BI Book Planning replaces spreadsheet chaos with a live, connected planning environment. Build budgets, update forecasts and model change - all in one platform your whole team can trust.
Most planning processes are stuck in spreadsheet purgatory: manual updates, version confusion, disconnected teams and outdated data.
It's a slow, error-prone way to plan for a business that moves fast.
BI Book Planning fixes that. It brings live data, collaborative modeling and scenario planning into one shared space, so finance, operations and leadership can all work from the same source of truth.
BI Book Planning is an advanced add-on to your BI Book subscription. It's built to feel like a natural extension to your data environment - you don't have to jump between systems or export to Excel if you don't want to. Forecasting, budgeting and scenario modeling become a part of your everyday workflow, powered by your own live data and familiar interfaces.
Your actuals, forecasts, and plans live in the same system. No more exporting and copying between tools.
Update forecasts monthly or quarterly using real-time data. See how changes affect cash flow, margins, or headcount instantly.
Model best-case, worst-case, and “what-if” situations with ease. Change assumptions and see the ripple effects in seconds.
Let departments own their parts of the budget, without losing oversight or structure.
Forecast by customer segment, market, cost center, or anything else that matters to you.
Start with your P&L and auto-generate full three-statement forecasts.
Many companies recognize the power of data-driven decision-making and turn to Power BI for their reporting and analytics needs. While setting up a Power BI solution in-house may seem like an attractive option, it often comes with hidden costs, security risks, and maintenance challenges that many businesses underestimate.
Thanks to BI Book, A. Ahlström can now monitor automation progress in real time. The project has resulted in significant improvements, including a higher level of automation and more efficient contract invoicing processes.
The ETL (Extract, Transform, Load) pipeline is a critical component of modern data management systems. Through the ETL process, organizations can gather data from various sources, transform it into a desired format, and load it into a target system for analysis and reporting.
BI Book has revolutionized our budgeting process, providing real-time insights that have significantly improved our decision-making.
Antti Niittyvirta, CEO, Prove
With BI Book, we have a clear view of our financial metrics, enabling us to respond swiftly to changing market conditions.
Timo Eräkangas, CFO, Frosmo
With BI Book, financial performance management is convenient and decisions can always be made based on up-to-date data.
Ville Mattinen, CFO, Valve
Traditional planning tools are built around spreadsheets or require massive implementation projects. BI Book Planning is different.
Use pre-built templates tailored for finance, HR and operations.
Everything connects directly to your actuals.
Permission-based access, approval workflows and an audit trail.
Your team can build and run models without relying on developers.
Planning isn't just a finance task; it touches every team. With BI Book Planning, each function can take ownership of their numbers while working within a unified, real-time framework.
Finance: Budgeting, forecasting, actuals vs. plans, cash flow, scenario modeling
Operations: Resource allocation, vendor cost planning, capacity forecasting
Sales & Marketing: Revenue targets, campaign budget planning, market scenarios
HR: Headcount planning, compensation modeling, benefits forecasting
and more.
When you stop spending time chasing down numbers and start planning based on real-time insights, you free up valuable time and brainpower across the organization. Forecasts become faster, more frequent, and more reliable - and that clarity creates confidence.
Let's explore how BI Book can support your next planning cycle, or rebuild it from scratch.
