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Kepion Planning

Kepion Planning

Overview

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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Recent Reviews

TrustRadius Insights

Adaptability and Agile Approach: Several users have praised the software's adaptability to new organizational forms and needs, allowing …
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Pricing

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On premise Install

$0

On Premise
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Cloud Planning

$0

Cloud
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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

Screenshot of Data IntegrationScreenshot of ProcessScreenshot of ReportingScreenshot of Sales PlanningScreenshot of Scenario ModelingScreenshot of Workforce

Kepion Planning Videos

Plan Your Way with Kepion
Cash Flow Forecasting

Kepion Planning Integrations

Kepion Planning Technical Details

Deployment TypesOn-premise, Software as a Service (SaaS), Cloud, or Web-Based
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

Kepion Planning Customer Size Distribution

Consumers5%
Small Businesses (1-50 employees)10%
Mid-Size Companies (51-500 employees)40%
Enterprises (more than 500 employees)45%
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Comparisons

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Reviews and Ratings

(3)

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!

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

(1-2 of 2)
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Sindri Sigurjonsson | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Reseller
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.
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.
Budgeting, Planning, and Forecasting (5)
88%
8.8
Long-term financial planning
100%
10.0
Financial budgeting
90%
9.0
Forecasting
90%
9.0
Scenario modeling
90%
9.0
Management reporting
70%
7.0
Consolidation and Close (7)
82.85714285714286%
8.3
Financial data consolidation
70%
7.0
Journal entries and reports
70%
7.0
Multi-currency management
100%
10.0
Intercompany Eliminations
80%
8.0
Minority Ownership
80%
8.0
Local and consolidated reporting
90%
9.0
Detailed Audit Trails
90%
9.0
Financial Reporting and Compliance (5)
78%
7.8
Financial Statement Reporting
70%
7.0
Management Reporting
70%
7.0
Excel-based Reporting
100%
10.0
Automated board and financial reporting
80%
8.0
XBRL support for regulatory filing
70%
7.0
Analytics and Reporting (6)
73.33333333333333%
7.3
Personalized dashboards
70%
7.0
Color-coded scorecards
70%
7.0
KPIs
70%
7.0
Cost and profitability analysis
90%
9.0
Key Performance Indicator setting
70%
7.0
Benchmarking with external data
70%
7.0
Integration (3)
100%
10.0
Flat file integration
100%
10.0
Excel data integration
100%
10.0
Direct links to 3rd-party data sources
100%
10.0
BI Standard Reporting
N/A
N/A
Ad-hoc Reporting
N/A
N/A
Report Output and Scheduling
N/A
N/A
Data Discovery and Visualization
N/A
N/A
Access Control and Security
N/A
N/A
Mobile Capabilities
N/A
N/A
Gerard Mangan | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Reseller
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.
Kepion is in a unique position in that it has all of the enterprise-grade functionality and scalability of a tool like Cognos, but it is available at a lower price point, with much more engaged support.
Budgeting, Planning, and Forecasting (5)
80%
8.0
Long-term financial planning
90%
9.0
Financial budgeting
90%
9.0
Forecasting
90%
9.0
Scenario modeling
80%
8.0
Management reporting
50%
5.0
Consolidation and Close (7)
78.57142857142857%
7.9
Financial data consolidation
80%
8.0
Journal entries and reports
80%
8.0
Multi-currency management
80%
8.0
Intercompany Eliminations
80%
8.0
Minority Ownership
50%
5.0
Local and consolidated reporting
80%
8.0
Detailed Audit Trails
100%
10.0
Financial Reporting and Compliance (5)
72%
7.2
Financial Statement Reporting
100%
10.0
Management Reporting
50%
5.0
Excel-based Reporting
90%
9.0
Automated board and financial reporting
70%
7.0
XBRL support for regulatory filing
50%
5.0
Analytics and Reporting (6)
66.66666666666667%
6.7
Personalized dashboards
50%
5.0
Color-coded scorecards
60%
6.0
KPIs
60%
6.0
Cost and profitability analysis
90%
9.0
Key Performance Indicator setting
60%
6.0
Benchmarking with external data
80%
8.0
Integration (3)
83.33333333333334%
8.3
Flat file integration
100%
10.0
Excel data integration
90%
9.0
Direct links to 3rd-party data sources
60%
6.0
BI Standard Reporting
N/A
N/A
Ad-hoc Reporting
N/A
N/A
Report Output and Scheduling
N/A
N/A
Data Discovery and Visualization
N/A
N/A
Access Control and Security
N/A
N/A
Mobile Capabilities
N/A
N/A
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