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

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

Cost breakdown

• Implementation cost: $35,000