FP&A Gartner Names Kepion in 2024 Financial Planning Software Magic Quadrant Read Time: 11 minutes 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 by Gartner, Inc., a leading research and advisory firm. 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 Gartner shares its research and industry insights through various channels, including conferences that offer valuable networking and professional development opportunities for finance professionals. 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 Vendor Comparison: How Kepion Stacks Up Against the Competition When evaluating financial planning software, it’s essential to choose a solution that delivers objective insight and the latest insights to drive stronger performance across your business. Kepion stands out in the industry by offering a unique approach to financial planning—empowering clients with actionable data and research-backed analysis to inform every decision. Unlike many competitors, Kepion enables organizations to build on the research and analysis provided by industry leaders like Gartner, seamlessly incorporating industry benchmarks and best practices into their planning processes. This means your business can address specific challenges—whether it’s boosting sales, enhancing security, or advancing maturity in key functions—with services tailored to your needs. Kepion’s commitment to providing objective insight ensures that clients can find new opportunities, mitigate risks, and make informed decisions that drive business success. By leveraging Kepion’s data-driven platform, your company gains a competitive edge—turning insights into action and building a foundation for long-term growth. Implementation and Integration: Making the Most of Your Financial Planning Software Successful adoption of financial planning software like Kepion begins with a clear understanding of your business’s current maturity and future goals. Start by evaluating your existing processes and identifying areas where enhanced data analysis, improved sales performance, or stronger security could make a measurable impact. Kepion’s implementation and integration services are designed to address the unique needs of each client, ensuring a smooth transition and rapid realization of value. Our team works closely with your business to provide tailored solutions, comprehensive training, and ongoing support—empowering your teams to confidently use the software and drive better business outcomes. By taking a structured approach to implementation, you can quickly address risks, improve the maturity of your financial planning functions, and unlock the full potential of your data. The result: faster, more informed decisions, enhanced security, and a measurable boost in sales and operational performance. Best Practices for Financial Planning Success To drive stronger performance and achieve lasting business success, organizations should embrace best practices grounded in the latest insights and research from industry leaders like Gartner. Regularly analyzing industry benchmarks and trends enables executives and teams to make objective, data-driven decisions that keep your business ahead of the curve. Establishing a culture of data-driven decision-making is key—ensure that all teams and executives are aligned, with clearly defined roles and responsibilities within the financial planning process. This alignment fosters accountability and accelerates progress toward your strategic goals. Kepion’s financial planning software is purpose-built to support these best practices, offering robust tools and services that enhance security, advance maturity, and optimize every function of your financial planning process. By leveraging the latest insights, research, and analysis, your business can confidently address challenges, seize new opportunities, and set the standard for excellence in your industry. Vendor Comparison: How Kepion Stacks Up Against the Competition When evaluating financial planning software, it’s essential to choose a solution that delivers latest insights to drive stronger performance across your business. Kepion stands out in the industry by offering a unique approach to financial planning—empowering clients with actionable data and research-backed analysis to inform every decision. Unlike many competitors, Kepion enables organizations to build on the research and analysis provided by industry leaders like Gartner, seamlessly incorporating industry benchmarks and best practices into their planning processes. This means your business can address specific challenges—whether it’s boosting sales, enhancing security, or advancing maturity in key functions—with services tailored to your needs. Kepion’s commitment to providing objective insight ensures that clients can find new opportunities, mitigate risks, and make informed decisions that drive business success. By leveraging Kepion’s data-driven platform, your company gains a competitive edge—turning insights into action and building a foundation for long-term growth. Implementation and Integration: Making the Most of Your Financial Planning Software Successful adoption of financial planning software like Kepion begins with a clear understanding of your business’s current maturity and future goals. Start by evaluating your existing processes and identifying areas where enhanced data analysis, improved sales performance, or stronger security could make a measurable impact. Kepion’s implementation and integration services are designed to address the unique needs of each client, ensuring a smooth transition and rapid realization of value. Our team works closely with your business to provide tailored solutions, comprehensive training, and ongoing support—empowering your teams to confidently use the software and drive better business outcomes. By taking a structured approach to implementation, you can quickly address risks, improve the maturity of your financial planning functions, and unlock the full potential of your data. The result: faster, more informed decisions, enhanced security, and a measurable boost in sales and operational performance. Best Practices for Financial Planning Success To drive stronger performance and achieve lasting business success, organizations should embrace best practices grounded in the latest insights and research from industry leaders like Gartner. Regularly analyzing industry benchmarks and trends enables executives and teams to make objective, data-driven decisions that keep your business ahead of the curve. Establishing a culture of data-driven decision-making is key—ensure that all teams and executives are aligned, with clearly defined roles and responsibilities within the financial planning process. This alignment fosters accountability and accelerates progress toward your strategic goals. Kepion’s financial planning software is purpose-built to support these best practices, offering robust tools and services that enhance security, advance maturity, and optimize every function of your financial planning process. By leveraging the latest insights, research, and analysis, your business can confidently address challenges, seize new opportunities, and set the standard for excellence in your industry. 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 Getting Started with Financial Planning Software: Your First Steps with Kepion Embarking on your financial planning transformation with Kepion is a straightforward process designed to deliver results from day one. Begin by assessing your business needs and identifying key areas for improvement—whether it’s elevating sales performance, strengthening security, or advancing your financial planning maturity. Kepion’s team of experts will partner with you to provide customized solutions, comprehensive training, and ongoing support, ensuring your teams are equipped to make the most of the platform. As a Kepion client, you’ll gain access to the latest research, industry benchmarks, and best practices—empowering you to make informed decisions and drive stronger performance across your organization. By taking these first steps with Kepion, your business can quickly realize the benefits of advanced financial planning—leveraging the latest insights and analysis from industry leaders like Gartner to achieve your goals and build a foundation for long-term success. Getting Started with Financial Planning Software: Your First Steps with Kepion Embarking on your financial planning transformation with Kepion is a straightforward process designed to deliver results from day one. Begin by assessing your business needs and identifying key areas for improvement—whether it’s elevating sales performance, strengthening security, or advancing your financial planning maturity. Kepion’s team of experts will partner with you to provide customized solutions, comprehensive training, and ongoing support, ensuring your teams are equipped to make the most of the platform. As a Kepion client, you’ll gain access to the latest research, industry benchmarks, and best practices—empowering you to make informed decisions and drive stronger performance across your organization. By taking these first steps with Kepion, your business can quickly realize the benefits of advanced financial planning—leveraging the latest insights and analysis from industry leaders like Gartner to achieve your goals and build a foundation for long-term success. 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.