Kepion is an FP&A platform that enables finance, sales, and operations to plan on a single, role-based platform.
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Kepion supports revenue planning and sales forecasting by integrating CRM and demand data, running what-if scenarios, and modeling the impact of revenue changes on staffing, costs, and capital over time.
Kepion enables driver-based expense planning with centralized assumptions, built-in what-if analysis, and clear visibility into how spending decisions impact financial outcomes.
Kepion integrates workforce and HR data to support driver-based workforce planning, hiring scenarios, and headcount modeling tied directly to revenue and operational plans.
Kepion connects capital planning with the P&L, balance sheet, and cash flow, enabling teams to model capital investments, depreciation, and financial impact using business drivers.
Kepion is recognized in the 2024 Gartner Magic Quadrant for FP&A Software for its scalable, self-managed planning, intuitive data modeling, and ability to support enterprise-wide planning beyond spreadsheets.
Kepion supports rolling forecasts by automatically integrating actuals from source systems and applying consistent business rules, helping teams forecast accurately across 12 to 24+ month horizons.
Kepion enables real-time what-if scenario modeling to compare best, worst, and expected outcomes for revenue, cost, and operational plans.
Kepion connects planning targets with KPIs and scorecards, giving teams real-time visibility into performance against plan.
Kepion connects finance, sales, operations, and supply chain planning on a shared data platform, enabling teams to collaborate, track inputs, and align plans across the organization.
The financial planning, annual budgeting and ongoing forecasting process is important within all industries, for any size company. Today, Kepion is being used to manage planning and to track company performance in industries such as manufacturing, banking and financial services, consumer goods, energy, healthcare, hospitality, high tech, insurance, retail, non-profit, oil & gas, pharmaceuticals, professional services and telecom. To get an idea of the companies who Kepion supports, go to the customer page and see a listing of Kepion clients.
The financial planning, annual budgeting and ongoing forecasting process is important within all industries, for any size company. Today, Kepion's FP&A solution is being used to manage planning and to track company performance in industries such as manufacturing, banking and financial services, consumer goods, energy, healthcare, hospitality, high tech, insurance, retail, non-profit, oil & gas, pharmaceuticals, professional services and telecom. To get an idea of the companies who Kepion supports, go to the customer page and see a listing of Kepion clients.
We see so many organizations today finding themselves managing disconnected and inaccurate data along with slow business processes. As a result, these companies lack the ability to produce timely budgets or forecasts on an ongoing basis, with ineffective planning processes that contain too many iterations and longer planning cycles. Plans are often out of date, not matching the speed of the business, and teams are unable to create consistent, real-time trend and variance reports and analyses.
Many companies are implementing integrated planning solutions with operations data combined with financial data, and incorporating driver-based models to manage their business planning. In this way their plans are based on reality as opposed to ratios using historical data that is very likely outdated. Companies are also using CPM solutions to move to an integrated and continuous forecast, replacing the one-time budgeting process with a more accurate and continuous rolling forecast.
Regardless of the number of business processes and FP&A plans, Kepion is managed in a single instance, with a single platform and interface to access your multiple processes. In this way, you are able to not only manage all scenarios from a single interface, but you are also able to incorporate the multiple scenarios into integrated views, comparing actuals to forecasts to plans, across multiple years, and across all of the dimensions important to the management of your plan.
No, Kepion's FP&A solution is able to handle an unlimited number of plans, forecasts and what-if scenarios in your solution. In addition, there are many different methods and models that Kepion can manage in creating what-if scenarios, including driver-based calculations based upon operational results, separate dimensions and members to track the separate scenarios, reports to provide analysis into the separate scenarios, and dashboards to make changes to your scenarios and see impacts to your performance in real-time through updated reports and graphs.