Finance, Accounting, and FP&A AI
77TriVista score
Vic.ai
An AI accounts payable tool that codes and routes invoices automatically, reaching high no-touch rates after a few months of learning your vendors.
Vena Copilot
AI tool profile ·
AI agents inside the Vena financial planning platform that draft budgets and reports while working within Excel and Microsoft Teams.
76TriVista score
Category rank#6 in Finance, Accounting, and FP&A AI
Baseline ELO1,506.0
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At a glance
What it does
Vena Copilot is the AI layer inside Vena, a financial planning platform built around Excel. Its Planning Agent generates draft budgets and forecasts from a plain-language request while staying aligned to a company's governed planning model, and its Reporting Agent builds financial reports with drill-down detail and charts. It runs on Microsoft's Azure OpenAI Service and is available inside Microsoft Teams, including live Excel collaboration during a meeting. Vena states the assistant inherits a company's existing data permissions and does not use customer data to train public AI models. It is made by Vena Solutions, holds AICPA SOC certification, and was named a G2 Grid Leader in 2025.
Where it can help
This fits a finance team that already plans in Excel and wants to keep that familiar interface while automating draft budgets and reports, especially one standardized on Microsoft 365 and Teams. A practical starting point is piloting the Reporting Agent or Planning Agent with one planning cycle for a single department before extending it company-wide. Vena prices its platform by quote for each organization and does not publish standard rates, so treat any figure from a review site as a planning estimate and confirm current terms with a Vena representative. The main risk is that Vena Copilot's value depends on a well-built underlying CubeFLEX model, so a company with messy existing Vena templates should expect a cleanup project first.
Company fitHow your company could affect the fit
How one company factor at a time moves the modeled score. The published score is unchanged.
Company fit
How your company could affect the fit
How one company factor at a time moves the modeled score. The published score is unchanged.
Technology Maturity Low Modeled score75.8 / 100 Modeled category rank#6
Baseline Moderate
Adjusted ELO 1,504.5
Change from baseline -1.6 ELO
Industry Healthcare and life sciences Modeled score76.2 / 100 Modeled category rank#5
Baseline Consumer products
Adjusted ELO 1,507.3
Change from baseline +1.2 ELO
Industry Energy and utilities Modeled score76.2 / 100 Modeled category rank#6
Baseline Consumer products
Adjusted ELO 1,507.2
Change from baseline +1.1 ELO
Industry Technology and telecommunications Modeled score76.2 / 100 Modeled category rank#6
Baseline Consumer products
Adjusted ELO 1,507.0
Change from baseline +0.9 ELO
Industry Financial and professional services Modeled score76.1 / 100 Modeled category rank#6
Baseline Consumer products
Adjusted ELO 1,506.9
Change from baseline +0.7 ELO
Industry Construction and real estate Modeled score76.1 / 100 Modeled category rank#6
Baseline Consumer products
Adjusted ELO 1,506.8
Change from baseline +0.7 ELO
Revenue Band $100M-$500M Modeled score76.1 / 100 Modeled category rank#6
Baseline $25M-$100M
Adjusted ELO 1,506.8
Change from baseline +0.6 ELO
Revenue Band Under $25M Modeled score75.9 / 100 Modeled category rank#6
Baseline $25M-$100M
Adjusted ELO 1,505.7
Change from baseline -0.5 ELO
Industry Retail and distribution Modeled score76.0 / 100 Modeled category rank#4
Baseline Consumer products
Adjusted ELO 1,505.8
Change from baseline -0.3 ELO
Industry Industrial manufacturing Modeled score76.0 / 100 Modeled category rank#7
Baseline Consumer products
Adjusted ELO 1,505.8
Change from baseline -0.3 ELO
Industry Food and beverage Modeled score76.0 / 100 Modeled category rank#5
Baseline Consumer products
Adjusted ELO 1,505.9
Change from baseline -0.2 ELO
Revenue Band $500M-$2B Modeled score76.0 / 100 Modeled category rank#6
Baseline $25M-$100M
Adjusted ELO 1,506.0
Change from baseline -0.2 ELO
Company Type Business services Modeled score76.0 / 100 Modeled category rank#5
Baseline Manufacturing
Adjusted ELO 1,506.2
Change from baseline +0.1 ELO
Revenue Band Over $2B Modeled score76.0 / 100 Modeled category rank#6
Baseline $25M-$100M
Adjusted ELO 1,506.0
Change from baseline -0.1 ELO
Industry Automotive and transportation Modeled score76.0 / 100 Modeled category rank#4
Baseline Consumer products
Adjusted ELO 1,506.2
Change from baseline +0.0 ELO
Technology Maturity High Modeled score76.0 / 100 Modeled category rank#5
Baseline Moderate
Adjusted ELO 1,506.2
Change from baseline +0.0 ELO
Cost guide
What it can cost
These estimates cover licensing, setup, integrations, staff time, security, administration, and support.
| Cost measure | Low | Base | High |
|---|---|---|---|
| First-year total | $72.1K | $113.6K | $183K |
| Three-year total | $155.2K | $234.4K | $362.7K |
| First-year cost per unit | $72.1K | $113.6K | $183K |
| Average annual cost per unit (over three years) | $51.7K | $78.1K | $120.9K |
Cost breakdown by scenario
| Component | Low | Base | High |
|---|---|---|---|
| Licensing and usage | $22.5K | $30K | $40.5K |
| Implementation | $12K | $20K | $34K |
| Integration | $13.2K | $24K | $43.2K |
| Staff time and change management | $7.7K | $11K | $15.4K |
| Security | $6.3K | $9K | $13.5K |
| Administration | $4.9K | $6.5K | $8.8K |
| Support | $2.1K | $2.8K | $3.8K |
Estimate assumptions: This scenario uses a category-based allowance, not a verified price for this product. Based on 1 production workspace. Confirm the vendor’s billing unit and current price or quote before budgeting.
Benefits have not been estimated: The current research does not estimate potential savings, return on investment, or how long it would take to recover the cost. Earlier benefit estimates are excluded.
Get started
What you need first
What you need firstSet up the basics
Confirm current product identity, commercial packaging, data processing terms, sign-in and access rules, retention, integrations, support model, implementation effort, and rollback conditions.
How to startSet clear limits
Verify identity, package, availability, ownership, pricing, and security evidence before approving a pilot
Before you scaleSet safe working rules
Recommended next action
Do not approve a pilot yet. Verify the current product identity, package, availability, owner, pricing, and security evidence; then define one workflow, a baseline, and rollback criteria.
Decision ownerBusiness and technology owner
STARTSet a goal and owner
Define what success looks like for a test of Vena Copilot and assign someone to lead it.
FIRST MONTHTest one workflow
Once the requirements above are met, compare a small trial with how your team works today.
MONTH TWOReview actual use
Track adoption, output quality, business results, and actual costs against the estimate.
MONTH THREEDecide what comes next
Use the results to decide whether to stop, adjust, or expand the pilot.
Risk profile
Required controls
Security and safe use
Confirm encryption, how the vendor uses your data, customer data separation, how long data stays and how to delete it, activity records, sign-in and user setup, where data is handled, other companies that process data, past incidents, and what your team must manage.
Exit and rollback
Review before rollout: confirm how to export your data, revoke access, and return to your existing workflow. Assign an owner and test the rollback plan before expanding use.
Recommended next step
Do not approve a pilot yet. Verify the current product identity, package, availability, owner, pricing, and security evidence; then define one workflow, a baseline, and rollback criteria.
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How to learn more about this tool
Where to check the product, price, security, and support.
Official product information
venasolutions.com/vena-ai
Read official information →
Research observations recorded: 1. Evidence quality: Some support.
Score history
How the rating has changed
Recorded score and category rank across research updates.
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TriVista Score 76.0/100Category rank #6
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TriVista Score 76.0/100Category rank #6
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