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Where FP&A Expertise Meets AI Acceleration

Vena Copilot turns everyday finance questions into FP&A insight. Analyze, report, and collaborate without breaking your workflow with intelligent AI agents and a seamless Microsoft Teams integration.

Elevate Your Strategy with AI Made Simple

Right Information, Right When You Need It

Vena Copilot orchestrates the agents in the background, activating the right agent at the right time, providing context-aware insights for strategic decision-making. You might not see the agents, but you’ll see the impact.

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analytics agent

Go from Data to Decisions

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    Clarity in Context

    Generate actionable insights from your financial and operational data in an instant.

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    Scenario-Proof Strategy

    Simulate scenarios for any shift in seconds—from key drivers to macroeconomic conditions.

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    Spot the Shifts

    Produce comprehensive variance and trend analysis. 

Reporting Agent

Uncover Your Hidden Insights

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    Flexible Financial Views

    Generate reports for any view—complete with drill downs to the data behind the numbers.

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    Simple Requests, Smart Reports

    Eliminate ad-hoc requests for FP&A teams by giving anyone in the business the ability to create reports with Reporting Agent.

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    Collaborate in Context

    Collaborate on custom ad-hoc reports generated by Reporting Agent in real-time with Excel Live in Microsoft Teams.

AndrewMcFarlane

“Vena Copilot is like having an additional financial analyst on my team”

Andrew McFarlane, Finance Manager, Kuali Inc.

Quick Strategy Sync?

Vena Copilot for Teams is already in the meeting

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    Native Integration for Next Level Collaboration

    Vena Copilot is available directly in Teams, so whether you’re in a call or a chat, you always have access to FP&A expertise.

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    Own the Room with Insights

    Access Vena Copilot from any meeting in a private chat—so you can look like you know it all without actually knowing it all.

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    Never Circle Back Again with Excel Live

    Collaborate with Vena Ad-Hoc Reporting tool in Excel Live in Teams without leaving the meeting.

Enterprise-Grade Security for Enterprise-Grade FP&A

Built for FP&A. Powered by Microsoft Azure.

Vena Copilot combines Microsoft Azure’s leading AI capabilities and Vena CubeFLEX to deliver tailored, business-specific insights based on your data.

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Security That Scales With Your Strategy

Vena Copilot runs on CubeFLEX, inheriting all of your existing permissions and security protocols, for protected, auditable data—that’s never used to train public AI models.

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Full Visibility. Complete Control. No Code.

Access every Vena Copilot interaction in Admin View. Make adjustments, monitor feedback and train Vena Copilot for any situation or unique acronym so you get the right answer every time—no coding required.

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SylviaMacPherson

“Vena’s use of Microsoft Azure OpenAI Service to create Vena Copilot for FP&A has resulted in a transformative generative AI assistant

Sylvia MacPherson, Unicorn Lead, Microsoft

Frequently Asked Questions About Vena Copilot

Ready to see Vena in action?

Book your free demo with a Vena Expert today.