<img height="1" width="1" style="display:none;" alt="" src="https://www.facebook.com/tr?id=880824774066981&amp;ev=PageView&amp;noscript=1">
Skip to Content
Vena Solutions
Log In
Request Demo
Vena Solutions
Vena AI
Log In
Request Demo
Main Content
copilot-hero-mobile
Request Demo

Where Excel Meets Enterprise-Grade AI for FP&A

Vena extends Excel with governed financial and operational context, providing the structured foundation modern AI models need to orchestrate on-time enterprise execution with agent-driven planning.

Request Demo
Vena Cube logo connected to Claude, OpenAI, and Excel logos, surrounded by icons labeled Planning Agent, Reporting Agent, Scenario Agent, Analytics Agent

Agentic Planning Powered by a Governed Financial and Operational Data Foundation

Vena AI agents are purpose-built to work across your structured data models, enabling faster planning, reporting, forecasting and analysis with enterprise-grade accuracy and control.

  • Accuracy in
    Context

    Hierarchy-aware reasoning that understands your business structure and financial context.

  • Structured Workflows

    Approvals, version control, auditing, and human oversight at every step.

  • Enterprise
    Security

    Role-based permissions and complete auditability.

  • Microsoft-
    Native

    Built on the ecosystem finance teams trust.

Planning Agent

Intelligent Planning at Scale

  • Driver-Based Plans

    Generate structured budgets and forecasts directly in Excel using natural language.

  • Governed Model Alignment

    Ensure plans reflect true relationships across revenue, headcount and operating structures with Vena CubeFLEX.

  • Operational Continuity

    Plan within the Excel environment teams trust, without template rebuilds or parallel systems.

Reporting Agent

Uncover Your Hidden Insights

  • study-sheet

    Flexible Financial Views

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

  • spreadsheet

    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.

  • user-group

    Collaborate in Context

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

  • ai-bars

    Visuals that Speak Volumes

    Automatically create impactful charts to tell your data story and inspire smarter, story-driven decisions.

analytics agent

Go from Data to Decisions

  • Clarity in Context

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

  • Scenario-Proof Strategy

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

  • spot-the-shifts

    Spot the Shifts

    Produce comprehensive variance and trend analysis. 

Scenario Agent - Coming Soon

On-Time Enterprise Scenario Modeling

  • Bottom-Line Impact

    Model cost, pricing, M&A and timing decisions across entities using governed financial logic.

  • Parallel Scenario Control

    Create and compare multiple scenarios simultaneously without manual versioning or spreadsheet duplication.

  • Predictive Model Integration

    Enhance sensitivity and multi-factor analysis with advanced forecasting outputs, fully aligned to your enterprise data model.

Line chart titled
Charles_Mccumber_Final

"Vena Copilot learns very quickly how you ask questions and [provides] you with analysis. It's a one-stop shop for quick financial information."

Charles McCumber, Director of Finance, Association for Institutional Research

Quick Strategy Sync?

Vena Copilot for Teams is already in the meeting

  • teams

    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.

  • user-insights

    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.

  • user-chart

    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.
powered-by-azure

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.
cube-flex-security

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.
custom-rule-copilot
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.