Kepion
Kepion: Broad FP&A coverage with no-code modeling, AI, and deep Microsoft integration. Ranked #33 of 88 in Financial Planning & Analysis Software by our editors (6.2/10); pricing: Pricing on request; best for microsoft-centric planning teams.
At a glance
- Editor score6.2 / 10
- PricingPricing on request
- Best forMicrosoft-centric planning teams
- Scenario modelingYes
- Founded2009 · Seattle, Washington, United States
- Facts checked22 Sep 2026
Where it wins
- Covers budgeting, forecasting, scenarios, workforce planning, and consolidation
- Connects with Microsoft, ERP, HR, CRM, and operational data sources
- Adds no-code modeling, workflow controls, audit trails, and AI assistance
Where it doesn't
- Web-only deployment may not suit teams requiring other platform options
- Pricing requires a contact-sales process rather than published plan tiers
- Its broad enterprise scope may exceed the needs of smaller planning teams
Our verdict on Kepion
Kepion is an enterprise FP&A and corporate performance management platform for finance, sales, operations, marketing, HR, and IT teams. It brings budgeting, expense and revenue planning, rolling forecasts, workforce planning, scenario analysis, variance analysis, reporting, and financial consolidation into a shared planning environment. Its fit is strongest for organizations that need planning across departments, entities, currencies, and operational processes, particularly where Microsoft technologies are already central to reporting and data workflows.
The product’s ecosystem fit is a major consideration. Kepion integrates with Microsoft Fabric, Power BI, Excel, Azure, Dynamics 365, and SQL Server, while also connecting with SAP, Oracle NetSuite, Workday, Salesforce, Sage, ADP, Acumatica, Deltek, and Infor. Power BI and Excel reporting support familiar Microsoft workflows, and the broader integration set can support planning that spans finance, workforce, sales, and operational systems. Teams looking for a focused budgeting tool may find this breadth unnecessary, while organizations consolidating planning and reporting across several business functions have more reason to consider it.
Kepion also emphasizes controlled, adaptable planning. Self-service, no-code application modeling allows teams to shape planning applications without relying entirely on custom development, while workflow management, approvals, role-based applications, and audit trails support governed processes. AI-assisted forecasting, variance explanations, and anomaly detection add analytical assistance to the core FP&A feature set. The pricing model is contact sales, so buyers should assess the platform around organizational scope, integration needs, governance requirements, and the value of its wider planning coverage. Kepion is a strong candidate for Microsoft-centric enterprise planning teams; smaller organizations seeking a narrow, quickly scoped tool should look for a simpler alternative.
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Kepion pricing
Kepion fact sheet
| Free plan | Not verified |
|---|---|
| Paid from | Not verified |
| Budgeting | Yes |
| Forecasting | Yes |
| Scenario modeling | Yes |
| Variance analysis | Yes |
| Workforce planning | Yes |
| Financial consolidation | Yes |
| Deployment | Cloud |
| Platforms | Web |
| Compliance & security | SOC 2, SSO/SAML, 2FA |
| Support | Email, Tickets, Docs |
| Built for | Mid-market, Enterprise (editorial estimate) |
| Integrations | 20 integrations: Microsoft Dynamics 365, Microsoft 365, Excel, Microsoft Access, Power BI, Microsoft Azure … See all → |
| Pricing | Pricing on request |
| Website | kepion.com |
| Facts checked | 22 Sep 2026 |
Kepion integrations
Kepion lists 20 integrations on its own site.
- Microsoft Dynamics 365
- Microsoft 365
- Excel
- Microsoft Access
- Power BI
- Microsoft Azure
- SQL Server
- SAP ERP
- SAP HANA
- SAP BW
- SAP BPC
- Oracle ERP
- Oracle EBS
- NetSuite
- PeopleSoft
- JD Edwards
- Workday
- Salesforce
- Sage
- ADP
Alternatives to Kepion
- Workday Adaptive PlanningA broad FP&A platform for large finance teams that need connected planning and reporting.9.4
- BoardA broad connected-planning platform for finance, HR, and operational teams.9.3
- PlanfulA broad web-based FP&A platform for planning, consolidation, close, and reporting.9.2
Also Ranked In
Kepion is ranked in 11 of our directories; the 6 strongest besides Financial Planning & Analysis Software.
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Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
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