Aimplan
Aimplan · Skellefteå, Sweden
What it is
Aimplan extends Microsoft Power BI and Fabric with business planning, forecasting, reporting, and data management. It supports budgeting, driver-based plans, scenario modeling, period rollover, comments, workflow approvals, version control, workforce planning, and variance analysis. Users can enter plans in Power BI through Excel-like visuals, live calculations, copy-and-paste, and bulk operations. Reporting includes configurable P&Ls and balance sheets with custom rows, columns, calculations, subtotals, and hierarchies. Aimplan reuses Power BI datasets, dimensions, facts, and DAX measures as a planning foundation. Integrations include Fabric, Entra ID, Excel, Dynamics products, databases, APIs, and data lakes, with embedding through Teams and SharePoint. Security features include single sign-on, row-level security, and audit trails. AI-generated forecasts are available in Power BI and Fabric. The product is paid with pricing on request and is offered through web and API access.
For and against
For
- Power BI and Fabric integration
- Scenario and driver-based planning
- Structured financial reports
- Workforce planning support
- Audit trail and row-level security
Against
- Pricing is available on request
- Demo requires Power BI Pro
- Demo requires Microsoft 365 login
- AI Assistant requires administrator enablement
The verdict
Aimplan adds planning and forecasting workflows directly around Microsoft’s Power BI and Fabric environment. It is most relevant to teams already using those tools and prepared to request pricing and meet the demo requirements.
Who it suits
It is aimed at finance, sales, operations, and project teams already working in Power BI, including CFOs, FP&A managers, controllers, and project managers. Demo access requires Power BI Pro or higher and a Microsoft 365 login.
On the record
- 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.aimplan.com · read 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.aimplan.com · read 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.aimplan.com · read 11 Oct 2026
- Budgeting
- Yesaimplan.com · read 21 Sep 2026
- Company
- Aimplan says it is based in Skellefteå, Sweden, and was founded by Erik Lidman; the company page does not state a founding year.aimplan.com · read 12 Oct 2026
- Company location
- Aimplan says it is based in Skellefteå, Sweden, and lists its head office at Skeppargatan 12A, Skelleftea, Sweden.aimplan.com · read 11 Oct 2026
- Company reach
- The company says more than 100 organizations in 17 countries use its solution.aimplan.com · read 11 Oct 2026
- Data access
- The maker says customers retain access to data stored by Aimplan and can retrieve it using other tools and systems.aimplan.com · read 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.portal.aimplan.com · read 12 Oct 2026
- Data entry
- Users can enter plans in Power BI with Excel-like visuals, live calculations, copy-and-paste, and bulk operations.aimplan.com · read 11 Oct 2026
- Data foundation
- Aimplan reuses existing Power BI datasets, dimensions, facts, and DAX measures as the foundation for planning.aimplan.com · read 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.aimplan.com · read 11 Oct 2026
- Embedding
- Aimplan can be integrated into Microsoft Teams and SharePoint through Power BI.aimplan.com · read 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.aimplan.com · read 11 Oct 2026
- Forecasting
- Yesaimplan.com · read 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.aimplan.com · read 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.aimplan.com · read 11 Oct 2026
- Planning features
- Its planning features include scenario modeling, period rollover, driver-based planning, real-time collaboration, comments, workflows, approvals, and version control.aimplan.com · read 12 Oct 2026
