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accoTOOL made for AI

Build writeback solutions by prompting.

No-code, from database to semantic model to report to configuration. Prompt Claude or Microsoft Copilot and let accoTOOL's Skills do the build, then use AI to prep the data behind every plan and forecast.

Built with Claude Microsoft Copilot
accoTOOL & AI

Two ways AI moves you faster

Track 1 No-code, prompt to build

Claude & Copilot build the solution

Prompt Claude or Microsoft Copilot in plain language and they draft the writeback tables, semantic model, report layout and configuration, no manual build-out required.

  • From database to semantic model to report, drafted by prompt
  • AI-generated DAX measures and Power Query (M) transformations
  • Writeback configuration and validation drafted, not hand-coded
Track 2 Fuel your AI journey

AI preps your planning data

AI is only as good as the data it can act on. accoTOOL uses AI to clean, map and structure source data for planning and forecasting, then writes human decisions and context back to your database.

  • AI-assisted data prep, mapping, cleansing and driver setup for forecasts
  • Captures the "why" behind the numbers as AI-ready context
  • Clean, governed writeback data, one source of truth for models
How it works

One prompt. A complete solution.

Describe the plan you need, accoTOOL's Skill guides Claude or Copilot through every layer of the build.

STEP 1

Database

Prompt describes the plan; AI drafts writeback tables and schema in SQL Server.

STEP 2

Semantic model

Relationships, measures and DAX are generated and validated against your data.

STEP 3

Report

Power BI report pages and writeback grids are laid out and wired to the model.

STEP 4

Configuration

accoTOOL writeback rules, permissions and workflow are configured and tested.

See a Skill in action

From prompt to writeback, live

The accoTOOL Skill guides Claude from a plain-language request all the way to a working writeback loop.

Prompting Claude
"Build a P&L forecast writeback model by cost center, monthly." "Add DAX variance-to-budget measures to the model." "Lay out an executive report and wire up writeback."
Tables
Semantic model
Measures
Report
Writes back automatically
Beyond the build

AI also preps your planning data

Before a forecast is useful, the data behind it has to be clean, mapped and structured. AI does that groundwork, cost-center mapping, driver setup, anomaly flags, so planning and forecasting start from trustworthy numbers, not raw exports.

  • Maps GL accounts and cost centers to planning dimensions
  • Suggests forecast drivers and seasonality from history
  • Flags outliers and gaps before they reach the budget
Skills catalog

Skills for Claude & Copilot

Downloadable Skills that teach your AI assistant how to build with accoTOOL, by product, and by business case.

By product By business case
accoPLANNING

accoPLANNING Skill

Builds budgeting and rolling-forecast writeback tables, driver-based DAX measures, and the input grid layout, from a plain-language plan description.

accoMASTERDATA

accoMASTERDATA Skill

Generates hierarchy and dimension tables, validation rules and the maintenance form for any master-data domain you describe.

accoCOMMENT

accoCOMMENT Skill

Sets up comment threads, approval flags and notification rules wired to the report pages and roles you name.

P&L forecasting Skill

Builds a full P&L writeback model, revenue, COGS, opex lines and margin roll-ups, with monthly and quarterly views and variance-to-budget built in.

Salary & headcount Skill

Sets up FTE and salary-driver writeback by cost center, with new-hire ramp, benefits load and payroll-tax rules configured from your HR data.

Cashflow Skill

Derives a rolling 13-week or monthly cashflow model from the P&L and balance-sheet writeback tables, with receivables and payables timing built in.

Before & after

What a prompt replaces

Without AI

A consultant maps the chart of accounts, hand-writes the writeback schema, builds DAX measures one by one, then lays out the report page, weeks of billable work before the first budget line is entered.

With AI

"Build a P&L forecast writeback model by cost center, monthly, with variance-to-budget." Claude or Copilot drafts the tables, model and report in one session, a controller reviews and refines from there.

Try building with AI today

Download a sample Skill, or talk to us about your business case.

Go deeper: building AI-powered planning solutions and turning comments into AI-ready context.