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Strategic Planning Software

Kepion

FP&A planning, budgeting and reporting software built on the Microsoft platform for finance teams

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About Kepion

Kepion is financial planning and analysis software for finance, supply chain and operations teams. It is built to run with Microsoft products, and Gartner has included the company in its FP&A software Magic Quadrant every year from 2018.

It began in 2009 as a way to move budgeting and forecasting away from spreadsheets and onto the web.

What Kepion offers

  • Planning across departments — revenue, expense, financial and operational plans in one place.
  • Forecasting and reporting — quick calculations that feed dashboards and pivot tables.
  • Self-service modelling — teams can build and deploy their own planning applications.
  • Connected planning — links finance with supply chain and operations.
  • Microsoft integration — works with Microsoft 365, Dynamics 365, Power BI, Azure and SQL Server.

Who it works with

Companies of all sizes, from smaller firms to large enterprises, particularly those already invested in the Microsoft ecosystem.

Key facts

  • Founded: 2009
  • Platform: Microsoft 365, Dynamics 365, Power BI, Azure Cloud and SQL Server
  • Recognition: listed in Gartner's FP&A Magic Quadrant, most recently 2024

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

Categories & features

  • Android
  • Risk Management
  • Project Management
  • Task Management
  • Version Control
  • Dashboard
  • Resource Management
  • Benchmarking
  • Sentiment Analysis
  • Competitor Analysis
  • Content Management
  • Drag & Drop
  • Billing & Invoicing
  • Inventory Management
  • Mobile Access
  • Reporting/Analytics
  • Performance Metrics
  • Time & Expense Tracking
  • Document Management
  • Inventory Control
  • Access Controls/Permissions
  • Collaboration
  • Budgeting & Forecasting
  • Employee Database
  • Recruitment Management
  • Time & Attendance Management
  • Barcoding/RFID
  • Forecasting
  • Inventory Optimization
  • Inventory Tracking
  • Supplier Management
  • Warehouse Management
  • Calendar Management
  • Shipping Management
  • Order Fulfillment
  • Historical Reporting
  • Audit Trail
  • Multi-Company
  • Scenario Planning
  • Compliance Tracking
  • Data Mining
  • Forms Management
  • Predictive Analytics
  • Tax Management
  • Ad Hoc Reports
  • Key Performance Indicators
  • Scorecards
  • Strategic Planning
  • Ad hoc Analysis
  • Consolidation / Roll-Up
  • Qualitative Analysis
  • Quantitative Analysis
  • Scorecarding
  • Cash Management
  • General Ledger
  • Portfolio Management
  • Idea Management
  • Milestone Tracking
  • Skills Tracking
  • Promotions Management
  • Sales Forecasting
  • Change Management
  • Data Visualization
  • Customizable Dashboard
  • Data Source Connectors
  • Drill Down
  • Financial Reporting
  • Marketing Reports
  • OLAP
  • Report Export
  • Sales Reports
  • Scheduled / Automated Reports
  • Budgeting/Forecasting
  • Roadmapping
  • Budgeting
  • Business Process Automation
  • Business Rules Management
  • Process Change Tracking
  • Process Mapping
  • Process Modeling & Designing
  • Contractor Management
  • Employee Lifecycle Management
  • Employee Scheduling
  • Labor Forecasting
  • Variable Workforce
  • Requirements Management
  • Goal Setting
  • "What If" Scenarios
  • Graphical Workflow Editor
  • Third Party Integrations
  • Workflow Configuration
  • Analytics/Reporting
  • Custom Dashboards
  • Filtered Views
  • Relational Display
  • Simulation Models
  • Visual Discovery
  • Capacity Planning
  • Project Planning
  • KPIs
  • Data Source Integrations
  • Demand Planning
  • Functions/Calculations
  • KPI Monitoring
  • Private Dashboards
  • Public Dashboards
  • Widgets
  • Asset Accounting
  • Asset Lifecycle Management
  • Depreciation Management
  • Disposal Management
  • Automatic Time Capture
  • Billable & Non-Billable Hours
  • Mobile Time Tracking
  • Multiple Billing Rates
  • Offline Time Tracking
  • Overtime Calculation
  • Timesheet Management
  • Vacation/Leave Tracking
  • Statistical Analysis
  • Transportation Management
  • For Healthcare
  • Dynamic Modeling
  • AI/Machine Learning
  • Electronic Data Interchange
  • Import/Export Management
  • Sales & Operations Planning
  • Recommendation Engine
  • Asset Planning
  • Balance Sheet
  • Consolidation/Roll-Up
  • Multi-Department/Project
  • Profit/Loss Statement
  • Price Optimization
  • Dynamic Pricing
  • For Airlines
  • For Hospitality Industry
  • Yield Management
  • Modeling & Simulation
  • Graphical Data Presentation
  • Planned vs Actual Tracking
  • Product Introduction Planning
  • Replenishment Management
  • Supply Forecasting
  • Revenue Recognition
  • Data Blending
  • Demand Forecasting
  • For Education
  • Currency Management
  • Investment Management
  • Correlation Analysis
  • Exception Reporting
  • Sales Trend Analysis
  • Installed - Mac
  • Installed - Windows
  • Web-Based, Cloud, SaaS
  • iPhone / iPad
  • In Person
  • Live Online
  • Webinars
  • Documentation
  • Business Hours
  • Online
  • 24/7 (Live Rep)

Rankings

As of 2026-10-05. Organic ranks only; sponsored placements are never ranks.

What the business tells TrustList

Founded
2009 (17 years) evidence sent
Delivery
SaaS (cloud) evidence sent

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