Where Excel Meets Enterprise-Grade AI for FP&A
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Meet Your AI Agents for FP&A
Build Plans from Prompts
Generate structured plans in Excel
Align models with business drivers
Update forecasts without rebuilds
Create driver-based budgets, forecasts and scenarios in Excel using natural language, with Vena’s governed planning logic built in.
“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
See Vena AI in Your Excel Workflow
See how Vena AI helps finance teams plan, report and analyze faster, with governed data, workflows and controls built in.
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Purpose-built AI agents for planning, reporting, and analysis
Governed context for enterprise-grade accuracy and control
Built on the Microsoft ecosystem finance teams trust
An Award-Winning Partner To Guide You on Your Path to Success
AI You Can Trust With Finance Work
Accuracy in Context
Hierarchy-aware reasoning that understands your 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.
Purpose-built agents that work across your structured data models—so teams move faster with accuracy and control.
Self-Serve Reports, On Demand
Generate reports from live Vena data
Drill into the numbers behind the view
Share Excel-ready outputs with context
Get the report view you need in seconds, from financial statements to ad hoc analysis, without waiting on FP&A.
Instant Insights & Variance Analysis
Surface trends and anomalies fast
Explain what changed and why
Turn analysis into next-step decisions
Explain trends, uncover drivers and understand variances across financial and operational data in seconds.
