Kepion

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The modern FP&A solution for the Microsoft ecosystem

4.8 1 verified review
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Kepion Evaluation Snapshot

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User Rating4.8 / 5
Starting PriceContact Vendor
Free TrialNot available
Free VersionNot available
APINot available
DeploymentCloud Hosted
HeadquartersUnited States
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Product Overview

Kepion Overview

Product description, media, company details, support, training, deployment, customer size, languages, and industries.

About Kepion

Kepion is a modern enterprise planning platform that replaces fragmented spreadsheets and point solutions with a unified system for budgeting, forecasting, modeling, and analytics across finance, operations, and workforce planning. Built on a flexible planning-as-a-service architecture, Kepion unifies driver-based models with real-time data and intuitive interfaces so teams can collaborate on plans, test “what-if” scenarios, and align strategic goals with operational execution. Its seamless integration with ERP and data warehouse systems helps ensure planning assumptions reflect actual performance, while scenario comparison tools empower decision makers to anticipate outcomes before committing to a course of action. Designed for midsize to large organizations, Kepion blends the power of enterprise CPM with the flexibility business users expect, helping finance and planning teams move faster, reduce cycle times, and deliver plans that stakeholders trust.
Company Kepion
Founded 2009
Headquarters United States
Employees 101-500

Support

24x7 Support Email Phone Chat Knowledge Base

Training

In-person Live Online Webinar Documentation Videos

Licensing & Deployment

Proprietary Cloud Hosted Web-Based iPhone Android Windows Mac

Typical Customers

Self-Employed Small-Business Midsize-Business Large-Enterprise-Business
Languages Supported 8 languages available
Chinese Danish English French German Italian Portuguese Spanish
Industries Served 13 industries available
Banking Consumer Goods Financial Services Hospital & Health Care Hospitality Information Technology & Services Insurance Manufacturing Non-profit Organization Management Oil & Energy Pharmaceuticals Professional Training Retail

Why Choose Kepion

Problem it Solves

  • Problem it Solves Disconnected Planning And Budgeting Slows Strategic Decision-making.

Target Users

  • Target Users FP&A Teams
  • Target Users Finance Directors
  • Target Users Business Analysts
  • Target Users Planning Managers
  • Target Users Enterprise Executives

Core Use Case

  • Core Use Case Build And Align Financial Plans
  • Core Use Case Forecast Budgets And Scenarios
  • Core Use Case Model Business Drivers
  • Core Use Case Create Interactive Reports
  • Core Use Case Collaborate On Planning Cycles

USP

  • USP Enterprise Planning United With Microsoft Ecosystem For Real-time Insight.
Editorial Buyer Guidance

Who Is Kepion Best For?

Review the buyer problem, target users, practical use cases, and product differentiator identified by the SoftwareWorld review team.

Problem It Solves

Disconnected Planning And Budgeting Slows Strategic Decision-making.

Target Users

  • FP&A Teams
  • Finance Directors
  • Business Analysts
  • Planning Managers
  • Enterprise Executives

Core Use Cases

  • Build And Align Financial Plans
  • Forecast Budgets And Scenarios
  • Model Business Drivers
  • Create Interactive Reports
  • Collaborate On Planning Cycles

Unique Selling Point

Enterprise Planning United With Microsoft Ecosystem For Real-time Insight.

Category-Based Capabilities

Kepion Features

Each category combines the selected software category, its category-specific description, and the features assigned to that category.

Budgeting Software 23 selected features Open category ↗ ⌄
General Ledger Forecasting Self-Service Reporting Financial Analysis Strategic Planning Expense Management Activity Dashboard Income & Balance Sheet Financial Management Cash Management Multi-Department/Project Profit/Loss Statement Real Time Reporting Access Controls/Permissions Data Visualization Billing & Invoicing Collaboration Tools Purchase Order Management Multi-Currency Asset Lifecycle Management Data Import/Export Receipt Management Reporting/Analytics
Business Performance Management Software 21 selected features Open category ↗ ⌄
Scorecards Visual Analytics Key Performance Indicators Trend Analysis Budgeting/Forecasting Reporting/Analytics Progress Tracking Predictive Analytics Performance Metrics Financial Management Ad hoc Reporting Dashboard Data Visualization Strategic Planning Goal Setting/Tracking Data Management Collaboration Tools Data Extraction KPI Monitoring Benchmarking Activity Planning
Supply Chain Management Software 28 selected features Open category ↗ ⌄
Shipping Management Order Management Multi-Location Document Management Reporting/Analytics Demand Forecasting Purchase Order Management Quotes/Estimates Accounting Warehouse Management Compliance Management Import/Export Management Returns Management Transportation Management Inventory Optimization Bills of Material Supplier Management Audit Management Barcode/Ticket Scanning Order Fulfillment Purchasing & Receiving Procurement Management Inventory Management Status Tracking Sourcing Management Logistics Management Customer Database User Management
Workforce Management Software 30 selected features Open category ↗ ⌄
Performance Metrics Compliance Tracking Attendance Management Sick Leave Tracking Recruitment Management Reporting/Analytics Real Time Notifications Employee Management Time & Attendance Employee Scheduling Reminders Clock In/Out Approval Process Control Timesheet Management Employee Database Calendar Management Performance Management Shift Swapping Time Off Management Payroll Management Budgeting/Forecasting Self Service Portal Activity Tracking Vacation/Leave Tracking Skills Tracking Time Off Requests Document Storage Labor Forecasting Automated Scheduling Employee Onboarding
Business Process Management Software 26 selected features Open category ↗ ⌄
Business Process Automation Drag & Drop Access Controls/Permissions Reporting/Analytics Configurable Workflow Process Change Tracking Business Process Control Forms Management Customizable Templates Workflow Management No-Code Third Party Integrations Approval Process Control Collaboration Tools Document Storage Process Modeling & Designing Task Management Audit Trail Customizable Fields Monitoring Email Management Data Visualization Calendar Management User Management Graphical Workflow Editor Forms Automation
Workflow Management Software 29 selected features Open category ↗ ⌄
Approval Process Control Reporting/Analytics Activity Dashboard Activity Tracking Role-Based Permissions Calendar Management Compliance Tracking Alerts/Notifications No-Code Email Management Real Time Notifications Collaboration Tools Document Storage Real Time Reporting Rules-Based Workflow Graphical Workflow Editor Task Management Search/Filter Monitoring Progress Tracking Document Management Drag & Drop Template Management Workflow Configuration Business Process Automation Commenting/Notes Access Controls/Permissions Forms Management Project Workflow
Project Portfolio Management Software 30 selected features Open category ↗ ⌄
Milestone Tracking Time & Expense Tracking Portfolio Management Change Management Dashboard Collaboration Tools Resource Management Risk Management Budgeting/Forecasting Requirements Management Reporting/Analytics Prioritization Task Scheduling Planning Tools Project Planning Projections Progress Tracking Project Tracking Commenting/Notes Task Management Document Management Project Time Tracking Deadline Management Timesheet Management Calendar Management Gantt/Timeline View Resource Allocation & Planning Assignment Management Kanban Board Agile Methodologies
Fixed Asset Management Software 22 selected features Open category ↗ ⌄
Compliance Management Audit Management Real Time Data Inventory Tracking Alerts/Notifications Depreciation Management Document Management Equipment Maintenance Contract/License Management Purchase Order Management Asset Accounting Asset Lifecycle Management Task Management Disposal Management Asset Tracking Multi-Location Barcoding/RFID Work Order Management Location Tracking Maintenance Scheduling Cost Tracking Inventory Management
Business Dashboard Software 20 selected features Open category ↗ ⌄
Scorecards Data Connectors KPI Monitoring Alerts/Notifications Public Dashboards Data Visualization Private Dashboards Customizable Reports Forecasting Reporting/Analytics Performance Metrics Collaboration Tools Widgets Dashboard Creation Data Synchronization Single Page View Trend Analysis Functions/Calculations Multiple Data Sources Predictive Analytics
Data Visualization Software 21 selected features Open category ↗ ⌄
Data Management Data Import/Export Ad hoc Reporting Data Visualization Customizable Reports Access Controls/Permissions Visual Discovery Search/Filter Multiple Data Sources Activity Dashboard Visual Analytics Collaboration Tools Data Connectors Data Mapping Trend Analysis Reporting & Statistics Predictive Analytics Dashboard Creation Drag & Drop Real Time Reporting Historical Reporting
Demand Planning Software 12 selected features Open category ↗ ⌄
Supply Chain Management Promotions Management Historical Reporting Scenario Planning Data Visualization Demand Forecasting Strategic Planning Capacity Planning Predictive Analytics Product Introduction Planning Inventory Replenishment Visual Analytics
Financial Management Software 15 selected features Open category ↗ ⌄
Tax Management Financial Reporting Data Visualization Financial Analysis Compliance Management Bank Reconciliation Consolidation/Roll-Up Dashboard Creation Budgeting/Forecasting Revenue Recognition Cash Management Accounting Investment Management Real-Time Data Data Import/Export
Financial Reporting Software 19 selected features Open category ↗ ⌄
Cash Management Expense Tracking Multi-Currency What If Scenarios Customizable Reports Billing & Invoicing Data Import/Export Financial Management Consolidation/Roll-Up Activity Dashboard Bank Reconciliation Audit Trail Forecasting Third-Party Integrations Budgeting/Forecasting Data Visualization Reporting/Analytics Multi-Company Financial Analysis
Predictive Analytics Software 13 selected features Open category ↗ ⌄
Modeling & Simulation For Education Data Blending Forecasting Data Transformation Demand Forecasting For Healthcare Trend Analysis For Retail Performance Metrics Workflow Management Data Extraction Data Discovery
Reporting Software 19 selected features Open category ↗ ⌄
Forecasting OLAP Customizable Dashboard Visual Analytics Multiple Data Sources Performance Metrics Data Import/Export Financial Reporting Real-Time Reporting Drag & Drop Access Controls/Permissions Ad hoc Query Scheduled/Automated Reports Search/Filter Third-Party Integrations Sales Reports Marketing Reports Data Connectors Collaboration Tools
Revenue Management Software 13 selected features Open category ↗ ⌄
For Airlines Forecasting Inventory Control Dynamic Pricing Price Optimization For Hospitality Industry Competitive Analysis Recommendations Reporting/Analytics Multi-Channel Management Yield Management Compliance Management Demand Forecasting
Sales Forecasting Software 20 selected features Open category ↗ ⌄
Pipeline Management Lead Management Workflow Management Data Visualization Contact Management Contact Database Data Import/Export What If Scenarios Graphical Data Presentation Activity Tracking Statistical Analysis Forecasting Sales Reports Dynamic Modeling Customizable Reports Opportunity Management Alerts/Notifications Budgeting/Forecasting Modeling & Simulation Lead Capture
Strategic Planning Software 10 selected features Open category ↗ ⌄
Roadmapping Scenario Planning Goal Setting/Tracking KPI Monitoring Budgeting/Forecasting Scorecards Milestone Tracking Modeling & Simulation Idea Management Dashboard
Pricing Information

Kepion Pricing

Pricing type, currency, trial availability, payment frequency, destination links, and package-level starting prices.

Pricing Type Contact Vendor
Preferred Currency USD ($)
Free Trial Not available
Free Version Not available
Payment Frequency Quote Based
Pricing Page ↗ Request Demo ↗
Verified User Feedback

Kepion Reviews

Approved reviews submitted through verified Google or LinkedIn reviewer accounts.

Write a Kepion Review ↗
4.8
Based on 1 approved review
5 stars 75%
4 stars 25%
3 stars 0%
2 stars 0%
1 star 0%
Ummu Habibah M.
Ummu Habibah M. Assistant Manager

A Simple and Effective Solution for Agile Methodologies

The software adapts well to changing organizational needs and supports agile ways of working. Its familiar interface makes it easy for users who are used to Microsoft-style tools. However, the reporting features are limited, and integration options for deployment could be stronger.

Reviewed on July, 2022
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Frequently Asked Questions

Kepion FAQs

Answers generated from approved profile information, selected options, packages, integrations, support, training, deployment, and devices.

Kepion is a modern enterprise planning platform that replaces fragmented spreadsheets and point solutions with a unified system for budgeting, forecasting, modeling, and analytics across finance, operations, and workforce planning. Built on a flexible planning-as-a-service architecture, Kepion unifies driver-based models with real-time data and intuitive interfaces so teams can collaborate on plans, test “what-if” scenarios, and align strategic goals with operational execution. Its seamless integration with ERP and data warehouse systems helps ensure planning assumptions reflect actual performance, while scenario comparison tools empower decision makers to anticipate outcomes before committing to a course of action. Designed for midsize to large organizations, Kepion blends the power of enterprise CPM with the flexibility business users expect, helping finance and planning teams move faster, reduce cycle times, and deliver plans that stakeholders trust.

  • No, Kepion does not offer a free version.

  • No, Kepion does not offer any free trial.

  • Kepion supports the following payment frequencies:

    • Quote Based

  • No, Kepion does not offer an API.

  • Kepion offers support with the following options:
    • 24x7 Support , Email , Phone , Chat , Knowledge Base

  • Kepion offers training with the following options:
    • In-person , Live Online , Webinar , Documentation , Videos

  • Kepion supports the following languages:
    • Chinese , Danish , English , French , German , Italian , Portuguese , Spanish

  • Following are the typical users of the Kepion:
    • Self-Employed , Small-Business , Midsize-Business , Large-Enterprise-Business

  • Kepion supports the following deployment:
    • Cloud Hosted

  • Kepion supports the following devices and operating systems:
    • Web-Based , iPhone , Android , Windows , Mac
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