Kepion Overview

Kepion empowers finance teams to streamline financial planning and analysis (FP&A) with its flexible, scalable, and secure platform. Users can efficiently manage planning, reporting, and analytics, tailoring processes to fit specific business needs. Kepion supports revenue and expense planning across departments, enhancing collaboration and ensuring data-driven decision-making. Its enterprise planning solution is designed to adapt to both large and small organizations, offering a unified approach to financial and operational planning. This capability allows businesses to forecast with precision, aligning financial strategies with operational goals for improved outcomes.

Use Cases

Customers recommend Forecasting, Revenue Cycle Management, Competitive Intelligence, as the business use cases that they have been most satisfied with while using Kepion.

Other use cases:

  • Performance Management
  • Collaboration
  • Social Media Analytics
  • Lead Analytics
  • Communication Management
  • Business Development
  • Funnel Analysis
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Business Priorities

Increase Sales & Revenue and Grow Market Share are the most popular business priorities that customers and associates have achieved using Kepion.

Other priorities:

  • Improve Efficiency
  • Acquire Customers
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Kepion Use-Cases and Business Priorities: Customer Satisfaction Data

Kepion's features include Dashboard, Personalization, SEM, etc. and Kepion support capabilities include 24/7 Support, AI Powered, Email Support, etc. also Kepion analytics capabilities include Analytics, and Custom Reports.

Reviews

"...Shortened yearly planning cycles significantly, implemented rolling forecast, supported what-if scenario simulations...." Peer review by Matej S, Business Analyst, Project Manager, Information Technology and Services

Kepion, Chargebee Subscription Management, Mews, ChargeOver, Workiva, etc., all belong to a category of solutions that help Revenue Management. Each of them excels in different abilities. Therefore, determining the best platform for your business will depend on your specific needs and requirements.

Kepion simplifies budgeting, planning, reporting, and analytics with its flexible and scalable CPM software. Corporate Performance Management is enhanced through Kepion's comprehensive approach.

Popular Business Setting

for Kepion

Top Industries

  • Information Technology and Services
  • Real Estate
  • Pharmaceuticals

Popular in

  • Small Business
  • Mid Market
  • Enterprise

Kepion is popular in Information Technology And Services, Real Estate, and Pharmaceuticals and is widely used by Small Business, Mid Market, and Enterprise.

Comprehensive Insights on Kepion Use Cases

How can Kepion enhance your Forecasting process?

What makes Kepion ideal for Revenue Cycle Management?

How does Kepion address your Competitive Intelligence Challenges?

How can Kepion optimize your Performance Management Workflow?

What solutions does Kepion provide for Collaboration?

24+ more Business Use Cases

9 buyers and buying teams have used Cuspera to assess how well Kepion solved their Revenue Management needs. Cuspera uses 984 insights from these buyers along with peer reviews, customer case studies, testimonials, expert blogs and vendor provided installation data to help you assess the fit for your specific Revenue Management needs.

Case Studies

Construction

CASE STUDY Construction Technology Leader

Kepion helped a construction technology leader replace 1,600 spreadsheet tabs with a unified planning platform. The company faced challenges scaling financial planning across 200+ locations and 5,000...+ employees. Kepion enabled centralized expense planning, real-time collaboration, and integration with Sage ERP. Data consolidation that took weeks now happens in seconds. The team shifted from annual to quarterly forecasting with no extra workload. Freed from manual tasks, analysts now focus on strategy and cost optimization.

Health, Wellness and Fitness

CASE STUDY Institute for Health Metrics and Evaluation (IHME)

Kepion helped the Institute for Health Metrics and Evaluation (IHME) modernize planning and reporting. IHME replaced manual processes and outdated systems with Kepion’s cloud-based platform. The solu...tion automated proposal budgeting, improved people allocation, and enabled real-time forecasting. IHME cut proposal budget time by 66%, tripled proposal volume without extra staff, and saved over 3,000 hours for strategic work.

Consumer Goods

CASE STUDY Global CPG Leader (Canadian Business Unit)

Kepion helped a global CPG leader's Canadian business unit replace Excel and Oracle Demantra for planning. The company needed better integration for finance, sales, and demand planning. With Kepion, ...they cut manual data entry and consolidation by 90%. Forecast updates are now four times faster. Finance completes monthly trade-spend accruals in minutes instead of days. They improved overstock and stockout rates by 40% with more accurate demand planning.

Frequently Asked Questions(FAQ)

for Kepion

What is Kepion?

Kepion is a budgeting, planning and forecasting software designed for finance, sales and operations team to help with the financial planning and analysis.

The primary features offered by the tool includes auto back-end SQL query generation, Data Rules Designer, visual planning, process tracker, spreadsheet similarity, Real-time calculation engine, Collaborative workflow, what-if analysis and Rolling forecasts. To help facilitate reporting, the tool offers Dashboards and scorecards,BI modeler, filter, charts, forms, graphs, workflow indicators, images, and key performance indicators (KPI).

The tool collects the data from multiple apps and systems and using map it separates GL accounts structures into a single reporting chart of accounts (COA), or integrate with demand plan volume data to help facilitate forecast adjustment.

What is Kepion used for?

Kepion is a Revenue Management Software mainly used by its customers to Increase Sales & Revenue and Grow Market Share by Forecasting, Revenue Cycle Management and Competitive Intelligence .

What are the top features of Kepion?

Dashboard, Personalization and SEM are some of the top features of Kepion.

Who uses Kepion?

Kepion is used by Information Technology And Services, Real Estate and Pharmaceuticals among other industries.

What are Kepion alternatives?

Chargebee Subscription Management, Mews, ChargeOver and Workiva are popular alternatives for Kepion.

Where is Kepion located?

Kepion is headquartered at 80 Vine St., Suite #304, Seattle, WA 98121, US.
lightning

Peers used Kepion for forecasting and revenue cycle management

Kepion Features

  • Low
  • Medium
  • High
FEATURE RATINGS AND REVIEWS
AI Powered

3.84/5 ★

Read Reviews (3)
Analytics

4.66/5 ★

Read Reviews (137)
Custom Reports

4.64/5 ★

Read Reviews (247)
CAPABILITIES RATINGS AND REVIEWS
AI Powered

3.84/5 ★

Read Reviews (3)
Analytics

4.66/5 ★

Read Reviews (137)
Custom Reports

4.64/5 ★

Read Reviews (247)

Software Failure Risk Guidance

?

for Kepion

Overall Risk Meter

Low Medium High

Top Failure Risks for Kepion

Kepion, Inc. News

Awards

Gartner Names Kepion in 2024 Financial Planning Software Magic Quadrant

Gartner recognizes Kepion for excellence in financial planning, highlighting its capabilities in planning, budgeting, forecasting, and integration with Microsoft products like Power BI.

Kepion, Inc. Profile

Company Name

Kepion, Inc.

Company Website

https://www.kepion.com/

HQ Location

80 Vine St., Suite #304, Seattle, WA 98121, US

Employees

11-50

Social

Financials

PRIVATE