# Kepion Reviews **Vendor:** Kepion **Category:** [FP&A Software](https://www.g2.com/categories/fp-a-financial-planning-analysis) **Average Rating:** 4.5/5.0 **Total Reviews:** 19 ## About Kepion Kepion is a global leader in cloud financial planning and analysis (FP&A) software, empowering organizations to streamline budgeting, forecasting, reporting, and performance management. Built for finance teams, Kepion replaces manual spreadsheets with agile, accurate, and collaborative planning tools. Trusted by Fortune 500 companies like Magna, Bayer, and Energizer, Kepion is recognized in the Gartner Magic Quadrant for Cloud FP&A Solutions. Its flexible modeling platform allows users to build custom planning apps without code—accelerating digital transformation and aligning operations with financial strategy. Built on Microsoft technology, Kepion integrates with Microsoft Fabric, Power BI, Azure AI, and Microsoft 365 to deliver enterprise-grade security, seamless data connectivity, and advanced AI capabilities. Kepion is redefining FP&A. Globally trusted, intelligently integrated, and built for the future. ## Kepion Pros & Cons **What users like:** - Users appreciate the **ease of use** of Kepion, facilitating smooth adoption and efficient navigation for teams. (6 reviews) - Users appreciate the **versatility and user-friendliness** of Kepion, enhancing budgeting and forecasting capabilities significantly. (5 reviews) - Users find Kepion to be **easy to learn and adopt** , facilitating quick onboarding and efficient tool utilization. (4 reviews) - Users commend Kepion for its **efficiency and fast integration** , enabling quick setup and agile financial planning. (4 reviews) - Users praise Kepion for its **flexibility and ease of customization** , enhancing budgeting and forecasting processes significantly. (4 reviews) - Users value the **seamless integrations** of Kepion with Microsoft technologies, enhancing forecasting and reporting efficiency. (4 reviews) - Intuitive (4 reviews) - Intuitive Use (4 reviews) - Users value the **planning efficiency** of Kepion, facilitating smoother, more intuitive budgeting and forecasting processes. (4 reviews) - Capabilities (3 reviews) **What users dislike:** - Users find the **dashboard setup inflexible** , which complicates layout adjustments and may require more guidance for effective use. (3 reviews) - Users find Kepion's learning curve **difficult** , particularly for advanced features and complex rule-building without technical expertise. (3 reviews) - Users note the **limited options** for advanced analytics and reporting templates, impacting overall flexibility and convenience. (3 reviews) - Users find the **complexity in dashboard setup** and rule-building challenging, especially without technical skills or guidance. (2 reviews) - Users find the **dashboard limitations** hinder flexibility, making setup and formatting less user-friendly and convenient. (2 reviews) - Learning Curve (2 reviews) - Learning Difficulty (2 reviews) - Limitations (2 reviews) - Limited Customization (2 reviews) - Limited Features (2 reviews) ## Kepion Reviews ### 1. Reliable, Intuitive, and Easy to Implement **Rating:** 5.0/5.0 stars **Reviewed by:** Carolina d. | Team Leader - Kepion Solutions, Mid-Market (51-1000 emp.) **Reviewed Date:** August 26, 2025 **What do you like best about Kepion?** 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. **What do you dislike about Kepion?** 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). **What problems is Kepion solving and how is that benefiting you?** Kepion helps stramline planning and forecasting processes by bringing everything into a single, consistent platform. It eliminates manual spreadsheets, reduces errors, and makes collaboration across departments much easier. The ability to customize models to a specific business needs ensures accurate, relevant insights. With real-time reporting and seamless integration with tools like Excel and Power BI, it can make faster, data-driven decisions and focus more on strategy instead of managing data. ### 2. Order, security, and structure for your business process **Rating:** 5.0/5.0 stars **Reviewed by:** Francisco R. | Consultor de Kepion y Analista funcional, Small-Business (50 or fewer emp.) **Reviewed Date:** September 03, 2025 **What do you like best about Kepion?** 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 a secure consolidation of data. **What do you dislike about Kepion?** I think as a developer I would like some functionalities, such as moving information from one bucket to another, to be automated and made more 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. **What problems is Kepion solving and how is that benefiting you?** As a developer, Kepion is a great tool and it has helped me with its interface to be able to generate implementations that can be complex and simplify budget management for users. ### 3. Kepion - a multi purpose and extremely versatile tool **Rating:** 5.0/5.0 stars **Reviewed by:** Reynir Ingi A. | CEO, Small-Business (50 or fewer emp.) **Reviewed Date:** September 10, 2025 **What do you like best about Kepion?** 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. **What do you dislike about Kepion?** Nothing really. Would maybe be nice to have more prebuilt functionalities regarding allocation. **What problems is Kepion solving and how is that benefiting you?** Providing a very good centralized platform that speeds up budgeting/forecasting. Preparing a budget for the FP&A lead takes a matter of hours instead of weeks. ### 4. Kepion delivers powerful planning with ease and great support. **Rating:** 5.0/5.0 stars **Reviewed by:** Deon E. | Founder & Principal Consultant, Small-Business (50 or fewer emp.) **Reviewed Date:** May 23, 2025 **What do you like best about Kepion?** 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. **What do you dislike about Kepion?** 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. **What problems is Kepion solving and how is that benefiting you?** Kepion helps eliminates multiple spreadsheets and disconnected planning by unifying budgeting, forecasting and reporting in one platform (One source of the truth). This is valuable as it saves time, improves accuracy and enables faster decision-making. I give me more time to do actual panning instead of updating spreadsheets and ensuring that all data is verified. ### 5. Kepion- one of the best tools to simplify planning **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Consulting | Small-Business (50 or fewer emp.) **Reviewed Date:** August 19, 2025 **What do you like best about Kepion?** 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. **What do you dislike about Kepion?** The dashboard formatting experience could be improved, as the limited view sometimes makes it less convenient to adjust layouts. **What problems is Kepion solving and how is that benefiting you?** Kepion has helped me move away from managing everything in spreadsheets. Before, budgeting, forecasting, and reporting felt disconnected, and it was hard to keep track of changes. Now, everything is in one place, which saves a lot of time and makes the process less stressful. It also makes it easier to plan headcount and budgets together, so decisions are more accurate and easier to explain to others. ### 6. Flexible and user friendly **Rating:** 5.0/5.0 stars **Reviewed by:** Edda V. | Partner, Small-Business (50 or fewer emp.) **Reviewed Date:** September 10, 2025 **What do you like best about Kepion?** 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. **What do you dislike about Kepion?** 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. **What problems is Kepion solving and how is that benefiting you?** It is helping organizations to minimize the use of Excel in their budgeting. All the data is in one place, keeping reports updated. ### 7. My experience with Kepion has been flexible, well-integrated, and impactful. **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Small-Business (50 or fewer emp.) **Reviewed Date:** August 19, 2025 **What do you like best about Kepion?** 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. **What do you dislike about Kepion?** Building complex rules often requires SQL knowledge, which can be a challenge for non-technical users. **What problems is Kepion solving and how is that benefiting you?** Kepion helps our clients streamline budgeting, forecasting, and consolidation by replacing manual spreadsheets with an integrated platform. This has led to faster planning cycles, improved accuracy, and better visibility for management decisions. ### 8. BI Consultant Review of Kepion **Rating:** 4.0/5.0 stars **Reviewed by:** Rakel J. | Senior Consultant, Mid-Market (51-1000 emp.) **Reviewed Date:** September 10, 2025 **What do you like best about Kepion?** Good Customer support when you contect Kepion User friendly for the end user **What do you dislike about Kepion?** 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 accidentially remove a big rule or a form. Customer Support Portal is not good - hard to find solutions online Cannot change name of forms afterwards **What problems is Kepion solving and how is that benefiting you?** d ### 9. Kepion – Intuitive UI with Room for Dashboard Improvements **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Small-Business (50 or fewer emp.) **Reviewed Date:** August 25, 2025 **What do you like best about Kepion?** The user-friendly UI approach makes navigation and planning much easier compared to other tools, ensuring smooth adoption and usability. **What do you dislike about Kepion?** Dashboard setup feel less flexible; data actions need step-by-step hints with examples to guide users effectively. **What problems is Kepion solving and how is that benefiting you?** Kepion helps manage my financial planning stages effectively, aligning with requirements and providing structured workflows that streamline decision-making. ### 10. Organize your finances with Kepion. **Rating:** 4.0/5.0 stars **Reviewed by:** Marcia P. | Small-Business (50 or fewer emp.) **Reviewed Date:** June 30, 2023 **What do you like best about Kepion?** 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. **What do you dislike about Kepion?** 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. **What problems is Kepion solving and how is that benefiting you?** I have created budgeting tools to evaluate what comes in and what goes out of the company; it allowed me to make sales forecasts that I can present to the executive for an evaluation of what we can achieve in the future with some products, creating reports and analysis all applied to finance. ### 11. Kepion: Empowering Business Performance Management with Cloud-Based Analytics and Smart Intelligence **Rating:** 5.0/5.0 stars **Reviewed by:** Vikash R. | Mid-Market (51-1000 emp.) **Reviewed Date:** February 15, 2023 **What do you like best about Kepion?** I like Kepion because it is a cloud-based software that can be used from anywhere with an internet connection, which makes collaborating and accessing real-time data easier. Additionally, it offer data visualization tools that help users understand their data and make better decisions. Kepion can also integrate with other software and systems, simplifying the process of incorporating it into an organization's existing technology infrastructure. **What do you dislike about Kepion?** Kepion may be more expensive than some other planning and analysis software solutions, which could be a barrier to adoption for smaller organizations. As with any software solution, there may be a learning curve for new users of Kepion, which could take time and resources to overcome. it may require a certain level of technical expertise or resources to set up and maintain, which could be a challenge for some organizations. While Kepion can integrate with other software and systems, the process of integration can still be complex and time-consuming. **What problems is Kepion solving and how is that benefiting you?** Kepion can help organizations streamline their planning, budgeting, and forecasting processes, which can be time-consuming and resource-intensive if done manually or with outdated software. With it's cloud-based software, organizations can access real-time data from anywhere with an internet connection. This can provide greater visibility into business performance and help inform more informed decision-making. It offer data visualization tools that can help users better understand their data and identify trends and patterns. This can help organizations identify areas for improvement and optimize their performance. ### 12. Review of Kepion by IHME **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Research | Mid-Market (51-1000 emp.) **Reviewed Date:** June 02, 2023 **What do you like best about Kepion?** What I like best about Kepion is the level of service and support we receive when we have questions or troubleshooting requests. Responses are typically quick and thorough in resolving any issues we have. **What do you dislike about Kepion?** Using Kepion does require users to consistently access the application to learn how the system works and how to navigate to the correct reports. Overall, there is a relatively high learning curve and users will need adequate training internally. **What problems is Kepion solving and how is that benefiting you?** Up until now, our organization did not have adequate internal tools to generate accurate budgets and forecasts. As of 2014, Kepion built a custom solution that gives us the capability to create detailed budgets for proposals and also the ability to track costs on those budgets after award. ### 13. Great for small projects **Rating:** 4.0/5.0 stars **Reviewed by:** Matej S. | Business Analyst, Project Manager, Information Technology and Services, Mid-Market (51-1000 emp.) **Reviewed Date:** March 15, 2018 **What do you like best about Kepion?** Open framework - you can build any kind of model using any number of different dimensions and hiearchies. There are three preset dimension with special features - scenario, time, account. Abillity to implement a simple model very quickly. **What do you dislike about Kepion?** One input hierarchy within a dimension per model - to enter data on a different level you need dummy elements or a different model. No out-of-the-box planning features - currency conversion, data versions, you can build anything you want, but is not available as an already built in option. **Recommendations to others considering Kepion:** Great for smaller projects, goes very well with existing MS SQL server infrastructure. **What problems is Kepion solving and how is that benefiting you?** Financial budgeting planning and forecasting, detailed sales planning in retail and pharmceutical industry, public sector. Shortened yearly planning cycles significantly, implemented rolling forecast, supported what-if scenario simulations. ### 14. Alternative to Excel/SQL **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Airlines/Aviation | Enterprise (> 1000 emp.) **Reviewed Date:** April 17, 2019 **What do you like best about Kepion?** I like the fact this software streamlines proforma reporting and removes the errors one can make when doing manual reporting via excel and SQL. **What do you dislike about Kepion?** I dislike the fact that the errors I occasionally get are generic and do not allow me to determine why I am receiving them. **What problems is Kepion solving and how is that benefiting you?** Financial reporting. Turn around time has decreased ### 15. Kepion - perfect piece in the puzzle **Rating:** 4.5/5.0 stars **Reviewed by:** Sindri S. | Mid-Market (51-1000 emp.) **Reviewed Date:** March 23, 2018 **What do you like best about Kepion?** Completely open framework, can create models as easy or complicated as you like. Utilizes the microsoft stack very well with MS SQL and SSAS allowing you to combine it with other tools within the MS Analytics Stack **What do you dislike about Kepion?** Silverlight interface which makes it a little bit old school compared to facebook, google comparisons. Will be replaced with HTML5 in the coming months, which will really set the tool apart. **Recommendations to others considering Kepion:** If you already have a microsoft based environment or MS SQL in place this solution would fit well into your requirements. This solution requires some customizations so I would mostly recommend it for companies with over 10M USD in yearly revenues. **What problems is Kepion solving and how is that benefiting you?** Planning & Forecasting, P&L, Balance Sheet, Cash flow etc. Able to help customers to migrate to rolling forecasts and plan on a more driver based levels instead of the classic Account structure. ### 16. Most Affordable and powerful CPM tool **Rating:** 5.0/5.0 stars **Reviewed by:** Kevin Z. | Mid-Market (51-1000 emp.) **Reviewed Date:** February 26, 2018 **What do you like best about Kepion?** Great Product team with loads of knowledge. Nice web interface and super fast deployment and development capacity. **What do you dislike about Kepion?** needs more charting functions. Limited to IE as the only browser supported. **What problems is Kepion solving and how is that benefiting you?** Financial planning. sales planning and full budget cycle management ### 17. Powerful, efficient Budgeting, Forecasting and Analysis **Rating:** 5.0/5.0 stars **Reviewed by:** Gerard M. | Business Intelligence Manager, Information Technology and Services, Small-Business (50 or fewer emp.) **Reviewed Date:** October 18, 2017 **What do you like best about Kepion?** The shared model in Kepion, leveraged from Analysis Services, is the best feature. It allows us to define our model once and then use it across all of our planning sheets and reports. **What do you dislike about Kepion?** The interface is a little old and clunky, since it is built in Silverlight. **What problems is Kepion solving and how is that benefiting you?** Our forecasting is much more accurate with Kepion. We have moved from the arduous task of spending half a week each month re-forecasting, to being able to change our plan whenever conditions change. We can also clearly see the impact of changes on our forecast and how close our past forecasts are to actuals. **Official Response from Kevin Hsu:** > Thanks, Gerard. We greatly appreciate your input as we continually aim to improve the quality of our product. Good news in response to your Silverlight comment, the roll out of HTML5 is in progress and is scheduled to launch in 2018. Stay tuned! ### 18. The best CPM tool! **Rating:** 5.0/5.0 stars **Reviewed by:** Nicolas V. | Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** December 15, 2017 **What do you like best about Kepion?** The flexibility and agility to model every business process related to budgeting and forcasting **What do you dislike about Kepion?** The dimension editor is only available for modeler users. **Recommendations to others considering Kepion:** Kepion is a CPM Software that meets business requirement of finnancials department very easu **What problems is Kepion solving and how is that benefiting you?** Forcasting sales, behind demands of customers ### 19. Financial planning **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Pharmaceuticals | Mid-Market (51-1000 emp.) **Reviewed Date:** October 18, 2017 **What do you like best about Kepion?** Immediate reporting reflection from planning applications. **What do you dislike about Kepion?** missing Reporting flexibility. Visualization and interaction. **What problems is Kepion solving and how is that benefiting you?** Financial and logistic planning. ## Kepion Discussions - [What is Kepion used for?](https://www.g2.com/discussions/what-is-kepion-used-for) - [View Kepion pricing details and edition comparison](https://www.g2.com/products/kepion/reviews?section=pricing&secure%5Bexpires_at%5D=2026-05-14+01%3A55%3A31+-0500&secure%5Bsession_id%5D=4ad64eb4-9565-4c0d-8018-779b30a1f359&secure%5Btoken%5D=cb14cf974c393f459e991b16b709a9c5c8877a94c373b71c4e274371f96b402c&format=llm_user) ## Kepion Integrations - [CData Arc](https://www.g2.com/products/cdata-arc/reviews) - [Microsoft Excel](https://www.g2.com/products/microsoft-excel/reviews) - [Microsoft Power BI](https://www.g2.com/products/microsoft-microsoft-power-bi/reviews) - [Microsoft SQL Server](https://www.g2.com/products/microsoft-sql-server/reviews) - [Net@Suite](https://www.g2.com/products/net-suite/reviews) - [SAP HANA Cloud](https://www.g2.com/products/sap-hana-cloud-2025-10-01/reviews) - [Skyvia](https://www.g2.com/products/skyvia/reviews) ## Kepion Features **Analytics** - Forecasting - Supply Chain Planning - Asset Tracking - Supply Chain Planning - Data Collection - Supply Chain Planning - Business Reporting - Supply Chain Planning **Collaborate** - Optimization - Supply Chain Planning **Budget Creation** - Data Import - Budget Hierarchies - Versioning - Formulas - What-If - Budget Periods **Planning** - Budgeting - Scope - Schedule **Analytics** - Reporting - Segmentation analysis - Product lifecycle - Simulation - Historical Forecast **Financial Planning** - Extended Planning - Reporting - Integration **Sales Performance Features - Sales Planning** - Account Scoring - Revenue Planning - Account Segmentation - Sales Performance - Sales Forecasting - Integrations - Scenario Modeling **Agentic AI - Sales Performance Management** - Autonomous Task Execution - Natural Language Interaction - Proactive Assistance **Agentic AI - Accounting & Finance** - Autonomous Task Execution **Agentic AI - FP&A (Financial Planning & Analysis) ** - Proactive Assistance - Decision Making **Incentives** - Badges - Triggers - Commission Calculator - Leaderboards **Financial Insight** - Budgeting - Forecasting - Planning **Warehouse Management ** - Sales and Operations Planning - Supply Chain Planning - Production Planning - Supply Chain Planning - Workforce Management - Supply Chain Planning - Process Automation - Supply Chain Planning **Logistics** - Warehouse Optimization - Inventory Targets - Procurement Planning **Budget Management** - Consolidation - Adjustments - Workflows **Management** - Workflows - Cost Control - Documents **Collaboration** - Integrations - Multiple users - Forecast collaboration - Inventory collaboration **Territory Management - Sales Planning** - Territory Management - Territory Planning **Personalization** - Profiles - Custom Reports - Dashboards - Goal Setting **Data** - Data Visualization - Data Analysis - Custom Reporting - Reporting Templates **Forecasting** - Historical Data - Reforecast - Forecast Types - Rolling Forecasts - AI **Planning** - Planning dashboard - Capacity Planning - Assortment Planning - Business functions - Goal planning - Comprehensive Planning - Workflow **Quota & Capacity Management - Sales Planning** - Quota Management - Capacity Management - Quota Planning **Administrative** - Integration - Employee Structure - Behavior Monitoring **Status Communication** - Collaboration - Version Control - Real-Time Data Updates - Scorecards **Analytics** - Variance Analysis - Forecasts Comparison - Forward Looking **Agentic AI - Sales Planning** - Autonomous Task Execution - Multi-step Planning **Platform** - Customization - Integration APIs - Internationalization - User, Role, and Access Management - Performance - Mobility - Reporting - Dashboards **Agentic AI - Budgeting and Forecasting** - Natural Language Interaction - Proactive Assistance - Decision Making **Workforce Management Platform Features** - Labor Forecasting - Shift Scheduling - Time & Attendance Tracking - Absence & Leave Management - Skills Management - Succession Planning - Workforce Analytics - Self-Service Capabilities - Mobile Shift Scheduling - Team Communication ## Top Kepion Alternatives - [Anaplan](https://www.g2.com/products/anaplan/reviews) - 4.6/5.0 (392 reviews) - [Vena](https://www.g2.com/products/vena/reviews) - 4.5/5.0 (414 reviews) - [Planful](https://www.g2.com/products/planful/reviews) - 4.3/5.0 (487 reviews)