Turn Power BI into a complete planning platform.
Microsoft Power BI is excellent for analytics.
Aimplan adds the missing layer. Planning, forecasting and collaboration directly inside Power BI and Microsoft Fabric.
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.
Power BI is powerful. But planning still happens in Excel.
Aimplan transforms Power BI from a reporting tool into a complete planning and forecasting platform.
Instead of exporting data to spreadsheets, teams can:
enter and update planning data directly in Power BI
create rolling forecasts
simulate business scenarios
collaborate across departments
keep planning connected to real data
Everything happens inside the same analytics environment.
Aimplan brings planning directly into Power BI.
Aimplan transforms Power BI from a reporting tool into a complete planning and forecasting platform.
Instead of exporting data to spreadsheets, teams can:
enter and update planning data directly in Power BI
create rolling forecasts
simulate business scenarios
collaborate across departments
keep planning connected to real data
Everything happens inside the same analytics environment.
What you can do with Aimplan
Financial planning and budgeting
Create structured budgeting processes directly in Power BI. Finance teams can collect inputs from multiple departments while maintaining a single source of truth.
Rolling forecasts
Update forecasts continuously using real-time data from your ERP or data platform.
Scenario planning
Test different assumptions. For example revenue growth, hiring plans or cost changes.
Operational planning
Plan sales targets, project capacity or workforce needs directly within your analytics environment.
Planning, budgeting and forecasting - directly within Power BI
Why planning inside Power BI matters
Traditional planning tools create separate planning systems.
With Aimplan:
planning uses the same data model as reporting
forecasts update automatically
decisions are based on real-time insights
This creates a true planning and analytics platform.
Implementation expertise matters.
KOKAI helps organizations turn Aimplan into a working FP&A solution.
Our consultants combine expertise in:
Microsoft Power BI
Microsoft Fabric
Aimplan
financial planning and analytics (FP&A)
This means we do more than install software.
We design planning processes that work.
Typical use cases
Finance teams
budget and forecast faster
connect planning to actual data
Sales organisations
plan revenue targets
monitor pipeline and forecast performance
Project organisations
plan revenue targets
monitor pipeline and forecast performance
See Aimplan in action
Understanding planning in Microsoft Power BI is much easier when you see it in action.
These short videos demonstrate how Aimplan enables planning, forecasting and scenario analysis directly inside Power BI and Microsoft Fabric.
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!