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Kepion

FP&A planning and forecasting software built for organisations already using Microsoft's tools

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About Kepion

Kepion sells planning and analysis software for finance teams, designed to sit inside Microsoft's product family. It links to Microsoft 365, Dynamics 365 and Power BI as well as to Azure and SQL Server, and replaces separate spreadsheets with one connected planning model that spans revenue, costs and operations.

What Kepion offers

  • Connected planning apps — teams build and roll out their own planning applications instead of juggling scattered spreadsheets.
  • Scenario modelling — plans can be tested against different scenarios and revised as conditions shift.
  • Cross-department planning — covers revenue and expense planning plus financial and operational plans for finance, supply chain and operations.
  • Microsoft integration — works directly with the Microsoft tools named above rather than through separate connectors.

Key facts

  • Based in: United States
  • Recognition: included by Gartner in its FP&A Magic Quadrant each year since 2018, the latest being 2024

Profile written by TrustList from the business's own published information, Sep 2026.

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