Meet Your New FP&A Teammate: How AI Agents Are Reshaping the Finance Function

The FP&A world is evolving—fast. Gone are the days when finance teams had weeks to prepare a forecast or dig through spreadsheets for answers. Today’s CFOs and finance leaders need insights on demand, not just from analysts—but from intelligent systems that work with them.

Enter the era of AI agents: a new class of digital assistants designed to support finance professionals by interacting with data like a colleague would. These aren’t just chatbots. They’re context-aware, purpose-built copilots that can run scenarios, surface insights, and even help make recommendations—all within your existing FP&A platform.

And both Vena and OneStream are leading the charge.

What Are AI Agents in FP&A?

Think of AI agents as highly capable digital coworkers embedded in your financial planning platform. Unlike static dashboards or rule-based automation, AI agents understand natural language prompts, maintain context, and execute complex actions. You can ask them questions—just like you would a teammate.

“What’s driving the variance in marketing spend this quarter?”

“Reforecast revenue with a 10% increase in churn.”

“Compare last year’s cash burn to this year’s.”‍

These agents don’t just pull a report—they deliver insights, simulate changes, and suggest next steps.

At RVNA Tech, we’ve seen a surge in demand from CFOs and finance teams who are eager to integrate AI agents into their FP&A workflows. As companies look to move faster, answer more ad hoc questions in real time, and empower finance with predictive capabilities, AI agents are emerging as a must-have—not a nice-to-have.

Two of the leading platforms we implement—Vena and OneStream—are already embedding AI agents as a core part of their product strategy. While each takes a slightly different approach, both are redefining how finance teams work, think, and deliver value to the business.

Here’s how each solution is leveraging AI agents to transform FP&A.‍

How Vena Is Deploying AI Agents

Vena’s new AI agent, powered by Microsoft Azure OpenAI and tightly integrated with Microsoft Copilot, is built directly into its Extended Planning platform. What sets it apart is that it’s been specifically trained within the FP&A context—so the questions you ask and the answers you receive are grounded in finance and business planning, not general-purpose AI.

Unlike public-facing AI tools that may draw from internet sources, Vena’s AI agent operates entirely within your organization’s data environment. It only references the structured financial and operational data that lives within the Vena platform, and all activity occurs inside Vena’s established security protocols.

In short, your data never leaves the walls of your system, and access is tightly controlled based on user roles and permissions. This means the CFO, FP&A analysts, and department leads each see only what they’re authorized to view.

With this context-aware foundation, Vena’s AI agent enables:

Natural language querying: Ask questions like you would to a colleague. No formulas, no code.
Contextual forecasting: The agent understands where you are in the planning process and can auto-populate scenarios, identify anomalies, and generate forecasts.
Real-time what-if analysis: You can instantly adjust assumptions—like inflation, pricing, or headcount—and see the impact across reports.

Vena’s AI agent isn’t replacing the FP&A team—it’s accelerating it. You’re still in control, but now you’re equipped with a much faster, smarter way to explore options and answer critical business questions.

How OneStream Is Deploying AI Agents

OneStream takes a more enterprise-scale approach to AI agents, embedding them within its Intelligent Finance Platform through a unified architecture that integrates data, analytics, and automation. These agents are not standalone tools—they’re an embedded extension of OneStream’s core planning and analytics engine, purpose-built to support enterprise-grade forecasting, analysis, and reporting.

At the center of OneStream’s AI strategy is its ability to deliver:

Predictive analytics at scale: AI agents can generate forecasts based on historical trends, external drivers, and real-time inputs, all with full transparency into underlying assumptions.
Conversational analytics: Through natural language interfaces, users can ask ad hoc questions and receive context-aware answers without waiting on reports or IT teams.
Proactive anomaly detection: AI agents constantly monitor incoming data, identifying outliers and flagging issues before they impact downstream planning cycles.

What’s equally important is how OneStream ensures data security and governance while deploying these intelligent capabilities.

All AI-driven interactions in OneStream remain within the secure enterprise environment. Unlike generic AI models that may tap external sources, OneStream’s AI agents operate entirely within the boundaries of your organization's platform and follow the same governance structure that governs all OneStream data and processes.

User-level permissions determine what each person can ask, see, and act upon.
Data access policies and audit trails ensure compliance with corporate controls.
All AI interactions are recorded, traceable, and governed under the same controls as core financial workflows.

This design provides finance teams and IT leaders with confidence that AI won’t create new risk vectors—it will operate securely within the guardrails already established.

By merging intelligent agents with unified financial and operational data, OneStream gives finance teams the ability to not only react faster but to lead strategic planning conversations across the business.‍

The Real Benefit: From Reactive to Proactive

For most FP&A teams, reporting is still reactive. Even advanced dashboards often lag behind the questions the business needs answered today.

AI agents change that dynamic. They don’t just automate—they empower. With AI agents:

CFOs can have smarter conversations with the board.
Analysts spend less time chasing numbers and more time advising the business.
The entire finance team becomes more strategic and responsive.

This isn’t just automation—it’s augmentation.‍

Ready to Deploy AI Agents in Your FP&A Function?

Whether you’re interested in deploying Vena or OneStream, the journey to intelligent finance begins with understanding how to properly configure, train, and integrate these AI agents into your processes.

At RVNA Tech, we’re certified implementation partners for both Vena and OneStream. Our team can guide you through AI agent enablement, from governance and security to workflow integration and training.

Let’s make your next FP&A hire digital.