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

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

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Kepion Resource
Video
How Magna unified their Capital Planning processes with Kepion

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