Hopton Analytics
The budget lives where the truth lives
A Microsoft data and analytics consultancy building the whole data estate for mid-market businesses. With accoTOOL, their clients plan, budget and forecast in the Power BI reports they already trust.
Planning kept leaking out of the estate
Teams look at the number, agree it needs a plan, and export to Excel to write one. That spreadsheet becomes the budget, outside the governed estate the client has invested in.
accoTOOL is native to Power BI and writes back to SQL and Fabric, so planning completes the Microsoft estate instead of sitting beside it. The board signs off a budget from the same source as the actuals.
What accoTOOL gives Hopton Analytics and their clients
Budgets, forecasts, headcount, CapEx and master data in the same report, with commentary saved next to the number and a record of who entered it.
Licences come through Microsoft AppSource and planning inherits the security and governance the client already has.
AI Skills let Claude or Copilot draft the tables, model and report from a plain description of the plan.
One report. Actuals, plan and the reason why.
- ✓ Budgets and rolling forecasts
- ✓ Headcount, CapEx and OpEx plans
- ✓ Master data maintained in Power BI
- ✓ Commentary stored with the data
Planning is now part of every Microsoft estate Hopton builds, so the budget a board signs off comes from the same governed source as the actuals it is measured against.
- ✓ Writeback to the governed database, with full audit trail
- ✓ Commentary stored with the data, so AI can see why a forecast moved
- ✓ No new platform to license, host or govern
- ✓ A working first version in a session rather than weeks
Power BI shows a business the truth. accoTOOL lets people act on it, in the same report, on the same governed data. It doesn't compete with the Microsoft stack our clients already own. It completes it.