Elevate Your Financial Planning with Kepion and Microsoft Dynamics 365
Struggling with Financial Planning Challenges?
Integrating D365 with Financial Planning and Analysis (FP&A) processes should simplify workflows, not complicate them. Yet many businesses like yours struggle with:
- Navigating complex transaction records within D365.
- The disconnect between business analysts and IT teams — where business analysts know what they need, and IT teams focus on how to deliver it.
- A lack of structured targets for FP&A, leaving your strategy open to inefficient guesswork.
- Managing vast amounts of data without a seamless, scalable solution.
Planning professionals like you need a solution that delivers clarity, collaboration, and control. That's where Kepion comes in.
The Solution: Kepion FP&A and Dynamics 365 Integration
Kepion combines a scalable Financial Planning & Analysis solution with robust integration to Dynamics 365 to create end-to-end connected planning that solves your biggest pain points. Whether you're using D365, Azure, or other business intelligence solutions, Kepion bridges the gap between systems, teams, and processes.
Here's how Kepion makes integration with D365 effortless:
A Well-Defined Planning Model: Kepion removes ambiguity, giving teams tangible starting points to expedite resource allocation and forecasting. Kepion provides a predefined structure across key financial dimensions — chart of accounts, cost centers, business units, and more.
Enhanced Security: Rest easy with Kepion's encryption protocols and secure data handling. No compromises when it comes to your sensitive information.
Synchronized No Code Data Integration: Keep your systems in sync with bi-directional data flow with Azure Data Factory, allowing IT teams and business analysts to collaborate without technical hurdles ensuring planning data enriches operational systems in real time.
Microsoft Integrations with Intuitive Productivity for Analysts: Leverage Power BI, Excel, and other Microsoft integrations with Kepion to make business intelligence analytics faster and more actionable, enabling your Analysts to achieve more in less time.
Scalability for the Future: Kepion scales effortlessly as your business grows — no bottlenecks from data volume or complex calculations.
Industry-Specific Applications
Kepion adapts to your unique needs for financial and operational planning. The combination of D365 analytics solutions and Kepion's powerful planning solutions ensures you're equipped for everything from cash flow management to capital expenditure planning and analysis, giving your business the competitive edge it needs.
Consumer Goods
Manufacturing
Non-Profit
Oil & Gas
Retail
Why Choose Kepion?
When compared with other FP&A (financial planning and analysis) products or financial planning software, Kepion stands out as the premier solution integrated with MS Dynamics 365.
Unrivaled Dynamics Integration: While Kepion integrates seamlessly with MS Dynamics 365, customers come away impressed by the broader impact Kepion has on the way their organizations operate. The integration eliminates inefficiencies, makes FP&A faster, and simplifies the process of collaboration across teams.
Expert Curation for Business and IT: For larger customers, Kepion bridges the chasm between IT teams and business analysts. IT professionals handle the technical setup, while business analysts get the tools they need to focus on actionable insights. It's a partnership, not a workaround.
Customer-Driven Success: Kepion boasts a robust customer base of leading organizations thanks to its scalable architecture and intuitive interface. Most customers initially seek out Kepion for its D365 integration, but stay because Kepion reshapes how they work — making FP&A smarter.
FP&A Made Intuitive: FP&A Essentials within Kepion provides built-in guidance. Whether you're creating profit and loss (P&L) plans or managing capital expenditures, Kepion makes complex financial concepts easier to manage, comparable to working within an Excel PivotTable.
Self-Service Planning for Business Agility: Kepion's intuitive self-service environment lets you build, deploy, and modify plans on your own, giving you the control to adapt and scale as your business grows.
The Kepion Approach
Kepion focuses on exceptional user experiences. From the moment a potential customer connects with us, we take every step to ensure clarity and alignment.
Our Process:
1
Discovery
We listen to what you want to improve, learn your processes today, what isn't working and why, and jointly identify key areas where Kepion can help you drive efficiency and better outcomes.
2
Demo Session
See Kepion in action, addressing the business processes you want to streamline. Get familiar with its functionality, integrations, and ability to make both IT setups and business planning easier.
3
Implementation
Kepion eliminates complex external professional services. Nearly every aspect of the platform is built for self-management, allowing businesses to take full control of their planning processes.
Elevate Your Financial Planning with Kepion and Microsoft Dynamics 365 Today
Your business deserves a solution that goes beyond expectations. With Kepion and Dynamics 365, you'll create a seamless, scalable FP&A ecosystem tailored specifically to your organization's goals.
To make more informed decisions and start Planning Your Way, schedule a Kepion demo today.