Aimplan
Aimplan extends Microsoft Power BI and Fabric with business and financial planning, forecasting, reporting, and data management.
What Aimplan is
Aimplan extends Microsoft Power BI and Fabric with business and financial planning, forecasting, reporting, and data management. It reuses Power BI datasets, dimensions, facts, and DAX measures as a planning foundation. Teams can model scenarios, plan from business drivers, roll periods forward, collaborate through comments, manage approvals, and control versions. Plans can be entered in Power BI using Excel-like visuals, live calculations, copy-and-paste, and bulk operations. Aimplan also supports structured financial reports such as P&Ls and balance sheets, with configurable rows, columns, calculations, subtotals, and hierarchies. It integrates with Microsoft tools and data sources including Excel, Fabric, Dynamics products, databases, APIs, and data lakes, and can be embedded in Teams and SharePoint through Power BI. The maker describes controls including Entra ID single sign-on, row-level security, and an audit trail. Aimplan is paid, with pricing on request. Access to its demo requires Power BI Pro or higher and a Microsoft M365 account.
Good
- Builds on existing Power BI datasets and measures
- Supports scenario and workforce planning
- Includes approvals, comments, and version control
- Offers structured financial reporting
- Can be embedded in Teams and SharePoint
Watch out
- Paid product with pricing on request
- Demo requires Power BI Pro or higher
- Demo requires a Microsoft M365 account
Who it suits
It suits finance, sales, operations, and project teams already working in Power BI, including CFOs, FP&A managers, controllers, and project managers. Organizations should have the required Microsoft account and Power BI license to access the demo.
Verdict
Aimplan is a planning and reporting option for organizations built around Power BI and Fabric. Its existing-data foundation and planning controls are central to its fit; buyers need to request pricing and meet the demo requirements to evaluate it.
The facts
Each one read from Aimplan's own pages, with the date it was checked.
What it does
- AI data handling
- The maker says the AI Assistant does not access model data rows, processes requests with Anthropic Claude, and logs conversations that only their initiator can open.checked 12 Oct 2026
- AI features
- The AI Assistant and MCP server entered public preview for customers and partners in late September 2026; the Assistant reads model metadata and requires administrator enablement.checked 12 Oct 2026
- AI forecasting
- Aimplan surfaces AI-generated forecasts available in Power BI and Microsoft Fabric, including Copilot and Azure AI, for managers to review and adjust.checked 11 Oct 2026
- Budgeting
- Yeschecked 21 Sep 2026
- Data access
- The maker says customers retain access to data stored by Aimplan and can retrieve it using other tools and systems.checked 11 Oct 2026
- Data control
- The maker says business data remains in the customer's Power BI workspace and is accessed only while the system is actively being used.checked 12 Oct 2026
- Data entry
- Users can enter plans in Power BI with Excel-like visuals, live calculations, copy-and-paste, and bulk operations.checked 11 Oct 2026
- Data foundation
- Aimplan reuses existing Power BI datasets, dimensions, facts, and DAX measures as the foundation for planning.checked 12 Oct 2026
- Demo access
- The maker's Power BI demo currently requires contacting support for access and requires a Power BI Pro license or higher and a Microsoft M365 login.checked 11 Oct 2026
- Embedding
- Aimplan can be integrated into Microsoft Teams and SharePoint through Power BI.checked 12 Oct 2026
- ERP and data sources
- Its integrations page describes using Power BI connections for sources including Dynamics F&SCM, AX 2012, Dynamics Business Central, NAV, databases, APIs, and data lakes.checked 11 Oct 2026
- Forecasting
- Yeschecked 21 Sep 2026
- Integrations
- The maker lists Power BI datasets, Microsoft Fabric, Microsoft Entra ID, Excel, Microsoft Dynamics F&SCM and AX 2012, Dynamics Business Central and NAV, and Azure SQL among its integration options.checked 12 Oct 2026
- Microsoft integrations
- Aimplan works with Power BI datasets, Microsoft Fabric, Microsoft Entra ID, Excel, and Power BI Pro, Premium, and Fabric capacity.checked 11 Oct 2026
- Power BI requirement
- Accessing the maker's demo requires a Power BI Pro license or higher and a Microsoft M365 account.checked 12 Oct 2026
- Product
- Aimplan extends Microsoft Power BI and Fabric with planning, forecasting, reporting, and data management.checked 11 Oct 2026
- Reporting
- The product supports structured financial reports such as P&Ls and balance sheets, with custom rows, columns, calculations, subtotals, and hierarchies.checked 12 Oct 2026
- Scenario modeling
- Yeschecked 21 Sep 2026
- Security
- The product uses Microsoft Entra ID for single sign-on, supports row-level security, and logs changes in an audit trail.checked 12 Oct 2026
The company
- Company
- Aimplan says it is based in Skellefteå, Sweden, and was founded by Erik Lidman; the company page does not state a founding year.checked 12 Oct 2026
- Company location
- Aimplan says it is based in Skellefteå, Sweden, and lists its head office at Skeppargatan 12A, Skelleftea, Sweden.checked 11 Oct 2026
- Company reach
- The company says more than 100 organizations in 17 countries use its solution.checked 11 Oct 2026
- Headquarters
- Skellefteå, Swedenchecked 28 Sep 2026
Money
- Planning features
- Its planning features include scenario modeling, period rollover, driver-based planning, real-time collaboration, comments, workflows, approvals, and version control.checked 12 Oct 2026
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