Vena AI: Governed Agentic AI for FP&A in Excel and PowerBI
by Vena Solutions USA Inc.
Transform FP&A workflows with governed AI in Excel and Power BI
Where Excel Meets Trusted, Enterprise-Grade AI for FP&A
Most AI tools make Finance faster. None of them make the output trustworthy. Without a governed data foundation underneath the AI, the analysis is still a draft.
Vena AI is built differently.
Vena AI embeds agentic AI directly into planning, forecasting, reporting, and analysis, enabling teams to move faster without sacrificing accuracy or control.
Powered by a governed financial and operational data foundation, Vena AI agents operate within your structured data models and workflows to deliver context-aware, explainable insights aligned to how your business actually runs.
Key Features
Generate forecasts and scenarios on your governed data model
AI agents run directly on structured financial and operational data, improving accuracy without manual model rebuilding
Automate variance analysis with context-aware explanations
Surface key drivers, anomalies, and performance changes with insights grounded in your financial structure
Execute planning workflows with built-in controls
Approvals, version control, and audit trails ensure every plan and update is governed and traceable
Model scenarios across entities, departments, and drivers
Run simulations that reflect your actual business hierarchy, not flat datasets
Deliver insights where Finance teams already work
Access AI-generated outputs directly in Excel, Power BI, and Teams without switching tools
Ready to bring trusted, context-aware AI into your Finance workflows? Learn more about Vena AI or book your free product demo today.
Interested in becoming a Vena Partner?
Every Microsoft customer is asking about AI. Few have a Finance-ready use case that's actually production-ready. Vena is the governed layer that makes AI output something a CFO can act on.
Vena helps Microsoft partners take the next step by extending analytics into Finance solutions and unlocking new revenue opportunities.
With Vena, you can:
Expand into FP&A, planning, and forecasting engagements
Go beyond dashboards to deliver Finance-led solutions
Build recurring services revenue
Create ongoing opportunities through implementation, advisory, and optimization
Align with Microsoft Power BI, Fabric, and Azure initiatives
Help customers activate their data investments with Finance use cases
If your customers are asking for more than reporting, Vena provides a clear path to deliver what comes next.
Explore our Partner Program to learn how Vena partners are building Finance-led practices on top of their Microsoft Power BI and Fabric work.