Power BI Planning for FP&A
Your FP&A
Process,
finally inside
Power BI
Inside Power BI, not beside it — planning inputs live in the same workspace.
Power BI planning, budgeting, and forecasting — brought directly into the workspace your FP&A team already uses. Fragmented spreadsheets, replaced. Existing infrastructure, untouched.​
- Power BI planning & forecasting - Mid-market FP&A & BI teams - Four validated use cases
Trusted by teams who plan in Power BI
The Problem
Power BI was built for reporting. Not for budgeting or forecasting.
Mid-market FP&A teams don't fail at planning and forecasting because their people aren't capable. They fail because Power BI was built for reporting, not for budgeting or rolling forecasts. Spreadsheets multiply. Consolidation becomes a fire drill. And the Power BI environment that shows everyone what's happening has no way to accept the planning inputs that drive it forward.
Disconnected files​
Budget and forecast data lives across scattered files instead of your Power BI model. Pulling it together always takes longer than it should — and errors creep in along the way.
No time left for analysis​
Your best analysts spend the week chasing numbers and fixing budgeting and forecasting templates. Scenario modeling and strategic thinking get pushed to whatever time is left over.
Consolidation fire drills​
Leadership asks for an update and the team spends days constructing a coherent picture from scattered versions.
Reporting, no planning​
Power BI handles financial reporting well. But it has no native way to support rolling forecasts or budgeting. The gap between what BI shows and what the business must plan stays wide open.
The data is already in Power BI. Your team built it, your BI professionals maintain it, your leadership reads it every week. What's missing is the planning layer that sits on top — the layer that lets the business write back, consolidate, forecast, and decide from a single source of truth.
This is the reality for most mid-market planning teams.
The solution
Budgeting and forecasting, built into Power BI
Aimplan sits directly inside Power BI — purpose-built for financial and business planning, forecasting, and reporting. The dashboards and data models your team has already built stay exactly as they are. Aimplan adds structured, governed planning logic on top of what already exists.
Aimplan is the only planning platform built as a native Power BI extension. Planning inputs and actuals live inside the same workspace your team already owns — with no data migration, no reports to rebuild, and no parallel environment to maintain.
No migration, no rebuild
Aimplan runs inside your existing Power BI workspace. Reports built before Aimplan need no changes. Planning inputs and actuals coexist in the environment your team already owns. Nothing to migrate, no parallel system to run.
From fire drills to flow
Budgeting and financial reporting cycles that took days now take hours. One source of truth replaces scattered files, broken formula chains, and version conflicts. The scramble before every board meeting becomes a predictable process.
Analysts back to analysis
Rolling forecasts, driver-based forecasting, scenario modeling, and cross-functional input collection free your FP&A team from data wrangling. They stress-test forecasts and answer strategic questions — without rebuilding models from scratch each time.
Numbers leadership can trust
Planning data centralizes in a single, audit-ready environment. Submissions, approvals, and consolidation steps are structured and traceable — so the figures in a board meeting are the same figures the finance team worked from. When the process is transparent, credibility follows.
From Our Customers
FP&A teams who made the switch
Budgeting and reporting, inside the Power BI environment they already owned.
Fellowmind
Polarbröd
“
With Aimplan and Power BI we have a modern budgeting process that truly works in practice. I've been a controller a long time — this is the first time the work feels so fast, simple, and reliable.
​
Roger Öberg
Controller, Polarbröd
Norra Skog
Södra
“
Budgeting and reporting go hand in hand. Our budgeting solution in Aimplan is an integrated part of our BI solution — a stable information hub that's flexible and modern.
​
Fredrik Kinder
Head of Application Mgmt Finance, Södra
GET STARTED
See modern planning inside your Power BI, book your slot to the right
A demo with Aimplan is tailored to your use case, your Power BI environment, and your stage of complexity. You'll see how planning inputs and actuals coexist within your existing workspace — and walk away with a clear picture of what the transition looks like. No generic sales presentation.
Frequently asked questions
Can you do financial planning and forecasting in Power BI?
Not natively. Power BI is built for analysis and reporting, not for entering or changing data. Aimplan adds that missing layer, budgeting, forecasting, and write-back, directly inside the Power BI workspace your team already uses, so you plan and report in one place instead of switching between spreadsheets and a separate FP&A tool.
Do we need to migrate our Power BI data models?
No. Aimplan connects to your existing Power BI workspaces and data models. Nothing needs to be migrated. Reports and dashboards your team built remain exactly as they are — Aimplan adds the planning layer on top of what already exists.
Why use Aimplan instead of a dedicated FP&A platform?
Most dedicated planning platforms require you to extract your data out of Power BI and load it into their own database, a second environment to maintain alongside the one you've already built. Aimplan connects directly to your existing Power BI model. Nothing gets duplicated, and the data stays in one place.
Will our team actually use this, or just go back to spreadsheets?
Because Aimplan operates inside the Power BI environment your team already uses, the interface is familiar — especially for anyone working in Power BI daily. For business contributors, the input experience is straightforward and doesn't require learning a new platform. The structured submission process replaces ad hoc spreadsheet handoffs with a clear workflow, which typically reduces friction rather than adding it.
Where does our financial data live?
Your data stays within your existing Microsoft infrastructure. Aimplan runs as a native extension of Power BI — there's no migration to an external platform and no requirement to share sensitive financial data with a separate vendor environment. The security and governance controls you already apply to Power BI continue to apply within Aimplan.
Give your finance team the capacity to lead, not just report
When planning works — when the numbers are accurate, the process is traceable, and the team is focused on analysis — finance becomes a strategic function, not a maintenance operation.