Kepion Planning


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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

Data IntegrationProcessReportingSales PlanningScenario ModelingWorkforce

Kepion Planning Videos

Plan Your Way with Kepion
Cash Flow Forecasting

Kepion Planning Downloadables

Kepion Planning Integrations

Kepion Planning Competitors

Kepion Planning Customer Size Distribution

Small Businesses (1-50 employees)10%
Mid-Size Companies (51-500 employees)40%
Enterprises (more than 500 employees)45%

Kepion Planning Technical Details

Deployment TypesOn-premise, SaaS
Operating SystemsWindows, Mac
Mobile ApplicationApple iOS, Android, Windows Phone, Mobile Web
Supported CountriesUnited States, Canada, United Kingdom, France, Spain, Germany, China, Australia, Japan, Korea, Brazil, Argentina
Supported LanguagesEnglish, Spanish, French, Chinese


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Reviews and Ratings




(1-2 of 2)
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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.
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.