Turn Power BI into a Planning and Forecasting Platform

Book Demo

Replace spreadsheets with governed planning directly inside Power BI.

North America's Premier Aimplan Partner Since 2023
Founded by alumni of McKinsey & Company
Book Demo
Person planning in Power BI on a computer

Want a facilitated demo with one of our experts?

See It in Action

See how we turn Power BI into a complete planning and forecasting platform using Aimplan — no separate tools required.

Step 1

Enter Planning Data

Finance teams enter forecasts and adjustments directly inside Power BI — no spreadsheets, no separate tools.

Step 2

Review and Approve

Managers review submissions, add comments, and approve changes without leaving the platform.

Step 3

Analyze Results Instantly

Reports update in real time using the same semantic model your team already uses.

Discuss Your Use Case

Let's review your goals, architecture, and rollout approach.

THE PLANNING GAP

Your reporting lives in Power BI. Your planning doesn't.

Many finance teams report in Power BI but still plan in spreadsheets and email. Aimplan adds secure write-back so budgeting, forecasting, and scenario modeling happen directly inside Power BI.

Version chaos
Multiple files. Conflicting numbers. No single source of truth.
Slow forecasting cycles
Leadership wants answers in hours. Forecast updates take days.
Disconnected systems
Power BI shows performance. Planning and budgeting happens somewhere else.
THE SOLUTION

Bring planning into Power BI.

Aimplan turns Power BI from a reporting tool into a write-back planning platform — no separate system required.

Planning and forecasting inside Power BI using Aimplan write-back
Writeback
Workflow
Scenarios
Commentary
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Plan Directly Inside Power BI.
Use your existing semantic model to plan, forecast, and model — no duplication, no rebuild.
Secure Write-Back with Full Audit Trail.
Multi-user input with role-based governance and complete traceability.
AI-Ready Planning Infrastructure.
Structured planning data designed to support AI-driven forecasts and analysis.
Flexible User Roles Aligned to Your Organization.
Match access and licensing to business needs without unnecessary SaaS waste.
Built for Finance. Scalable Across the Enterprise.
Multi-entity support, driver-based modeling, and enterprise-grade security.
SERVICES

Licenses. Implementation. Support.

Everything you need to turn Power BI into a planning platform, from software to strategy.

01

Licensing

The starting package is $670/month, including Aimplan licenses, configuration, and vendor management. One point of contact, no surprises.

02

Custom Builds

Each engagement is typically 80–160 hours. Our consultants design and build your planning models (budgets, forecasts, scenarios) directly inside your Power BI environment. Even if you want to build yourself, we can give you a kick start with training and scoping support.

03

Support

Most clients use 10–20 hours per month for ongoing training, optimization, and technical support so your team keeps getting more out of integrated planning long after go-live.

IN THEIR WORDS
“Plan in BI transformed how we forecast. We finally have planning and reporting in one place, our Power BI environment. No more spreadsheet chaos.”
— Sarah Lindgren, CFO, Mid-Market Manufacturing Company
OUR PEOPLE

Ready to plan where your data lives?

Book a free strategy session. We'll review your Power BI environment and hand you a tailored rollout plan with a mock-up built around your top use case.

Contact us

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