Expense Planning and Budgeting Software

Build accurate expense plans that drive performance

Run what-if analysis across expense scenarios.

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Trusted by companies large and small
  • Vodafone
  • 7-11
  • Tourisn Australia
  • Catalent
  • Webber

Expense planning built for FP&A teams

expense budgeting software

Kepion enables driver-based expense planning by linking operational drivers, assumptions, and formulas to expenses, with clear visibility into how spending impacts financial outcomes.

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Gartner MQ for Financial Planning Software

Recognized by Gartner for scalable, self-managed planning

Kepion has been recognized in Gartner’s Magic Quadrant for FP&A Software for its scalable, self-managed planning. With real-time ERP integrations, Kepion supports accurate, granular expense planning with streamlined approvals and minimal IT dependency.

expense management

Driver-based expense planning

Kepion automates expense calculations by linking drivers, such as trip volume and cost per trip, to expense plans.

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expense tracking

Collaborate on expense planning

Use cell-level annotations to document assumptions and collaborate on expense plans across teams.

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bi reporting software

Expense what-if scenario analysis

Compare expense scenarios to understand how changes impact financial performance.

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expense rates

Centralized expense assumptions

Centralize expense drivers, formulas, and rollups to simplify budgeting and generate consistent expense reports.

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Frequently Asked Questions

With new pressures on the business to stay nimble while managing performance, we see organizations tightening their expenses and increasing associated expense reporting, analysis and modeling across the enterprise. This expense information should be real-time, without the need for manual inputs and manipulations, with standardized reporting for all departments in the organization.

With market volatility and frequent changes in expense assumptions comes the need to create new models in your plan with new assumptions applied. It should be simple for organizations to create new scenarios, to perform what-if analysis based upon the changes and to be able to compete in a market with sales and performance shifts.

An expense planning solution should provide you with the ability to categorize expenses based upon different categories or dimensions that drive your business. It should include historical data with expense details from previous years, as well as revenue and performance details across those same categories. Users should have the proper security to see their departments and the data that pertains to their role, but they should not see sensitive data such as salary or benefit data. Reports and dashboards should be available directly in the solution to provide users with the ability to analyze their plan in a single platform without leaving the solution.

Users enter data at the detailed level in some cases, or at a summarized level for others. It depends on the business and the company. With Kepion, you are able to configure your expense plan with a driver-based solution, with inputs that are as detailed as your company, or as a combination of the two. You have the ultimate flexibility in setting up your solution, depending on how you run your business.  

Kepion provides several options for reporting and analysis directly within Kepion and your planning solution. All reports, dashboards and scorecards reside in the same interface as the input forms, so that you never have to access reports from separate products or interfaces to perform analysis. You design your solution with the user in mind, providing those reports and views that are most important to them and their analysis requirements.