Aimplan

Aimplan is a planning and forecasting product for teams that build their analytics in Power BI and Microsoft Fabric. It is best suited to finance and operating groups that want budgets, forecasts, and reporting to use the same data models; teams outside that Microsoft environment should look elsewhere.

Overview

Aimplan extends Power BI and Fabric with business and financial planning, forecasting, reporting, and data management. It reuses existing Power BI datasets, dimensions, facts, and DAX measures as the basis for plans, tying planning work to the models teams already maintain. That is a practical advantage when those models are established, but it makes Aimplan a less natural fit for organizations looking for a standalone planning system.

Its stated use cases include integrated business planning, sales performance management, financial planning and analysis, and project planning and forecasting. The product supports forecast-versus-actual analysis and structured financial reports such as P&Ls and balance sheets, with configurable rows, columns, calculations, subtotals, and hierarchies. Aimplan says more than 100 organizations in 17 countries use its solution.

Key features

Planning workflows and data entry

Scenario modeling, driver-based planning, period rollover, collaborative comments, workflow approvals, and version control give teams tools to manage a planning cycle rather than rely on disconnected spreadsheets. Users enter plans in Power BI through Excel-like visuals with live calculations, copy-and-paste, and bulk operations. That combination should suit people who already work in Power BI, while making the product’s dependence on that environment an important buying consideration.

Reporting, integrations, and controls

Power BI connections can draw on sources including Dynamics F&SCM, AX 2012, Dynamics Business Central, NAV, databases, APIs, data lakes, and Azure SQL. Aimplan also works with Microsoft Fabric, Entra ID, and Excel, and can be integrated into Teams and SharePoint through Power BI. This breadth is most useful for Microsoft-oriented organizations that want to build on current data connections.

The maker says business data remains in the customer's Power BI workspace and is accessed only while the system is actively being used; customers can also retrieve Aimplan-stored data with other tools and systems. Security features described by the product include Entra ID single sign-on, row-level security, and an audit trail that records who changed data, when, and the previous values. These controls support governed planning, though they do not remove the need to assess the wider Power BI setup.

AI forecasting and assistant

Aimplan surfaces AI-generated forecasts from Power BI and Fabric, including Copilot and Azure AI, for managers to review and adjust. Its AI Assistant and MCP server entered public preview for customers and partners in late September 2026. The Assistant reads model metadata, requires administrator enablement, and does not access model data rows; requests are processed with Anthropic Claude, and conversation logs can be opened only by the person who initiated them. These features may interest teams exploring AI in a Microsoft workflow, but the Assistant is in preview rather than a mature core planning capability.

Pricing

Aimplan is paid software with custom pricing; pricing is available on request. There are no published plan tiers to compare, so prospective buyers should seek a quote that addresses their intended use and deployment needs.

Demo access also has a practical prerequisite: the maker's Power BI demo currently requires contacting support, a Power BI Pro license or higher, and a Microsoft M365 login. That makes evaluation less immediate than a self-serve trial and rules out a meaningful demo for teams without the required Microsoft access.

Platforms

Aimplan is offered for web and through an API, within a product built around Power BI and Fabric. Microsoft integrations include Power BI Pro, Premium, and Fabric capacity, as well as Excel and Entra ID. The maker also says it can be embedded in Teams and SharePoint through Power BI.

Who it's for

The strongest fit is finance, sales, operations, and project teams already working in Power BI, including CFOs, FP&A managers, controllers, and project managers. They can use shared models for planning and reporting while applying workflows such as approvals, version control, and audit trails. Aimplan is less compelling for teams that do not use Power BI, need public self-service pricing, or want to evaluate a product without a gated demo.

Pros and cons

Pros

• Planning built on existing Power BI models: reusing datasets, dimensions, facts, and DAX measures can keep plans connected to the reporting foundation teams already use.
• Governed planning workflow: approvals, version control, comments, and an audit trail support collaboration and traceability.
• Flexible plan entry: live calculations, copy-and-paste, and bulk operations offer practical ways to enter and update plans in Power BI.
• Data control: the maker says customer business data stays in the Power BI workspace and remains retrievable with other tools.

Cons

• Microsoft dependence: the product's central value rests on Power BI and Fabric, making it a weaker choice for organizations built around another analytics stack.
• Custom pricing: buyers cannot compare published tiers before requesting a quote.
• Demo friction: access requires contacting support, a Pro-or-higher Power BI license, and an M365 login.
• AI Assistant is in public preview: organizations should not treat it as a settled capability for core planning workflows.

Alternatives

ProjectionHub is worth considering for a free SBA readiness review and advice, rather than Aimplan's Power BI-centered planning workflow. LivePlan offers a Standard plan at $20 a month (billed Pay monthly) for one active company, five contributors, and unlimited guests, making it a more transparent option for teams who want a published monthly price.

OneStream is another paid platform to consider if its broader range of listed platforms, including self-hosted, is relevant to your evaluation. Calumo offers a paid option with pricing by request and a demo. CashAnalytics is a paid web option with pricing on request. CCH Tagetik is a paid option with pricing by request. Cube is a paid web and API alternative with Bronze and Silver plans. Decerio is a paid web alternative.

For broader comparison, see Financial Forecasting Software and Financial Planning & Analysis Software.

Verdict

Choose Aimplan if your finance or operating teams already rely on Power BI and want planning, forecast-versus-actual reporting, and workflow controls grounded in those models. Its strongest reason to buy is that connection to an existing Microsoft data foundation; its main reasons to look elsewhere are custom pricing, gated demo access, and the dependence on Power BI and Fabric.