Where FP&A Expertise Meets AI Acceleration

Vena Copilot is your financial planning and analysis (FP&A) force multiplier — empowering faster, more confident decisions across your business.

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Key Vena Copilot features:

Unlock Actionable Insights for Every Stakeholder with AI-Driven Reporting

• Leverage a conversational AI interface to instantly generate reports, uncover trends, and run dynamic scenario simulations
• Access a curated library of FP&A-specific prompts designed to accelerate financial planning and analysis
• Equip budget owners with professional FP&A tools, insights, and decision-making capabilities — right at their fingertips

Supercharge Collaboration with Vena Copilot in Microsoft Teams

• Seamless access to AI-powered reporting and analytics tools — right inside Microsoft Teams
• Real-time collaboration using Excel Live and Vena’s intuitive ad-hoc reporting capabilities
• Integrate Vena Copilot into Teams meetings to deliver instant insights, answer questions, and drive smarter decisions

Built With the Security, Privacy and Compliance of Microsoft Azure

• Full transparency into how insights and answers are generated
• Role-based access controls and prompt compliance management
• User prompts and data inputs are not used to train public LLM models

Contact Us Today

If you are a California Resident, please refer to our California Notice at Collection. If you have questions regarding our use of your personal data/information, please send an e-mail to privacy@citrincooperman.com.