Kepion Planning

5 / 5 1 review

Who Uses This Software?

Kepion caters to a wide market segment: Banking Consumer Goods Energy Healthcare High Technology Insurance Manufacturing Non-Profit Retail Services

Average Ratings

1 Review
  • 5 / 5
  • 4 / 5
    Ease of Use
  • 5 / 5
    Customer Service

Product Details

  • Starting Price
    Not provided by vendor
  • Free Demo
  • Deployment
    Cloud, SaaS, Web
    Installed - Mac
    Installed - Windows
    Mobile - Android Native
    Mobile - iOS Native
  • Training
    Live Online
    In Person
  • Support
    Business Hours
    24/7 (Live Rep)

Vendor Details

  • Kepion
  • United States

About Kepion Planning

Kepion is a powerful Budgeting, Forecasting & BI Reporting tool for businesses to conduct cross-functional planning in a single, collaborative environment. Built on the Microsoft BI platform, Kepion offers full modelling flexibility to build custom dashboards that leverage advanced capabilities around budgeting & forecasting. Run what-if scenarios, compare budgets vs targets, pre-seed new budgets with existing plans, perform bottom-up/top-down allocation & set KPIs to gage goal achievability.

Kepion Planning Features

  • "What If" Scenarios
  • Balance Sheet
  • Capital Asset Planning
  • Cash Management
  • Consolidation / Roll-Up
  • Forecasting
  • General Ledger
  • Income Statements
  • Multi-Company
  • Multi-Department / Project
  • Profit / Loss Statement
  • Project Budgeting
  • Run Rate Tracking
  • Version Control
  • Ad hoc Analysis
  • Ad Hoc Reports
  • Budgeting & Forecasting
  • Consolidation / Roll-Up
  • Dashboard
  • Key Performance Indicators
  • Predictive Analytics
  • Qualitative Analysis
  • Quantitative Analysis
  • Scorecarding
  • Strategic Planning

Kepion Planning Reviews Recently Reviewed!


Great piece into the MS environment

Mar 23, 2018
4 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not

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.

Overall: 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.