Kepion Planning Reviews

3 Ratings
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Score 7.0 out of 100

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October 19, 2017
Gerard Mangan | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
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Data Integration

9
Kepion leverages Microsoft SQL Server Integration Services for data connectivity, so this is really a question of SSIS' data source connectivity, which is very good. It is also possible to leverage Azure's data connectivity services when Kepion is deployed in a hosted model in Azure.
Read Gerard Mangan's full review

Feature Scorecard Summary

Long-term financial planning (2)
8.9
Financial budgeting (2)
8.2
Forecasting (2)
8.2
Scenario modeling (2)
8.0
Management reporting (2)
6.1
Financial data consolidation (2)
6.5
Journal entries and reports (2)
6.5
Multi-currency management (2)
8.8
Intercompany Eliminations (2)
7.3
Minority Ownership (2)
6.8
Local and consolidated reporting (2)
8.0
Detailed Audit Trails (2)
8.3
Financial Statement Reporting (2)
6.8
Management Reporting (2)
6.1
Excel-based Reporting (2)
8.9
Automated board and financial reporting (2)
7.1
XBRL support for regulatory filing (2)
6.1
Personalized dashboards (2)
6.1
Color-coded scorecards (2)
6.2
KPIs (2)
6.2
Cost and profitability analysis (2)
8.2
Key Performance Indicator setting (2)
6.2
Benchmarking with external data (2)
6.5
Flat file integration (2)
9.1
Excel data integration (2)
8.9
Direct links to 3rd-party data sources (2)
8.5

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, Salesforce.com, 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 sales@kepion.com for more details.

Kepion Planning Customer Size Distribution

Consumers
5%
Small Businesses (1-50 employees)
10%
Mid-Size Companies (51-500 employees)
40%
Enterprises (> 500 employees)
45%

Kepion Planning Support Options

 Free VersionPaid Version
Phone
Live Chat
Email
Forum/Community
FAQ/Knowledgebase
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