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Vena Summer 2026 Release 

The Summer '26 release brings AI-enabled financial consolidation, a smarter, more transparent Analytics Agent, and an embedded Reporting Agent directly in our Ad Hoc add-in—helping finance teams close faster and get trustworthy answers with less setup. Automate intercompany eliminations, FX translation and ownership structures and ask your data questions and get fully reasoned answers—no configuration required.

Discover what's next for Vena, from automated close and consolidation to AI agents and advanced planning in Excel and Power BI.

Join us on September 22, led by product experts, for a detailed walkthrough of Vena Financial Consolidation.

Read on to learn more about this release.

Microsoft, Fabric, and Vena logos connected by swirling lines on a green gradient background.

Feature Spotlight

AI Enabled Financial Consolidation

Generally Available

Vena Financial Consolidation modernizes one of finance’s most complex and risk-sensitive processes with an AI-enabled, Excel-native solution for intercompany eliminations, FX translation, ownership structures, and consolidated reporting.

By connecting close, consolidation and reporting in a single governed platform, Vena helps finance teams close faster, trust their numbers, and stay audit ready.

Please reach out to your Vena Account Manager to learn more. 

Vena Ownership Management screen with filters and entity consolidation percentage table
Screenshot of Vena's Orchestrated Planning

Vena Orchestrates Planning.
You Drive Decisions.

Generally Available

Vena's Orchestrated Planning connects people, data, and AI agents to deliver collaborative financial and operational planning and decision making — all within the tools (Excel and Power BI) where your teams prefer to work.

From sales pipeline forecasting to AI vendor spend and capital investment management, Vena raises every customer's planning proficiency while ensuring every action commits through governed write-back to source systems, with version control, permissions, and audit trail built in. The result: faster, on-time execution and functional alignment — all within the tools your teams already prefer.

Reporting Agent is now built into Ad Hoc

Generally Available

AI-assisted report creation (previously available only through Vena Copilot) is now included with Vena Ad Hoc.

Every Ad Hoc user can generate reports from natural language, refine them through conversation, and get automatic report visualization, built directly into the Ad Hoc experience in Excel. This is the new way to build reports in Ad Hoc.

An example conversation with Reporting Agent in Vena Ad Hoc
  1. Closed Beta

    Trusted AI purpose-built for Finance

    The next generation of Vena’s Analytics Agent transforms how finance teams get answers — open the agent and start asking, with no configuration required, as the system automatically builds its understanding of your data in the background.

    Every response now comes with multi-step reasoning attached, ambiguous questions are clarified before assumptions are made and context carries naturally through the conversation, so follow-up questions build on what came before.

    A chat with Vena Copilot that produced a bar chart comparing software subscription spend by vendor for Jan Actuals 2026 and Jan Plan 2027

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.