Kepion Planning Reviews

3 Ratings
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Score 7.0 out of 100

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March 23, 2018
Sindri Sigurjonsson | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Review Source
Our company is a partner/reseller for Kepion. We help our customers to solve our budgeting, planning & forecasting process.
  • Customizable platform: Enables its users to handle just about any kind of budgeting scenarios tailored to each customer needs, whether based on drivers, allocations integrations with other systems (such as S&OP processes).
  • Easy integration with other systems: As data is stored within an MS SQL database it is very easy to integrate other applications with it for reporting, such as Tableau or PowerBI or from other downline systems such as S&OP.
  • Real-time: Enables the possibility to calculate bottom line results for all applications immediately allowing the possibility to calculate easily what-if scenarios.
  • Not stuck: within a single way of budgeting. as part of the beyond budgeting movement, companies have been creating a more driver-based high-level forecasting which is often a problem with specific budgeting systems that are locked within the P&L statement. Here you can make it as simple or as complicated as needed.
  • Silverlight functionality is outdated which makes the front end solution a little bit old compared to latest UI. They will be tackling it in Q2 2018, but it leaves users wanting for more.
  • Reporting functionalities: Are not state of the art, we recommend users creating official reports within Kepion, but focusing on Tableau or PowerBI for reporting purposes as this is not and will never be Kepion strengths compared to the likes of Tableau.
  • Being customizable is great, however, the solution is not an out-of-the-box solution and does require a little integration to work. For smaller companies (under 5M USD) I would still recommend Excel.
The solution works extremely well for companies in complicated operations or with the ambition to forecast their operations on a driver based way or wanting to have the ability to create different scenarios based on external or internal drivers. It is a perfect piece of an existing analytical infrastructure (DWH/BI) lacking a planning solution on top.
Read Sindri Sigurjonsson's full review
October 19, 2017
Gerard Mangan | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Review Source
Kepion is a powerful, efficient budgeting, forecasting, and analysis tool. Our forecasting is much more accurate with Kepion. We have moved from the arduous task of spending half a week each month re-forecasting, to being able to change our plan whenever conditions change. We can also clearly see the impact of changes on our forecast and how close our past forecasts are to actuals. The shared model in Kepion, leveraged from Analysis Services, is the best feature. It allows us to define our model once and then use it across all of our planning sheets and reports. The main drawback of Kepion is that the interface is a little old and clunky since it is built in Silverlight.
  • Budgeting and Forecasting: Kepion provides all budgeting, forecasting and actuals information in one, collaborative environment.
  • Analysis: It is easy to traverse across your entire budgeting and forecasting spectrum in Kepion, unearthing insights that would be hidden from you in other tools.
  • Workflow: Kepion's workflow management is simple and clear.
  • Interface: The interface is built in Silverlight, so is a little clunky and inflexible. Kepion are, however, planning to launch a HTML5 version in March 2018, which will greatly enhance the product.
  • Visualisation: We usually use Kepion for data entry and deep analysis, and then leverage tools like Power BI or Tableau to visualise data or create aggregated management reports.
Well-suited: Migrating from planning in Excel, scenarios when multiple users are involved in the planning process, scenarios where there is a commitment to improve the planning process and accuracy.

Less appropriate: Where users are looking for a lower-overhead, more visual, less-connected solution.
Read Gerard Mangan's full review

Feature Scorecard Summary

Long-term financial planning (2)
Financial budgeting (2)
Forecasting (2)
Scenario modeling (2)
Management reporting (2)
Financial data consolidation (2)
Journal entries and reports (2)
Multi-currency management (2)
Intercompany Eliminations (2)
Minority Ownership (2)
Local and consolidated reporting (2)
Detailed Audit Trails (2)
Financial Statement Reporting (2)
Management Reporting (2)
Excel-based Reporting (2)
Automated board and financial reporting (2)
XBRL support for regulatory filing (2)
Personalized dashboards (2)
Color-coded scorecards (2)
KPIs (2)
Cost and profitability analysis (2)
Key Performance Indicator setting (2)
Benchmarking with external data (2)
Flat file integration (2)
Excel data integration (2)
Direct links to 3rd-party data sources (2)

What is Kepion Planning?

Kepion is performance management software that integrates planning, budgeting and forecasting capabilities with analytics, scorecards and dashboards to optimize collaboration and communication within an organization.

According to the vendor, Kepion 6.0 simplifies the following business processes for CFOs and CIOs:

  • Planning, Budgeting & Forecasting
  • Financial Management
  • Cash Flow Planning
  • Cost Allocation
  • Profitability Analytics
  • Management Consolidated Reporting
  • Data Visualization
  • Dashboard and Scorecarding

Kepion focuses on bringing all the needed information to effectively make decisions for the future within an entirely web-based planning solution. Kepion says it is founded on the principle "Simply Flexible: Providing simple access & navigation to your information, combined with a fully flexible platform to build solutions that fit around your business processes".

The vendor says together with their implementation partners, that they deliver realized value by combining high-end functionality with low cost-of-ownership and fast implementation. Additionally, the vendor says their extensive experience and expertise is directly translated into ensuring customers the maximum value of their investment in Kepion solutions.

Kepion Planning Features

Budgeting, Planning, and Forecasting Features

Has featureLong-term financial planning
Has featureFinancial budgeting
Has featureForecasting
Has featureScenario modeling
Has featureManagement reporting

Consolidation and Close Features

Has featureFinancial data consolidation
Has featureJournal entries and reports
Has featureMulti-currency management
Has featureIntercompany Eliminations
Has featureMinority Ownership
Has featureLocal and consolidated reporting
Has featureDetailed Audit Trails

Financial Reporting and Compliance Features

Has featureFinancial Statement Reporting
Has featureManagement Reporting
Has featureExcel-based Reporting
Has featureAutomated board and financial reporting
Has featureXBRL support for regulatory filing

Analytics Features

Has featurePersonalized dashboards
Has featureColor-coded scorecards
Has featureKPIs
Has featureCost and profitability analysis
Has featureKey Performance Indicator setting
Has featureBenchmarking with external data

Integration Features

Has featureFlat file integration
Has featureExcel data integration
Has featureDirect links to 3rd-party data sources
Additional Features
Has featureCash Flow Planning
Has featureProfitability Analytics
Has featureCost Allocation

Kepion Planning Screenshots

Kepion Planning Videos (3)

Kepion Planning Downloadables

Kepion Planning Integrations

SAP ERP, Oracle Database (legacy), IBM Cognos Analytics,, Microsoft Dynamics 365 (formerly Microsoft Dynamics CRM), Microsoft Dynamics 365 for Finance and Operations (formerly Dynamics AX)

Kepion Planning Competitors

Kepion Planning Pricing

  • Has featureFree Trial Available?Yes
  • Has featureFree or Freemium Version Available?Yes
  • Has featurePremium Consulting/Integration Services Available?Yes
  • Entry-level set up fee?Required
On-premise EditionPricing DetailsTerms
On premise Install$0Contact Us
SaaS EditionPricing DetailsTerms
Cloud Planning$0Contact Us

Please contact us at for more details.

Kepion Planning Customer Size Distribution

Small Businesses (1-50 employees)
Mid-Size Companies (51-500 employees)
Enterprises (> 500 employees)

Kepion Planning Support Options

 Free VersionPaid Version
Live Chat
Social Media
Video Tutorials / Webinar

Kepion Planning Technical Details

Deployment Types:On-premise, SaaS
Operating Systems: Windows, Mac
Mobile Application:Apple iOS, Android, Windows Phone, Mobile Web
Supported Countries:United States, Canada, United Kingdom, France, Spain, Germany, China, Australia, Japan, Korea, Brazil, Argentina
Supported Languages: English, Spanish, French, Chinese