FP&A Planning Software
FP&A Software Around the Way You Work
Kepion enables Sales, Finance and Operations to plan on a single platform, customized for each department and designed for how you work.
One-stop financial planning, budgeting & forecasting software
No longer operate under separate planning & reporting processes. With Kepion’s Corporate Performance Management (CPM) solution, you can collaborate on a single approach for integrated business planning. Designed for the business, by the business, Kepion’s CPM Software allows sales, finance, operations, marketing, and HR to configure personalized planning apps specifically to how they work.Revenue Planning & Sales Forecasting Software
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Automatically integrate with sales & demand data from CRM or other systems.
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Conduct what-if analysis based on different revenue scenarios and assumptions.
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Drive costs, staffing, and capital assets from the sales plan.
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Spread values over time for upcoming revenue and see the immediate impact on the bottom line.
Operational Budgeting & Expense Planning Software
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Expense management software using driver-based planning based on data from other modules to plan to spend.
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Efficiently perform what-if analysis on different spending scenarios for planning.
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Communicate your reasoning for expense items through cell-specific annotations.
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Centralized management of assumptions, formulas for expense calculations, and rollups.
Workforce Planning Software
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Automatically integrate all data from your company’s HR tracking systems and other workforce planning tools.
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Conduct what-if analysis based on different hiring scenarios and assumptions.
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Model driver-based planning modules to be driven by revenues, staffing needs, or allocation planning.
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Spread values over time for upcoming hiring needs and see an immediate impact on the bottom line.
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Complete Personnel Management Software to help reduce workforce planning cycle time.
Capital Asset Planning Software
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Integrate capital asset planning with P&L, Balance Sheet, and Cash Flow.
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Use drivers such as headcount or production units to plan new capital expenditures.
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Spread capital spending into depreciation expense over time and immediately impact the balance sheet and cash flow statements.
Recognized by Gartner for Our Self-Managed, Scalable Planning
In the 2024 Gartner Magic Quadrant for FP&A Software, Kepion was recognized for our intuitive data modeling, powerful data integration, and ability to scale beyond spreadsheets.
Recognized by Gartner since 2018, our flexible architecture supports Planning across the organization. Revenue, OpEx, CapEx, FP&A, S&OP, Demand planning, and more—enabling collaboration with IT, not burden or dependencies.
Stay agile with rolling forecasts
Before robust FP&A tools, forecasting used to be a headache for most organizations. Often, you would find it challenging to have a clear vision of future sales, expenses, and so on due to the scattered data and inconsistent or unclear business rules.
Kepion’s FP&A software can help you deal with these issues. Leveraging the power of the Microsoft Business Intelligence platform, Kepion provides abilities to automatically import actual data from other systems, along with ongoing updated data; you will be able to make better and more accurate forecasting and decisions for the next 12, 15, 18 months or more.
What-if scenario modeling tool
Kepion enables you to run scenario modeling and planning for your company’s future. Whether it’s year-over-year planning growth for new products or risk assessment based on competition, Kepion’s Budgeting and Forecasting Software provides in-depth analysis of your best, worst and ideal case scenarios at your fingertips.
Real-time KPI Metrics & Insights
With Kepion, you can tie together the targets set within Kepion with visual scorecards and KPIs for users to monitor their performance. Kepion’s FP&A tool provides the data modeling environment to build data environments and KPIs for your organization.
Collaborate across the enterprise
Often planning and forecasting become disconnected between finance, sales, and operations. A typical example is product managers need to sync with manufacturing on their production planning systems for a product ramp-up. In contrast, marketing needs new collateral, and sales need to add a new headcount within their FP&A tools.
With Kepion’s Budgeting and Forecasting Software, you can easily integrate all processes and functions on a common data platform to share reports, dashboards, and scorecards with your intended audience. Kepion’s process tracker also allows you to track the inputs from your organization to ensure a more streamlined approach to business planning, budgeting, and forecasting.