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Vena for Microsoft Teams

by Vena Solutions

Ask Vena Copilot for FP&A to create reports, analyze data and more—all within Microsoft Teams

Vena Copilot is Your AI-Powered FP&A Partner—Now Available in the Vena App

Vena Copilot for FP&A provides instantaneous planning and decision support in the natural flow of work, unlocking FP&A efficiency, influence and strategic impact.

And with the Vena app you can access Vena Copilot directly within Microsoft Teams, making it even easier to uncover insights and share them with your team.

Make it Easy for Everyone to Get the Insights and Reports They Need

  • Use a conversational AI interface to generate reports, analyze trends, run scenario simulations and more
  • Includes a pre-built library of prompts tailored for FP&A
  • Put FP&A expertise, capabilities and insights into the hands of budget owners
  • Free up your finance team to focus on strategic tasks instead of ad-hoc requests

Supercharging FP&A Workflows in Real Time

  • Access AI agents for reporting and analytics directly within Teams
  • Share insights, reports, and recommendations with your team
  • Collaborate in real-time with Excel Live and Vena's ad-hoc reporting tool
  • Bring Vena Copilot into meetings to answer questions and provide instant insights

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

In order to use this app, users must have an active Vena Copilot license. Please contact your Vena account owner for more details on activating a Vena Copilot license. Learn more about Vena at https://www.venasolutions.com/.

Contact us to raise a request with our support team if you come across any objectionable content generated by AI.

Additional Resources

How-To: Setting Up Vena for Microsoft Teams (IT Guide)

How-To: Using Vena Copilot for Microsoft Teams

App capabilities

When this app is used, it
  • Can send data over the Internet
  • This app can access personal information on the active message, such as phone numbers, postal addresses, or URLs. The app may send this data to a third-party service. Other items in your mailbox can’t be read or modified.

At a glance

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https://store-images.s-microsoft.com/image/apps.41297.303e7d0a-359a-4885-ac6c-b3ce3306f5a4.bba0f9e6-ece8-497d-8508-d8922f68e522.30a230e5-6ac8-445e-aa95-0793d2865291.png
https://store-images.s-microsoft.com/image/apps.65175.303e7d0a-359a-4885-ac6c-b3ce3306f5a4.bba0f9e6-ece8-497d-8508-d8922f68e522.ae74ef14-2dcd-4fea-9f73-dae7f092cdcd.png
https://store-images.s-microsoft.com/image/apps.29084.303e7d0a-359a-4885-ac6c-b3ce3306f5a4.bba0f9e6-ece8-497d-8508-d8922f68e522.fa2f1215-67e5-4eac-843c-6dd7a385d804.png