Automate repetitive planning and approval processes.
Kepion workflow connects finance, sales, operations, and other teams through guided planning, submissions, and approvals. By coordinating parallel planning processes on a single platform, teams reduce errors, improve alignment, and streamline business planning, budgeting, and forecasting.
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Maintain an audit-trail of all workflow activity and the changes in your data inputs, and monitor workflow changes and submission status.
Add documents such as invoices, notes or scans directly into your plan through workflow, enriching your plan and tracking the details that matter.
Use advanced workflow approvals to provide flexibility in how your organization manages plan submissions, reviews and approvals.
Automatically archive plans and trigger data operations when workflows are approved.
FP&A workflow automation guides finance teams through planning, submissions, reviews, and approvals using structured processes that reduce manual effort and errors.
Kepion automates FP&A workflows by coordinating planning inputs, approvals, audit trails, and data operations across finance, sales, operations, and HR on a single platform.
FP&A workflow automation is designed for finance teams, controllers, and business leaders who manage budgeting, forecasting, and planning across multiple departments.
Unlike generic workflow tools, Kepion workflow is purpose-built for FP&A, integrating planning data, approvals, audit trails, and financial logic directly into the planning process.
Yes. Kepion supports multi-level approval chains, full audit trails of changes, document attachments, and automated plan archiving when workflows are approved.
Yes. Kepion workflows support cross-department planning across finance, sales, supply chain, HR, and IT using shared processes and a single version of the truth.