# Kepion Software Pricing, Alternatives & More 2026 | Capterra > With the help of Capterra, learn about Kepion Software - reviews, pricing plans, popular comparisons to other Dashboard products and more. Source: https://www.capterra.com/p/173823/Kepion-Planning/alternatives --- # Kepion Software Review 2026: Features, Integrations, Pros & Cons Last updated on March 13, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews) Kepion ## What is Kepion? Kepion is a cloud planning & analytics software company that connects all organizations' teams under a single view of their business performance. We enable more intelligent decisions to be made by companies about their financial and operational future. Kepion global offices and partners deliver rapid solutions for mid-size and enterprise customers. We make it possible for businesses to be empowered with real-time analytics, what-if scenario modeling, and the ability to model complex scenarios ## What is Kepion used for? [Workflow Management](https://www.capterra.com/workflow-management-software/)[Dashboard](https://www.capterra.com/dashboard-software/)[Data Visualization](https://www.capterra.com/data-visualization-software/) Overall rating Based on 10 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Starting price $1800 Per Year Free trial available Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for Kepion?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=http://www.kepion.com/&name=Kepion) ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### Kepion 4.5 (10) VS. [4.2 (1,991)](https://www.capterra.com/p/135757/NetSuite/reviews/) Starting Price $1800 Per Year Starting Price Contact vendor Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 4.5 (10) Ease Of Use 4.0 (1,947) Value For Money 4.4 (9) Value For Money 3.8 (1,537) Customer Service 4.9 (8) Customer Service 3.8 (1,642) ## Kepion alternatives [4.4 (2,883)](https://www.capterra.com/p/76113/Wrike/reviews/) Starting price $10.00 Per User, Per Month [4.3 (606)](https://www.capterra.com/p/76/Intacct/reviews/) Starting price Contact vendor for pricing Highest Rated [4.5 (13,544)](https://www.capterra.com/p/184581/Asana-PM/reviews/) Starting price $10.99 Per User, Per Month [4.4 (15,309)](https://www.capterra.com/p/19319/JIRA/reviews/) Starting price $7.91 Per User, Per Month ## Features Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically. Access Controls/Permissions Define levels of authorization for access to specific files or systems Accounting Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc. Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Ad hoc Reporting Generate one-off reports that meet information requirements AI/Machine Learning Software program that continuously adjusts its behavior based on observed data API Application programming interface that allows for integration with other systems/databases Kepion 132 features Method used in decision-making that allows businesses to input variables to forecast potential outcomes or possibilities Define levels of authorization for access to specific files or systems Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc. Dashboard to view the status of ongoing processes, identify current incidents and track past activities Generate one-off reports that meet information requirements Software program that continuously adjusts its behavior based on observed data Application programming interface that allows for integration with other systems/databases Manage the process of evaluating documents or requests submitted for approval Manage adding fixed assets to proposed budgets Manage assets throughout their lifecycle to optimize profit Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws A record of all activities within the system, including user access, changes made, etc. Identify and track items using barcode tags or RFID (radio-frequency identification) tags Compare key metrics for the business against prominent players in the industry Create, manage, and send invoices or bills to customers Create budgets based on historical data and future projections Helps automate and manage information, tasks, and procedures by establishing routines and patterns associated with processes Define and maintain business rules that determine workflow capabilities and criteria Track and manage schedules and meetings via an integrated calendar Determine and plan production capacity based on changing demands Process of managing an organization's cash resources, including cash on hand, investments, and bank account balances Track and monitor efficient handling of all changes/transitions Provides a channel for team members to share media files, communicate, and work together Evaluating strengths and weaknesses of companies with the same target audience Track and report regulatory data to either internal management or external stakeholders Combining loans, assets, liabilities, and other financial data from multiple subsidiary companies into one entity for reporting Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system Alter the layout and content of dashboards Assembly of graphs and charts for visualizing and tracking statistics/metrics Merge data from multiple sources to a single data set Connect to big data sources Discover and connect variety of data sources to the application for analysis Import and export data to and from software applications Graphical representation of data Forecast customer demand using historical insights and simulations Track and manage the decline in value of assets and plan for improvements Plan when and how to dispose of outdated or decommissioned assets Store, manage, and track all electronic documents in a centralized location Assemble applications and processes by dragging over and arranging pre-built components Model the varying behavior of a system over time through diagrams Real-time price adjustment for a product or service to reflect changing market conditions, geolocation, customer behavior, etc. Transfer of data from one computer system to another Electronic storage of staff/employee contact information and job status in a centralized repository Track employee schedules, availability, and performance across projects and tasks Assign working shifts or tasks to employees based on their availability Generate reports to assess the financial performance of an organization Created for use in the aviation and air transportation industry Used for educational purposes Software designed for the healthcare industry To be used by the hospitality industry Form predictions based on past and present data/trends Store, manage and track all forms in a centralized location Perform various mathematical calculations using the data Centralized accounting record which tracks all financial transactions Establish measurable goals and objectives and track their progress over a specific period of time Visual representation of data using various graphical elements such as charts, graphs, maps & other visual aids Create, design and modify the flow and processes of tasks in a project Information, data and reports that are being tracked over time Create, collect, discuss, improve, and evaluate insights or alternative thinking before starting projects Management of inbound and outbound shipments in the context of international trade A statement detailing the financial position of a business including assets, liabilities, and equity at a certain point in time Monitor product stock levels Track and manage inventory levels to maintain proper supply Maintain and control the stock level of inventory Track and monitor inventory items, such as raw materials, unfinished goods, and ready-to-sell items Manage and handle financial assets as well as other investments. Quantifiable metrics to track objectives, gauge milestones, and evaluate the success of a particular activity Tracking the status of previously identified performance measurements Predict labor requirements based on past and present data/trends Schedule predetermined or ad hoc maintenance services and labor requests Reports specific to marketing and associated campaigns Monitor task progress and planned accomplishments to better manage project status Access software remotely via mobile devices Using physical, mathematical, or logical models as a basis for simulations to generate data for managerial or technical decision-making Manage the accounting and financial aspects of multiple locations or companies in a single location Manage and handle various international currencies Manage the accounting and financial aspects of multiple operations and departments or ongoing projects from a single location Online Analytical Processing technology for performing high-speed complex queries or multidimensional analysis on large volumes of data Manage the process of receiving, preparing, and delivering orders for goods/products A set of indicators that tracks the performance of networks, applications, systems, teams, etc. Overview of all programs that help compare initiatives, align projects with strategic goals and identify risk Predict future data based on historical data sets Track factors that affect pricing and adjust prices accordingly to increase sales Share dashboard screen within private user groups Document any changes or proposed changes made to business processes or workflows Visually identify, define, and map all details and relationships surrounding business process models and elements A type of financial statement used to record and report an organization's revenues, costs, and expenses over a specific amount of time Reporting on how each user, task or process has advanced since its initiation Plan and coordinate all the resources, costs and time needed to execute assignments Organize and schedule projects Design, communicate, and distribute incentives to perform a specific action Publish dashboard publicly on various platforms Receive data and information in real time Receive system updates as soon as any changes are made Algorithmically generated suggestions based on user behaviors, preferences, or data patterns to enhance UX, productivity, or engagement Tools to find, assess, and hire suitable candidates for a job within an organization Relationship diagram view that arranges items in data based on the relationships between them in a freeform graph. Collection, analysis, and representation of numerical data and generation of reports to understand various patterns View and track pertinent metrics to find patterns and gain insights from data Enables creation, management, and tracking of product requirements & features during product production/development Process of planning, scheduling and executing the optimal and effective use of human capital across projects An accounting principle that identifies the specific conditions in which revenue is recognized and determines how to account for it. Process of identifying, evaluating, mitigating, addressing and reporting on potential risks or uncertainties Identifying desired outcomes and important milestones and creating a plan on how to achieve them Oversee various functions of the organization while balancing and optimizing supply and demand Estimate of expected sales revenue within a specific time frame, such as quarterly, monthly or yearly based on past trends and reports. Reports specific to sales analysis for trends and strategies Analyze the current state of sales data to accurately understand trends and forecast future sales numbers. Develop potential scenarios to identify risks and opportunities Set a time to generate routine reports automatically Visual representation of performance data, enabling users to monitor progress, identify trends, and make data-driven decisions Search and filter data across systems to locate required information by entering keywords or certain criteria Manage and track orders being shipped to customers Track employee skills, competencies, training & qualifications Apply statistical/mathematical models to sets of data At a high level, visualize a preferred outcome, define goals and identify specific steps to achieve them Manage all supplier data and operations Create, manage and track all task activities and progression Implementation of various strategies to manage tax obligations via planning and maintaining compliance Set up connections to third-party platforms to improve business processes Track and manage employee's work hours to improve payroll accuracy Log and record hours worked and costs spent to assist in billing and invoicing Track the amount of time spent on a job or task Organize and track the physical movement of goods from one location to another Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks Request, track, and manage time off requests and vacation time Utilize third party services to cover unforeseen labor needs Track revisions and updates made to files and navigate between different versions Process of visually navigating data and applying analytics to detect patterns, gain insight, and answer specific business queries. Manage and track operations and inventory within warehouses An extended application or connector that enables users to perform additional services with their current set of tools Alter the default workflow to meet your organization's needs Get Advice We can help you find the software with the features you need. Features 4.3 (10) 4.3 Based on 10 reviews ## Pricing Value for money 4.4 (9) Free Trial Basic $1,800 Per Year Value for money 4.4 (9) 4.4 Based on 9 reviews ## Integrations [ Microsoft Excel](https://www.capterra.com/p/176574/Excel/)[ Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/)[ Microsoft 365](https://www.capterra.com/p/227157/Microsoft-365/)[ Dynamics 365](https://www.capterra.com/p/157279/Dynamics-365/)[ Microsoft Azure](https://www.capterra.com/p/16365/Azure/)[ Microsoft Power BI](https://www.capterra.com/p/176586/Power-BI/)[ Sage Intacct](https://www.capterra.com/p/76/Intacct/)[ SAP Business One](https://www.capterra.com/p/214667/SAP-Business-One/) Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Customer Service 4.9 (8) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 4.9 (8) 4.9 Based on 8 reviews ## User reviews Overall rating 4.5 Based on 10 reviews Filter by rating 5(5) 4(5) 3(0) 2(0) 1(0) Mentioned topic Sorted by most recent Ummu Habibah M. Assistant Manager Business Development Telecommunications ### "Easy solution for agile methodologies" 4.0 Overall Rating 4.0 4.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 0.0 0.0 Likelihood to Recommend 9/10 July 26, 2022 Pros It can adapt to new organizational forms and needs with ease. We've found that by switching to an agile approach, we can provide a far better solution for our clients. Many users may have already been familiar with the workflow and design architecture because the software is built to look like how Microsoft software looks. Cons The tool's reporting functionality is notably subpar. Not only that, but the functionality of deployment is lacking in integration option that it can integrated with. Switched from [Wyn Enterprise](https://www.capterra.com/p/193637/Wyn-Enterprise/) [DataHero](https://www.capterra.com/p/170664/DataHero/) [PopSQL](https://www.capterra.com/p/171720/PopSQL/) [Fathom](https://www.capterra.com/p/136476/Fathom/) Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. IP Ignacio P. BI Consultant Computer Software ### "Great planning and budgeting capabilities, lacks reports" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 August 21, 2019 Pros Super flexbile tool, that allows you to develop business rules without knowing any programming language. I didn't find anything that wansn't possible, with less or more effort, with Kepion. Cons The reporting side of the tool is definitely it's weakest point. Also, the deployment functionality is not the best. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. AY Aaron Y. Financial Reporting Manager Higher Education ### "Kepion review 8/20/19" 4.0 Overall Rating 4.0 4.0 Ease of Use 3.0 3.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 7/10 August 20, 2019 Pros The software addresses most of our financial planning needs, especially considering requirements that are unique to research administration in a academic environment. Cons This software requires high customer input in order to maximize full impact. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. BS Brian S. Director Information Technology and Services ### "Kepion" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 3.0 3.0 Customer Service 5.0 5.0 Likelihood to Recommend 8/10 August 20, 2019 I have had a great relationship with the Kepion team, they are very flexible in improving the product and are very focused on client outcomes. Pros It is the flexible to changing business structures and requirements. By adopting an agile methodology, we find that customers get a vastly better outcome as we can change structures quickly. The tool is based on Microsoft technologies, therefore a lot of customers can leverage existing infrastructure. Kepion is a complete modelling tool and therefore allows for operational applications to be delivered outside of the finance departments, such as marketing and asset management processes. Cons Larger implementations require additional effort to make sure user experience and performance is acceptable. As the structure is based on a dimensional model, you sometimes need to thoroughly consider the user interactions and any likely bottlenecks to ensure you achieve the optimal user experience. Switched from [IBM Cognos Analytics](https://www.capterra.com/p/240583/IBM-Cognos-Analytics/) we wanted to align with the Microsoft BI Platform Alternatives considered [BOARD](https://www.capterra.com/p/73473/BOARD/) [Workday Adaptive Planning](https://www.capterra.com/p/130072/Adaptive-Insights/) Reasons for choosing Kepion Mainly due to the ability to quickly design and implement a customised planning experience and the support we received during the evaluation. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. MW Mark W. General Manager Finance and Business Improvement Real Estate ### "Kepion - Improving Forecasting" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 3.0 3.0 Customer Service 4.0 4.0 Likelihood to Recommend 8/10 August 13, 2019 We no longer need to worry about the size of the excel forecasting file or which version of the template users are on or version of excel. Kepion has enabled more frequent re-forecasts to be performed. Pros With the ability to integrate with our core financial systems forecasting became a whole lot easier, no more large complex spreadsheets with lots of hidden hard coded numbers. Forecasting is all now standardised across all entities improving the reliability of the outputs. The standardisation has also highlighted other data quality issues, and as they are resolved data across all our systems has improved. End users are able to make better informed decisions based on accurate data quickly. Cons Some of the rendering of reports inside the application were not possible, or caused deterioration of the application speed. We still use excel to pull data from Kepion to allow more detailed analysis and data insights. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. JG jose g. IT director Pharmaceuticals ### "Kepion Platform" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 August 6, 2019 The overall experience is excellent very good software constant updates and improvements very solid. Pros Very versatile. you could construct and administer it very easy. the learning curve is very fast Cons May be the cost in dollars for small companies could be more affordable Reasons for choosing Kepion Costs Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. TG Thomas G. Partner Planning & Forcasting Information Technology and Services ### "State of the art CPM solution" 4.0 Overall Rating 4.0 4.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 September 20, 2018 Kepion offers a refreshing, modern CPM experience with a perfect integration with the Microsoft world including SQL databases, Excel, Word, Azure, etc. Users will like this solution as the usage of the tool is very easy and well documented. In addition, Kepion offers the full CPM functionality, what is very helpful, if you want to limit the number of software within your company and reduce the number of interfaces and user interfaces. Pros Kepion is very easy to understand and use for users. Internal know-how for Kepion is in most companies already existing inhouse due to its MS platform. Not limited to specific departmental solutions and Kepion offers starter apps for a quick implementation. Kepion offers a complete CPM product including Planning, BI, Analysis and Legal Consolidation. Perfect for customers who are looking for an all in one solution. Cons More complex requirements require support from technical staff. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. AU Anonymous User Managing Director Computer Software ### "Best EPM solution from a ROI standpoint " 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 September 4, 2018 Easier to use than Hyperon, SAP and IBM solutions. Getting technical support is much faster. Pros Flexibility to adapt the solution to specific business needs. Growing capabilities. Easy of use. Price vs other EPM tools in the market. Flexible Cloud & On-Premise alternatives. Cons Although Kepion's main focus is not with core BI capabilities, data analysis is not very powerful; however, it has a good integration with Microsoft Power BI Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. MS Miha S. Senior consultant, BI project lead Computer Software ### "Quick review of Kepion" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 0.0 0.0 Likelihood to Recommend 10/10 September 4, 2018 All implementation projects ware a success story. Pros Extremely configurable and ease of use for end users. Cons To expensive for some smaller customers. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. Sindri S. Partner Management Consulting ### "Great piece into the MS environment" 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 March 23, 2018 This software was the budgeting / forecasting piece that was missing in our Microsoft SQL infrastructure. It has helped our customers tremendously to reduce their planning process from months to days, having the ability to create detailed monthly forecasts in a simple manner. Pros You can customize just about anything. It utilizes the Microsoft BI stack well with dimensions, models SQL server tables etc. Easy to adjust the solution to each and every customer needs and requirements. It is easy to read information into the system and out of the system into other tools such as Tableau or PowerBI Cons It still has silverlight functionality, which makes the UI for end users a little bit old. The reporting functionalities within the system are not great compared to dedicated reporting tools such as Tableau. Is not the best fit for very small companies with 50 employees or less. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. 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