Our summary. Generative AI for FP&A in Vena's Excel-based planning software, with a planning agent that builds budgets and forecasts from natural-language requests.

The record: Vena

Fields every product record carries, in the same order. Words in quotation marks are the maker's; everything else is ours.

Field	Entry
What the AI does	Generate structured budgets and forecasts directly in Excel using natural language.¹ Vena AI is agentic, generative AI, purpose-built for FP&A.¹
Use cases (our reading)	Forecasting
Not stated on the pages read: data and systems, human review.
Model or data handling	Vena AI runs on CubeFLEX, inheriting all of your existing permissions and security protocols, for protected, auditable data¹
Public company	Vena is not in the SEC's company ticker file as read on 1 November 2026.²

Source: pages on venasolutions.com, read 1 November 2026; the SEC's company ticker file; notes 1 to 2.

Notes

Vena, Vena AI for Finance. www.venasolutions.com/vena-ai. Read 1 November 2026.
SEC EDGAR, Company tickers file. www.sec.gov/files/company_tickers.json. Read 1 November 2026.

Human review across all records. All products, A to Z. Methodology.