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Your financial planning on Azure: Budgeting, forecasting, and reporting intelligently combined in Microsoft Fabric
Kepion offers a cloud-based FP&A and EPM platform built on Microsoft technology, combining budgeting, forecasting, and reporting for mid-sized and large enterprises in a collaborative environment.
Independent B2B performance index (0–100 points). It is calculated mathematically and without subjective influence from four verified pillars: company stability, aggregated feedback from publicly available online sources, documented compliance certifications, and operational transparency. Comparable with other software providers.
BenchTrust Index weighting: Company stability 25 points · Customer reviews 30 points · Compliance & security 25 points · Transparency 20 points. Without reviews a neutral average is used; a few reviews move it only slightly
Review data basis: G2 (21)
BenchTrust takes the average rating and review count from the review platforms listed. BenchTrust does not itself verify whether individual reviews come from actual customers; according to the platforms, they apply their own verification procedures.
Headquarters
2323 1st Ave, 98121-1616 Seattle, United States
Employees
25
Founded
2009
Management
Jeffrey Wang
Kepion is a globally operating software provider founded in 2009 and headquartered in Seattle, USA. The company specializes in cloud-based solutions for Financial Planning & Analysis (FP&A) and Enterprise Performance Management (EPM). With a team of around 25 employees, Kepion offers a modern, collaborative platform built entirely on Microsoft technologies such as Azure and Microsoft Fabric. Kepion's core solution brings budgeting, forecasting, reporting, and strategic modeling together in a single, integrated cloud environment. It enables finance and operations teams to replace manual, spreadsheet-based processes with automated, web-based workflows. Key features include interactive dashboards, self-service modeling, and real-time scenario analysis. Kepion targets mid-sized to large enterprises in industries such as banking, healthcare, manufacturing, and retail. Through seamless integration with existing Microsoft infrastructure, the platform helps financial leaders make informed decisions and sustainably optimize business performance.
No verified certifications (such as ISO 27001 or SOC 2) are currently listed for this provider. Information about compliance with standards such as GoBD or GDPR may still be available.
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Answers are based on the website and documents of Kepion.
Integration with Microsoft stack (SQL Server, SSAS, Excel, Power BI)
Flexibility & modeling capability (planning, forecasting, BI)
Performance with large data volumes and enterprise scenarios
User-friendliness for business users vs. technical complexity
Customers predominantly view Kepion as a powerful, enterprise-grade platform for financial planning, budgeting, and forecasting, which stands out particularly for its close integration with the Microsoft ecosystem and high modeling flexibility. The main strengths cited are the use of familiar tools like Excel and Power BI, scalability to large data volumes and complex scenarios, and overall helpful support; weaknesses mentioned primarily include the technical setup and configuration effort and a certain level of complexity for non-technical users. Kepion is particularly suitable for medium to large companies with a strong Microsoft stack that have sophisticated planning and BI requirements and are willing to invest in initial implementation and model building.
AI-generated summary
BenchTrust takes the average rating and review count from the review platforms listed. BenchTrust does not itself verify whether individual reviews come from actual customers; according to the platforms, they apply their own verification procedures.
Kepion has expanded its integrated planning and analysis platform with targeted updates to optimize collaboration and data integration across enterprises. The new releases focus primarily on deeper integration with the Microsoft ecosystem, particularly Power BI and Azure, enabling global finance and operations teams to plan more efficiently. With enhanced collaboration features and improved scalability, the platform is increasingly targeting large international enterprises looking to digitalize complex budgeting and forecasting processes.
Source: Publicly available product updates or press releases from Kepion.