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VenaAI: Governed Agentic AI for FP&A in Excel and PowerBI

por Vena Solutions USA Inc.

Leverage VenaAI to transform data into actionable strategies for business growth.

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.

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