Vena
Vena is a planning, budgeting and reporting platform for finance teams that works inside Microsoft Excel and other Microsoft 365 apps, on top of its own CubeFLEX data model. Its AI layer, now called Vena AI (introduced in 2024 as Vena Copilot), hands requests to task-specific agents for planning, reporting and analysis. Vena says it uses Microsoft Azure OpenAI models.
What the AI does
- Planning Agent drafts driver-based budgets and forecasts in Excel from plain-language requests
- Reporting Agent builds reports with drill-downs and charts on request
- Analytics Agent (open beta) runs variance and trend analysis and scenario simulations
- Natural-language questions about planning data, answered within the user's existing access permissions
- Vena AI available inside Microsoft Teams meetings and chats
Summarized from venasolutions.com.
Facts, checked against the source
- Category
- FP&ASource: venasolutions.com (opens in a new tab)
- Built for
- Unconfirmed
- Ledger integrations
- NetSuite, Sage Intacct, Xero, Microsoft DynamicsAlso documents: SAP, Acumatica, QuickBooks (edition not specified), Workday, Salesforce CRM, ADP, Dayforce, BambooHR.Source: venasolutions.com (opens in a new tab)
- Pricing
- Not publishedThe vendor does not list prices publicly; pricing is by quote or sales contact.
- Free plan
- NoThe vendor's pricing shows no free plan.Source: venasolutions.com (opens in a new tab)
- SOC 2
- Type IISource: venasolutions.com (opens in a new tab)
- Trains on customer data
- UnconfirmedVena's AI page says customer data is never used to train public AI models; it does not say whether Vena uses customer data to train its own models.
- Human review
- UnconfirmedVena's AI page describes response feedback, auditability and admin views of all questions and answers, but does not describe an approval step for agent output.
- Company
- Privately heldSource: venasolutions.com (opens in a new tab)
- Funding
- Last round: Series C, April 27, 2021Investors named: Vista Equity Partners, JMI Equity, Centana Growth PartnersSource: newswire.ca (opens in a new tab)
- Checked against the linked official source on the date shown.
- Unconfirmed: we could not find an official statement.
Funding rounds
| Announced | Round | Amount | Led by | Source |
|---|---|---|---|---|
| April 27, 2021 | Series C | Undisclosed | Vista Equity Partners | newswire.ca |
Sources
Official pages read for this listing on October 14, 2026. Vendors change their sites; if a page no longer says what we report, tell us and we will recheck it.
- venasolutions.com/vena-ai
- venasolutions.com/newsroom/vena-introduces-vena-copilot-a-complete-planning-ai-assistant-purpose-built-for-fpa-teams
- www.venasolutions.com/
- venasolutions.com/about-us
- www.vistaequitypartners.com/news/vena-raises-300-million-in-series-c-funding-to-transform-how-businesses-plan-to-grow/
- www.venasolutions.com/resources/pricing
- www.venasolutions.com/product/integrations
- venasolutions.com/trust
- www.venasolutions.com/contact-us
- www.newswire.ca/news-releases/vena-raises-300-million-in-series-c-funding-to-transform-how-businesses-plan-to-grow-896070774.html
No changes logged since this listing was published. Changes and corrections are recorded in the changelog.
Vena questions
- Does Vena train AI on customer data?
- We could not find a published Vena policy that says whether customer data is used to train AI models. Vena's AI page says customer data is never used to train public AI models; it does not say whether Vena uses customer data to train its own models.
- Does Vena have SOC 2?
- Vena states that it holds a SOC 2 Type II report.
- Which accounting systems does Vena integrate with?
- Vena documents integrations with NetSuite, Sage Intacct, Xero and Microsoft Dynamics.
- How much does Vena cost?
- Vena does not publish prices; pricing is by quote.
- What are alternatives to Vena?
- Other fp&a tools in this directory include cfo.ai, Cube, Datarails, Drivetrain and Pigment.