Prophix vs Vena (2026)

ERP integrations and a unified data integration layer bring source data into Prophix One's governed models, and Power BI connects to them. The agents work on those models. The Budgeting Agent writes budget changes back into Prophix, Planning Agent skills publish models and run processes inside it, and the reporting, close and consolidation agents answer from its cube. Copilot returns answers inside Teams, Excel, PowerPoint, Word and Outlook. None of the agents posts entries, raises records or sends updates into the ERP or any other outside system.

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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.

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The Planning Agent, announced in September 2026 as the Autonomous Planning Agent and now part of FP&A Plus, runs budgeting, planning and reforecasting cycles through skills, each a chain of Prophix actions run in order as one unit. Skills Manager builds them from a fixed set of step types that update filters, add or update a version, publish or refresh a model, run a process, update an ad hoc layout or validate templates, and any step can be set to depend on another.

Once a skill is configured, the agent carries it from start to finish on a prompt or a schedule. The first release covers financial models and the personnel and currency models tied to them. Copilot routes every other request to the agent or assistant the user picks, and Prophix's broader workflow module coordinates the people side of budgeting and the close.

Sourcefpa-plus.help.prophix.cloud/content/pxai/planning_agent.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.

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Most work reaches the agents from a person, who opens Prophix One Copilot in an application or in Teams, Excel, PowerPoint, Word or Outlook, picks an agent and types a question or chooses a sample one.

Planning Agent skills can also run on a schedule set in Skills Manager, with a time zone, a start time, start and end dates and a recurrence such as monthly or quarterly. With Run without Review switched on, a scheduled skill starts by itself at that time and no reminder goes out.

Left off, the default, Prophix emails the skill's owner a link to review and start the run in Copilot. No event, alert or webhook starts an agent.

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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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Answers come from the customer's governed actuals in the live Prophix cube, where the platform runs deterministic calculations and the agents explain the results, so a question about Q3 actuals against plan queries the model directly. The Consolidation Agent reads audit trail report data, the Reconciliation Agent reads close status, timelines and outstanding items, and the Knowledge Assistant answers from Prophix's help content. Agents only see data the user's permissions allow.

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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.

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Within Copilot, each exchange adds to a running session history that survives a switch to another agent or assistant until the user clears the chat. Chat History keeps every earlier conversation for the agent selected, and any of them can be reopened and resumed. Nothing the agents learn about a team's preferences or conventions carries into later conversations unless someone types it again.

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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.

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Budget changes made through the Budgeting Agent are reviewed and approved before the agent writes them back. A Planning Agent skill can carry Review Filters and Review Files steps that pause the run until a user approves or rejects, and a rejection stops every remaining step.

Scheduled skills wait for their owner to start them unless Run without Review is switched on, and any run can be cancelled midway. Only global administrators can use the Planning Agent until access is granted in Security Manager, and Portal administrators can switch Prophix One Intelligence off for the whole account and choose which assistants users may open.

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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.

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Users sign in through Prophix Authentication, where multifactor sign in is mandatory, or through the customer's own provider over SAML 2.0 or OpenID Connect 1.0, with that provider's MFA. Agents follow Prophix Security Manager permissions and role based access, so they reach only the data a user may see. Prophix holds SOC 2 Type II and ISAE 3402 Type 2 attestations, ISO 27001, 27017 and 27018 certifications, HITRUST CSF and Cloud Security Alliance STAR, and TrustArc certifies its responsible AI program against the NIST AI framework, the EU AI Act and the OECD principles.

Sourceprophix.com/securityread 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.

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Each Planning Agent skill keeps a Result Log of every run with its status, start time and completion time, and an All Result Log gathers runs across every skill. Runs end as Success, Paused, Rejected, Failed or Cancelled, and a run's detail view shows how many steps finished out of the total, the elapsed time and each step as a card with its own status.

While a skill runs, Copilot marks each step as done, active or not started, and skill activity reaches the notification hub and email. Agent answers stay grounded in governed actuals so a user can see where a result came from, and each user's Chat History keeps past conversations.

Sourcefpa-plus.help.prophix.cloud/content/skills/wc_skills_plng_agent.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.

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Prophix One runs on AWS in a region chosen by the customer's location or set by the customer when service starts, from the United States, the UK, the EU, Canada, Australia, Singapore and Brazil, and data stays in that region, so a US customer's data is stored and backed up only in US regions. Backups are automated across regions within that geography, data is encrypted with AES 256 at rest and TLS 1.2 or higher in transit, and keys sit in cloud HSMs.

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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.

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Prophix One ships ready agents for separate finance jobs.

The Budgeting Agent handles budget changes, the Planning Agent runs recurring cycles from skills, the Reporting Agent answers with tables, charts and variance commentary, the Reconciliation Agent tracks close status, the Consolidation Agent explains group totals, top contributors and negative balances, and the Architect Agent maps general ledger accounts to dimensions in a new model.

Skills Manager starts new skills from two templates, Monthly Maintenance and Rolling Quarter Forecasting, each with its steps and a default schedule ready to fill in. The Knowledge Assistant answers how to questions, and each agent opens with sample questions.

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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.

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The model behind Prophix One's agents goes unnamed, and no setting lets a customer pick or change it. Prophix keeps calculations in the platform and uses the AI to explain them, and it does not use customer data to train third party models. Connecting Claude, ChatGPT or Microsoft Copilot through the MCP server lets a team bring its own assistant to Prophix data, at that provider's terms, while the agents inside Prophix stay on Prophix's choice.

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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.

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The Prophix MCP server gives each FP&A Plus instance its own endpoint URL in the Portal. Claude, ChatGPT and other standard clients sign in over OAuth 2.1 with PKCE using a public client, and Microsoft Copilot uses a confidential client with a secret.

Its tools list models, dimensions, members and their properties, pull cell values, report layouts and period comparisons, query Detailed Planning records and run sums, means, variances and correlations, all within the user's own Prophix permissions.

Every tool reads, so an outside assistant can analyze plans across models but cannot change budgets, versions or models through it.

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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.

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The Consolidation Agent answers only when the report data supports a confident answer and makes clear where its abilities stop, and Prophix applies bias testing under its responsible AI principles. A team has no way to test an agent against its own cases or score its answers before relying on it.

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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.

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Copilot runs inside Prophix and as an add in for Microsoft Office apps, answering from the Prophix cube. None of the agents opens a browser, drives another application's screen or works a desktop session for a user.

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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.

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