AI TOOL PROFILE
Kepion: FP&A and Enterprise Planning Software
- Finance and Accounting
- Financial Planning
- Mid-market companies
- Enterprise companies
- FP&A teams
- Finance leaders
- Operations managers
Pricing
Pricing was not clearly available from the provided evidence. Buyers should confirm current pricing on the vendor website.
At a glance
- Best for
- Mid-market companies, Enterprise companies, FP&A teams, Finance leaders, Operations managers
- Key use cases
- Integrated Financial Planning, Demand and Supply Forecasting, Revenue Modeling, Operational Budgeting
- Integrations
- Microsoft 365, Dynamics 365, Power BI, Azure Cloud, SQL Server
- Official website
- Visit kepion official website
How AI is used
Kepion is a financial planning and analysis (FP&A) platform designed to unify budgeting and forecasting across finance, sales, supply chain, and workforce functions. Built on Microsoft Fabric, it supports a centralized planning environment to reduce reliance on disconnected spreadsheets.
The software is designed for mid-market and enterprise companies. It supports various planning needs, including driver-based revenue models, capital asset management, predictive demand forecasting, and supply chain capacity modeling.
Practical applications of the tool include calculating depreciation and IRR, and managing budget approval workflows. It connects operational data—such as unit volume or headcount—to the P&L and balance sheet.
Buyers should confirm how the self-service modeling tools align with their internal technical skills and verify that their existing Microsoft environment is compatible with the platform's integration requirements.
Key Features
Driver-based revenue planning
Links volume, price, and demand inputs to financial outcomes in real time.
Predictive forecasting
Uses statistical models to generate baseline demand plans and identify forecast exceptions.
Capital asset planning
Automates depreciation, IRR, and interest expense calculations for CapEx projects.
Supply chain planning
Models lead times, BOMs, and capacity constraints to analyze supply network impact.
Scenario planning
Supports the creation of what-if scenarios to compare different business assumptions.
Budget approval workflows
Supports automation for managing planning submissions and budget approvals.
Microsoft Fabric integration
Built on Microsoft Fabric to connect with Power BI, Azure, and Microsoft 365.
Use Cases
Integrated Financial Planning
Connecting capital expenditure planning with P&L, balance sheets, and cash flow statements.
Demand and Supply Forecasting
Using predictive models to align sales and supply chain forecasts on a single platform.
Revenue Modeling
Creating revenue plans based on driver inputs like unit volume and price.
Operational Budgeting
Coordinating budget submissions and approvals across finance, IT, and HR departments.
Integrations
- Microsoft 365
- Dynamics 365
- Power BI
- Azure Cloud
- SQL Server
- CRM data import
- ERP data import
FAQ
What is Kepion used for?
- Kepion is used for financial planning and analysis (FP&A), including budgeting, forecasting, and reporting across finance, sales, and supply chain departments.
Does Kepion integrate with Microsoft tools?
- Yes, Kepion is built on Microsoft Fabric and integrates with Power BI, Azure, Microsoft 365, and Dynamics 365.
Who is the target buyer for Kepion?
- Kepion is designed for FP&A teams, finance leaders, and operations managers, specifically within mid-market and enterprise-level companies.
Can Kepion handle capital expenditure (CapEx) planning?
- Yes, it provides tools for capital asset planning, including automated depreciation and IRR calculations that flow into financial statements.
Source category: Finance & Accounting
Source subcategory: Financial Planning
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