---
title: Keepbook Reviews
meta_title: 'Keepbook Reviews 2026: Details, Pricing, & Features | G2'
meta_description: Filter reviews by the users' company size, role or industry to find
  out how Keepbook works for a business like yours.
date_modified: '2025-09-22'
parent_category:
  name: Accounting & Finance
  url: https://www.g2.com/categories/accounting-finance
---


# Keepbook Reviews
**Vendor:** Keepbook  
**Category:** [FP&A Software](https://www.g2.com/categories/fp-a-financial-planning-analysis)
## About Keepbook
We are building a cutting-edge B2B SaaS solution that empowers businesses to streamline their FP&A processes with efficiency and accuracy. By leveraging AI systems in both natural language processing and computer vision, we automate time-consuming tasks, reducing manual effort and improving financial workflows. Our vision is to provide businesses with a seamless, AI-driven FP&A experience that eliminates inefficiencies, ensuring accuracy and compliance at every step.






- [View Keepbook pricing details and edition comparison](https://www.g2.com/products/keepbook/reviews?section=pricing&secure%5Bexpires_at%5D=2026-08-19+23%3A32%3A05+-0500&secure%5Bsession_id%5D=0db81b34-05cc-43e1-bce5-fa5307002430&secure%5Btoken%5D=cd7d5c6be651635caf0b770331149022bfa49fdbe9991f52ef9f78a795cdbb99&format=llm_user)

## Keepbook Features
**Financial Planning**
- Extended Planning
- Reporting
- Integration
- Self-Service Reporting

**Agentic AI - Accounting & Finance**
- Autonomous Task Execution

**Agentic AI - FP&A (Financial Planning & Analysis) **
- Proactive Assistance
- Decision Making

**Financial Insight**
- Budgeting
- Forecasting
- Planning
- Budgeting/Forecasting

**Data**
- Data Visualization
- Data Analysis
- Custom Reporting
- Reporting Templates
- Real-Time Data

**Status Communication**
- Collaboration
- Version Control
- Real-Time Data Updates
- Scorecards
- Approval Process Control

**Additional Functionality**
- Predictive Analytics
- Multi-Language
- Generative AI
- Currency Management
- AI Copilot
- User Management
- Project Management
- Risk Management
- Real-Time Analytics
- Audit Trail
- Tax Management
- Investment Management
- Transaction History
- Data Import/Export
- Fixed Asset Management
- Mobile Access
- Transaction Monitoring
- API
- Project Time Tracking
- Projections
- Consolidation/Roll-Up
- General Ledger
- Purchasing & Receiving
- Real-Time Monitoring
- Configurable Workflow
- Dashboard Creation
- Accounting
- Electronic Payments
- Revenue Recognition
- Invoice Management
- Compliance Management
- "What If" Scenarios
- Workflow Management
- Multi-Currency
- Planning Tools
- Visual Analytics
- Cash Management
- Customizable Reports
- Bank Reconciliation
- Invoice Processing
- Multi-Company
- For Investors & Traders
- Expense Tracking
- Purchase Order Management
- Access Controls/Permissions
- Activity Dashboard
- Reporting/Analytics
- Alerts/Notifications
- Billing & Invoicing
- Receipt Management
- Profit/Loss Statement
- Income & Balance Sheet
- Cash Flow Management

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