AI-powered complete planning platform marks 13th straight appearance on report

Vena, the only AI-powered planning platform built for the Microsoft technology ecosystem, today announced it is not only a Leader in the 2026 Nucleus Research Corporate Performance Management (CPM) Value Matrix, but it has been recognized as the most usable platform in the Leader Quadrant. Vena is also proud to share that Nucleus Research has recognized the company for 13 years in a row on the CPM Value Matrix. These accolades reaffirm Vena’s place in the market and position it for continued growth as it begins its 2027 fiscal year. Acterys, the company Vena recently signed an agreement to acquire, was also ranked with the highest usability in companies ranked as Accelerators.

To qualify as a Leader in a Value Matrix, a vendor must achieve the following:

• Offer a balance of usability and functionality
• Deliver relatively advanced functionality across all core areas
• Be likely to deliver the best ROI
• Continually invest in new features

“From the beginning, Vena has focused on delivering real, tangible results for our customers: time and costs saved, greater collaboration between finance and operations, more consistent forecasting, and more. We’re honored by Nucleus Research’s continued recognition of our relentless focus on value and innovation,” said Hugh Cumming, CTO of Vena. “We aim to make our forthcoming fiscal year Vena’s best year so far. Accolades like this are our fuel to do so.”

In the report, Nucleus Research highlighted Vena’s centralized, cross-functional planning approach, which enables planning to scale as organizations grow while maintaining data consistency and reducing reliance on disconnected spreadsheets across teams. The research firm additionally noted Vena’s continued investment in agentic AI and AI-assisted features that help finance teams surface insights, explore key drivers, and support decision-making without requiring specialized technical skills or external tools.

Finally, the platform’s deep integration with the Microsoft technology ecosystem, going beyond Excel to encompass Fabric, Power BI, Teams and more, was also noted as a particular strength.

“For CPM vendors in the Value Matrix, feature expansion alone is not sufficient; capabilities must integrate effectively with surrounding systems and support day-to-day user workflows. Vena’s long-term focus on usability, alongside recent investments in agentic functionality and broader availability, supported its Leader placement in this year’s assessment,” said Rebecca Kennedy, Research Analyst at Nucleus Research. “We congratulate Vena on its achievement and look forward to seeing what it accomplishes in this coming year.”

In addition to its 13th straight recognition by Nucleus Research, Vena was also recognized as a Major Player in the IDC MarketScape: Worldwide Enterprise Planning, Budgeting, and Forecasting Applications 2026 Vendor Assessment (Doc #US52978625, January 2026). We believe Vena’s approach of enhancing traditional platforms such as Excel with the latest AI innovations played a major role in its ranking.

To learn more about Vena Copilot, Vena’s agentic-first FP&A solution, visit the Vena website.

About Vena

Vena is the only agentic AI-powered FP&A platform purpose-built to harness the full power of the Microsoft technology ecosystem for finance teams everywhere. Vena amplifies Microsoft's world-leading productivity tools, cloud technology and AI innovation to make FP&A, operational planning and adjacent strategic processes more flexible, efficient and intelligent. Thousands of the world’s leading companies rely on Vena to power their planning. For more information, visit venasolutions.com.

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"From the beginning, Vena has focused on delivering real, tangible results for our customers: time and costs saved, greater collaboration between finance and operations, more consistent forecasting, and more."