Does this sound familiar?
Plans live in disconnected spreadsheets. Version control is a mess.
Forecast cycles take weeks. Numbers are stale when leaders review them.
Sales, OPEX, CAPEX, and workforce plans do not align.
Managers cannot add inputs in Power BI.
Variances lack context. Comments and approvals are scattered.
Meet Aimplan for FP&A
Aimplan extends Power BI and Microsoft Fabric with business and financial planning, reporting, and data management. Finance works in one place to plan, forecast, and report using live data.
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With Aimplan, your team enters data, runs scenarios, adds comments, and approves submissions directly in Power BI. Actuals and plans live side by side. Your model becomes the single source of truth.
Key capabilities
Integrated Financial Planning and Forecasting
Plan across Sales and Revenues, Procurement and COGS, Workforce, OPEX, CAPEX, and Cash-flow. Link drivers. Spread, adjust, and simulate scenarios. Keep versions in sync.
Financial and Management Reporting
Design P&L, Balance Sheet, and Cash Flow using the Aimplan Reporting Visual. Track KPIs and variances. Add narrative with the Comment Visual. Route submissions with approvals.
Microsoft-native and fast to deploy
Reuse your Power BI model and connectors. Keep security with row-level rules. Start small and scale. Works like Power BI – no new system to learn.
Why finance teams choose Aimplan
Built for Power BI and Microsoft Fabric
Works like Power BI – no new system to learn
Reuse data and dimensions you already have
Fast deployment and quick wins
Secure with your existing Power BI permissions
How it works
Step 1: Book a demo to see Aimplan in action.
Step 2: Deploy Aimplan in your Power BI environment and connect your data.
Step 3: Empower your teams with integrated planning, forecasting, and reporting.