Financial Planning & Analysis in Power BI
Smarter planning, forecasting, and reporting for modern finance teams
Aimplan brings Financial Planning and Analysis into Microsoft Power BI so finance teams can plan, forecast, and report in one connected environment. Instead of moving data between tools, you work directly with the same Power BI model and dashboards already used for analysis. Budgets, forecasts, and actuals live in a shared structure that’s always up to date. Finance, operations, and leadership explore the same numbers, create plans, and track performance together with full visibility.
How FP&A works with Aimplan in Power BI
With Aimplan, FP&A teams move beyond static spreadsheets and manual consolidation. Plans and forecasts are built directly in Power BI using Aimplan visuals for data input and analysis. Revenue, cost, and cash flow models connect seamlessly, so every forecast reflects the latest business data. Scenarios are easy to create and compare, helping finance test assumptions and understand performance drivers in real time.
Integrated financial planning in Power BI
Aimplan brings all key planning areas into one coordinated process, from sales and procurement to OPEX, CAPEX, and workforce planning. Finance teams can link operational plans with financial outcomes, align forecasts across departments, and see the impact of decisions instantly. This integration improves collaboration and gives organizations the agility to adjust plans as conditions change while keeping profitability in focus.
Financial Reporting and Insights
Aimplan enhances Power BI with reporting visuals built for finance. You can design P&Ls, balance sheets, and management reports that follow your company’s structure, complete with subtotals and hierarchies. Reports update automatically with live data, so reviews are faster and every number reflects the latest approved version.
Approvals, Commentary, and Control
Aimplan makes collaboration and governance a natural part of the planning process. Comments, explanations, and approvals happen directly in Power BI. Each note is tied to a version, period, and department, creating transparency and accountability. Permissions follow your existing Power BI security, ensuring everyone only sees data relevant to their role.
The Impact of Modern FP&A
With Aimplan, planning and reporting become faster, more connected, and more reliable. Forecasts update continuously, plans stay aligned with strategy, and reports reflect live data. Finance teams spend less time gathering numbers and more time analyzing them. FP&A becomes a forward-looking partner that drives better business decisions in Power BI.
Ready to Transform Your Planning Process?
Join organizations that have eliminated spreadsheet chaos and accelerated their planning cycles with Aimplan.
See Aimplan in action with your own data and use case. Our team will show you how to transform your Power BI environment into a complete planning solution.