Vena Solutions

The Morpheo AI acquisition is officially complete. With Morpheo AI’s team and technology now part of Vena, we’re advancing Vena Omega™, the industry’s only cumulative context engine built for finance. Why does that matter? Because AI delivers more value when it understands more than the data in front of it. Vena Omega is designed to build on the context created through every plan, report and decision, so AI can deepen its understanding of how each organization plans, performs and decides over time. Morpheo AI strengthens the data and context foundation that makes that possible, helping us move toward AI that becomes more relevant to the business the longer it works alongside it. Learn more about what’s next for Vena AI and Vena Omega https://bit.ly/3ScKXr2

How do finance teams build a business case leadership stands behind? In a new Forbes Finance Council feature, Vena Solutions CFO Melissa Howatson makes the case that finance isn't just the department that owns the numbers anymore. It's becoming the connective tissue between IT, HR and the rest of the business, bringing cross-functional input into the planning process early instead of collecting sign-offs at the end. That shift matters more than you think. A business case built with input from every function that touches the outcome is a decision the organization can stand behind. And that is Orchestrated Planning in practice. Finance, business and IT teams working from shared context so investment decisions move with confidence instead of friction. Read the full piece to see how finance's role is moving from gatekeeper to strategic partner, link in comments.

Consolidations at OEG used to mean pulling together more than 90 spreadsheets by hand. Processes like that carry a cost beyond the hours. Every manual step is a place where confidence in the numbers can slip, and finance carries that weight into every report it delivers. OEG's FP&A Manager Claire Kerr describes what changed when consolidation moved into Vena and the manual assembly ended: it has transformed how the team works. Read the full story at the link in comments.

"We can respond with a plan that was already laid out rather than react." That's how Arizona Cardinals Football Club Corporate Controller, Christine Harms, describes the value of scenario planning for their business. When the economy shifts or customer behavior changes, teams already have a path forward instead of starting the decision process from scratch. Figuring out their "if, then" scenario plans has paid off. That preparation reduces decision latency and helps organizations respond while the opportunity to act still matters. Learn how the Arizona Cardinals are preparing for what comes next. Link in comments

The pressure to put AI to work in finance is growing quickly, but is your organization ready to get meaningful value from it? For CFOs and FP&A professionals, that readiness requires more than choosing the right technology. AI needs trusted data and the right context if the insights it produces are going to support confident decisions. As expectations around AI rise, strengthening that foundation becomes part of protecting the investment itself. The goal is to make sure faster analysis leads to better decisions and measurable value for the business. What’s really driving FP&A teams in 2026? See what the data reveals in the Vena FP&A Impact Report. Link in the comments

Most AI conversations start with the model. A better question is whether the data underneath it is ready. Morpheo AI Co-Founder & CEO Sandesh Patil stresses how getting the right answers at the right time still depends on getting the data foundation right. AI can make it easier to ask the question, but fragmented or poorly prepared data can still leave people wondering whether they can trust the answer. AI readiness starts with ingesting the right data, curating it and creating reliable data products that reflect how the business operates. When that groundwork is in place, finance, business analysts and IT can spend less time figuring out where the answer came from and more time using it to make better decisions.

What makes a finance and IT partnership work well past go-live? Mission Rock Residential, LLC Executive Vice President of Information Technology Kevin Vertrees and Cumming Group Director of FP&A Brian Spence says it comes down to ownership. Finance, business and IT teams can build the technology together, validate the data and deliver the project. But if the finance side treats the tool as something IT owns forever, the outcome stalls. The most successful finance teams know where they want to go, and actively partner with IT from rollout to results. Teams can move from integrating to orchestrating by building strong relationships between finance, business analytics and IT teams, so on-time execution does not depend on one side carrying the whole load. Where does ownership tend to break down between finance and IT on your team, at handoff or after go-live?

There’s still time to register for tomorrow’s webinar. As AI consumption grows, Finance and IT need a shared view of what’s being spent, what comes next and how that spend should be managed. Join Vena CFO Melissa Howatson, Vena CTO Hugh Cumming and Acterys VP, Global Sales Mike Marotta tomorrow for a practical look at AI token planning and write-back in Power BI. Register at the link below

We're excited to share that Vena has been named a Leader in BPM Partners' 2026-2027 Vendor Landscape Matrix, with an Overall BPM Pulse Rating of 4.80, up from 4.69 last year. The rating reflects how dedicated Vena is to helping finance, business and IT teams move from insight to on-time execution through Orchestrated Planning, Decisioning and Close. Vena brings the control and scale of centralized, governed data to a Microsoft-native platform with the Excel interface and 365 tools teams already use. It covers the full spectrum of financial and planning and forecasting, extended planning across revenue, sales, workforce and capital expenditure, and goes beyond planning into consolidations and close, account reconciliations, tax provisioning and ESG management. A big thank you to our customers as these ratings come directly from their feedback and experience. That's the kind of proof that matters most. Read the full BPM Partners Vendor Landscape Matrix https://bit.ly/3RS5MI6

Your finance team should be able to move as fast as your business does. As Noble Investment Group, a firm that manages a portfolio of select-service hotels across the US, deployed capital from its latest billion-dollar fund, its month-end close could no longer keep pace with that growth. Excel had carried the team well for years, but close and forecasting stretched across nearly 200 hotel-level workbooks, and the process was not built to scale alongside a fast-growing fund. Vena brought multiple source systems, including Yardi, into a governed platform with the native-Excel interface their team already worked best in.The team saves five days every month across close and forecasting, and a three-person FP&A team supports a rapidly expanding portfolio without adding headcount. Scaling a business does not have to mean scaling headcount. Sometimes it means giving a small team a system that moves at the same speed as the business around it. Link in comments to read more.