Build planning solutions in Power BI, by prompting.
Describe the budget or forecast you need. Claude or Microsoft Copilot, guided by accoTOOL's Skills, draft the writeback tables, DAX measures and report layout, no manual build-out required.
What a prompt replaces
Map the chart of accounts, hand-write the writeback schema, build DAX measures one by one, lay out the report page, weeks of work before the first budget line is entered.
"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.
One prompt, a complete planning model
Describe the plan
Prompt Claude or Copilot in plain language: what's being planned, by what dimensions, at what frequency.
AI drafts the model
accoTOOL's Skill guides the AI through writeback tables, relationships and DAX measures.
Report & grid go live
The input grid and report pages are laid out and wired to the model automatically.
A controller reviews
Refine assumptions, permissions and formatting, the heavy build-out is already done.
Skills for common planning use cases
Downloadable Skills that teach Claude or Copilot to build a specific plan with accoPLANNING.
P&L forecasting
Revenue, COGS and opex writeback with monthly and quarterly views, variance-to-budget built in.
Salary & headcount
FTE and salary-driver writeback by cost center, with new-hire ramp and payroll-tax rules.
Rolling cashflow
A 13-week or monthly cashflow derived from your P&L and balance-sheet writeback tables.
AI-built planning questions
Do I need to know DAX or Power Query to build a plan this way?
No. You describe the plan in plain language; Claude or Copilot, guided by accoTOOL's Skill, draft the DAX measures and Power Query transformations. Reviewing and refining still helps, writing them from scratch doesn't.
Does the AI write directly to my production database?
The Skill drafts the schema and configuration for review before anything is applied. Once approved, it deploys through the same accoTOOL writeback layer as any manually built model.
Which AI assistants does this work with?
accoTOOL's Skills are built for Claude and Microsoft Copilot today. Both follow the same Skill definition to build tables, models, reports and configuration.
Is this only for new plans, or can it modify an existing one?
Both. Prompt it to extend an existing accoPLANNING model with a new driver, dimension or report page, the AI works from your current schema rather than starting over.