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Vena

Excel/Microsoft-native FP&A platform ('Orchestrated Planning, Decisioning and Close') that added Copilot (Azure OpenAI-based) across the platform, a Planning Agent embedded in Excel, and acquired Acterys (Feb 2026) and Morpheo AI for Power BI-native planning and a cumulative-context engine ('Vena Omega').

Acquiredmedium confidenceVerified 2026-08-01

This is where the depth lives — everything below is evidence-graded

How the product is positioned

Excel/Microsoft-native FP&A platform ('Orchestrated Planning, Decisioning and Close') that added Copilot (Azure OpenAI-based) across the platform, a Planning Agent embedded in Excel, and acquired Acte

Our summary of the vendor’s positioning — verbatim claim not yet recorded

What we found

Level 1 · assistive

Seeded at the rubric default. No independent evidence of end-to-end task completion has been reviewed yet, so the lowest grade applies until it is.

Any human checkpoint here is a product setting, not a regulatory requirement — confirm how it is configured for your deployment.

Graded 2026-08-01 · re-check 2026-11-01

Procurement detail

Deployment
saasvendor documentation
Compliance
SOC 2 Type IIreport dates not disclosed — request before signing
Integrations
Excel claim unverifiedPower BI claim unverifiedMicrosoft Fabric claim unverifiedNetSuite claim unverifiedMicrosoft Dynamics claim unverified
Pricing
customNot publicly listed; per-user enterprise pricing typical of the category.
Human checkpoint
Requiredproduct setting

Will they still be here?

Acquired
Funding
Privately held, backed by Vector Capital; acquired Acterys (Feb 2026) and Morpheo AI (2026)
Founded
2011
HQ
Toronto, Canada
Ownership
Privately held, backed by Vector Capital; acquired Acterys (Feb 2026) and Morpheo AI (2026)

Sources

Logo retrieved 2026-08-01from the vendor’s own site · trademark of Vena Solutions Inc.

Every source here is vendor-published. That is why this entry is not graded high confidence.

Where it’s weak

Rapid 2026 acquisition pace (Acterys, Morpheo) creates integration risk; less useful for non-Microsoft-stack enterprises.

Corrections

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