Jedox vs Vena (2026)

The Integrator extracts, transforms and loads data from ERP, CRM and BI systems such as SAP, Salesforce, Oracle, NetSuite and Microsoft Dynamics, with a VPN gateway for sources on premises, and Power BI and Tableau read the results. JedoxAI works on the cubes that data fills. Its agents analyze, report and write scripts inside Jedox, and none of them updates a record or sends anything in the source systems, so outward action is left to whatever assistant a team connects over MCP.

Sourcejedox.com/en/platform/integrationread 2026-10-13

Source data comes into Vena's central database through prebuilt native integrations, Microsoft Fabric connections and open import APIs, with export APIs for an extra fee, and Vena sits inside Microsoft Excel, Teams, Power BI, PowerPoint and Dynamics 365 Business Central. The agents work on that data in Vena and in the workbook.

The Planning Agent writes driver based budgets into Excel templates, the Reporting Agent builds reports and charts with drill down, and changes made through Vena MCP in Excel can be written back to forecasts and scenarios. None of them changes a record in an ERP, CRM or HR system.

Sourcevenasolutions.com/resources/pricingread 2026-10-12

Multistep work in Jedox runs as Integrator jobs, written in Groovy or JavaScript or chained as loop and external jobs, and as workflow tasks the Workflow Wizard builds on a cube slice for planning rounds. JedoxAI's agents take one request at a time, in a conversation, and hand the result back. A plan that strings several modeling steps together, such as mapping a raw file and proposing a model structure, is carried out by the outside assistant connected over MCP.

Sourceknowledgebase.jedox.com/models/workflow-building-block/workflow-wizard.htmread 2026-10-13

A visual workflow builder maps a whole process, from budget input through review, approval, upload and distribution, automates report sends and task reminders and notifies each person when their step comes up, and the same builder runs compensation planning and financial close management. Inside a single request the Analytics Agent breaks a variance, trend, comparison or ranking question into several steps, shows each one and asks when context is missing, and the Planning Agent turns one plain language request into a structured, driver based budget aligned to the CubeFLEX model.

Sourcevenasolutions.com/capabilities/workflowsread 2026-10-12

A person starts every JedoxAI conversation. The Reporting Agent opens from Ask JedoxAI on a planning cell, a KPI card, a report or a Dynatable, and the Knowledge Agent from the Jedox homepage or the Integrator. Through MCP the same work can start in ChatGPT, Gemini, Copilot or Claude. Integrator jobs run on their own, yet nothing in Jedox wakes an agent on a schedule, a data change or an inbound message.

Sourceknowledgebase.jedox.com/jedox/ai/jedoxai-reporting.htmread 2026-10-13

People reach Vena AI in Excel, in the web app and in Microsoft Teams, where it can sit in a meeting as a private chat, and anyone in the business with a Vena AI license can ask the Reporting Agent for a report. Recurring work runs through skills and scheduled automations in the customer's own AI tools connected by Vena MCP, which can send proactive alerts and repeat an analysis on Vena data. Vena's own agents start when someone asks, and none of them wakes on a new close, a data load or a threshold.

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The Reporting Agent reads the live OLAP cubes a company plans in, using dimension types, default read elements and name attributes set in the Modeler, so it can refer to entities and accounts by their everyday names and compare versions. The Knowledge Agent draws on the Jedox Knowledge Base, Jedox Academy, consultant best practices and beginner material to guide users through fields, configurations and errors. Over MCP, outside assistants get the same governed planning structures and business logic.

Sourceknowledgebase.jedox.com/jedox/ai/jedoxai-reporting.htmread 2026-10-13

Vena AI reads the live CubeFLEX model the team already maintains, with no extra setup, and inherits its data, application and per user permissions.

Vena Omega, the context engine underneath, adds each company's operating model, fiscal calendar, chart of accounts, entity structure, cost centers, historical performance, KPIs and terminology, industry considerations and seasonality, and the stage and dependencies of the planning and close cycle.

Answers drill down to the data behind each number, and the calculations stay deterministic on the governed model while the language model reasons over them.

Sourcevenasolutions.com/vena-airead 2026-10-12

Conversations run over several turns, and a chat history kept across Jedox components lets a user reopen and reuse an earlier analysis instead of asking again, or replay a query to regenerate it. A Dynatable can be updated by a follow up question without restating its context. No setting governs how long that history lasts, and nothing holds a team's preferences or facts for later conversations.

Sourceknowledgebase.jedox.com/jedox/ai/jedoxai.htmread 2026-10-13

The Analytics Agent, in open beta, builds context about each user's role, preferences and business from what people share with it. Admins save organization wide context, each user can add personal instructions and preferences that carry into later conversations, and Vena Omega tunes the depth, framing and format of an answer to the user's role and permissions. How long that context lasts, and how a user reviews or clears it, is left open.

Sourcevenasolutions.com/newsroom/vena-advances-finance-ai-with-new-analytics-agent-and-expanded-mcp-capabilitiesread 2026-10-12

AI reaches only the planning structures and data the user's rights allow, through JedoxAI and through MCP alike. MCP interactions that act, run a workflow or write back are meant to stay inside the company's approval processes and human oversight, and Jedox's own demo ends with a proposed model structure set out for review. A step where Jedox itself holds an AI change until someone approves it has no setup or setting behind it.

Sourcejedox.com/en/platform/mcpread 2026-10-13

Budgets move through Vena workflows with review and approval steps and a notice to each approver in turn. The Analytics Agent shows how it reached an answer, flags missing context or uncertainty and asks before it fills a gap, and the user can correct a GL account, period or assumption and rerun. Every output is the customer's to review under Vena's AI terms, and agent output itself has no approval step of its own before it lands in a workbook.

Sourcevenasolutions.com/capabilities/workflowsread 2026-10-12

SAML single sign on lets users sign in with their corporate identity, and access runs through users, groups, roles and rights down to cubes, dimensions and elements, which JedoxAI and MCP both respect. Jedox is audited every year by an independent firm for ISO 9001, ISO 27001, ISO 27017, SOC 1, SOC 2 Type 2 and CSA STAR Levels 1 and 2, covers GDPR, and offers a penetration test attestation letter for its 26.1 release along with a SOC 2 bridge letter through June 2026. The Professional package adds enterprise security features, and cloud customers can bring their own encryption keys.

Sourcejedox.com/en/platform/cloudread 2026-10-13

Deloitte performs Vena's annual SOC 1 and SOC 2 Type II audits, both available on request, and a SOC 3 report is public. Vena is a Cloud Security Alliance Trusted Cloud Provider and takes part in TRUSTe's privacy certification program.

Customers can turn on SAML 2.0 single sign on, multifactor authentication and IP restrictions, and role based access sets per user permissions on sensitive data, which the agents inherit.

Each customer gets its own database instance, data is encrypted at rest with AES 256 under keys held in AWS Key Management Service and in transit with TLS 1.2 or higher, and Vena staff reach production only through federated sign in with MFA and a VPN.

Sourcevenasolutions.com/trustread 2026-10-12

Jedox Audit records every cube data entry with its user, cell coordinates, value and type of entry, and a database audit trails added, deleted and renamed dimensions and cubes and layout changes, each shown only to users with the right to see that data. JedoxAI keeps a chat history and can replay a query. Neither view gathers what an agent did in a session into a record of its own, so tracing an AI change means reading the audit log.

Sourceknowledgebase.jedox.com/jedox/reporting/audit-logs.htmread 2026-10-13

Audit trails record every document, spreadsheet, budget, report, template and cell level change with date, time and user, with version histories and rollback. Admins get a view of every question put to Vena AI and every response, and answers marked wrong can be audited. The Analytics Agent shows the steps and logic behind each answer so a user can inspect what it used, and visual workflow tracking shows where each step of a process stands.

Sourcevenasolutions.com/capabilities/security-and-complianceread 2026-10-12

Jedox Cloud runs on Microsoft Azure in a region the customer picks when ordering, among East US, West US 2 and Canada Central, Sweden Central, North and West Europe, Germany West Central, France Central, UK South and Switzerland North, UAE North and Israel Central, Australia East, Southeast Asia and Japan East. Companies with strict rules can run Jedox in their own Kubernetes cluster as an unmanaged private cloud, installed with a Helm chart, and a premium disaster recovery service replicates across regions.

Sourceknowledgebase.jedox.com/jedox/cloud/regions-latency.htmread 2026-10-13

Vena Hubs run in AWS or Azure data centers in Canada, the United States or the EU, and each customer chooses its hub region to meet residency rules and keep transfers fast. Nightly backups go to Amazon S3 or Azure Blob Storage across several regions in the same geography, so data stays in that geography, and current data is always stored redundantly. Vena AI runs on Azure OpenAI Service, and Vena does not promise that its AI features are available in every region. There is no edition a customer can host itself.

Sourcevenasolutions.com/trustread 2026-10-12

The Jedox Marketplace and Solution Bundles give ready models for integrated financial planning, financial consolidation, HR planning and ESG that a customer installs and extends. The AIssisted Planning model packages wizards for time series forecasts, driver analysis, classification and data preparation, and the Reporting and Knowledge Agents each do a separate job. The Claude plugin that comes with Jedox MCP carries best practice cookbooks for building new models.

Sourcejedox.com/en/platform/pricingread 2026-10-13

Three agents are ready for different jobs. The Planning Agent drafts driver based budgets and forecasts in Excel from plain language, aligned to the CubeFLEX model. The Reporting Agent lets anyone in the business request ad hoc reports and charts with drill down, which teams edit together in Excel Live inside Teams.

The Analytics Agent, in open beta with general availability expected later in October 2026, works through variance, trend, comparison and ranking questions in steps. A Scenario Agent for modeling cost, pricing, M&A and timing decisions across entities is announced and not yet available.

Sourcevenasolutions.com/vena-airead 2026-10-12

JedoxAI runs inside Jedox's own Microsoft Azure environment on the Azure OpenAI Service, and no setting lets a customer choose or swap the model behind the Reporting or Knowledge Agent. The bring your own model option Jedox mentions shows up in practice as the statistical and regression models of the AIssisted Planning wizards. Teams that want their own assistant can point ChatGPT, Gemini, Copilot or Claude at Jedox through MCP, which leaves JedoxAI itself on Azure OpenAI.

Sourceknowledgebase.jedox.com/jedox/ai/jedoxai.htmread 2026-10-13

Vena AI runs on OpenAI models through Microsoft Azure OpenAI Service, under Microsoft's code of conduct for that service, combined with the CubeFLEX model, and customer data is never used to train public models. A customer cannot move its agents to another provider or model. Claude Cowork, ChatGPT Work and other assistants can work with Vena data through Vena MCP, but those are the customer's own tools, not a choice of model for Vena's agents.

Sourcevenasolutions.com/vena-airead 2026-10-12

Developers reach Jedox through an OData API over OLAP databases, dimensions, cubes, views and cells and Integrator components, a RESTful HTTP API for the in memory database with its full reference served by each instance, PHP and Java client libraries, database scripts and Integrator scripting in Groovy, JavaScript and Python. Jedox MCP, an add on to the Full Suite user license, exposes Jedox capabilities as tools that outside assistants call after authenticating against the customer's environment, though its endpoint and tool list are not public.

Sourceknowledgebase.jedox.com/jedox/apis.htmread 2026-10-13

Open platform APIs move data into Vena, with import APIs included in every plan and export APIs for an extra fee. Vena MCP gives supported AI tools such as Claude Cowork and ChatGPT Work read access to ledger, transaction and operational data under Vena's permissions, and changes made through it in Excel can be written back to forecasts and scenarios. Vena's AI terms bar calling its AI features by any route other than the ones Vena provides, and the MCP endpoint and full tool list are not public.

Sourcevenasolutions.com/resources/pricingread 2026-10-12

Test and sandbox systems, sold as add ons, let a team try model changes away from production, and the AIssisted Planning wizards report how well each forecast method fits the data. Both measure models and forecasts. Nothing scores what the Reporting or Knowledge Agent answers, compares versions of an agent, or checks AI changes made over MCP before they reach planners.

Sourcejedox.com/en/platform/pricingread 2026-10-13

The Complete plan adds a sandbox environment to test, refine and validate new features and data sets before end users see them. Users give feedback on responses as they arrive, wrong answers can be audited, and admins can write natural language rules for phrases the AI misreads, while the Analytics Agent lets a user fix an input and rerun an analysis. None of this scores agent answers against a test set, so a team judges agent quality by checking results itself.

Sourcevenasolutions.com/resources/pricingread 2026-10-12

JedoxAI works through Jedox's own cubes, reports and Integrator, and outside assistants work through MCP, so no agent drives a browser or desktop application. Data moves through Integrator connectors, APIs and the VPN gateway.

Sourceknowledgebase.jedox.com/jedox/ai/jedoxai.htmread 2026-10-13

The agents work inside Vena's model and the Excel, Teams and Power BI surfaces Vena connects to, and data from other systems arrives through integrations and APIs. None of them takes over another application's screen for a user.

Sourcevenasolutions.com/vena-airead 2026-10-12