Power BI Analysis and Planning for FP&A

Run what-if analysis and FP&A planning with Power BI and Kepion

Combine Power BI insights with integrated FP&A planning.

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An FP&A platform trusted by organizations of all sizes
  • Magna
  • Bayer
  • Unilever
  • TTEC
  • IHME

Kepion + Power BI

Power BI

Kepion and Power BI combine analytics and FP&A planning so teams can set targets, run what-if scenarios, and make better decisions.

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Real-time writeback capability to your Power BI

Kepion consolidates ERP, CRM, HR, and operational data while capturing forecasts, delivering a single real-time view in Power BI.

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Real-time what-if scenario analysis

Kepion + Power BI enable FP&A teams to run real-time what-if scenarios and compare best, worst, and expected outcomes.

5 Year Project

Build compelling apps

Kepion lets teams quickly build and share finance, sales, and operations planning apps with a guided, no-code experience.

microsoft bi

Connect to all your data

Consolidate ERP, CRM, HR, and operational data with forecasts to create a single planning and performance view in Power BI.

Frequently Asked Questions

Power BI is a product developed by Microsoft that is used by companies to perform BI or business intelligence. Power BI has an interactive and intuitive user interface that provides data visualization, and is the top BI solution across the globe.

Power BI does not have write-back, or planning functionality, embedded within its product offering. Therefore, companies require a separate software solution to perform planning, budgeting or forecasting. With Kepion, companies are able to maintain their Power BI standard for reporting and analytics with an integrated solution for organization-wide planning, budgeting, forecasting, consolidation, financial reporting and analytics.

Organizations that use Kepion with their Power BI platforms have a single, integrated solution that includes the planning forms where users are able to update their data, in addition to the reports and dashboards to perform any analysis required to submit their plan. Kepion includes pre-built apps for companies who require fast, standard solutions for their industry or use case, but also is built upon a powerful and flexible platform, so that companies can build their planning and BI solutions around the way they work.

The Kepion platform includes powerful self-service modeling and workflow management, providing the utmost in scalability and flexibility for companies of all sizes, across all industries and around the globe. Kepion partners with leading global technology and management consulting firms to support customers in their Kepion installations, and to maximize their Power BI and Kepion investments. Kepion also supports customers with comprehensive support and customer success services, ensuring the highest ROI for our customers.

Companies are able to model their business, in any industry, and with the simplest or the most complex of business processes using Power BI and Kepion. Typical application types include annual budgeting, rolling forecasts, management consolidation and monthly close, financial reporting and analysis, opex and capex budgeting, workforce planning, supply chain management, dashboarding and scorecarding and project planning and management.