Actuals, planning data, scenarios - one platform, one version of truth.
Turn Power BI into a complete FP&A engine—plan, budget & forecast in real time with Aimplan.
Aimplan puts scenario modeling, collaboration and structured reporting right inside Power BI for faster, smarter decisions.
All your actuals, budgets, and forecasts stay inside a single Power BI dataset—Aimplan kills data silos and keeps finance truly real-time.
Cloud-native and quick to deploy, Aimplan supercharges your existing Power BI models and slashes manual work across finance.
KOKAI ✕ Aimplan
Power BI super-charged for always-on planning & reporting
KOKAI is proud to be an elite Aimplan partner. By pairing our seasoned Power BI implementation team with Aimplan’s next-generation FP&A platform, we give finance teams a single, familiar workspace where they can:
Forecast continuously and play out what-ifs – model scenarios, lock past actuals, and update rolling forecasts without leaving Power BI.
Blend data from anywhere—instantly – tap Power BI’s 300+ connectors to pull ERP, CRM, data-lake or API feeds into one unified planning model, whether your data lives in the cloud or on-prem.
Eliminate spreadsheet chaos – capture manual inputs, comments and approvals directly in Aimplan’s custom visuals; every change is stored in Azure SQL with full audit trail for total control.
With KOKAI’s expertise and Aimplan’s cloud-native design, you can go live fast, reuse your existing Power BI datasets, and give every stakeholder real-time insight—no extra infrastructure, no duplicate integrations, and far beyond simple write-back.
Boost Your Reporting, Planning, Budgeting, and Forecasting with Aimplan's Power BI Tool
Power BI is already a fantastic data visualisation and reporting tool that is beloved by finance, sales, production, procurement, HR, and other functions.
However, with Aimplan, you can transform Power BI into an even more powerful solution for integrated planning and forecasting. What's more, when you need to capture manual input data from users, Aimplan can be used inside of Power BI to efficiently collect data for all of your Power BI reporting needs.
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Upgrade your disconnected manual spreadsheet processes
Many businesses still use spreadsheet templates and email to run their planning and forecasting processes. Spreadsheets are also used to consolidate production numbers, sales, and other data from across the organization. Unfortunately, this can be a time-consuming, cumbersome, slow, and error-prone method.
With Aimplan, you can continuously capture the latest data and information from Power BI users. The solution makes it possible for end-users to directly enter data, including comments, within Power BI, and all data is safely stored in a central database from which Power BI reports on live planning data
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Boost Your Power BI Reporting with Efficient Planning, Budgeting, and Forecasting
Power BI is already a fantastic data visualization and reporting tool that is beloved by finance, sales, production, procurement, HR, and other functions.
However, with Aimplan, you can transform Power BI into an even more powerful solution for integrated planning and forecasting. What's more, when you need to capture manual input data from users, Aimplan can be used inside of Power BI to efficiently collect data for all of your Power BI reporting needs.
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Connected to your ERP and other data sources
Efficient forecasting and planning processes require that users have access to the latest known actual data. Instead of copy-and-pasting from different systems, you can use Aimplan and Power BI to obtain accurate and up-to-date data to serve as the baseline for your planning models.
Aimplan uses your existing Power BI datasets and Power BI's connectivity to a wide range of data sources. You can mix internal and external data and drivers and even provide data back to your ERP system and other tools thanks to Aimplan's open connectivity.
Planning, budgeting and forecasting - directly within Power BI
Aimplan FAQs
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Aimplan is a SaaS solution that extends Microsoft Power BI and Microsoft Fabric with advanced planning, forecasting, reporting, and data management. It helps organizations plan, forecast, and report smarter — all inside Power BI.
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Aimplan is used by Finance (CFOs, Controllers), Sales leaders (CROs, Sales Ops), Supply Chain & Operations teams, and Project Management Offices. It serves mid-market to small enterprises and departmental teams in larger companies.
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Aimplan runs inside Power BI as custom visuals. Data entry, planning, and reporting happen in the same Power BI environment, connected to 200+ data sources. Planning data is stored securely in Azure SQL or Microsoft Fabric and reflected back into Power BI in real time.
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Aimplan eliminates spreadsheet-heavy processes and disconnected tools. It enables integrated planning, fast forecasting, structured financial reporting, and collaborative workflows across finance, sales, supply chain, and project teams.
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A simple budgeting or forecasting setup can be done in 2–3 weeks. Reporting-only setups can be completed in minutes if the Power BI model is ready. Larger, more complex cases may take a few months, but still much faster than standalone FP&A systems.
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Planning data is stored in Azure SQL or Microsoft Fabric SQL, depending on customer setup. Actuals remain in the customer’s existing Power BI model. Data is transmitted securely over HTTPS.
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No. Aimplan is a SaaS service. Business logic runs in the Azure cloud for scalability and automatic updates. However, customers can choose to store planning data in their own Azure SQL database if desired.
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Aimplan follows Power BI’s security framework, including workspaces, row-level security, and permissions. Users only see the data relevant to their role.
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Financial Planning & Analysis (FP&A) – Integrated forecasting, budgeting, workforce planning, OPEX, CAPEX, and reporting.
Sales Performance Management – Sales & revenue budgets, quotas, forecasting, territory assignments, price optimization.
Integrated Business Planning – Demand planning, S&OP, procurement, inventory, capacity optimization.
Project Reporting & Forecasting – Project budgets, resource allocation, profitability forecasting, risk management.m description
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Aimplan is cloud-native, easier to implement, and built for scalability inside Power BI and Fabric. Unlike competitors, Aimplan balances ease of use with deep planning features while keeping costs lower and reducing reliance on external consultants.
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Yes. Aimplan allows multiple planning scenarios and versions, with audit trails. Teams can run driver-based planning, predictive forecasting, and scenario simulations directly in Power BI.
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Customers report faster forecasting cycles, improved data quality, time savings, better collaboration, and higher forecast accuracy. For example, Fellowmind Denmark cut time spent on revenue forecasting and empowered 30 managers to forecast directly in Power BI.cription
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No. While many CFOs and Controllers use it, Aimplan also serves sales leaders, supply chain planners, and project managers. Any department needing planning and forecasting within Power BI can use Aimplan.
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It includes commentary and approval visuals so managers can input narrative explanations, approve budgets, and track changes — all inside Power BI with proper access controls.
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Most customers begin with a discovery call or demo. From there, Aimplan typically starts with one use case (e.g., financial forecasting) and expands step by step into sales, supply chain, or project reporting.
Looking for another solution?
Integrated, Web-Based Budgeting, Planning and Forecasting with Bizview
With an intuitive web-based, spreadsheet-like interface, you can create any type of budget, forecasting and planning form for a robust and cohesive planning process, without the need to work with multiple spreadsheets saved on individual PCs.
Save time by taking control of budget entry and approvals using powerful workflows and automated, coordinated email notifications to your team. Deploy budget contribution and responsibility to the right people throughout the organization, having them input budget / forecast on relevant dimensional level, and using best possible drivers.
Espen Kringstad, managing partner at KOKAI
“Understanding that snags or unforeseen obstacles will always occur in the financial process is critical for efficient financial management. Unexpected factors can affect financial outcomes regardless of how effectively a company develops and implements its financial strategies. This is where Financial Planning and Analysis (FP&A) comes in.
FP&A assists in identifying and navigating these financial roadblocks. FP&A experts can detect potential risks and issues by regularly monitoring financial performance, analysing data, and conducting scenario analysis. They can detect changes in market conditions, changes in customer behaviour, legislative adjustments, or internal operational concerns that could jeopardise financial projections.”
KOKAI
KOKAI will elevate your business with tailored solutions in strategic planning, organisational design, process improvement, technology deployment, and change management. Our seasoned consultants deliver top-notch results for long-term success. Reach out today!