Vena: AI-Powered CPM Software Purpose-Built for FP&A Teams

Plan Better and Achieve More With the Power of Vena and Microsoft Technology

Vena is an AI-powered, Complete Planning Platform purpose-built to amplify your investment in the Microsoft tools you know and love.

What Do Finance and Accounting Teams Use Vena for?

Vena offers solutions for every area of your business—all in one scalable FP&A platform. Some of our most popular use cases include:

• Budgeting and Forecasting

• Financial Reporting

• Scenario Modeling

• Financial Consolidations

• Cash Flow Management

• Month-End Close

• Revenue and Expense Planning

• Business-Wide Reporting and Analysis

How Does Vena Integrate With the Microsoft Technology Ecosystem?

Vena amplifies Microsoft's world-leading productivity tools, cloud technology and AI innovation to make financial and operational planning and analysis processes more flexible, efficient and intelligent.

• Native Integrations with Microsoft Technology: Native integrations with Microsoft technology such as Excel, Power BI, Teams and PowerPoint.

• Vena CubeFLEX™: The most flexible FP&A planning database, built to amplify Excel and Microsoft's AI, analytics and collaboration for FP&A, operational planning and beyond.

• Vena Insights: Our intelligent reporting and analytics solution for FP&A is built on PowerBI and leverages Microsoft's world-class AI technology to provide you with a single source of truth for self-serve analytics, business-wide and financial reporting, visualizations and enhanced decision-making.

• Vena Copilot for FP&A: 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.

What are Vena’s Top Features?

Our FP&A software unlocks human potential and makes planning more intuitive by empowering your team to accelerate insights, increase collaboration, improve their flow of work and amplify their valuable Excel IP. Here’s a quick overview of Vena’s top features:

• Easy-to-use Excel interface

• ERP, GL, HRIS and CRM integrations and data consolidation

• Ad-hoc reporting

• Self-service analytics and intelligent dashboards

• Template version control

• Workflow and process manager

• AI-powered FP&A assistant

• Real-time collaboration tools