agents to operate within a clear governed mandate. By orchestrating both planning and execution within a Microsoft-native operating model, organizations no longer need overlapping tools to achieve IBP, xP&A, and execution. The system matures with them. Looking Ahead The feedback we’ve received from customers, partners, and analysts reinforces this direction. Organizations are not asking for more integrated planning tools. They are asking for fewer handoffs, less latency, and greater collaboration and confidence that decisions will be executed when it matters most. Orchestrated Planning answers that call by advancing IBP and xP&A into an execution-ready operating model built for the modern enterprise. Stay tuned as we look to roll out our Orchestrated Planning Maturity model in the coming weeks. Exciting times ahead. Plan Better. Achieve More.

February 11, 2026 |

Read Release

Vena Recognized as a Niche Player in the 2026 Gartner^® Magic Quadrant™ for Financial Close and Consolidation Solutions

Recommended