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Adaptability and Agile Approach: Several users have praised the software's adaptability to new organizational forms and needs, allowing …
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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…
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Cloud Planning
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Entry-level set up fee?
- Setup fee required
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- Free Trial
- Free/Freemium Version
- Premium Consulting/Integration Services
Product Details
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- Integrations
- Competitors
- Tech Details
- Downloadables
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 Integrations
- SAP ERP, ECC
- Oracle Database (legacy)
- IBM Cognos Analytics
- Salesforce Sales Cloud
- Microsoft Dynamics 365
- Microsoft Dynamics 365 for Finance and Operations (formerly Dynamics AX)
Kepion Planning Competitors
Kepion Planning Technical Details
| Deployment Types | On-premise, Software as a Service (SaaS), Cloud, or Web-Based |
|---|---|
| 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 |
Kepion Planning Downloadables
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% |
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Community Insights
TrustRadius Insights are summaries of user sentiment data from TrustRadius reviews and, when necessary, 3rd-party data sources. Have feedback on this content? Let us know!
- Pros
- Cons
Adaptability and Agile Approach: Several users have praised the software's adaptability to new organizational forms and needs, allowing for an easy switch to an agile approach. This flexibility has resulted in better solutions for clients.
Familiar Workflow and Design Architecture: Many users find the software's workflow and design architecture to be similar to Microsoft software, making it familiar and easy to navigate. This familiarity helps users quickly get acquainted with the tool.
No Programming Knowledge Required: Users appreciate that they can develop business rules without needing any programming language knowledge. This feature makes the software accessible to a wider range of users and offers greater flexibility in customization options.
Reporting Functionality: Many users have expressed their dissatisfaction with the reporting functionality of the tool, stating that it lacks options and capabilities. They feel that the current features are limited and do not provide them with the necessary tools to generate comprehensive reports.
Deployment Integration: Several reviewers have mentioned that the deployment functionality does not offer enough integration options. This has made it challenging for them to seamlessly integrate the tool with their existing systems or other software solutions they use in their workflow.
Cost for Small Companies: According to a significant number of reviewers, the cost of the tool may be prohibitive for smaller companies. The pricing structure could pose a challenge for these businesses, potentially limiting their ability to afford and implement this solution effectively.
Attribute Ratings
Reviews
(1-1 of 1)Companies can't remove reviews or game the system. Here's why
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.
We are a Microsoft gold analytics partner. As such, we were looking for a Microsoft friendly solution which would fit into our analytics stack with Tableau on top. Kepion is a lightweight easy to use solution which integrates perfectly with the Microsoft framework. It is much easier to use and intuitive than the heavy Cognos and SAP/BO systems. However, if my existing infrastructure is Cognos, SAP or Oracle I would consider using that technology. For Microsoft SQL companies this is a great choice.
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