Overview

Kepion is a modern, enterprise-ready financial planning and analytics (FP&A) platform built natively on Microsoft technology and optimized for Microsoft Fabric. Designed for mid-size to large enterprises, Kepion provides a flexible, governed, and secure solution to streamline budgeting, forecasting, reporting, and strategic modeling.

Key Benefits

• Modern Financial Planning
  Empower FP&A teams with dynamic models for budgeting, forecasting, workforce planning, and capital expenditure. Support driver-based planning, version control, what-if analysis, and workflow approvals — all in one unified interface.

• Gold Layer for Microsoft Fabric & Power BI
  Kepion integrates seamlessly with your Microsoft data stack, including Power BI and Microsoft Fabric. Enrich your data pipeline with governed, business-owned plans that provide the “Gold Layer” of financial intelligence for analytics and reporting.

• Excel and Web Collaboration
  Enable finance and business users to plan in a familiar Excel-like experience while retaining IT control, auditability, and security. Access plans from anywhere with an intuitive browser-based interface.

• Enterprise-Grade Governance
  Built on SQL Server and Azure, Kepion gives IT full control over data models, security, and integrations — without locking you into a black-box SaaS model.

Core Capabilities

• Multi-dimensional modeling and planning

• Custom workflow and role-based access

• Native integration with Microsoft Power BI and Azure Data Services

• Write-back and real-time updates

• Scenario and version management

• Audit trail and approval tracking

Use Cases

• Financial Budgeting & Forecasting

• Revenue & Sales Planning

• Workforce & Headcount Planning

• Capital Planning

• Strategic Long-Range Planning

• Profitability Modeling

Why Kepion on Azure?
Kepion is a Microsoft partner and Fabric-ready solution that complements your data and analytics ecosystem. Whether you are migrating legacy planning systems or scaling up your Excel-based processes, Kepion ensures a fast time to value, scalability, and alignment with your Microsoft strategy.