Vena Fall 2025 Release
Vena's Fall 2025 release advances AI-driven planning and data insights for our customers by introducing intelligent agentic-first, driver-based planning, predictive forecasting capabilities, natural language query generation, and enhanced visualization tools that transform how finance teams work.
Available starting November 12, 2025, read on to learn more about this release.
Feature Spotlight
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 your 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.
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Coming Soon
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.
- Plan faster with natural language — build driver-based plans without complex formulas or manual mappings
- Generate intelligent budgets and forecasts —leverage historical trends and seasonality for greater accuracy
- Unlock smarter driver-based planning —combine AI with Vena’s CubeFLEX™ technology to build smarter, more dynamic plans
Simply saying "Forecast my G&A expenses using last year's seasonality and with an increase of 5% each quarter," and the AI will create the forecast automatically.
Whether you're spreading costs evenly, applying growth rates, or adjusting for inflation, Planning Agent enhances workflows with intelligent, AI-driven recommendations — all within Excel.
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Coming Soon
Export Data in Seconds with the New Query Agent
Say goodbye to hours wasted on complex query building. With Query Agent, you can instantly generate export queries just by typing in plain English.
Save up to hours every week – no more wrestling with syntax or manualhierarchy lookups️
Get it right the first time – no more syntax errors slowing you down
Seamlessly integrated – copy and paste syntax-ready MQL expressions directly into any Vena featureThe Query Agent transforms how you 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).
About This Release
The Fall 2025 release represents a significant advancement in Vena's agentic AI capabilities, building Vena’s position as the industry's leading agentic-first financial planning and analysis (FP&A) platform. These new agents create a continuous loop of foresight, analysis, and action—enabling finance teams to query live data, feed insights into plans, and instantly test scenarios while maintaining enterprise-grade security, governance, and auditability.
Want to Learn More?
To learn even more about the Summer ‘25 Release, check out the What’s New Article in the Vena Knowledge Base.