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Average Ratings 0 Ratings

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ease
features
design
support

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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

Save countless hours across finance, talent acquisition, human resources, and management while enhancing operational excellence in the management of your most valuable asset: your workforce. Effective headcount management requires collaboration from the inception of a role through hiring, updates, terminations, and backfills, making it a true team effort. Trace serves as the central platform that aligns everyone towards a unified objective, allowing for streamlined annual planning and forecasting that fosters increased collaboration and control. Share crucial analytics effortlessly, eliminating the hassle of reconciling spreadsheets. Gain insights into hiring strategies and ensure that all positions are properly authorized for recruitment. Say goodbye to cumbersome manual hiring trackers and engage comprehensively in organizational design. Additionally, you can gain clarity on financial limitations, utilizing positions for managing internal mobility and planning for succession. Strengthen partnerships with all stakeholders involved, while also securing self-service access to your budgets and hiring strategies. Visualize prospective organizational structures and access analytics tailored to your team, ensuring that you are always well-informed and prepared for future developments. This holistic approach not only simplifies processes but also empowers your organization to achieve its strategic goals effectively.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Microsoft Azure
Sage Intacct
ADP Workforce Now
Care Director
Charlie HR
Dayforce
Factorial
Google Workspace
Greenhouse
HiBob
Humaans
Microsoft 365
Microsoft Power BI
Namely
NetSuite
Okta
Paycor
Paylocity
Personio
Vendr

Integrations

Microsoft Azure
Sage Intacct
ADP Workforce Now
Care Director
Charlie HR
Dayforce
Factorial
Google Workspace
Greenhouse
HiBob
Humaans
Microsoft 365
Microsoft Power BI
Namely
NetSuite
Okta
Paycor
Paylocity
Personio
Vendr

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

$2 per month
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Kepion

Founded

2009

Country

United States

Website

www.kepion.com

Vendor Details

Company Name

Trace

Country

United States

Website

www.tracehq.com/headcount

Product Features

Budgeting

"What If" Scenarios
Asset Planning
Balance Sheet
Capital Asset Planning
Cash Management
Consolidation / Roll-Up
Forecasting
General Ledger
Income Statements
Multi-Company
Multi-Department / Project
Profit / Loss Statement
Project Budgeting
Run Rate Tracking
Version Control

Business Performance Management

Ad Hoc Reports
Ad hoc Analysis
Budgeting & Forecasting
Consolidation / Roll-Up
Dashboard
Key Performance Indicators
Predictive Analytics
Qualitative Analysis
Quantitative Analysis
Scorecarding
Strategic Planning

Dashboard

Annotations
Data Source Integrations
Functions / Calculations
Interactive
KPIs
OLAP
Private Dashboards
Public Dashboards
Scorecards
Themes
Visual Analytics
Widgets

Demand Planning

Capacity Planning
Data Visualization
Historical Reporting
Inventory Optimization
Planned vs Actual Tracking
Product Introduction Planning
Promotions Management
Replenishment Management
Sales Forecasting
Supply Forecasting

Financial Reporting

"What If" Scenarios
Audit Trail
Balance Sheet
Cash Management
Consolidation / Roll-Up
Forecasting
General Ledger
Income Statements
Multi-Company
Multi-Department / Project
Profit / Loss Statement

Reporting

Customizable Dashboard
Data Source Connectors
Drag & Drop
Drill Down
Email Reports
Financial Reports
Forecasting
Marketing Reports
OLAP
Report Export
Sales Reports
Scheduled / Automated Reports

Sales Forecasting

Competitor Analysis
Correlation Analysis
Dashboard
Dynamic Modeling
Exception Reporting
Graphical Data Presentation
Modeling & Simulation
Performance Metrics
Sales Trend Analysis
Statistical Analysis

Strategic Planning

Budgeting & Forecasting
Dashboard
Goal Setting / Tracking
Idea Management
KPIs
Modeling & Simulation
Roadmapping
Scenario Planning
Scorecards

Workflow Management

Access Controls/Permissions
Approval Process Control
Business Process Automation
Calendar Management
Compliance Tracking
Configurable Workflow
Customizable Dashboard
Document Management
Forms Management
Graphical Workflow Editor
Mobile Access
No-Code
Task Management
Third Party Integrations
Workflow Configuration

Workforce Management

Budgeting & Forecasting
Contractor Management
Employee Lifecycle Management
Labor Projection
Performance Appraisal
Recruiting Management
Scheduling
Skills Tracking
Time & Attendance
Variable Workforce

Product Features

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