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Software vendor

Vena Solutions

Vena Solutions, an FP&A software vendor whose Vena AI agents, built on Microsoft Azure and OpenAI models, analyze, plan and report.

1 offering in the directory Last verified

Function

Ownership
Not stated

Not stated in the sources read; not an SEC filer.

Headquarters
Not stated
SEC reporting
No
SourceSEC EDGAR entity search and submissions records for planning vendors (searched 2026-10-12)
Audit firm
No
Website
venasolutions.com
SourceVena AI
Subprocessor list
Not stated
Contract terms
venasolutions.com/beta-release-disclaimer
SourceBeta Release Disclaimer

Offering · Software

Vena planning platform with Vena AI

Directory recordLast verified Compare with othersBuild questions for this vendor

Vena describes Vena AI as agentic, generative AI for FP&A that answers natural-language requests and delegates each one to an agent. SourceVena AI

Its agents include a Planning Agent that generates budgets and forecasts in Excel, a Reporting Agent, an Analytics Agent in open beta and a Scenario Agent labeled coming soon. SourcesVena AIVena Advances Finance AI With New Analytics Agent and Expanded MCP Capabilities (October 6, 2026)

Vena AI runs on Microsoft Azure with OpenAI models, inherits existing Vena permissions, and gives administrators a view of all questions and responses. SourceVena AI

Vena MCP gives supported external AI tools read access to general ledger, transaction and operational data held in Vena. SourceVena Advances Finance AI With New Analytics Agent and Expanded MCP Capabilities (October 6, 2026)

Where it fits

CoE analysis Excel-centered planning, budgeting and reporting for finance teams that want AI inside the Microsoft tools they already use.

CoE analysis If the Analytics Agent counts as a Beta Release Feature under Vena's beta terms, a team relying on it before general availability does so outside the Service and without the usual contractual cover. SourcesBeta Release DisclaimerVena Advances Finance AI With New Analytics Agent and Expanded MCP Capabilities (October 6, 2026)

What it does

Offering type
Software
SourcePricing Plans & Features
Workflow areas
  • Planning and FP&A
  • Finance data and analytics
SourcesVena AIVena Advances Finance AI With New Analytics Agent and Expanded MCP Capabilities (October 6, 2026)
Customer size
Not stated

AI

Kind of AI
  • Built into the platform
  • General-purpose assistant
SourcesVena AIVena Advances Finance AI With New Analytics Agent and Expanded MCP Capabilities (October 6, 2026)
Suggests or acts
Not stated

Not stated for the offering as a whole. The orchestration, Reporting Agent, Analytics Agent and Vena MCP suggest; whether the Planning Agent's generated budgets are saved to the Vena model without a user step is not stated.

Availability
Not stated

Mixed: the Analytics Agent is in open beta with GA expected later in October 2026; the Scenario Agent is labeled coming soon; Planning and Reporting Agents carry no label.

Models named
  • OpenAI
  • Microsoft
SourceVena AI

Control

Who controls it
  • Vendor
  • Customer finance team
  • Individual user

FP&A users with a Vena license set up Vena AI for organization-wide use; administrators see all questions and responses; Vena AI inherits each user's permissions.

SourceVena AI

Commercial

Pricing model
Not stated
Public price
Not stated

Evidence

Independent outcomes
None found in the sources read.
Sources read
  • Vendor-stated 10
  • Independent market evidence None read
  • Independently verified outcomes None read
  • Pricing 1
  • Known limitations 1
Coverage
Directory record
Last verified

Security and control

Single sign-on
Not covered in this record
User provisioning
Not covered in this record
Role-based access
Not covered in this record
Administrator controls for AI
Not covered in this record
Audit logs
Not covered in this record
Certifications
Not covered in this record
Data retention
Not covered in this record
Data residency
Not covered in this record
Training on customer data
Not covered in this record

AI features

As the vendor or firm describes them. Notes in small print record what the sources leave open.

  1. Vena AI orchestration

    Answers natural-language requests with FP&A insights, analysis and reports, delegating each request to an agent behind the scenes.

    Kind
    Built into the platform
    Suggests or acts
    Suggests
    Who controls it
    Customer finance team, Individual user
    Availability
    Not stated

    Control: FP&A users set it up for the organization; access follows Vena AI licenses and permissions.

    SourcesVena AIPricing Plans & Features

  2. Planning Agent

    Generates structured budgets and forecasts directly in Excel from natural language.

    Kind
    Built into the platform
    Suggests or acts
    Not stated
    Who controls it
    Not stated
    Availability
    Not stated

    Control: Not stated.

    SourceVena AI

  3. Reporting Agent

    Generates reports for any view with drill-down to the underlying data.

    Kind
    Built into the platform
    Suggests or acts
    Suggests
    Who controls it
    Not stated
    Availability
    Not stated

    Control: Not stated.

    SourceVena AI

  4. Vena Analytics Agent

    Multi-step variance, trend and performance analysis on the live Vena model; users can inspect its logic, correct inputs and rerun before relying on the result.

    Kind
    Built into the platform
    Suggests or acts
    Suggests
    Who controls it
    Individual user
    Availability
    Preview

    Control: Users refine and rerun; admins can save organization-wide context.

    SourcesVena Advances Finance AI With New Analytics Agent and Expanded MCP Capabilities (October 6, 2026)Vena AIBeta Release Disclaimer

  5. Scenario Agent

    Scenario modeling across entities.

    Kind
    Built into the platform
    Suggests or acts
    Not stated
    Who controls it
    Not stated
    Availability
    Announced

    Control: Not stated.

    SourceVena AI

  6. Vena MCP

    Gives supported external AI tools read access to general ledger, transaction and operational data in Vena, with skills and scheduled automations. Vena names Claude Cowork and ChatGPT Work among the tools that can be used with Vena data.

    Kind
    General-purpose assistant
    Suggests or acts
    Suggests
    Who controls it
    Not stated
    Availability
    Not stated

    Control: Not stated.

    Scope: Claude (Anthropic) is an outside assistant that connects to the product; it is not the vendor's own model.

    SourceVena Advances Finance AI With New Analytics Agent and Expanded MCP Capabilities (October 6, 2026)

Unclear or conflicting statements

Where the sources are unclear or disagree, both statements are shown with their links.

Whether Vena AI is included or an add-on

Statement A

Vena's pricing page lists Vena AI in the Professional plan.

venasolutions.com/resources/pricing
Professional plan card

Statement B

The site navigation on the Vena AI page lists Vena AI for FP&A under Add-on Products.

venasolutions.com/vena-ai
Footer, Add-on Products

Whether Vena AI is included in a plan, sold as an add-on, or both depending on plan is not stated.

Unresolved · Both statements are published as found; CoE draws no inference about which governs.

Questions to ask

For this offering

  • Is Vena AI included in our plan or sold as an add-on, and how are AI licenses counted?
  • Which Vena AI features are in beta, and do Vena's beta terms apply to them in our contract?
  • Does the Planning Agent save generated budgets to our Vena model, and what review step applies before it does?
  • Do Vena's SOC 1 and SOC 2 reports cover Vena AI and the Azure OpenAI services it uses?
  • What do the administrator views record, how long are prompts and responses kept, and can we export them?

From the diligence question set

  1. DQ-04 Which AI features are in the modules and edition we license, or would license, and is each generally available, in preview or beta, a paid add-on, or limited by edition or region?
  2. DQ-05 Which AI features are switched on by default, which does an administrator have to enable, and can each be switched off on its own?
  3. DQ-07 Who can change each feature's configuration, prompts, thresholds, data connections or model: your company, our administrators or individual users? Can we restrict and log those changes?
  4. DQ-13 What does the system record for each AI output or action, and can we export and keep those records for as long as we need them?
  5. DQ-14 Does your service auditor's report cover the AI features we would use, for what period, and which controls does it expect us to operate?
  6. DQ-16 Is our data, including inputs, outputs, documents and corrections, used to train or improve any model, yours or a third party's? Is that off by default, and is the commitment in the contract?
  7. DQ-19 How are the AI features priced: included in the subscription, sold as an add-on or higher tier, or metered by use? What is the billing unit?
  8. DQ-23 How will you support our validation before we rely on a feature: a test environment, test data, parallel runs and documented known limitations?

Build questions for this vendor