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Financial Planning & Analysis: Why It’s As Critical As Ever
As businesses navigate economic uncertainty, market shifts, and increasing operational complexity, the role of Financial Planning & Analysis (FP&A) software has never been more essential. Organizations need the ability to:
- Move beyond spreadsheets that can’t scale to meet business complexity.
- Gain real-time financial visibility to make confident, data-informed decisions.
- Improve forecasting accuracy in an ever-changing market.
Modern FP&A software solutions provide the automation, collaboration, and agility needed to move from manual, static planning to real-time, integrated financial strategies.
That’s why we are proud to share that Kepion has been recognized in the 2024 Gartner Magic Quadrant for Financial Planning & Analysis (FP&A) Software.
Kepion’s Recognition in the 2024 Gartner Magic Quadrant
Kepion has been included in the Gartner Magic Quadrant for Financial Planning Software since 2018, including in the latest 2024 report.
Gartner defines financial planning software as a tool that enables organizations to:
“…Improve financial planning and decision-making by streamlining planning, budgeting, and forecasting processes. These solutions provide visibility to planning data, enforce governance, and enhance scenario modeling to drive better business outcomes.”
– Gartner, 2024 Magic Quadrant for FP&A Software
Kepion’s continued presence in this report highlights our commitment to helping companies refine and scale financial planning—whether they are transitioning from spreadsheets or need more control over their planning environment than traditional SaaS tools offer.
What It Means to Be a Niche Player – And Why That’s a Good Thing
Kepion is proud to be recognized as a Niche Player in the 2024 Gartner Magic Quadrant. But what does that mean?
Unlike “one-size-fits-all” enterprise solutions, Kepion focuses on helping companies that need a highly flexible, scalable, and self-managed planning system.
Is Kepion Right for Your Organization?
✅ You’re outgrowing spreadsheets: Your business complexity has surpassed what Excel can handle, and you need a scalable alternative.
✅ You want control over your planning solution: Unlike rigid SaaS FP&A tools that require vendor or consultant support for every change, Kepion allows finance teams to make modifications themselves.
✅ You need a solution that integrates with your existing tech stack: Kepion is built on Microsoft Azure and connects seamlessly with Power BI, Dynamics 365, SAP, NetSuite, and more.
While some solutions force organizations into predefined templates and workflows, Kepion allows finance teams to quickly implement streamlined planning models their way.
What Sets Kepion Apart?
Unlike many FP&A solutions that lock customers into rigid frameworks, Kepion is designed for:
1️⃣ Flexible, Self-Service Modeling
- Configurable Planning Models – Finance teams can build and adjust models without dependence or burden on IT.
- Customizable Business Rules – Adapt financial processes without waiting for vendor updates.
2️⃣ Real-Time Insights & Scalability
- Eliminate Spreadsheet Limitations – Transition from spreadsheet chaos to a structured, automated planning environment.
- Fast & Scalable Performance – Handle large data volumes and complex planning scenarios effortlessly.
3️⃣ Seamless Integration with the Microsoft Ecosystem
- Built on Microsoft Azure for security and reliability.
- Direct Power BI Integration for robust data visualization.
- ERP & CRM Connectivity – Syncs with SAP, NetSuite, Dynamics 365, Sage, and more.
“Kepion’s ability to support demand planning, inventory/supply planning, and sales and operations planning (S&OP) is evident in its significant manufacturing client base.”
– Gartner, 2024 Magic Quadrant for FP&A Software
Customer Success: Why Others Choose Kepion
Companies across industries—from manufacturing to finance, healthcare, and retail—trust Kepion to modernize their planning.
🔹 “Before Kepion, our budgeting process was time-consuming and disjointed. Now, we have a streamlined, automated solution that scales with us.”
– VP Revenue Growth, Global CPG Company
🔹 “Kepion allowed us to move beyond Excel without losing flexibility. We can now make real-time adjustments without needing IT support.”
– CFO, Mid-Market Technology Company
Looking Ahead: The Future of FP&A with Kepion
At Kepion, we are continuously bringing greater control, agility, and automation to financial planning. Our roadmap includes:
✅ Enhanced Workflow Automation – Reduce manual input with expedited, automated processes.
✅ Expanded ERP & BI Integrations – Strengthen connectivity to leading enterprise applications.
✅ Advanced AI-Powered Forecasting – Utilize machine learning to enhance predictive accuracy.
We are excited to keep pushing the boundaries of self-service FP&A solutions—helping finance teams spend less time managing spreadsheets and more time driving strategic impact.
Explore the Full Gartner Report and Experience Kepion’s Solutions
We invite you to delve into the comprehensive insights of the 2024 Gartner Magic Quadrant for Financial Planning & Analysis Software. Access the full report to understand the evolving landscape and discover how Kepion’s innovative platform stands out in delivering flexible, scalable, and user-friendly FP&A solutions.
See Kepion in Action
Want to experience how you can streamline your financial planning with Kepion? Book a personalized demo today and explore the power of flexible, self-managed FP&A solutions firsthand.
💡 Have questions about how Kepion compares to other FP&A solutions? Contact our team today to learn more.