Unified Planning & Analytics Applications with Power BI
We build integrated planning & reporting solutions with Power BI and Acterys — automating analytics, planning, and scenario modeling for Finance, Sales, Operations, and HR.
Breaking Down Silos
From Disconnected Spreadsheets to Unified, Data-Driven Planning
Manual processes lead to disconnected data and limited visibility.
Manual data consolidation slows planning and decision-making.
Misaligned models create inefficiencies across teams.
Lack of real-time insights delays insight and action.
Streamlined processes and planning enable confident decision-making.
Automated dashboard replace manual reporting.
A unified platform connects teams and functions.
Real-time insights and scenario analysis enable faster decisions.
Beyond BI: Integrated Planning and Analytics in Power BI
Analyze Data in Real-Time with Interactive Dashboards
Bring all your data together for a complete view of the business. Connect ERPs like D365/Business Central, CRM tools like Salesforce, and more to create integrated reports beyond standard ERP reporting.
Real-time dashboards let you explore trends, drill into details, and make confident, data-driven decisions—without static reports and manual exports.
Real-time analysis
Instant insights
Interactive reports
Plan and Forecast Seamlessly, Directly Within Power BI
Extend Power BI beyond reporting into a central decision-making hub with planning and write-back. Input data directly, apply custom rules, and update forecasts instantly—all within your dashboard.
With configurable logic, tailor calculations, approvals, and planning structures to keep financial and operational plans agile yet controlled.
Driver-based planning
Custom business logic
Scenario analysis
Collaborate Across Departments, Breaking Down Silos
Make finance a true business partner with seamless cross-department collaboration. Teams access live data and contribute to shared planning models, ensuring alignment. A single source of truth keeps reporting, forecasting, and decisions accurate and up to date.
With integrated planning and BI, insights flow effortlessly from analysis to execution, keeping your organization agile and data-driven.
Integrated planning & BI
End-to-end visibility
Single source of truth
Use Cases
Finance
Gain full financial visibility with automated forecasting, variance analysis, and dynamic scenario modeling—seamlessly integrated in Power BI.
Sales & Marketing
Ensure sales targets align with business goals using real-time dashboards and integrated demand planning.
Supply Chain
Build a resilient supply chain with end-to-end visibility, demand forecasting, and inventory optimization in Power BI.
HR & Workforce
Align workforce strategy with business needs through data-driven hiring, attrition, and capacity planning - optimizing costs and productivity.
Powering Business Planning Applications with the Microsoft Ecosystem
Our solutions are built on the Microsoft data stack—leveraging Power BI, Azure, Fabric, and Acterys to create high-performance planning and analytics applications.
Power BI
Transform raw data into dynamic reports and real-time dashboards, enabling decision-makers to analyze performance, uncover insights, and drive results.
Acterys
Extend Power BI with advanced planning, budgeting, and scenario modeling, turning insights into action with integrated XP&A solutions.
Fabric
Unify data engineering, warehousing, and real-time analytics, ensuring a single source of truth.
Azure
Lay the foundation with scalable infrastructure, secure data storage, and seamless integration across your enterprise systems.
Solutions Tailored to Your Business Needs
Your company is unique. FPAutomation is your partner to create custom-built solutions for your biggest challenges.
What our clients are saying
As the CEO of a healthcare company, Advaita Health Ventures, I can confidently say that the FP&Automation team have revolutionized our decision-making processes. Through their expertise, we now leverage real-time data to enhance both our financial performance and patient outcomes. Their deep understanding of interoperability has been a game-changer, allowing us to redesign our processes with greater efficiency and significantly reduced leakage.
Power BI is a powerful FP&A tool that allows us to do planning, combine data from multiple sources and create a unified view of financial and operational data, enabling comprehensive analysis and insights. Just like any other tool, we can only use it if we know how to. FP&Automation helped us fill this gap by training me and my team to learn the basic. They customized the training program that fit our goals and helped us understand and become familiar with the dataset. The hands-on training and interactive engagement made it an exciting experience for all of us. We learned a valuable skill. Thank you, FP&Automation!
We've experienced a transformative journey with FP&Automation, whose expertise in automation shifted our business from tedious, time-consuming tasks to efficient, automated processes. Their assistance allowed us to increase our speed and accuracy, improving our overall working environment. We've seen a rise in productivity and morale, as our team can now focus on strategic initiatives. FP&Automation has truly revolutionized our operations and working culture. We unequivocally recommend them to any organization looking to streamline and automate their business processes.
The FP&Automation team has helped Lodestar supercharge its FP&A game, by helping build out several valuable, and detailed reports in Power BI and SQL. Their ability to data science and finance in a way that delivers fast, accurate and highly valuable insights means that I'm able to provide better quality to my clients with minimal effort, meaning I spend less time modelling and more time focused on strategy. FP&Automation go above and beyond to support their client's needs, are highly professional, and are generally a pleasure to work with. I would recommend FP&Automation to any business seeking the highest quality professionals to guide them on best-in-class automation and data solutions.
Everything you need to know
Read our FAQs:
Configurability
Our solutions are fully configurable to align with your financial and operational workflows. You can define custom planning models, business rules, approval workflows, and KPIs while incorporating driver-based planning, scenario modeling, and automated calculations. With Power BI’s flexibility, you can create dynamic forecasts, tailor dashboards, and generate reports that adapt to key business drivers—ensuring more accurate, agile decision-making.
You can absolutely start small and scale over time. We often begin with a core planning model—such as budgeting or demand forecasting—and expand into other areas like workforce planning, capital expenditures, or rolling forecasts as your needs evolve. This phased approach ensures faster time-to-value with minimal disruption.
Time-to-Value
The timeline depends on the complexity of your requirements, but most clients see meaningful results within 12 weeks. We prioritize quick wins by delivering core planning capabilities first, ensuring early adoption and immediate impact.
Your team’s involvement will typically include:
- A project sponsor to guide priorities and ensure alignment with business goals.
- Key stakeholders (finance, operations, IT) to provide input on data, processes, and reporting needs.
- A dedicated point of contact to support testing and feedback.While we handle the heavy lifting, engagement from your team helps tailor the solution for maximum impact.
Performance & Scalability
Yes. Power BI and Acterys are built to handle enterprise-scale data processing. Acterys leverages an optimized in-memory engine, while Power BI’s direct query and aggregations ensure high performance on large datasets. Additionally, Azure’s cloud infrastructure supports elastic scaling, ensuring fast response times even as your data grows.
Our solutions are designed to grow alongside your company. Whether expanding planning models, increasing data volumes, or adding new users, we leverage Azure’s infrastructure to maintain performance and reliability. Power BI’s self-service capabilities also empower teams to build additional reports and analyses without relying on IT.
Data Source Integrations
We love the Microsoft ecosystem, but we support integrations with a wide range of systems, including D365, SAP, NetSuite, Salesforce, SQL Server, Snowflake, Databricks, Acumatica, JD Edwards, and more. Power BI, Azure, and Acterys provide pre-built connectors for major platforms, and we can also develop custom integrations if needed.
Data can be refreshed in real-time or on a scheduled basis, depending on your needs. Power BI supports both direct query (live connections) and import mode (cached data for performance). Acterys enables automated data synchronization between source systems and planning models, ensuring that insights remain up to date.
Security & Compliance
Security is built into every layer of our solution. We enforce role-based access control (RBAC), row-level security (RLS), and workspace permissions to ensure users see only the data relevant to them. Additionally, Power BI, Acterys, and Azure comply with enterprise security standards, including SOC 2, GDPR, and ISO 27001.
You have full control over where your data is stored. Our solution leverages your existing data infrastructure, whether on-premises or in the cloud. Power BI connects directly to your databases, data warehouses, or lakehouses, while Acterys operates within your Azure environment. This ensures your data remains secure, governed, and fully under your ownership.
User Friendliness & Adoption
If your team is comfortable with Excel, they’ll quickly adapt to Power BI and Acterys. We design the solution to be intuitive and finance-friendly, minimizing the need for IT involvement. Users can input data directly into planning models, run automated forecasts, and drill into reports with a familiar spreadsheet-like interface. However, we see the best results with teams that are well-versed in Power BI. To maximize adoption and impact, we strongly recommend investing in Power BI training—we also offer tailored training programs to ensure your team’s success.
Training & Support
We offer on-demand video tutorials and hands-on training sessions to ensure your team is confident in using the platform. Training covers everything from report navigation to advanced modeling and self-service analytics.
We offer post-implementation service packages that provide ongoing access to our team, ensuring your users get the support they need. Whether it’s troubleshooting, enhancements, or guidance on best practices, our experts are available to help you continuously optimize and expand your solution.
Ready to get started?
Book a discovery call with our team