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.
AI That Speaks Your Language
Vena Copilot is already fluent in FP&A. Simply interact in your own words, and it intuitively deploys the right agent for the job.
Made for Everyone, Not Just Experts
Vena Copilot unlocks FP&A intelligence across the business, enabling teams to make smarter, faster decisions.

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.
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.

“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.

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.

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.


“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
When you need instant FP&A insights, ask Vena Copilot. Behind the scenes, Vena Copilot delegates to the best agent for the job and delivers the results directly to you. Need more info? Vena Copilot finds the best agent for every request, so you can access analysis and detailed reports seamlessly.
Vena Copilot orchestrates the agents in the background, so you can leverage agentic AI without keeping track of the agents’ job descriptions.
Vena Copilot leverages enterprise-grade security, compliance, privacy and transparency capabilities to keep your data secure and your insights accurate.
With Vena Copilot you can:
- Get access to the latest OpenAI models without needing to worry about your data being used to train publicly accessible models.
- Leverage CubeFLEX to inherit your existing Vena security protocols, including data, application, and individual access permissions.
- Keep your data inside the Vena environment with state-of-the-art Prompt Flow technology, so you retain full control and audibility.
- Access transparent admin views of all questions and responses processed by Vena Copilot
- Train Vena Copilot to get it right every time with real-time response feedback prompts, auditability for incorrect answers, and natural language rule creation for phrases
Ready to see Vena in action?
Book your free demo with a Vena Expert today.