Streamline your Financial Planning and Reporting with IN2FPA

Real budgeting, forecasting and reporting for Xero, QuickBooks Online, MYOB and Dynamics 365 Business Central businesses — built on Microsoft Fabric and Power BI. Plan in the Excel you already know. No new tool to learn.

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Too big for spreadsheets. Too small for enterprise planning software.

Emailed spreadsheet versions with no audit trail and no real access control on one side. A “proper” enterprise planning platform that needs budget and an IT team you don’t have on the other. IN2FPA sits in between: real governance, familiar tools, no re-platform.

You already have Excel and finance skills in-house — we build on what’s already there
Works alongside your existing accounting system (Xero, QuickBooks Online, MYOB, Business Central) — doesn’t replace it
A safe, contained way to start using Power BI if you haven’t yet

Plan in Excel. Publish to a governed database. Report in Power BI.

One-click publish — no more emailing spreadsheet versions around
Real row-level security on read and write, tied to each person’s real identity
Full audit trail on every number submitted
Runs on Microsoft Fabric — no separate platform to host or maintain

Diagram showing Excel plan and submit, flowing into Fabric governed database, flowing into Power BI reporting — Illustrative concept sketch — not the final product UI.

Mockup of an Excel P&L layout with Actual, Budget and Variance columns — Concept sketch — Excel P&L layout, illustrative figures only.

Mockup of a linked 3-way model showing Excel tabs for P&L, Balance Sheet and Cash Flow — Concept sketch — linked 3-way model, illustrative figures only.

Mockup of a Fabric publish changes panel showing changed cells and an audit trail note — Concept sketch — publishing changes to Fabric, not the real product UI.

Ready-made board packs — Xero, QuickBooks Online, MYOB and Business Central

Pre-built Power BI report templates, ready to use from day one. Want it tailored to your business? We’ll customise it for a fixed fee. Ongoing hosting, support and continuous enhancement included.

$999 one-off, plus $29/month hosting and support.

Mockup of a board pack executive summary showing sample KPI tiles and a chart — Concept sketch — sample board pack layout, dummy figures.

A managed service, not another licence to manage

We build it, configure it, and support it — you don’t need your own BI or IT team
Built entirely on standard Microsoft tools — nothing bespoke to maintain
Real, published pricing — see below, no sales call required just to find out what it costs

Simple, published pricing

Small

$299/month

Up to 10 users. Hosted in our environment.

Medium

$499/month

Installed on your own Microsoft Fabric tenant.

Board pack

$999 + $29/month

One-off setup, then hosting and support.

Power BI Pro licensing, where needed, is passed through at cost.

Let’s talk about your budgeting process

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