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21 May 2025
At the Excelerate Finance 2025 event, Vena Solutions announced a major breakthrough in the world of financial planning: Vena Copilot for Microsoft Teams. Thanks to this strategic integration, finance professionals can now access AI-powered analyses, reports and recommendations directly within their collaborative work environment. This new development marks a further step into the era of agentic artificial intelligence applied to FP&A.
Native integration for seamless collaboration
One of the key elements of this evolution is the native integration of Vena Copilot for Microsoft Teams. Rather than juggling between different tools, teams can now interact with Copilot without leaving Teams. Whether during a meeting or between conversations, they simply need to start a private conversation with the agent to ask a question, receive an instant answer or view a financial trend.
A new intelligent agent: the Reporting Agent
At the same time, Vena is introducing a new player to its intelligent ecosystem: the Reporting Agent. This agent can generate customised financial reports in real time. It meets each user's specific needs while integrating directly into the Microsoft Teams chat space.
For example, if a team is discussing quarterly results during a Teams call, it can ask the Reporting Agent to instantly produce a detailed report without interrupting the flow of the meeting.
Enhanced collaboration with Excel Live
Another major innovation is live collaboration with Excel Live. Users can now open a spreadsheet directly from Microsoft Teams, make collaborative changes to it and analyse data, all in real time.
A decisive step towards augmented planning
By combining artificial intelligence, report automation and seamless collaboration, Vena aims to transform the way companies plan and analyse their performance.
With Vena Copilot for Microsoft Teams, the publisher demonstrates its commitment to placing innovation at the heart of corporate finance by integrating intelligent agents into professionals' everyday workspace.
source: venasolutions.com
