How Agentic AI Is Transforming the Future of Financial Planning

Welcome to the CanadianSME Small Business Podcast, hosted by Kripa Anand. In this episode, we explore how technology and data are redefining the modern Office of Finance, transforming CFOs into strategic leaders and decision-makers.

Joining us is Rishi Grover, Co-founder and Chief Solutions Architect at Vena Solutions, a global leader in Financial Planning and Analysis (FP&A). With over 2,000 organizations using Vena’s platform, Rishi shares how their Excel-enhancing, Microsoft-integrated approach is empowering finance teams to automate, analyze, and act with clarity and confidence.

Key Highlights:

1. Vena’s Founding Story: Why enhancing Excel with Microsoft integration became the foundation of Vena’s success.

2. FP&A Trends 2025: How AI and collaboration tools are revolutionizing budgeting, planning, and decision-making.

3. Agentic AI: How intelligent agents deliver real-time foresight, scenario modeling, and secure workflows for finance teams.

4. Evolving Finance Leadership: How CFOs are moving from compliance to strategic business influence through technology.

5. Innovation & Future Vision: Vena’s global growth, customer milestones, and the next frontier with Vena Copilot.

Special Thanks to Our Partners:

• RBC: https://www.rbcroyalbank.com/dms/business/accounts/beyond-banking/index.html
• UPS: https://solutions.ups.com/ca-beunstoppable.html?WT.mc_id=BUSMEWA
• Google: https://www.google.ca/
• A1 Global College: https://a1globalcollege.ca/
• ADP Canada: https://www.adp.ca/en.aspx

For more expert insights, visit www.canadiansme.ca and subscribe to the CanadianSME Small Business Magazine. Stay innovative, stay informed, and thrive in the digital age!

Disclaimer: The information shared in this podcast is for general informational purposes only and should not be considered as direct financial or business advice. Always consult with a qualified professional for advice specific to your situation.