The Power Platform PowerAgent: SAP budget planner

The Power Platform PowerAgent: SAP budget planner is a ready-to-use tool that helps your team manage and plan budgets more easily by connecting directly with SAP’s FICO system. Built for finance professionals, it automatically pulls in department and activity-level budgets from SAP and lets you plan detailed sub-activity budgets—right within Microsoft Power Platform.

What makes this solution stand out is the built-in Copilot AI assistant. With Copilot, you can chat with your budgets in plain language—ask questions, update numbers, and uncover insights without clicking through endless screens.

Departments and activities are pulled directly from SAP for accuracy, while sub-activities and rules are fully customizable in Power Platform to meet your team’s unique needs. Plus, with automatic approval workflows and clear audit trails, you can keep everything transparent and in control.

In short, it’s a smarter, AI-powered budgeting solution that combines SAP data, Power Platform’s flexibility, and Copilot’s conversational power—all in one modern, easy-to-use experience.

Offer details

Ready-to-use budgeting tool
A Power Platform app that connects directly with SAP FICO, pulling in real-time department and activity budget data—no complicated setups or integrations needed
Live SAP connection
Brings in accurate budget data from SAP automatically, so your team always has the latest numbers to work with
Detailed sub-activity planning
Easily create, update, and track sub-activity budgets within each department and activity—giving your team more control and precision in financial planning
Built-in rules and approvals
Set up rules that trigger automatic approval of workflows when budget changes meet specific criteria—keeping everything on track and aligned with your policies
Copilot AI assistant
Interact with budgets using simple language prompts. Copilot helps the user ask questions, update figures, and understand variances instantly—no need to navigate complex screens
No-code/low-code flexibility
Built with user-friendly Power Platform tools that make it quick and easy to adjust and launch—no complex coding needed.
Audit trails and version control
Everything is tracked with clear change logs, so the user know who made updates and what’s changed—keeping things transparent
Dataverse schema and tables
All the budget data is stored in organized tables that make it simple to manage and review budget changes
Organized and structured data
Departments, activities, and sub-activities are neatly organized in a single place, making it easy to manage and review everything
Secure and role-based access
Pre-set roles for department users, finance leads, and system administrators ensure data is secure and only accessible to the right people
Seamless integration and scalability
Combines SAP’s trusted financial data with Power Platform’s flexibility, so the users can grow and adapt without changing systems

Customer value

Greater financial control
Go beyond SAP’s standard budgeting structure by adding detailed sub-activity level budgets—giving users deeper insights and more precise planning
Boosted efficiency
Reduce manual effort by automating budget retrieval, data updates, and approvals—all seamlessly managed within Power Platform
Empowered teams
Enable finance analysts and department heads to own the budgeting process. With Copilot’s conversational AI and easy-to-use Power Apps, updates and insights are readily accessible to users
Smarter decision-making
Support proactive budgeting decisions with Copilot’s real-time insights, variance alerts, and trend analysis—helping users stay ahead
Streamlined approvals and governance
Built-in rules trigger automatic approval workflows, so budgets get reviewed and approved quickly—minimizing bottlenecks and uncertainty for users
Faster rollout
Launch in weeks with a pre-built, configurable accelerator designed to fit the user’s SAP environment
Scalable and future-ready
Built on Power Platform, the solution scales and evolves with the user’s organization, without requiring heavy IT support

Implementation and support options

Out-of-the-box deployment (1–2 weeks):
Deploy the base solution in your Power Platform environment with light configuration.
Ongoing support (Optional):
SLA-based support plans available for maintenance, updates, and enhancements.

Cost breakdown

Implementation cost: $35,000

Financial Services

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