accoPLANNING - Writeback, Planning, Matrix

Planning & forecasting directly in Power BI

accoPLANNING is a powerful visual tool that allows you to plan, budget, and forecast directly within Microsoft Power BI – all without switching between systems or needing separate software
This version of accoPLANNING is our Preview version, This version is a Quality assurance version, shared with Partners and select customers, who is participating in testing a non-published version before it is transferred to accoPLANNING Professional

This version is not for end-users

Find the most recent version of accoPLANNING here: accoPLANNING Professional

Key Features
• Writeback Functionality: Enter and save data (like forecasts or budgets) Directly into your database from Power BI
• Seamless Planning: Manage projects, financial plans, and forecasts inside the same reports your team already use.
• Easy Integration: Built on Power BI, no need to redefine your already existing datamodels
• Real-time updates: See the effect of any changes immediately in your dashboards
• Customizable: Tailor the layout and input options to fit your organization’s needs
Find a list of and description of the features that makes accoPLANNING a stand-out tool here: accoPLANNING Features

Why Choose accoPLANNING?
If your current planning process is tedious and slow, and you’re wasting valuable time preparing scenarios — such as sales estimates, departmental budgets, or project planning — accoPLANNING can help streamline and professionalize your workflow
• Collect numbers, text, or dates from employees across your organization
• Keep everything inside Power BI, so there’s no need to switch tools
• Maintain Security: Users can only see and edit data relevant to them
• Quickly adjust forecasts or budgets and see changes in real time

How It Works
• Install the accoPLANNING visual from Microsoft AppSource in Power BI
• Build Setup your visual using your existing Power BI datamodel
• Connect to your secure SQL database (on-prem, Azure/Fabric) to tables
• Start planning -it’s that simple

Or: Find a list of and description of the features that makes accoPLANNING a stand-out tool here: Book a demo call

Note: Azure SQL Database hosting starts at approximately $5/month. In addition to our standard multi-tenant API, we also offer the option of a self-hosted API deployment for on-premises or private network environments — ideal for organizations with strict security or data residency requirements. This deployment option comes at no additional licensing cost and allows full control over data access and integration, while maintaining compatibility with all core features.

System Requirements
• Microsoft Power BI
• Azure/Fabric/SQL-onprem SQL Table for storing input data
• accoPLANNING License

Benefits at a Glance
• Works with your existing Power BI models
• No need for extra servers or interfaces
• No retraining required – use what your team already knows
• Low Cost and easy to maintain
• Compatible anywhere PowerBI.com works (includes embedded)
• Support full DAX functionality

Important Notice
If you encounter issues purchasing through Microsoft App Source, Contact us for alternative licensing options
Currently accoPLANNING is not compatible with the Safari Browser on MacOS.

Free Advisory
To help you get started we offer complimentary consulting (1-hour) with our commercial and technical team to help you set up your first writeback scenario.
Book your free session here