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accoPLANNING V2 · Budgeting and planning in Power BI

accoPLANNING
V2.

accoPLANNING V2 is planning built for the AI era. Prompt your plan into existence, shape the grid exactly how you want it, and write every value straight back to your own database, all inside Power BI. From $6.7 per user/month.

★★★★★Microsoft Solutions Partner·Approved on AppSource
Budget 2026, accoPLANNING Power BI
Account Q1 Q2 Q3 Q4
Revenue4,2004,5504,9000
Cost of goods1,6801,8201,9602,120
Payroll1,1001,1001,1501,200
Gross margin1,4201,6301,790—
✓ Saved to SQL Server
AI on both sides of the grid

AI that empowers users and developers

Planners get an AI assistant inside the visual. Developers get an AI plugin that builds the solution for them.

For users

Embedded AI assistance

An AI assistant built right into the accoPLANNING visual, helping planners while they work in the grid. Connect it to your company's own AI model, so data and prompts stay inside your governance.

Inside the visual
Why is Q4 marketing 18% above last year? Spread the difference evenly over Q1 to Q3.
  • ✓ Visual, in-report assistance, no context switching
  • ✓ Connects to your company's own AI model
  • ✓ Every change still goes through writeback and the audit log
For developers

AI plugin by Accobat

An AI plugin developed by Accobat that builds the writeback tables, semantic model, measures and input grid from a prompt, significantly reducing the build resources a planning solution requires.

Build by prompt
✓ SQL writeback tables
✓ Semantic model and DAX measures
✓ accoPLANNING grid configured
  • ✓ Built on 25 years of FP&A advisory
  • ✓ Works with Claude and Copilot
  • ✓ You review and approve every step
See how AI builds it →
New in V2

What makes accoPLANNING V2 unique

Powerful features that make planning faster to build, easier to use and more flexible than ever.

AI-Prompting

Describe the plan in plain language and let Claude or Copilot build it with the accoTOOL Skill: tables, semantic model, measures and the input grid, ready for you to review and approve.

Conditional formatting

Colour cells by rules, thresholds or variance, so overspend, missing input and outliers jump out before anyone saves.

Rich text commenting

Bold, lists, links and formatting in cell comments, so the reasoning behind every number is clear, readable and stored with the data.

Ease of use

A familiar spreadsheet feel for planners and a no-code setup for builders. New users are entering numbers in minutes, not after a training course.

Simulation flexibility

Run what-if scenarios side by side, change drivers and assumptions freely, and compare outcomes before you commit a version.

Full control of layout

Decide exactly which rows, columns, headers, totals and styles appear, and where. Build input grids that match how your business actually plans.

Built for planners

A spreadsheet, powered by a database

accoPLANNING works like a spreadsheet but is driven by robust planning logic and direct database connectivity, all inside Power BI.

Excel-like grid

Type, tab, copy-paste and fill just like a spreadsheet, directly in the report.

Real-time writeback

Every value is written back to SQL Server or Azure the moment you save, no export.

Advanced calculations

A rich library of methods and if-then-else logic, placed in any cell and calculated in real time, even during writeback, before you save.

Shadow writeback calc

Save calculated results back alongside the input, portable to other models, consistent, and fast even on leaf-node calcs.

Full audit log

Every input saved to the database is audited, precision and transparency across planning and master-data work.

Versioning

Reuses your existing data model and hierarchy to store versions by transaction key, decentralised planning, kept precise.

Made for AI

Prompt it. Plan it. Feed your AI.

AI works both ways in accoPLANNING V2. It builds your planning solution from a prompt, and every value your team enters becomes clean, structured, governed data that your forecasting models and agents can act on.

You
Build a 2027 P&L budget by cost center, with a 3+9 rolling forecast and comments on every account.
AI with the accoTOOL Skill
✓ SQL writeback tables created
✓ Semantic model and DAX measures
✓ accoPLANNING grid configured
● Waiting for your approval
One grid, many plans

What will you plan?

Pick a scenario to see how accoPLANNING handles it.

P&L budgeting
Rolling forecast
Project planning
Workforce planning
P&L budgeting

Build the annual budget in the report

Plan revenue, cost and margin by account and dimension. Splash top-down targets, adjust the details, and watch the P&L recalculate live before you save it back.

  • ✓ Top-down and bottom-up in one grid
  • ✓ Live gross-margin and total calculations
  • ✓ Comments capture every assumption
Rolling forecast

Reforecast without rebuilding

Lock the actual months and plan the rest. A 3+9 or 6+6 view mixes real figures and forecast seamlessly, so the outlook is always relevant.

  • ✓ Actual months locked from input
  • ✓ Any split, 3+9, 6+6, 9+3  or automated
  • ✓ Versioned so you can compare outlooks
Project planning

Plan projects, resources and phases

Budget projects by phase, allocate resources over time and roll it all up to the portfolio, with workflow and access control on who can edit what.

  • ✓ Resource allocation across time
  • ✓ Workflow and versioning built in
  • ✓ Row-level access control per team
Workforce planning

Headcount and payroll, driver-based

Plan FTEs, new hires and salary by cost center. Change a rate or a start date and payroll recalculates instantly, then writes back to the model.

  • ✓ Salary drivers recalculate live
  • ✓ Plan by cost center and role
  • ✓ Feeds straight into the P&L plan
How writeback works

Enter. Calculate. Save.

01

Enter in the report

Type numbers straight into the accoPLANNING grid, the same Power BI report your team already uses.

02

Calculate instantly

Totals, margins and splashed values recompute client-side as you type, no waiting on a refresh.

03

Written back to your DB

One click writes every change to SQL Server or Azure, governed, versioned and fully auditable.

Runs anywhere Azure SQL· Microsoft Fabric· On-premise SQL Server· Row-level security· Reuses your data models
Why accoPLANNING

The tool closest to Power BI

No modeller, no third-party app, no retraining. Everything happens in Power BI, using the skills your team already has.

✓
Works with any Power BI model
Compatible with new and existing models alike.
✓
Own your data
Planning data stays in your own database.
✓
Supports all DAX calculations
Seamless with your current Power BI setup.
✓
No extra tools needed
No extra servers, apps or interfaces.
✓
Leverage your skills
Use existing Power BI / DAX expertise.
✓
Cost-effective
A budget-friendly alternative to complex EPM.
Comparison

accoPLANNING or Fabric Planning?

Two good options. The right one depends on where your planners work.

accoPLANNING

  • ✓Plan inside the Power BI report your users already open
  • ✓Runs on your existing semantic model
  • ✓Writes to Azure SQL, Fabric or on-premise SQL Server
  • ✓From $6.7 per user per month
F

Fabric Planning

  • •A separate planning item inside Microsoft Fabric
  • •A good fit if your team is moving planning into Fabric
  • •Billed through Fabric capacity
FAQ

Budgeting and planning in Power BI: questions

Can't find your answer? Book a demo and ask us directly.

Can you do budgeting and planning in Power BI?

Power BI reports are built for reading data, not for entering it at scale. Microsoft’s translytical task flows handle single actions inside Fabric. accoPLANNING adds a spreadsheet-like planning grid to your existing Power BI report and saves every budget and forecast entry to your own database.

How much does accoPLANNING cost?

Writeback users cost $15 per user per month for 1–30 users, $11 for 31–99 and $8 for 100+, or from $6.7 with a 12-month commitment. Report viewers are free, and there is a 30-day free trial on Microsoft AppSource.

Where is the planning data stored?

In your own database: Azure SQL, Microsoft Fabric or on-premise SQL Server. Nothing is stored on accoTOOL servers, and Power BI security and row-level security still apply.

Does accoPLANNING work with my existing Power BI model?

Yes. It runs as a visual in the reports you already have and works on your existing semantic model, so there is no separate planning model to build or maintain.

Should I use accoPLANNING or Microsoft Fabric Planning?

Fabric Planning is a separate planning item inside Microsoft Fabric. accoPLANNING runs inside the Power BI report your users already open, and writes to Azure SQL, Fabric or on-premise SQL Server. See the full comparison on our Fabric Planning page. accoPLANNING vs Fabric Planning.

Start planning in Power BI.

From $6.7 per user/month · every feature · free reporting users. Try free for 30 days.