Vena Solutions builds an Excel-native, AI-powered planning platform for finance and FP&A teams, with modeling, workflows, analytics, data integration and AI copilots.
Vena Solutions builds Vena Complete Planning Platform, an Excel-native, AI-powered planning platform for finance and FP&A teams. The platform covers modeling, workflows, collaboration, a central database and secure, scalable integrations, and is designed to let finance teams keep their existing spreadsheet workflows rather than replace them. Analytics capabilities and Power BI dashboards sit on native Microsoft 365 integrations, alongside tools for producing Microsoft PowerPoint presentations from real-time data and existing Excel reports.
Technical work spans several domains relevant to engineers building at the intersection of data and go-to-market: AI agents and generative AI copilots, financial modeling, analytics and business intelligence, data integration, and cloud platform development on a central database. The company's AI agents for FP&A are built to understand business and financial context while remaining grounded in customers' own data, models and decision logic. For marketing engineers, the product surface includes measurement and analytics layers, integration work across Microsoft 365, and AI features that must be explainable and traceable to source data.
The company operates in the finance and FP&A verticals and positions its platform around confident decision-making grounded in customers' own data and decision logic. It emphasises continuity with familiar Excel workflows, a design constraint that shapes both product engineering and how the platform is communicated to technical and finance audiences alike. Further details on team size, funding and geographic footprint are not published.
