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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
Every enterprise requires a strategic plan to thrive, and we streamline this process for maximum effectiveness! Budgeting doesn't have to be a daunting task; our innovative platform and approach are designed to support your business. Establishing a clear objective, crafting an optimal plan, and adhering to it—regardless of its scale—are essential steps we assist you with. We make the planning process easy for entrepreneurs. The tasks of planning, monitoring, and relying on data for informed decision-making can be time-consuming and exhausting, but we alleviate this burden by crafting your Business Budget for you, allowing for predictable outcomes in your operations. Together, we produce and examine Management Reports (such as DRE and DFC), ensuring that your decisions are based on solid data rather than mere speculation. Furthermore, we organize your financial oversight with a comprehensive structure (including the chart of accounts and cost centers). Our seasoned controllers will keep track of your company's alignment with the planned goals, offering you an investment that is up to eight times more cost-effective than hiring an internal controller. We also simplify the planning process for Finance and Controlling teams by eliminating the need for cumbersome spreadsheets, allowing department managers to engage seamlessly with our user-friendly software. Ultimately, our mission is to empower your organization with the tools and insights needed for sustained financial success.
API Access
Has API
No
API Access
Has API
No
Integrations
Microsoft 365
Yes
Microsoft Azure
Yes
Microsoft Excel
Yes
Microsoft Power BI
Yes
SAP Business One
Yes
Sage Intacct
Yes
Salesforce
Yes
Integrations
Microsoft 365
No
Microsoft Azure
No
Microsoft Excel
No
Microsoft Power BI
No
SAP Business One
No
Sage Intacct
No
Salesforce
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
No price information available.
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
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
No
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
Treasy
Country
Brazil
Website
www.treasy.com.br/
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
Budgeting
"What If" Scenarios
No
Asset Planning
No
Balance Sheet
No
Capital Asset Planning
No
Cash Management
No
Consolidation / Roll-Up
No
Forecasting
No
General Ledger
No
Income Statements
No
Multi-Company
No
Multi-Department / Project
No
Profit / Loss Statement
No
Project Budgeting
No
Run Rate Tracking
No
Version Control
No
