Plan in BI is the FP&A planning practice helping mid-market finance teams replace spreadsheet-based budgeting and forecasting with governed planning models inside Power BI.

We work with CFOs and VPs of Finance at $100M–$2B companies who have outgrown Excel but aren't ready for an eight-figure enterprise planning rollout. Engagements typically run 6 to 10 weeks from kickoff to go-live.

What we deliver:
- Governed Power BI planning models the whole FP&A team can use, not just the analyst who built the spreadsheet
- Rolling forecasts connected to live actuals, so the monthly refresh stops being a fire drill
- Scenario planning and driver-based modeling on top of your existing Fabric investment
- Knowledge transfer so the team owns the model after we leave

Plan in BI is based in Iowa City and works with clients across North America. Visit planinbi.com to learn more.

Plan in BI

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