Kepion Pricing, Features, Reviews & Comparison of Alternatives

Kepion

Collaborative business planning software

4.56/5 (9 reviews)

Kepion overview

What is 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.
www.kepion.com

Pricing

Pricing options
Subscription
Free trial
Value for money
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Devices

Business size

S
M
L

Markets

United States, Canada, Australia, Germany, Mexico

Supported languages

English, Chinese (Simplified), Danish, 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

Excellent
5

Very good
4

Average
0
Poor
0
Terrible
0
Value for money
Features
Ease of use
Customer support
  4.4
  4.2
  4.4
  4.9
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.

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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 9/10

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Brian Sharp

Kepion

Used daily for 2+ years
Reviewed 2019-08-20
Review Source: Capterra

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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 8/10

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Aaron Yi

Kepion review 8/20/19

Used daily for 2+ years
Reviewed 2019-08-20
Review Source: Capterra

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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 7/10

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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.

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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 9/10

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Ignacio Perez Lemme

Great planning and budgeting capabilities, lacks reports

Used daily for 2+ years
Reviewed 2019-08-21
Review Source: Capterra

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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 10/10

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Kepion pricing

Pricing options
Subscription
Free trial
View Pricing Plans

Contact Kepion directly for pricing information.

Kepion features

Activity Dashboard
Auditing
Real Time Data
Reporting & Statistics

API (668 other apps)
Activity Tracking (329 other apps)
Audit Trail (318 other apps)
Automatic Notifications (517 other apps)
Billing & Invoicing (301 other apps)
Compliance Management (385 other apps)
Customizable Reporting (415 other apps)
Data Import/Export (390 other apps)
Document Management (316 other apps)
Document Storage (312 other apps)
Inventory Management (426 other apps)
Inventory Tracking (335 other apps)
Monitoring (301 other apps)
Real Time Reporting (300 other apps)
Third Party Integration (430 other apps)
Workflow Management (426 other apps)

Videos and tutorials

Additional information for Kepion

Key features of Kepion

  • Supply forecasting
  • Product introduction planning
  • Replenishment management
  • Planned vs actual tracking
  • Cash flow forecasting
  • Workforce planning
  • Capital asset planning
  • Spreadsheet interface
  • On-sheet calculations
  • On-sheet formatting
  • Real-time calculation engine
  • Collaborative workflow
  • Rolling forecasts
  • Data integration
  • Enterprise scale security
  • App branding
  • 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
  • Cell-specific annotations
  • Forecasting
  • Multi-currency
  • Capacity planning
  • Portfolio management
  • Process tracker
  • Project planning
  • Real-time data
  • Real-time updates
  • Sales tracking
  • Dashboard
  • Budgeting
  • Drag-and-drop interface
  • Historical reporting
  • Scorecarding
  • Reporting & analysis
  • Collaboration tools
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Benefits

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.