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Vena, the Microsoft-native platform for Orchestrated Planning, Decisioning and Close, today announced the launch of Vena Financial Consolidation. The new Excel-native, AI-enabled product is designed to help finance teams close faster with audit-ready confidence. The announcement builds on a broader set of platform innovations announced at its annual conference, Excelerate Finance Fest, including the general availability of Vena Planning Agent and Vena MCP Server, as well as a unified data layer across Vena and Acterys.
Vena launches Financial Consolidation product for intercompany eliminations, FX translation, and ownership structures in Excel-native environment.
Vena Planning Agent (GA) enables users to generate forecasts, update plans, and apply scenario logic using natural language.
Vena MCP Server (GA) connects Claude, ChatGPT, and Microsoft Copilot to live, governed Vena data.
Unified data layer across Vena and Acterys enables real-time data flow between Power BI and Excel.
Vena helps address decision latency: the gap between insight availability and business action.
Thousands of organizations worldwide rely on Vena across Excel, Power BI, Azure, and Fabric.
“The modern finance function will increasingly be measured by how quickly it can turn trusted data into coordinated action,” said Hugh Cumming, Chief Technology Officer at Vena. “Our latest product announcements are designed to help finance teams move from insight to action, reduce decision latency and keep the business moving with greater speed, control and confidence.”
As AI compresses the time to insight, finance teams face a new challenge: decision latency, the gap between when insight is available and when the business can act on it. Vena helps address that challenge by orchestrating people, data, processes and agents across planning, decisioning and financial close so insight can move into governed, on-time execution.
Closing the books remains one of finance's most manual and risk-sensitive processes. Vena Financial Consolidation streamlines consolidation workflows and strengthens confidence in reported results. The AI-enabled product supports core processes including intercompany eliminations, FX translation and ownership structures within a governed, Excel-native environment. By connecting financial close and planning in one platform, Vena Financial Consolidation helps teams move from rebuilding numbers at period end to reviewing results with greater confidence, supported by a governed path from planning through to audit-ready reporting.
Many AI tools operate outside governed financial systems, limiting their ability to drive trusted action. Vena's Planning Agent and MCP Server bring AI directly into governed planning workflows. Planning Agent, now generally available, enables users to generate forecasts, update plans and apply scenario logic using natural language within Vena. Also generally available, Vena MCP Server connects tools like Claude, ChatGPT and Microsoft Copilot to live, governed Vena data, allowing teams to analyze and update plans while maintaining permissions, approvals and audit trails.
Finance teams often plan in Excel while teams across the business engage with data in Power BI. Following its acquisition of Acterys, Vena is bridging that gap. The unified data layer across Vena and Acterys enables real-time data flow between advanced operational planning in Power BI and finance-led planning and decisioning in Excel. This allows teams to work from connected data in the tools they prefer, so operational activity can feed directly into financial plans and reduce delays between action and impact.
Vena is a Microsoft-native platform for orchestrated planning, decisioning and close across Microsoft Excel, Power BI, Azure and Fabric. With a governed, AI-ready data foundation and agentic AI embedded in the flow of work, Vena helps organizations move from insight to action, make better decisions and execute on time with confidence. Thousands of organizations worldwide rely on Vena to perform better and achieve more.
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