Kepion, great for MS based Planning & Budgeting
Our company is a partner/reseller for Kepion. We help our customers to solve our budgeting, planning & forecasting process.
Kepion Planning
Kepion Planning
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Pricing
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On Premise
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Cloud Planning
$0
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Entry-level set up fee?
- Setup fee required
Offerings
- Free Trial
- Free/Freemium Version
- Premium Consulting / Integration Services
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Product Details
What is Kepion Planning?
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 and forecast continuously with smart intelligence built-in.
Kepion Planning Features
Budgeting, Planning, and Forecasting Features
- Supported: Long-term financial planning
- Supported: Financial budgeting
- Supported: Forecasting
- Supported: Scenario modeling
- Supported: Management reporting
Consolidation and Close Features
- Supported: Financial data consolidation
- Supported: Journal entries and reports
- Supported: Multi-currency management
- Supported: Intercompany Eliminations
- Supported: Minority Ownership
- Supported: Local and consolidated reporting
- Supported: Detailed Audit Trails
Financial Reporting and Compliance Features
- Supported: Financial Statement Reporting
- Supported: Management Reporting
- Supported: Excel-based Reporting
- Supported: Automated board and financial reporting
- Supported: XBRL support for regulatory filing
Analytics and Reporting Features
- Supported: Personalized dashboards
- Supported: Color-coded scorecards
- Supported: KPIs
- Supported: Cost and profitability analysis
- Supported: Key Performance Indicator setting
- Supported: Benchmarking with external data
Integration Features
- Supported: Flat file integration
- Supported: Excel data integration
- Supported: Direct links to 3rd-party data sources
Mobile Capabilities Features
- Supported: Dashboard / Report / Visualization Interactivity on Mobile
Kepion Planning Screenshots
Kepion Planning Videos
Plan Your Way with Kepion
Cash Flow Forecasting
Kepion Planning Downloadables
Kepion Planning Integrations
- SAP ERP
- Oracle Database (legacy)
- IBM Cognos Analytics with Watson
- Salesforce.com
- Microsoft Dynamics 365 (formerly Microsoft Dynamics CRM)
- Microsoft Dynamics 365 for Finance and Operations (formerly Dynamics AX)
Kepion Planning Competitors
Kepion Planning Customer Size Distribution
| Consumers | 5% |
|---|---|
| Small Businesses (1-50 employees) | 10% |
| Mid-Size Companies (51-500 employees) | 40% |
| Enterprises (more than 500 employees) | 45% |
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 |
Comparisons
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Reviews and Ratings
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March 23, 2018
Kepion, great for MS based Planning & Budgeting
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.
- 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.
October 19, 2017
Powerful, efficient Budgeting, Forecasting and Analysis
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.