Extending Power BI
Planning | Budgeting | Forecasting | Approvals
Structured Reporting | Commenting | Data Management
KOKAI is an elite partner to Aimplan, a major player in digital solutions for business. Aimplan’s mission is to help organizations reach and exceed their goals with superior planning and reporting. Being able to continuously and accurately forecast, play with different scenarios, and plan for the future across the organization is key to success. We at KOKAI are proud of our unique expertise on Aimplan, with many years of experience in implementing the Power BI.
Power BI can connect to almost any system, API and database to retrieve data. Aimplan fully leverages this strength. This amazing connectivity makes it possible to combine data from many different data sources in the same planning model. In the cloud or on-prem. Databases, APIs or data lakes. Almost everything is possible!
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.
Boost Your Power BI Reporting with Efficient Planning, Budgeting, and Forecasting
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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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The very smallest customers are not the target but as soon as the customer runs BI and has many dimensions (locations, companies, sellers etc), it is ok
All industries
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After Aimplan has created a new instance in their Aimplan portal and you have gained access to it, you download their visuals into Power BI
Get online training course
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Yes, you can allow end-users of Power BI to have the opportunity to enter data within Power BI that is immediately stored in your warehouse. Or maybe not direct to your warehouse but to staging databases close by.
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Aimplan is specifically designed to integrate seamlessly with PowerBI, and it supports a wide range of data sources, including popular ERP systems. You can easily pull data from Business Central, NAV, or other systems via standard APIs or OData services, ensuring all your financial and operational data is connected within a single platform. The integration process is straightforward, allowing you to maintain your existing workflows without major disruption.
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Yes, Aimplan enhances forecasting accuracy by consolidating data from multiple sources and ensuring real-time updates. You can use historical data, set up scenarios, and create dynamic forecasts, all within Power BI. The ability to adjust plans in real-time, combined with advanced features like writeback and detailed reporting, provides more precise insights into financial performance.
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Absolutely. Aimplan is designed with ease of use and self-service in mind. It allows non-technical users to manage tasks like planning, budgeting, forecasting, and reporting within the familiar Power BI interface. Intuitive features like commenting, scenario planning, and data management are built for business users, minimising the need for IT involvement in day-to-day operations.
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Aimplan ensures high data quality by centralising data from trusted sources and using Power BI's robust data modelling capabilities. Since it’s integrated with your existing systems, you don’t need to manually reconcile data or spend time verifying accuracy. This automated approach reduces errors and ensures that you’re always working with reliable, up-to-date information, allowing you to focus on analysis rather than data validation.
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With Aimplan, you can create a wide range of reports, including detailed financial statements like P&L and actuals vs. plan comparisons. Reports are fully customisable, allowing you to drill down into underlying transactions and tailor insights to your specific needs. You can also build scenario-based reports and integrate KPIs, giving you a comprehensive view of your business’s financial health.
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!