Vena Copilot AI Agents: Meet the Analytics and Reporting Agents

As a financial planning and analysis (FP&A) professional, the scenario is all too familiar: ten minutes before a stakeholder meeting, you are navigating multiple spreadsheets, double-checking formulas, and hoping the figures in your presentation remain accurate. Then comes the inevitable last-minute question — requiring a swift, confident response.

This is not an isolated occurrence. It reflects the ongoing challenge faced by FP&A teams: delivering timely, strategic insights while managing the demands of manual, time-consuming reporting processes. Expectations have accelerated — executives now seek faster access to data, deeper analytical perspectives, and continuous availability. Yet, the tools supporting these demands often lag behind.

Introducing Vena Copilot: an AI-powered assistant purpose-built for FP&A teams. With the latest release, Vena Copilot brings a new level of autonomy through intelligent agents designed to reduce manual effort and enhance strategic impact.

These are not off-the-shelf AI tools retrofitted for finance — they are natively embedded within the Vena platform and are built to work seamlessly with your data, processes, and workflows. At the core of this innovation are two specialized agents:

1. Analytics Agent: Empowers you to quickly identify trends, detect anomalies, and uncover actionable insights when you need them.
2. Reporting Agent: Automatically generates ad-hoc reports, eliminating the scramble for up-to-date variance analyses or month-end figures.

Rather than juggling spreadsheets, reports, and formula checks, FP&A teams can now interact with these agents directly through natural, contextual conversations within the Vena interface and Microsoft Teams.

Below we explore how each agent functions, what differentiates them, and how leading finance teams are leveraging them to accelerate decision making and drive value.

What Is Vena Copilot?

Vena Copilot is an AI-powered assistant with a conversational interface that transforms how FP&A teams interact with their data. Using simple chat prompts, users can accomplish in minutes what once took hours — whether it's gathering data, generating reports, analyzing trends, optimizing forecasts, or answering complex business questions.

At the core of Vena Copilot are intelligent agents purpose-built to streamline financial workflows. Here's what each one delivers:

Analytics Agent: Your On-Demand Financial Analyst

The Analytics Agent acts like your most trusted analyst — always ready with answers. Imagine having a seasoned professional by your side in every meeting, proactively surfacing insights and responding to ad-hoc questions in seconds.

Embedded directly within the Vena platform, the Analytics Agent works with your live models and actual business data. It helps you shift from asking what’s happening to understanding why it’s happening.

The Analytics Agent supports your decision making by:

• Providing Real-Time Anomaly Detection: Instantly compares actuals against forecasts, trends, or thresholds. For example, during a month-end review, if operating expenses spike unexpectedly, Vena Copilot can pinpoint a surge in facility costs across two locations and attribute it to a vendor billing change — providing immediate clarity.
  
  
• Delivering Effortless Dimensional Drilldowns: Explore data across dimensions like time, region, product line, or cost center without manual slicing. If sales leadership requests product-level performance by region, simply ask the Analytics Agent. It might reveal, for instance, that Q3 underperformance was isolated to a single SKU in one territory.
  
  
• Identifying Key Drivers Behind Financial Shifts: Whether it's a dip in gross margins, a spike in spending, or unexpected revenue movements, the Analytics Agent helps pinpoint the underlying causes. For instance, if margins decline, you can ask Vena Copilot for an explanation and it may instantly highlight rising freight costs from overseas suppliers as the primary factor.
• Running Scenario Modeling: With Vena Copilot, you can pose “what if” questions and receive immediate, data-driven responses without the need to build complex models or manipulate spreadsheets. Whether you're testing the impact of pricing changes or forecasting under different demand assumptions, scenario planning becomes fast, intuitive, and accessible.
  
  
• Generating insights in multiple languages: To support global teams, Vena Copilot can digest questions and produce answers in over 100 languages.
  
  
• Understanding the "Why" Behind Every Answer: Vena Copilot offers full transparency into how its responses are generated — clearly outlining the methodology, logic, and source data used. This ensures you’re not just getting fast answers, but reliable ones you can confidently stand behind.
  
  

Reporting Agent: Your Month-End Powerhouse

While the Analytics Agent delivers instant insights, the Reporting Agent is your behind-the-scenes workhorse — automating report creation before your day even begins.

Fully integrated with your existing templates and data models, the Reporting Agent dynamically generates reports in Excel, maintaining a live connection to your Vena environment. Just specify what you need, and it builds the report for you —accurately and quickly.

Here’s what that looks like in action:

• Instant Report Generation: Create fully populated, up-to-date reports in seconds using simple prompts. Whether it’s a variance analysis, month-end summary, or departmental breakdown, the Reporting Agent pulls the latest data and formats it into your preferred structure with no manual effort required.
  
  
• Customize Your View with Precision: Vena Copilot generates an initial report using Vena’s Ad Hoc Reporting tool, giving you a flexible starting point. From there, you can easily select the specific entities, such as departments, regions, or time periods, you want to analyze. With a simple toggle and refresh, your report updates instantly to reflect the data that matters most.
  
  
• Enhance Analysis with Native Excel Tools: Since Vena reports are generated directly in native Excel, you can seamlessly leverage Excel’s built-in capabilities for deeper analysis. Use features like “Analyze Data” for quick insights, apply advanced formulas, or create dynamic visualizations all within the familiar Excel environment.
  
  
• Accelerate Recurring Reporting Cycles: Streamline time-intensive processes, like month-end close, by generating reports to your exact specifications with a simple prompt. The Reporting Agent dramatically reduces turnaround time, enabling faster delivery of insights to stakeholders and freeing up your team to focus on high-value analysis.
• Easily Share and Reuse Reports: Once a report is created with the Vena Copilot Reporting Agent, it can be shared across your organization just like any Excel file. Reports can also be saved for future use, and because they remain connected to your Vena database, any updates to the underlying data are automatically reflected with a quick refresh — ensuring accuracy and consistency every time.

Vena Copilot is redefining how FP&A teams work — streamlining hours of manual effort into strategic insights in minutes. With intelligent agents built for finance, it's not just automation — it's transformation. Ready to see Vena Copilot in action? Learn more about Vena Copilot and reach out to one of our Vena Solutions professionals to help you get started.