Case Study: Kuali scales its finance team and saves time with Vena Solutions' Vena Copilot

How Kuali Is Scaling Their Finance Team With Vena Copilot

Kuali, a growing finance team, was looking for a way to make Finance a better business partner without adding headcount. Using Vena Solutions’ Vena Copilot, they wanted a faster way to answer budget questions, catch spreadsheet formula errors, and provide more timely support to stakeholders.

Vena Solutions implemented Vena Copilot as a virtual financial analyst that could pull answers directly from Kuali’s Vena data. The result was quicker budget responses in minutes instead of hours, easier follow-up analysis for over-budget departments, and more time for the Finance Manager to focus on strategic work. The tool also helped Kuali scale finance support while maintaining data security and privacy.

Kuali

Andrew McFarlane

Finance Manager