Kepion Reviews & Product Details

It’s an excellent solution for enterprise planning and forecasting. It is intuitive, reliable, and makes complex processes much more efficient. The platform is easy to implement and learn, and can be tailored to a company’s specific needs for each process. With real-time reporting, collaboration across teams has never been easier. A true game-changer for smarter business decisions. Kepion can also be integrated with tools such as SAP and connected seamlessly with Excel or Power BI. Review collected by and hosted on G2.com.

While the platform covers planning and forecasting exceptionally well, its advanced analytics capabilities are more limited compared to specialized BI tools (which can be made up for by connecting to Power BI). Review collected by and hosted on G2.com.

What I like most about Kepion is the ability to work with different business processes and always find an appropriate and efficient solution to the budgeting problems that different clients have. It allows structuring a business process and achieving secure data consolidation. Review collected by and hosted on G2.com.

I think as a developer I would like some functionalities, such as moving information from one cube to another, to be automated and made effective in a more agile way. Also, to be able to generate massive ABMs (for users) to simpler dimensions without having to resort to code. Review collected by and hosted on G2.com.

Kepion is a versatile tool that can be used in different aspects. I'm still waiting for an issue or feature request that I haven't been able to build into it Kepion which shows the range of the tool. It's also user friendly and our experience shows that it's easy to get people on board and to use the tool to their advantage. Review collected by and hosted on G2.com.

Nothing really. Would maybe be nice to have more prebuilt functionalities regarding allocation. Review collected by and hosted on G2.com.

I have worked with a range of FP&A tools and Kepion really stands out for how easy it is to use while still being powerful under the hood. The interface is intuitive, especially for teams familiar with Excel and adoption tends to be fast and smooth.

It is tightly integrated with Microsoft technologies like SQL Server, Power BI, Microsoft Fabric etc. which makes it ideal for building out robust forecasts, models, and dashboards without requiring a complete overhaul of existing systems. I have seen clients get up and running much faster than expected, which is a big plus compared to some of the heavier legacy EPM or ERP platforms.

Customer support has also been excellent, fast to respond and deeply knowledgeable about both the platform and real-world planning scenarios. That kind of responsiveness really matters when you’re on a tight timeline or shifting scope.

Overall, Kepion is a strong fit for finance teams that want more agility, better integration, and a faster path to results without dealing with unnecessary complexity. Review collected by and hosted on G2.com.

There is not much to fault Kepion on, especially when compared to larger and more complex EPM and ERP systems. Like any robust platform, there is a bit of a learning curve when setting up more advanced modeling or workflows. While the interface is user-friendly, finance users with limited technical exposure might need some initial guidance on how to structure multi-dimensional models or leverage advanced planning features.

Another area for potential enhancement is around out-of-the-box reporting templates. While the reporting flexibility is strong, it would be great to see a library of more pre-built templates or dashboards for common FP&A use cases.

That being said, these are relatively minor points in the grand scheme of things. Kepion is still one of the most efficient, adaptable planning tools I’ve worked with. Review collected by and hosted on G2.com.

Kepion is easy to use once you learn it, and it makes planning much smoother. The setup process is well guided, and the support team is always helpful when needed. I use Kepion often because it brings budgeting, forecasting, and reporting together in one place. It has many useful features and works well with other systems. Overall, it is a very helpful tool for planning and reporting. Review collected by and hosted on G2.com.

The dashboard formatting experience could be improved, as the limited view sometimes makes it less convenient to adjust layouts. Review collected by and hosted on G2.com.

Kepion’s upside: extreme flexibility—you can start simple and tailor deeply to each organization’s processes. The UI/layout is clean and user-friendly, so builders and end users pick it up fast. Review collected by and hosted on G2.com.

Kepion’s main downside is its reliance on SSAS OLAP: you have to manage cube processing and admin overhead, need scarce MDX/SSAS skills, real-time updates are less slick than modern in-memory engines, and you’re more tightly locked into the Microsoft stack. Review collected by and hosted on G2.com.

Kepion is very flexible and easy to customize for budgeting, forecasting, and workforce planning. I like how well it integrates with SQL Server and Power BI, and the Excel interface makes it easy for teams to adopt. Review collected by and hosted on G2.com.

Building complex rules often requires SQL knowledge, which can be a challenge for non-technical users. Review collected by and hosted on G2.com.

Good Customer support when you contact Kepion

User friendly for the end user Review collected by and hosted on G2.com.

That it is so easy to delete forms, rules and other stuff. Have the remove button at the right side but not at top where a user can accidentally remove a big rule or a form.

Customer Support Portal is not good - hard to find solutions online

Cannot change name of forms afterwards Review collected by and hosted on G2.com.

The user-friendly UI approach makes navigation and planning much easier compared to other tools, ensuring smooth adoption and usability. Review collected by and hosted on G2.com.

Dashboard setup feel less flexible; data actions need step-by-step hints with examples to guide users effectively. Review collected by and hosted on G2.com.

I love Kepion´s actual real-time calculation features, its budgeting and reporting functionality has been a great help in my business calculations; it is a versatile tool with a stable BI platform that has end-to-end encryption; I can design applications in the operations department to suit my personality. Review collected by and hosted on G2.com.

I would not recommend it for small businesses; you have to integrate considerably to get the most out of it, which requires more investment; the interface is not very intuitive and can be improved. I often had to resort to technical support to understand the software and achieve a goal. Review collected by and hosted on G2.com.