Who Uses This Software?

Kepion caters to a wide market segment that extends to all sizes and industries such as: Banking Consumer Goods Energy Healthcare High Technology Insurance Manufacturing Non-Profit Retail Services

Average Ratings

9 reviews
  • Overall 4.6 / 5
  • Ease of Use 4.4 / 5
  • Customer Service 4.9 / 5
  • Features 4.2 / 5
  • Value for Money 4.4 / 5

Product Details

  • Free Version No
  • Free Trial Yes
  • Deployment Cloud, SaaS, Web
    Installed - Windows
  • Training In Person
    Live Online
    Webinars
    Documentation
  • Support Business Hours
    Online
    Not Offered

Vendor Details

  • Kepion
  • http://www.kepion.com
  • Founded 2009

About Kepion

Kepion provides an integrated planning & analytics platform for finance, sales, marketing, HR and operations. Kepion supports both financial and operational planning processes, providing dashboards and key performance indicator (KPI) tracking as well as reporting and analytics.
Kepion leverages the Microsoft Azure and SQL Server platforms, integrates with Microsoft Power BI and BI tools for visualizations, and connects with Microsoft Dynamics, SAP and other ERP/source systems.

Kepion Features

  • "What If" Scenarios
  • Asset Planning
  • Balance Sheet
  • Cash Management
  • Consolidation/Roll-Up
  • Forecasting
  • General Ledger
  • Multi-Company
  • Multi-Department/Project
  • Profit/Loss Statement
  • Version Control
  • Ad Hoc Reports
  • Ad hoc Analysis
  • Budgeting & Forecasting
  • Consolidation / Roll-Up
  • Dashboard
  • Key Performance Indicators
  • Predictive Analytics
  • Qualitative Analysis
  • Quantitative Analysis
  • Scorecarding
  • Strategic Planning
  • Access Controls/Permissions
  • Alerts/Notifications
  • Business Process Automation
  • Business Rules Management
  • Collaboration
  • Process Change Tracking
  • Process Mapping
  • Process Modeling & Designing
  • Visual Workflow Management
  • Data Source Integrations
  • Data Visualisation
  • Functions/Calculations
  • KPI Monitoring
  • Private Dashboards
  • Public Dashboards
  • Scorecards
  • Widgets
  • Analytics/Reporting
  • Content Management
  • Custom Dashboards
  • Filtered Views
  • OLAP
  • Relational Display
  • Simulation Models
  • Visual Discovery
  • Budgeting & Forecasting
  • Cash Management
  • Consolidation / Roll-Up
  • Currency Management
  • Financial Reporting
  • Investment Management
  • Project Management
  • Revenue Recognition
  • Risk Management
  • Tax Management
  • "What If" Scenarios
  • Audit Trail
  • Balance Sheet
  • Cash Management
  • Consolidation / Roll-Up
  • Forecasting
  • General Ledger
  • Income Statements
  • Multi-Company
  • Multi-Department / Project
  • Profit / Loss Statement
  • Asset Accounting
  • Asset Lifecycle Management
  • Audit Trail
  • Barcoding/RFID
  • Depreciation Management
  • Disposal Management
  • Document Management
  • Inventory Tracking
  • AI / Machine Learning
  • Benchmarking
  • Data Blending
  • Data Mining
  • Demand Forecasting
  • For Education
  • For Healthcare
  • Modeling & Simulation
  • Sentiment Analysis
  • Budget Management
  • Collaboration
  • Dashboard
  • Issue Management
  • Milestone Tracking
  • Portfolio Management
  • Project Planning
  • Requirements Management
  • Resource Management
  • Status Tracking
  • Task Management
  • Time & Expense Tracking
  • Customisable Dashboard
  • Data Source Connectors
  • Drag & Drop
  • Drill Down
  • Financial Reports
  • Forecasting
  • Marketing Reports
  • OLAP
  • Report Export
  • Sales Reports
  • Scheduled / Automated Reports
  • Competitor Analysis
  • Dynamic Pricing
  • For Airlines
  • For Hospitality Industry
  • Forecasting
  • Inventory Control
  • Price Optimization
  • Recommendation Engine
  • Yield Management
  • Competitor Analysis
  • Correlation Analysis
  • Dashboard
  • Dynamic Modeling
  • Exception Reporting
  • Graphical Data Presentation
  • Modeling & Simulation
  • Performance Metrics
  • Sales Trend Analysis
  • Statistical Analysis
  • Budgeting & Forecasting
  • Dashboard
  • Goal Setting / Tracking
  • Idea Management
  • KPIs
  • Modeling & Simulation
  • Roadmapping
  • Scenario Planning
  • Scorecards
  • Demand Planning
  • Electronic Data Interchange
  • Import/Export Management
  • Inventory Management
  • Order Fulfillment
  • Sales & Operations Planning
  • Shipping Management
  • Supplier Management
  • Transportation Management
  • Warehouse Management
  • Automatic Time Capture
  • Billable & Non-Billable Hours
  • Billing & Invoicing
  • Employee Database
  • Mobile Time Tracking
  • Multiple Billing Rates
  • Offline Time Tracking
  • Overtime Calculation
  • Timesheet Management
  • Vacation/Leave Tracking
  • Access Controls/Permissions
  • Business Process Automation
  • Calendar Management
  • Compliance Tracking
  • Customisable Dashboard
  • Document Management
  • Forms Management
  • Graphical Workflow Editor
  • Mobile Access
  • No-Code
  • Task Management
  • Third Party Integrations
  • Workflow Configuration
  • Budgeting & Forecasting
  • Contractor Management
  • Employee Lifecycle Management
  • Labor Projection
  • Performance Appraisal
  • Recruiting Management
  • Scheduling
  • Skills Tracking
  • Time & Attendance
  • Variable Workforce

Kepion Most Helpful Reviews

Kepion

Reviewed on 20/08/2019
Brian S.
Director
Information Technology & Services, 51-200 Employees
Used the Software for: 2+ years
Reviewer Source 
4/5
Overall
4 / 5
Ease of Use
3 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend:
Not Likely Extremely Likely

Comments: 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.

State of the art CPM solution

Reviewed on 20/09/2018
Thomas G.
Partner Planning & Forcasting
Information Technology & Services, 2-10 Employees
Used the Software for: 1+ year
Reviewer Source 
4/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend:
Not Likely Extremely Likely

Comments: 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.

Great piece into the MS environment

Reviewed on 23/03/2018
Sindri S.
Partner
Management Consulting, 13-50 Employees
Used the Software for: 2+ years
Reviewer Source 
5/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend:
Not Likely Extremely Likely

Comments: 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.

Great planning and budgeting capabilities, lacks reports

Reviewed on 21/08/2019
Ignacio P.
BI Consultant
Computer Software, 13-50 Employees
Used the Software for: 2+ years
Reviewer Source 
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend:
Not Likely Extremely Likely

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.

Kepion review 8/20/19

Reviewed on 20/08/2019
Aaron Y.
Financial Reporting Manager
Higher Education, 201-500 Employees
Used the Software for: 2+ years
Reviewer Source 
4/5
Overall
3 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend:
Not Likely Extremely Likely

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.

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