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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
Our cutting-edge approach monitors over 60 SaaS metrics such as ARR, bookings, net dollar retention, and burn multiple, ensuring you’ll never have to fret about miscalculations again. You can segment your customer base and modify your calculation settings to reveal essential trends within your organization. Sharing tailored dashboards becomes a breeze, allowing for strategic discussions with internal teams or providing investors with a concise overview of your company’s performance. Additionally, you can effortlessly synchronize your crucial data from existing systems, consolidating bookings, billings, expenses, and operational plans into one comprehensive location for a truly integrated perspective on your business. This seamless integration empowers you to make informed decisions based on accurate and readily accessible data.
API Access
Has API
No
API Access
Has API
No
Integrations
Microsoft Excel
Yes
Sage Intacct
Yes
Salesforce
Yes
Averi
No
Chargebee
No
Google Sheets
No
Google Slides
No
HubSpot CRM
No
HubSpot Customer Platform
No
Maxio
No
Integrations
Microsoft Excel
Yes
Sage Intacct
Yes
Salesforce
Yes
Averi
Yes
Chargebee
Yes
Google Sheets
Yes
Google Slides
Yes
HubSpot CRM
Yes
HubSpot Customer Platform
Yes
Maxio
Yes
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
$5,000 per year
Free Trial
No
Free Version
Yes
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
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
Yes
Online Support
Yes
Customer Support
Business Hours
No
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
No
Webinars
No
Live Training (Online)
No
In Person
No
Vendor Details
Company Name
Kepion
Founded
2009
Country
United States
Website
www.kepion.com
Vendor Details
Company Name
SaaSGrid
Website
www.saasgrid.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 Performance Management
Ad Hoc Reports
No
Ad hoc Analysis
No
Budgeting & Forecasting
No
Consolidation / Roll-Up
No
Dashboard
No
Key Performance Indicators
No
Predictive Analytics
No
Qualitative Analysis
No
Quantitative Analysis
No
Scorecarding
No
Strategic Planning
No
Dashboard
Annotations
No
Data Source Integrations
No
Functions / Calculations
No
Interactive
No
KPIs
No
OLAP
No
Private Dashboards
No
Public Dashboards
No
Scorecards
No
Themes
No
Visual Analytics
No
Widgets
No
