About Kepion

Kepion is a cloud-based business planning software powered by Microsoft Business Intelligence which combines budgeting, forecasting, BI reporting, and intuitive modelling technology in a single, centralized platform, enabling users to produce and plan applications around the way their organization works. Kepion caters for businesses of all sizes, including SMBs and large enterprises, and supports custom-built apps, as well as an end-to-end BI platform, web-based access, flexible integration, real-time calculations, and more.

Kepion enables sales, finance, operations, marketing and HR departments to configure personalized planning apps designed specifically for how they work, with review planning and sales forecasting budgeting, plus workforce planning and project planning tools. Users can conduct 'what-if' scenarios, integrate Kepion with their source system for data to import automatically from their ERP, CRM or SCM system, and plan, monitor, and analyze by any facet or combination of facets of data on a single dashboard. Intuitive dashboards help users create and manage projects by giving quick access to key measurements for ongoing performance.

Kepion also enables users to perform bottom-up or top-down allocations and determine the mode of appropriation down to the granular level, as well as set KPIs to make informed decisions, and identify areas of risk before they become a problem. Reporting tools enable users to visualize and analyze all sales, finance and operational group information in a single, consolidated view. Kepion allows users to brand their own reporting and analysis software by arranging filters, forms, charts, graphs and images how they want.

The BI modeler helps users create, manage, and optimize apps on the Microsoft Business Intelligence platform, and manage the dimensions, data rules, and dashboards, without needing any technical knowledge. Kepion also supports a range of new features including data preparation, visual planning and process tracking.

Key benefits of Kepion

  • Kepion provides a familiar spreadsheet interface to help users perform their planning, budgeting and forecasting activities efficiently with minimal training.

  • Multiple currency support allows users to manage the complexities of global budgeting, planning and reporting.

  • Kepion supports a collaborative workflow, allowing users to integrate all processes and functions together on a common data platform, and share out reports, dashboards and scorecards.

  • Enterprise scale security, with access control and full audit tracking functionality, ensures that all company data is managed safely and securely.

  • Kepion offers a web-based solution, giving users the flexibility to access their account and manage planning, budgeting and forecasting processes anytime, anywhere, via any internet-enabled device.

  • Devices

    Business size

    S M L

    Markets

    Australia, Canada, Germany, Mexico, United States

    Supported Languages

    Chinese, Danish, English, French, German and 3 others, Italian, Portuguese, Spanish

    Images

    Kepion provides a familiar spreadsheet interface for finance, sales and operations to perform their planning, budgeting and forecasting activities
    Kepion's dashboard and scorecards software provides a powerful tool for strategic management and performance evaluation, helping users to conduct budget variance reporting, monitor KPIs, and manage real-time business performance
    Kepion’s Business Intelligence BI Modeler enables users to to configure the dimensions, model data, forms, and business rules through a guided click-through process
    Kepion provides an open canvas arrangement where users can place any filter, forms, charts, graphs, images, workflow indicators, key performance indicators (KPI) into a layout that makes sense for their financial reporting and analysis
    Kepion allows users to create custom input forms and dashboards that are intuitive to any Excel user with a drag-and-drop builder
    Kepion and Power BI provides users with in-depth analysis of their best, worst and ideal case scenarios
    Kepion provides overview and drill-down and up capabilities on historic data, and gives users insights on how their business views upcoming trends and opportunities
    Kepion enables users to build finance, marketing, sales, and operational planning apps with a guided click-through process
    View 9 more
    Kepion video
    Kepion screenshot: Kepion provides a familiar spreadsheet interface for finance, sales and operations to perform their planning, budgeting and forecasting activities Kepion screenshot: Kepion's dashboard and scorecards software provides a powerful tool for strategic management and performance evaluation, helping users to conduct budget variance reporting, monitor KPIs, and manage real-time business performance Kepion screenshot: Kepion’s Business Intelligence BI Modeler enables users to to configure the dimensions, model data, forms, and business rules through a guided click-through process Kepion screenshot: Kepion provides an open canvas arrangement where users can place any filter, forms, charts, graphs, images, workflow indicators, key performance indicators (KPI) into a layout that makes sense for their financial reporting and analysis Kepion screenshot: Kepion allows users to create custom input forms and dashboards that are intuitive to any Excel user with a drag-and-drop builder Kepion screenshot: Kepion and Power BI provides users with in-depth analysis of their best, worst and ideal case scenarios Kepion screenshot: Kepion provides overview and drill-down and up capabilities on historic data, and gives users insights on how their business views upcoming trends and opportunities Kepion screenshot: Kepion enables users to build finance, marketing, sales, and operational planning apps with a guided click-through process

    Features

    Total features of Kepion: 155

    • "What If" Scenarios
    • AI/Machine Learning
    • Access Controls/Permissions
    • Accounting
    • Activity Dashboard
    • Ad hoc Analysis
    • Ad hoc Reporting
    • Approval Process Control
    • Asset Accounting
    • Asset Management
    • Audit Management
    • Audit Trail
    • Automatic Time Capture
    • Barcoding/RFID
    • Benchmarking
    • Billable & Non-Billable Hours
    • Billing & Invoicing
    • Budgeting/Forecasting
    • Business Process Automation
    • Business Process Control
    • Calendar Management
    • Capacity Planning
    • Cash Management
    • Change Management
    • Collaboration Tools
    • Communication Management
    • Competitive Analysis
    • Compliance Tracking
    • Consolidation/Roll-Up
    • Content Management
    • Contractor Management
    • Correlation Analysis
    • Currency Management
    • Customizable Dashboard
    • Dashboard
    • Data Blending
    • Data Connectors
    • Data Discovery
    • Data Import/Export
    • Data Visualization
    • Demand Forecasting
    • Depreciation Management
    • Disposal Management
    • Document Management
    • Drag & Drop
    • Dynamic Modeling
    • Dynamic Pricing
    • EDI
    • Employee Database
    • Employee Management
    • Employee Scheduling
    • Exception Reporting
    • Financial Reporting
    • For Airlines
    • For Education
    • For Healthcare
    • For Hospitality Industry
    • Forecasting
    • Forms Management
    • Functions/Calculations
    • General Ledger
    • Goal Setting / Tracking
    • Graphical Data Presentation
    • Graphical Workflow Editor
    • Historical Reporting
    • Historical Trend Analysis
    • Idea Management
    • Import/Export Management
    • Income & Balance Sheet
    • Inventory Control
    • Inventory Management
    • Inventory Optimization
    • Inventory Tracking
    • Investment Management
    • KPI Monitoring
    • Key Performance Indicators
    • Labor Forecasting
    • Maintenance Scheduling
    • Marketing Reports
    • Milestone Tracking
    • Mobile Access
    • Mobile Time Tracking
    • Modeling & Simulation
    • Multi-Company
    • Multi-Currency
    • Multi-Department/Project
    • Multiple Billing Rates
    • OLAP
    • Offline Time Tracking
    • Online Time Tracking Software
    • Order Fulfillment
    • Overtime Calculation
    • Performance Metrics
    • Planned vs Actual Tracking
    • Planning Tools
    • Portfolio Management
    • Predictive Analytics
    • Price Optimization
    • Private Dashboards
    • Process Change Tracking
    • Process Modeling & Designing
    • Product Introduction Planning
    • Profit/Loss Statement
    • Progress Tracking
    • Project Management
    • Project Planning
    • Promotions Management
    • Public Dashboards
    • Qualitative Analysis
    • Quantitative Analysis
    • Real Time Data
    • Real-time Updates
    • Recommendations
    • Recruitment Management
    • Relational Display
    • Replenishment Management
    • Reporting & Statistics
    • Reporting/Analytics
    • Requirements Management
    • Resource Management
    • Revenue Recognition
    • Risk Management
    • Roadmapping
    • Sales & Operations Planning
    • Sales Forecasting
    • Sales Reports
    • Sales Trend Analysis
    • Scenario Planning
    • Scheduled / Automated Reports
    • Scorecards
    • Search/Filter
    • Sentiment Analysis
    • Shipping Management
    • Simulation
    • Skills Tracking
    • Statistical Analysis
    • Strategic Planning
    • Supplier Management
    • Supply Forecasting
    • Task Management
    • Tax Management
    • Third Party Integrations
    • Time & Attendance
    • Time & Expense Tracking
    • Timesheet Management
    • Transportation Management
    • User Management
    • Vacation/Leave Tracking
    • Variable Workforce
    • Version Control
    • Visual Discovery
    • Warehouse Management
    • Widgets
    • Workflow Configuration
    • Yield Management

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    Reviews

    Overall rating

    4,6 /5
    (9)
    Value for Money
    4,4/5
    Features
    4,2/5
    Ease of Use
    4,4/5
    Customer Support
    4,9/5

    Already have Kepion?

    Software buyers need your help! Product reviews help the rest of us make great decisions.

    Write a Review!
    Showing 5 reviews of 9
    Sindri S.
    Overall rating
    • Industry: Management Consulting
    • Company size: 11-50 Employees
    • Used Weekly for 2+ years
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 9.0 /10

    Great piece into the MS environment

    Reviewed on 2018/03/23

    This software was the budgeting / forecasting piece that was missing in our Microsoft SQL...

    This software was the budgeting / forecasting piece that was missing in our Microsoft SQL infrastructure. It has helped our customers tremendously to reduce their planning process from months to days, having the ability to create detailed monthly forecasts in a simple manner.

    Pros

    You can customize just about anything. It utilizes the Microsoft BI stack well with dimensions, models SQL server tables etc. Easy to adjust the solution to each and every customer needs and requirements. It is easy to read information into the system and out of the system into other tools such as Tableau or PowerBI

    Cons

    It still has silverlight functionality, which makes the UI for end users a little bit old. The reporting functionalities within the system are not great compared to dedicated reporting tools such as Tableau. Is not the best fit for very small companies with 50 employees or less.

    Brian S.
    Overall rating
    • Industry: Information Technology & Services
    • Company size: 51-200 Employees
    • Used Daily for 2+ years
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 8.0 /10

    Kepion

    Reviewed on 2019/08/20

    I have had a great relationship with the Kepion team, they are very flexible in improving the...

    I have had a great relationship with the Kepion team, they are very flexible in improving the product and are very focused on client outcomes.

    Pros

    It is the flexible to changing business structures and requirements. By adopting an agile methodology, we find that customers get a vastly better outcome as we can change structures quickly. The tool is based on Microsoft technologies, therefore a lot of customers can leverage existing infrastructure. Kepion is a complete modelling tool and therefore allows for operational applications to be delivered outside of the finance departments, such as marketing and asset management processes.

    Cons

    Larger implementations require additional effort to make sure user experience and performance is acceptable. As the structure is based on a dimensional model, you sometimes need to thoroughly consider the user interactions and any likely bottlenecks to ensure you achieve the optimal user experience.

    Aaron Y.
    Overall rating
    • Industry: Higher Education
    • Company size: 201-500 Employees
    • Used Daily for 2+ years
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 7.0 /10

    Kepion review 8/20/19

    Reviewed on 2019/08/20

    Pros

    The software addresses most of our financial planning needs, especially considering requirements that are unique to research administration in a academic environment.

    Cons

    This software requires high customer input in order to maximize full impact.

    Thomas G.
    Overall rating
    • Industry: Information Technology & Services
    • Company size: 2-10 Employees
    • Used Daily for 1+ year
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 9.0 /10

    State of the art CPM solution

    Reviewed on 2018/09/20

    Kepion offers a refreshing, modern CPM experience with a perfect integration with the Microsoft...

    Kepion offers a refreshing, modern CPM experience with a perfect integration with the Microsoft world including SQL databases, Excel, Word, Azure, etc.
    Users will like this solution as the usage of the tool is very easy and well documented.
    In addition, Kepion offers the full CPM functionality, what is very helpful, if you want to limit the number of software within your company and reduce the number of interfaces and user interfaces.

    Pros

    Kepion is very easy to understand and use for users. Internal know-how for Kepion is in most companies already existing inhouse due to its MS platform. Not limited to specific departmental solutions and Kepion offers starter apps for a quick implementation.
    Kepion offers a complete CPM product including Planning, BI, Analysis and Legal Consolidation. Perfect for customers who are looking for an all in one solution.

    Cons

    More complex requirements require support from technical staff.

    Ignacio P.
    Overall rating
    • Industry: Computer Software
    • Company size: 11-50 Employees
    • Used Daily for 2+ years
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 10.0 /10

    Great planning and budgeting capabilities, lacks reports

    Reviewed on 2019/08/21

    Pros

    Super flexbile tool, that allows you to develop business rules without knowing any programming language. I didn't find anything that wansn't possible, with less or more effort, with Kepion.

    Cons

    The reporting side of the tool is definitely it's weakest point. Also, the deployment functionality is not the best.

    Showing 5 reviews of 9 Read all reviews

    Kepion FAQs

    Below are some frequently asked questions for Kepion.

    Kepion offers the following pricing plans:

    • Starting from:
    • Pricing model: Subscription
    • Free Trial: Available

    Contact Kepion directly for pricing information.

    We do not have any information about Kepion features

    Kepion has the following typical customers:

    Self Employed, 2-10, 11-50, 51-200, 201-500, 501-1 000, 1 001+

    Kepion supports the following languages:

    Chinese, Danish, English, French, German, Italian, Portuguese, Spanish

    Kepion supports the following devices:

    Android (Mobile), iPhone (Mobile), iPad (Mobile)

    Kepion integrates with the following applications:

    Acumatica Cloud ERP, Dynamics 365, Dynamics 365 Business Central, Microsoft 365, Microsoft Azure, Microsoft Excel, Microsoft Power BI, Premise, SAP Business One, Sage Intacct, Salesforce Sales Cloud

    Kepion offers the following support options:

    Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support, 24/7 (Live rep), Chat

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