Toronto-based business planning software provider Vena announced Thursday the general availability of Vena Copilot for Microsoft Teams, designed to bring dedicated financial planning and analysis expertise and insights into businesses’ workflows.
Users across the business can now access Vena Copilot’s agentic artificial intelligence, purpose-built for FP&A, directly within Teams meetings, chats, and channels—putting an FP&A analyst in every conversation and FP&A expertise at the fingertips of every decision maker, Vena says in a media release.
“From generating instant insights to scenario simulations to collaborative Excel reports, Vena Copilot is transforming how FP&A teams and business leaders plan, decide, and drive impact together—without ever having to leave Microsoft Teams,” Vena said.
- Related article: Vena Releases Gen AI Assistant for FP&A Teams
- Related article: Vena Integrates Microsoft PowerPoint Into Platform

In a statement, Vena CEO Hunter Madeley added, “The best organizations thrive in all market conditions by simply being better at leveraging the power of data and their people to act decisively. To lead, businesses need connected, intelligent systems that enable real-time collaboration and actionable insights. Vena Copilot for Teams delivers just that—freeing FP&A teams to focus on strategic planning while giving business leaders and budget owners instant access to the kind of insights and expertise they need to make faster, smarter decisions and stay ahead of what’s next.”
Agentic AI tools within Vena Copilot for Teams include:
- Vena Reporting Agent: This tool turns natural language prompts into custom, pre-formatted reports in seconds. It enables finance teams to deliver quick, confident answers to stakeholder questions and dive deeper into analysis through Vena’s Ad Hoc Reporting—without the manual lift.
- Vena Analytics Agent: It runs complex variance and trend analyses, powers scenario simulations, and delivers real-time, actionable insights so finance and business leaders can lead with clarity, speed, and impact.
- Vena Planning Agent: This new AI agent integrates Vena Copilot right to where you do your planning—in Excel. Through a chat interface, users can perform driver-based planning and predictive forecasting, leveraging AI to deliver highly accurate financial plans informed by historical data and real-world economic trends.
Powered by Microsoft Azure OpenAI, Vena Copilot is a virtual FP&A partner working seamlessly alongside professionals in both the Vena platform and in Microsoft Teams. Built with enterprise-grade security, it derisks the adoption of agentic AI by protecting customer data and never training public AI models—ensuring confidentiality and control at all times, Vena says.
Vena Copilot transforms conversational prompts into complex FP&A tasks, completed in seconds by a team of purpose-built AI agents, the company says. What once took hours is now automated—delivering instant outcomes with full transparency and data integrity.
“This innovation doesn’t just automate—it democratizes FP&A,” Vena said. “By removing workflow bottlenecks and making advanced AI accessible to all users, Vena Copilot frees up finance teams to focus on strategic priorities. With Vena Copilot, finance teams become faster, smarter, and more agile while maintaining the highest standards of security and trust.
In addition to the launch of Vena Copilot for Teams, Vena’s agentic AI suite has received several enhancements designed to elevate the user experience and accelerate time to value:
- An updated user interface that prioritizes scalability, readability, functionality, and ease of use—including intelligent guidance that directs users to the right AI agent based on their prompts.
- New pre-built prompts customized to each user’s data set, giving first-time users an intuitive way to explore and get started.
- A major expansion of the Vena Copilot prompt bank, with 500 new prompts tailored to real-world FP&A scenarios—based directly on user feedback.
- Proactive feedback from Vena agents to continuously refine and improve output performance in real time.
The company also announced new capabilities across the Vena platform—from AI-driven insights to deeper integrations and more intuitive user experiences.
They include:
- Template Studio (Generally Available): Quickly create standardized financial templates with a drag-and-drop builder and a library of pre-designed options like Custom Planning, Operating Expenses, and Income Statement templates.
- Export API (Generally Available): Seamlessly connect Vena’s planning platform to your broader data ecosystem, enabling flexible consolidation, visualization, and analysis.
- Enhanced Ad Hoc Features (Generally Available): Use Drill Transactions for detailed transparency and Aggregation for on-demand financial consolidation and streamlined analysis.
- Enhanced Task Tab (Open Beta): Boost workflow efficiency with advanced search, filtering, and a scalable task view to help prioritize and complete work faster.
- Vena for PowerPoint Improvements: Simplify template enrollment by managing it directly within Vena’s PowerPoint add-in for a smoother onboarding experience.
More information about Vena Copilot can be found here.
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Tags: Accounting, Artificial Intelligence, Technology, Vena