Discover How to Streamline, Scale, and Plan Your Way with Kepion

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Drive Real Competitive Advantage with Kepion

Companies are not able to compete effectively when still using spreadsheets for their budgeting and forecasting process. Data integrity issues and version control errors becomes an increasing headache as the organization continue to grow. Old tools like Hyperion, Cognos and SAP are too expensive and difficult to manage and maintain without high IT skillset.

Kepion enables companies with a rapid deployment of budgeting and forecasting capabilities at an affordable cost with access from anywhere. Our high-performance modeling engine allows you to quickly build apps that truly fit around how you plan for your business.

Streamline cycle time by up to 95%
Improve accuracy with automatic aggregation of data
Complete transparency with full audit trail, version control, and analysis tools
Integrated process management and workflow support
Increases cost efficiency by 80%+ compared to legacy solutions

“By having the Kepion tool, multiple users can develop budgets in a similar fashion. It’s just an easier way than we have ever done before through a centralized tool.”

-Institute for Health Metrics and Evaluations

SALES AND REVENUE PLANNING

Automatically integrate with sales & demand data from CRM or other systems
Conduct what-if analysis based on different revenue scenarios and assumptions
Drive costs, staffing, and capital assets from the sales plan
Spread values over time for upcoming revenue and see immediate impact on the bottom line

CAPITAL PLANNING

Integrate capital asset planning with P&L, Balance Sheet, and Cash Flow
Use of drivers such as headcount or production units to plan new capital expenditures
Spread capital spending into depreciation expense over time and see immediate impact to balance sheet and cash flow statements

PERSONNEL PLANNING

Automatically integrate with all data from your company’s HR tracking systems
Conduct what-if analysis based on different hiring scenarios and assumptions
Model driver-based planning modules to be driven by revenues, staffing needs or budget allocations
Spread values over time for upcoming hiring needs and see immediate impact to bottom line
Reduce workforce planning cycle time

OPERATIONAL EXPENSE BUDGETING

Use driver-based planning based on data from other modules to plan spending
Easily perform what-if analysis on different spending scenarios for planning
Communicate your reasoning for expense items through cell-specific annotations
Centralized management of assumptions, formulas for expense calculations and rollups

BALANCE SHEET AND CASH FLOW PLANNING

Automatic rollups of your chart of accounts, organizational structure, and time periods
Integrate all GL data into one interface to view P&L, balance sheet forecasting & cash flow projection
Perform what-if analysis on different cash requirements scenarios

SOPHITICATED REPORTING & ANALYTICS

Multidimensional modeling & analytics
Dashboard KPI, scorecard, & monitoring
Sophisticated forecasting, scenario, & allocation engine
Centralized business logic & workflow management
Complete financial & management reporting via the web and Office

MULTIPLE CURRENCY MANAGEMENT

Automated currency exchange calculations
Increase flexibility with user-defined exchange rate types
Enhance reporting capabilities by reporting any data in any currency