# Kepion Reviews 2026. Verified Reviews, Pros & Cons | Capterra

> Is Kepion the right Dashboard solution for you? Explore 10 verified user reviews from people in industries like yours to make a confident choice.

Source: https://www.capterra.com/p/173823/Kepion-Planning/reviews

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Kepion

4.5 (10)

Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/)

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Last updated March 13th, 2026

# Reviews of Kepion

Ease of use

4.5

Customer Service

4.9

## Showing most helpful reviews

Showing 1-10 of 10 Reviews

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Most Helpful

Rating

Company Size

Reviewer's Role

Length of Use

Frequency of Use

Ummu Habibah M.  
Assistant Manager Business Development  
Telecommunications  
Used the software for: 1-2 years

### "Easy solution for agile methodologies"

July 26, 2022

4.0

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.

Review Source

BS

Brian S.  
Director  
Information Technology and Services  
Used the software for: 2+ years

### "Kepion"

August 20, 2019

4.0

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.

Alternatives considered

[Board](https://www.capterra.com/p/73473/BOARD/)[Workday Adaptive Planning](https://www.capterra.com/p/130072/Adaptive-Insights/)

Reason 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.

Switched from

[IBM Cognos Analytics](https://www.capterra.com/p/240583/IBM-Cognos-Analytics/)

we wanted to align with the Microsoft BI Platform

Review Source

AY

Aaron Y.  
Financial Reporting Manager  
Higher Education  
Used the software for: 2+ years

### "Kepion review 8/20/19"

August 20, 2019

4.0

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

Sindri S.  
Partner  
Management Consulting  
Used the software for: 2+ years

### "Great piece into the MS environment"

March 23, 2018

5.0

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

TG

Thomas G.  
Partner Planning & Forcasting  
Information Technology and Services  
Used the software for: 1-2 years

### "State of the art CPM solution"

September 20, 2018

4.0

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

IP

Ignacio P.  
BI Consultant  
Computer Software  
Used the software for: 2+ years

### "Great planning and budgeting capabilities, lacks reports"

August 21, 2019

5.0

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

MW

Mark W.  
General Manager Finance and Business Improvement  
Real Estate  
Used the software for: 1-2 years

### "Kepion - Improving Forecasting"

August 13, 2019

4.0

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

VR

Verified Reviewer  
Managing Director  
Computer Software  
Used the software for: 1-2 years

### "Best EPM solution from a ROI standpoint "

September 4, 2018

5.0

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

MS

Miha S.  
Senior consultant, BI project lead  
Computer Software  
Used the software for: 2+ years

### "Quick review of Kepion"

September 4, 2018

5.0

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

jG

jose G.  
IT director  
Pharmaceuticals  
Used the software for: 2+ years

### "Kepion Platform"

August 6, 2019

5.0

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

Reason for choosing Kepion

Costs

Review Source

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