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Average Ratings 5 Ratings

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Description

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.

Description

SAFIO Solutions, a cloud-based forecasting software solution for inventory optimizing, delivers a comprehensive platform that provides insight, efficiency, and analytics to help make strategic decisions for improved operational performance. SAFIO Solutions uses a proprietary Sales Analysis & Forecasting tool to integrate client data into a single, user-friendly interface. It is intuitive to the information a planner requires to make efficient and impactful decisions because it was created by a planner. Get the analytics and reporting you need to identify emerging trends, opportunities, and liabilities and take action to achieve your goals. You can forecast easily, efficiently, and accurately with confidence. You can use it on any device, at home or at work, and wherever you are.

API Access

Has API No 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

Microsoft Excel Yes 
Celigo No 
Epicor Eagle No 
Microsoft 365 Yes 
Microsoft Azure Yes 
Microsoft Dynamics 365 No 
Microsoft Power BI Yes 
NetSuite No 
QuickBooks Online No 
SAP Business One Yes 
Sage 300 No 
Sage Intacct Yes 
Salesforce Yes 
Shopify No 
SyteLine ERP (CloudSuite Industrial) No 
Tableau No 

Integrations

Microsoft Excel Yes 
Celigo Yes 
Epicor Eagle Yes 
Microsoft 365 No 
Microsoft Azure No 
Microsoft Dynamics 365 Yes 
Microsoft Power BI No 
NetSuite Yes 
QuickBooks Online Yes 
SAP Business One No 
Sage 300 Yes 
Sage Intacct No 
Salesforce No 
Shopify Yes 
SyteLine ERP (CloudSuite Industrial) Yes 
Tableau Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

Dependent on source of truth and number of users. We would be happy to quote based on your requirements.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows Yes 
Mac Yes 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows Yes 
Mac Yes 
Linux Yes 
Chromebook Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

Kepion

Founded

2009

Country

United States

Website

www.kepion.com

Vendor Details

Company Name

SAFIO Solutions

Founded

2017

Country

Brookfield, WI

Website

safiosolutions.com

Product Features

Budgeting

"What If" Scenarios Yes 
Asset Planning Yes 
Balance Sheet Yes 
Capital Asset Planning Yes 
Cash Management Yes 
Consolidation / Roll-Up Yes 
Forecasting Yes 
General Ledger Yes 
Income Statements Yes 
Multi-Company Yes 
Multi-Department / Project Yes 
Profit / Loss Statement Yes 
Project Budgeting Yes 
Run Rate Tracking Yes 
Version Control Yes 

Business Performance Management

Ad Hoc Reports Yes 
Ad hoc Analysis Yes 
Budgeting & Forecasting Yes 
Consolidation / Roll-Up Yes 
Dashboard Yes 
Key Performance Indicators Yes 
Predictive Analytics Yes 
Qualitative Analysis Yes 
Quantitative Analysis Yes 
Scorecarding Yes 
Strategic Planning Yes 

Dashboard

Annotations Yes 
Data Source Integrations Yes 
Functions / Calculations Yes 
Interactive Yes 
KPIs Yes 
OLAP Yes 
Private Dashboards Yes 
Public Dashboards Yes 
Scorecards Yes 
Themes Yes 
Visual Analytics Yes 
Widgets Yes 

Demand Planning

Capacity Planning Yes 
Data Visualization Yes 
Historical Reporting Yes 
Inventory Optimization Yes 
Planned vs Actual Tracking Yes 
Product Introduction Planning Yes 
Promotions Management Yes 
Replenishment Management Yes 
Sales Forecasting Yes 
Supply Forecasting Yes 

Financial Reporting

"What If" Scenarios Yes 
Audit Trail Yes 
Balance Sheet Yes 
Cash Management Yes 
Consolidation / Roll-Up Yes 
Forecasting Yes 
General Ledger Yes 
Income Statements Yes 
Multi-Company Yes 
Multi-Department / Project Yes 
Profit / Loss Statement Yes 

Reporting

Customizable Dashboard Yes 
Data Source Connectors Yes 
Drag & Drop Yes 
Drill Down Yes 
Email Reports No 
Financial Reports Yes 
Forecasting Yes 
Marketing Reports Yes 
OLAP Yes 
Report Export Yes 
Sales Reports Yes 
Scheduled / Automated Reports Yes 

Sales Forecasting

Competitor Analysis Yes 
Correlation Analysis Yes 
Dashboard Yes 
Dynamic Modeling Yes 
Exception Reporting Yes 
Graphical Data Presentation Yes 
Modeling & Simulation Yes 
Performance Metrics Yes 
Sales Trend Analysis Yes 
Statistical Analysis Yes 

Strategic Planning

Budgeting & Forecasting Yes 
Dashboard Yes 
Goal Setting / Tracking Yes 
Idea Management Yes 
KPIs Yes 
Modeling & Simulation Yes 
Roadmapping Yes 
Scenario Planning Yes 
Scorecards Yes 

Workflow Management

Access Controls/Permissions Yes 
Approval Process Control Yes 
Business Process Automation Yes 
Calendar Management Yes 
Compliance Tracking Yes 
Configurable Workflow Yes 
Customizable Dashboard Yes 
Document Management Yes 
Forms Management Yes 
Graphical Workflow Editor Yes 
Mobile Access Yes 
No-Code No 
Task Management Yes 
Third Party Integrations Yes 
Workflow Configuration Yes 

Workforce Management

Budgeting & Forecasting Yes 
Contractor Management Yes 
Employee Lifecycle Management Yes 
Labor Projection Yes 
Performance Appraisal Yes 
Recruiting Management Yes 
Scheduling Yes 
Skills Tracking Yes 
Time & Attendance Yes 
Variable Workforce Yes 

Product Features

Business Intelligence

Ad Hoc Reports Yes 
Benchmarking Yes 
Budgeting & Forecasting Yes 
Dashboard Yes 
Data Analysis Yes 
Key Performance Indicators Yes 
Natural Language Generation (NLG) No 
Performance Metrics Yes 
Predictive Analytics Yes 
Profitability Analysis Yes 
Strategic Planning Yes 
Trend / Problem Indicators Yes 
Visual Analytics Yes 

Demand Planning

Capacity Planning Yes 
Data Visualization Yes 
Historical Reporting Yes 
Inventory Optimization Yes 
Planned vs Actual Tracking Yes 
Product Introduction Planning Yes 
Promotions Management Yes 
Replenishment Management Yes 
Sales Forecasting Yes 
Supply Forecasting Yes 

Inventory Control

Allocation Yes 
Barcoding No 
Cost Tracking Yes 
Forecasting Yes 
Item Management Yes 
Order Management Yes 
Procurement Management Yes 
Reorder Management Yes 
SKU / UPC Codes Yes 
Serial Number Tracking No 
Supplier Management Yes 

Inventory Management

Alerts/Notifications Yes 
Barcoding / RFID No 
Forecasting Yes 
Inventory Optimization Yes 
Kitting Yes 
Manufacturing Inventory Management Yes 
Mobile Access No 
Multi-Channel Management Yes 
Product Identification No 
Reorder Management Yes 
Reporting/Analytics Yes 
Retail Inventory Management Yes 
Supplier Management No 
Warehouse Management Yes 

Multi-Channel eCommerce

Catalog Management No 
Channel Management No 
Data Synchronization Yes 
Email Marketing No 
Inventory Management Yes 
Marketplace Integration Yes 
Mobile Commerce No 
Order Management No 
Promotions Management No 
Returns Management No 
SEO Management No 
Shopping Cart No 
Social Commerce No 

Purchasing

Catalog Management No 
Compliance Management No 
Contract Management No 
Inventory Management Yes 
Invoice Processing No 
PunchOut No 
Purchase Order Management Yes 
Requisitions & Approvals No 
Sourcing Management No 
Spend Management Yes 
Supplier Management Yes 

Reporting

Customizable Dashboard Yes 
Data Source Connectors Yes 
Drag & Drop No 
Drill Down Yes 
Email Reports No 
Financial Reports Yes 
Forecasting Yes 
Marketing Reports Yes 
OLAP No 
Report Export Yes 
Sales Reports Yes 
Scheduled / Automated Reports Yes 

Sales Analytics

Collaboration Tools Yes 
Dashboards Yes 
Forecasting Analytics Yes 
Ideal Customer Profile (ICP) No 
Lead Analytics Yes 
Pipeline Management Yes 
Predictive Forecasting Yes 
Predictive Lead Scoring Yes 
Sales Intelligence Reporting Yes 

Sales Forecasting

Competitor Analysis Yes 
Correlation Analysis No 
Dashboard Yes 
Dynamic Modeling Yes 
Exception Reporting Yes 
Graphical Data Presentation Yes 
Modeling & Simulation Yes 
Performance Metrics Yes 
Sales Trend Analysis Yes 
Statistical Analysis Yes 

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