Kepion Pricing, Features, Reviews & Comparison of Alternatives


Collaborative business planning software

4.75/5 (4 reviews)

Kepion overview

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.


Pricing options
Free trial
Value for money
View Pricing Plans


Business size



United States, Asia, Australia, Canada, Europe and 3 other markets, Germany, Latin America, Mexico

Supported languages

Chinese (Simplified), Danish, English, French, German and 3 other languages, Italian, Portuguese, Spanish
Kepion screenshot: Kepion provides a familiar spreadsheet interface for finance, sales and operations to perform their planning, budgeting and forecasting activitiesKepion Apps PlatformKepion 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 performanceKepion 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 processKepion 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 analysisKepion screenshot: Kepion allows users to create custom input forms and dashboards that are intuitive to any Excel user with a drag-and-drop builderKepion 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

Kepion reviews


Very good

Value for money
Ease of use
Customer support
Thomas Gassmann

State of the art CPM solution

Used daily for 1-2 years
Reviewed 2018-09-20
Review Source: Capterra

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. 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.

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Sindri Sigurjonsson

Great piece into the MS environment

Used weekly for 2+ years
Reviewed 2018-03-23
Review Source: Capterra

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.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

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Miha Sedej

Quick review of Kepion

Used daily for 2+ years
Reviewed 2018-09-04
Review Source: Capterra

All implementation projects ware a success story.Extremely configurable and ease of use for end users.

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Best EPM solution from a ROI standpoint

Used monthly for 1-2 years
Reviewed 2018-09-04
Review Source: Capterra

Easier to use than Hyperon, SAP and IBM solutions. Getting technical support is much faster. Flexibility to adapt the solution to specific business needs. Growing capabilities. Easy of use. Price vs other EPM tools in the market. Flexible Cloud & On-Premise alternatives.

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Kepion pricing

Pricing options
Free trial
View Pricing Plans

Contact Kepion directly for pricing information.

Kepion features

Activity Dashboard
Real Time Data
Reporting & Statistics

API (407 other apps)
Activity Tracking (180 other apps)
Audit Trail (165 other apps)
Automatic Notifications (297 other apps)
Compliance Management (189 other apps)
Custom Fields (173 other apps)
Customizable Reporting (233 other apps)
Data Import/Export (234 other apps)
Document Storage (179 other apps)
Inventory Management (190 other apps)
Inventory Tracking (193 other apps)
Invoice Management (178 other apps)
Monitoring (178 other apps)
Multi-Location (158 other apps)
Third Party Integration (209 other apps)
Workflow Management (202 other apps)

Additional information for Kepion

Key features of Kepion

  • Forecasting
  • Scorecarding
  • Supply forecasting
  • Product introduction planning
  • Replenishment management
  • Planned vs actual tracking
  • Budgeting
  • Historical reporting
  • Cash flow forecasting
  • Collaboration tools
  • Cell-specific annotations
  • Workforce planning
  • Capital asset planning
  • Real-time data
  • Project planning
  • Portfolio management
  • Real-time updates
  • Spreadsheet interface
  • Drag-and-drop interface
  • On-sheet calculations
  • On-sheet formatting
  • Real-time calculation engine
  • Collaborative workflow
  • Rolling forecasts
  • Data integration
  • Enterprise scale security
  • Multi-currency
  • Reporting & analysis
  • App branding
  • Sales tracking
  • Budget variance reporting
  • BI modeler
  • Data drill-through capabilities
  • Guided click-through process
  • Performance monitoring
  • Planning app creation
  • Report sharing
  • Data rules designer
  • Data preparation
  • Visual planning
  • Capacity planning
  • Dashboard
  • Process tracker
View All Features


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.