Vena Solutions

We're excited to announce that we've entered into a definitive agreement to acquire Morpheo AI, a Toronto-based enterprise agentic data platform, subject to customary closing conditions. Morpheo AI's technology prepares, curates, structures and enriches fragmented enterprise data for advanced AI. This acquisition advances Vena AI through Vena Omega™, the industry's only cumulative context engine built for finance. Vena Omega brings together an organization's data with the definitions, assumptions, drivers, calculations, approvals, relationships and historical decisions that give it meaning, so Vena AI can better understand how each organization plans, performs and decides. With this foundation, AI can take on more of the work and help reduce decision latency, while finance and operations teams retain full control over the outcomes. Learn more about the Morpheo AI acquisition https://bit.ly/4wu3SfO

Ask finance where the work slows down and the answer is not talent or headcount. In Vena's 2026 FP&A Impact Report, 58% of finance professionals said data quality or availability is a top bottleneck for FP&A, the most common answer So why does this keep topping the list? Finance is not short on data. The problem is there is more of it, coming from more systems in more formats, and it goes out of date fast. When data is that spread out, accuracy slips before the analysis even starts. The teams getting ahead fix it at the source, bringing people, processes, data and technology together so the numbers hold up across the business. Read the full report to see what is holding FP&A teams back, and what they can do about it. Link in comments

Three small data issues account for a disproportionate share of forecasting and variance analysis errors: inconsistent text, number formatting problems and extra spaces. Each is easy to miss in a large model and difficult to trace once the numbers are downstream. Excel's clean data tool was built for situations like this. It identifies all three issue types, shows precisely where they sit in the sheet and resolves them in a click, with a full undo if you want the original back. For FP&A teams working in large, frequently shared workbooks, it removes a category of manual review that rarely gets budgeted for but always needs to be done. To learn more about all of the new and exciting excel features, check out link in comments

How long does one budget consolidation take your team? For UTAC's FP&A team, the answer used to be three hours, every cycle. However, it wasn't a skills problem. UTAC's data lived in two systems in two countries, Oracle Fusion in the UK and Sage in France, so every global view had to be pulled together by hand. And with no audit trail, there was no way to see where a number came from or what had changed. Partners like Finext bring the expertise to close that gap. Finext EPM Lead Consultant Steef Houtekamer and Performance Management Consultant Mike Lubeck helped UTAC align requirements, clean up metadata and design a scalable consolidation model, live in eight weeks, on time and on budget. For UTAC, the same consolidation now runs in 15 minutes, handled by one team member in native Excel with every entry traceable to source. As UTAC's FP&A Manager Rachel Cundell puts it, every cycle gets better. That's orchestrated planning working the way it should: less time handling data, more time decisioning. What would your team do with those hours back? UTAC's full story is at the link in comments.

Would you rather be 95% accurate in 30 days, or directionally right today? At Excelerate Finance Fest this year, we sat down with Kroenke Sports & Entertainment Financial Data & Analytics VP Steve Thomas and Partners In Health's Associate Director of Financial Analysis and Special Projects Miles Roman to talk about whether real performance comes from perfect forecasts or faster action on imperfect information. Circumstances matter, but in most cases getting close to accurate fast beats waiting on the last 20%. That's the tradeoff finance, business analyst and IT teams are wrestling with right now. Hear their take on reducing decision latency and why the gap between insight and execution isn't just a finance problem but a revenue one. Link in comments

"We selected Vena Solutions because Excel is already the finance standard, adoption was critical, and we needed adaptable models rather than rigid templates." — Project manager for planning, Media/Publishing, 100–2,500 employees That's what makes strong implementation. A platform that understands how finance already works and empowers teams to do their best work. That's why the BARC Planning Survey 26 named Vena top-ranked for implementer support in all four peer groups. When finance, business and IT teams are supported through a rollout on familiar ground, adoption is the natural conclusion. Whatever you're planning, plan on the best. See full results in The BARC Planning Survey 26. Link in comments.

Is your team's cross-functional collaboration working, or does it just look good on paper? In our latest FP&A Impact Report, based on a survey of 400+ finance, business analysts, and IT professionals, 63% of finance professionals rated their team's collaboration as "Advanced" or "Leading". At the same time, nearly half flagged limited alignment with other units as one of their biggest challenges. Real partnering is built through orchestrated planning that keeps every team moving on the same numbers, at the same time. Read the full findings https://bit.ly/3Tf55ZC

We asked our Vena partners what they see finance teams doing but get wrong most often, and the answers might not what you'd expect. Most finance teams don't think of these things as problems, just how things are. What's something in your finance process that work but probably shouldn't be a standard?

A governed data foundation turns tools like Claude in Excel into better decisioning and on-time execution across the business. Vena's Senior VP of Product Andrew Stanbridge breaks down what advanced AI in Excel means for the future of CPM software and the finance, business analytics and IT teams that depend on it. Read the full article at the link in our comments.

FP&A teams are being asked to do more than report the numbers. They are expected to drive the decisions. 2026 FP&A Impact Report, based on a survey of over 400 finance leaders, shows many teams are still working through the same obstacles: fragmented data, disconnected systems and forecasts that miss by more than 6%. Seven trends define where FP&A is heading in 2026. The data tells a consistent story: the teams pulling ahead are influencing strategy, fixing their data foundation, and orchestrating on-time execution across their businesses. Where does your team land? Get the full 2026 FP&A Impact Report at the link in comments.