EPM → Power BI software

Your EPM data has structure. Keep it.

A standard Power BI connection drops the logic you built into your Enterprise Performance Management system. Totals don't add up. Drill-downs break. Conncise delivers your data with everything intact, from day one.

Works with Oracle EPM, OneStream and more.

Profit & Loss in Power BI
ActualBudgetΔ %
Totals reconcile at every level. Drill-downs work.
Sound familiar?

Month-end still runs on Excel. Not by choice.

The EPM system closed on time. And yet the reporting is exports, Excel and PowerPoint. Adjust the statements, reconcile the totals, paste the reports into a deck, add commentary, send it around. Every close, again. Power BI was supposed to fix this. On EPM data, it still doesn't.

See it work

Click into any number and follow it down.

The hierarchy alive in Power BI: drill-downs that work and totals that reconcile at every level, in every dimension. The demo below plays itself, until you take over with a click.

Profit & Loss · Actual vs Forecast
ActualForecastΔ %
Net Revenue · by Entity
ActualForecastΔ %
Why EPM is different

A total isn't the sum of its parts.

In your EPM system, a total is the outcome of the model. Members add, subtract or don't count at all. Eliminations and ownership do the rest. And that holds for every dimension, at every level of its hierarchy. A standard connection brings the numbers, not the rules. So it adds up the parts, and gets it wrong.

Consolidated total 150
what your EPM system reports
Netherlands78
Germany54
United Kingdom40
Sum of the parts 172
what a standard connection adds up22 too high
Don't build it yourself

It feels free, because the team is already there.

So the build starts. First a star schema, every parent-child hierarchy converted by hand. Then the attempts begin, and months pass.

Your team owns the result. Every model change becomes their problem.

Attempt 01 · sum the base data

Extract base-level data, let Power BI add it up

Fast and small. But the totals come out wrong. You just saw why.

Wrong totals
Attempt 02 · extract every total

Pull everything, totals included

Correct, but many times the data. Extraction takes forever, reports crawl.

Too much data, unworkably slow
Attempt 03 · rebuild the logic

Re-implement the EPM model for Power BI

Weights, eliminations, ownership, in complex DAX. And the maintenance never ends.

Too much maintenance
Getting started

Software, not a project. Live within a week.

Automated setup in your own tenant. No custom build, no vendor to wait on, no changes to your EPM system. And the data syncs automatically, on your schedule.

01Grant setup access
02We install & connect
03Analyze same week
Built for the AI era

Without structure, AI is guessing.

Everyone has an AI strategy. Few have data AI can actually reason on. Without the hierarchy and logic behind your numbers, it returns confident nonsense.

Standard connection
Why did operating margin improve in June?
Operating margin increased by 9,540 versus last year, driven by lower costs. Overall performance appears positive across the period.
✕ wrong totals✕ logic lost✕ yesterday's export
Conncise model
Why did operating margin improve in June?
EMEA drove the improvement: +8,213 on strong Product Revenue, partly offset by APAC (−615). Cost of Services rose +15,213 versus last year but was absorbed by gross-margin gains. Want the entity breakdown?
✓ totals reconcile✓ logic intact✓ always current

With the AI provider of your choice. No vendor lock.

Get the structure right, and AI is the difference between leading and falling behind.

The cost of waiting

The manual work has a price. You pay it every month.

Count the hours around every close, for everyone in the reporting process. Then add the decisions that waited for them. Nobody invoices that time, so nobody counts it. Meanwhile, others are already building AI on numbers they trust. Doing nothing is also a choice.

In good company

Built on ground you already trust.

Conncise runs on Microsoft, in your own tenant. Your data never leaves it. Built by people with decades of EPM and enterprise dashboard work at companies like Meta, Honeywell and 3M.

Sample Conncise model in Power BI
Trusted by our partners
Ready when you are

A demo you can drill into.

A live demo of the working product. No obligation.