Aimplan

Spec sheet

What it does

Aimplan extends Microsoft Power BI and Fabric with business and financial planning, forecasting, reporting, and data management.Read 12 Oct 2026 · aimplan.com

Product

Aimplan extends Microsoft Power BI and Fabric with planning, forecasting, reporting, and data management.Read 11 Oct 2026 · aimplan.com

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.Read 12 Oct 2026 · aimplan.com

Security

The product uses Microsoft Entra ID for single sign-on, supports row-level security, and logs changes in an audit trail.Read 12 Oct 2026 · aimplan.com

Support

The maker directs demo access questions to [email protected] and offers a guided demo booking.Read 12 Oct 2026 · aimplan.com

Headquarters

Skellefteå, SwedenRead 28 Sep 2026 · aimplan.com

Company

Aimplan says it is based in Skellefteå, Sweden, and was founded by Erik Lidman; the company page does not state a founding year.Read 12 Oct 2026 · aimplan.com

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.Read 12 Oct 2026 · aimplan.com

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.Read 12 Oct 2026 · aimplan.com

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.Read 11 Oct 2026 · aimplan.com

Budgeting

YesRead 21 Sep 2026 · aimplan.com

Company location

Aimplan says it is based in Skellefteå, Sweden, and lists its head office at Skeppargatan 12A, Skelleftea, Sweden.Read 11 Oct 2026 · aimplan.com

Company reach

The company says more than 100 organizations in 17 countries use its solution.Read 11 Oct 2026 · aimplan.com

Data access

The maker says customers retain access to data stored by Aimplan and can retrieve it using other tools and systems.Read 11 Oct 2026 · aimplan.com

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.Read 12 Oct 2026 · portal.aimplan.com

Data entry

Users can enter plans in Power BI with Excel-like visuals, live calculations, copy-and-paste, and bulk operations.Read 11 Oct 2026 · aimplan.com

Data foundation

Aimplan reuses existing Power BI datasets, dimensions, facts, and DAX measures as the foundation for planning.Read 12 Oct 2026 · aimplan.com

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.Read 11 Oct 2026 · aimplan.com

Embedding

Aimplan can be integrated into Microsoft Teams and SharePoint through Power BI.Read 12 Oct 2026 · aimplan.com

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.Read 11 Oct 2026 · aimplan.com

Forecasting

YesRead 21 Sep 2026 · aimplan.com

Microsoft integrations

Aimplan works with Power BI datasets, Microsoft Fabric, Microsoft Entra ID, Excel, and Power BI Pro, Premium, and Fabric capacity.Read 11 Oct 2026 · aimplan.com

Planning features

Its planning features include scenario modeling, period rollover, driver-based planning, real-time collaboration, comments, workflows, approvals, and version control.Read 12 Oct 2026 · aimplan.com

Power BI requirement

Accessing the maker's demo requires a Power BI Pro license or higher and a Microsoft M365 account.Read 12 Oct 2026 · aimplan.com

Reporting

The product supports structured financial reports such as P&Ls and balance sheets, with custom rows, columns, calculations, subtotals, and hierarchies.Read 12 Oct 2026 · aimplan.com

Scenario modeling

YesRead 21 Sep 2026 · aimplan.com

Target users

The product is aimed at finance, sales, operations, and project teams already working in Power BI, including CFOs, FP&A managers, controllers, and project managers.Read 12 Oct 2026 · aimplan.com

Teams and SharePoint

The maker says Power BI and Aimplan can be integrated into Microsoft Teams and SharePoint.Read 11 Oct 2026 · aimplan.com

Use cases

The product page lists integrated business planning, sales performance management, financial planning and analysis, and project planning and forecasting.Read 11 Oct 2026 · aimplan.com

Variance analysis

YesRead 21 Sep 2026 · aimplan.com

Workforce planning

YesRead 21 Sep 2026 · aimplan.com

Where Specifiction places it

• Financial Forecasting Software#27 of 757.8
• Financial Planning & Analysis Software#64 of 917.2