Planful vs Kepion

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Our analysts compared Planful vs Kepion based on data from our 400+ point analysis of EPM Software, user reviews and our own crowdsourced data from our free software selection platform.

Product Basics

Formerly Host Analytics, Planful is a financial planning and analysis cloud platform. It accelerates end-to-end FP&A. Suitable for midsize to large-scale businesses, it helps by centralizing data and managing financial and operational processes.

It helps users plan and manage reviews, approvals and submissions and generates workflow status reports to check the performance of every department. It helps analyze asset performance by using financial budgeting and forecasting techniques with its capital planning feature. It is a scalable solution that allows companies to check the effect of projects on the overall bottom line.
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Kepion streamlines company-wide planning and analysis to improve decision-making. Its primary modules include finance, sales, IT and workforce. It aligns plans with business objectives to simplify workflows.

It enables operation and data modeling for what-if situations. Dig deep into reports for supply chain and KPI evaluations. It also tracks information revisions in real time.
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$1,250 Monthly
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Tailored to your specific needs
$1,800 Monthly
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Tailored to your specific needs
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Product Assistance

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Product Insights

  • Conduct Ad hoc Analysis: Simplify complex ad hoc analysis by quickly creating financial and operational models while simultaneously checking the impact of these models on the bottom line. 
  • Close Books Faster: Decrease the time it takes to close books by automating data collection, aggregation and validation. Make data secure and compliant with standards and protocols.  
  • Improve Collaboration: Collaborate in a more efficient manner with current data and real-time insights. Get the power to make quick and accurate decisions with more confidence.  
  • Get Insights: Make well-informed decisions by gaining insights from across an organization to drive long-term value and growth. Automate manual processes to gain more time for strategic planning processes, analyzing and collaborating rather than worrying about spreadsheets.  
  • Automate Manual Processes: Save time and reduce errors by automating manual financial processes. Ensure that all financial processes are done with minimum manual effort and run more efficiently.  
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  • Improved Decision-Making: Kepion provides real-time data analytics, enabling businesses to make informed decisions quickly and accurately.
  • Enhanced Collaboration: The platform allows multiple users to work together seamlessly, fostering better teamwork and communication across departments.
  • Streamlined Budgeting: Kepion simplifies the budgeting process by integrating financial data, reducing manual errors and saving time.
  • Customizable Dashboards: Users can create personalized dashboards to monitor key performance indicators (KPIs) relevant to their roles, enhancing productivity.
  • Scalability: Kepion can grow with your business, accommodating increasing data volumes and more complex planning needs without compromising performance.
  • Regulatory Compliance: The software helps ensure that financial reporting meets regulatory standards, reducing the risk of non-compliance penalties.
  • Cost Efficiency: By automating routine tasks and reducing the need for manual data entry, Kepion helps lower operational costs.
  • Data Integration: Kepion integrates with various data sources, providing a unified view of business performance and eliminating data silos.
  • Scenario Planning: The platform allows users to model different business scenarios, helping to anticipate potential challenges and opportunities.
  • Enhanced Accuracy: Automated data validation and consolidation processes reduce the likelihood of errors, ensuring more reliable financial forecasts.
  • Time Savings: By automating complex planning and reporting tasks, Kepion frees up valuable time for strategic activities.
  • User-Friendly Interface: The intuitive design of Kepion makes it easy for users to navigate and utilize its features without extensive training.
  • Real-Time Collaboration: Teams can work on the same data sets simultaneously, ensuring that everyone is on the same page and reducing delays.
  • Advanced Analytics: Kepion's robust analytical tools provide deep insights into business performance, helping to identify trends and inform strategy.
  • Security: The platform offers robust security features to protect sensitive financial data, ensuring compliance with data protection regulations.
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  • Modern Tools: Combine the need for structured and dynamic planning to empower organizations to make well-informed decisions in a quick and strategic manner.  
  • Financial Consolidation: Accelerate month-end closing cycles with financial consolidation. Enhance financial planning and reporting by leveraging data from a single source of truth. Get pre-built consolidation functionality for currency conversion and reporting, currency translation adjustment calculations and posting. Implement functional, administrative and setup changes without the need for IT experts. Boost teams’ agility when reacting to changes in organization, strategy, regulation and accounting protocol. Ensure trusted and consistent global reporting by automatically mapping financial data. Keep tabs from start to end on balances, and analyze financial data across consolidation activities.  
  • Structured Planning: Save time and reduce errors by automating labor-intensive financial planning activities. Avoid costly and disruptive customization fees, save time and reduce risk of error with predefined planning and reporting templates. Automate integration from any ERP, CRM or HCM. Create a single source of financial truth by automatically collecting, aggregating and validating financial data. Ensure consistency and accuracy by creating and modifying structured financial reports and elevating financial conversations. 
  • Dynamic Planning: Analyze, plan and make confident decisions with dynamic planning. Build custom-tailored financial models. Leverage customization across processes, functions and use cases. Configure planning experiences and give users the flexibility to plan for anything. Connect data sources from separate systems in one unified, cloud-based platform. Boost financial decision making with a single source of truth. Get insights and make course corrections with real-time data refreshing. Inculcate companywide collaboration culture by providing the right data at the right level to the right person.  
  • Integration: Automate data integration to reduce manual intervention and easily transform data with over 200 pre-built connectors. Adjust to automatic data processing with a growing integration platform. Check status and activity of deployed integrations from a centralized place. Ensure data integration process flows are repeatable, automated and secure, and provide audit trails required by internal and external auditors. Understand changes in data with multiple validation points across integration workflows. 
  • Reporting: Leverage reporting formats and delivery options to meet financial, management and ad hoc needs. Ensure data accuracy and transparency with self-service reporting and automated report distribution. Automate collection and aggregation of financial and business data into a single cloud-based platform. Ensure everyone is working with current and accurate information derived from a single source of truth. Boost financial IQ with self-service reporting capabilities. Create a more agile environment with impactful financial decision making. 
  • Annual Operating Plan: Build collaborative financial plans that align with business objectives. Turn annual plans into quarterly or monthly rolling forecasts, and check models for different scenarios to determine how to realign and adjust strategies.  
  • Workforce Planning: Plan accordingly for workforces by connecting HR, finance and operational data together. Create a headcount plan that can be adjusted to changing marketing requirements. Gain insight to build winning strategies and utilize employees as strategic assets. Boost financial IQ to understand and influence impacts on the financial health of workforce costs.  
  • Cash Flow Forecasting: Assess the impact of decisions by gaining complete control and visibility over finances. Reallocate cash by identifying trends and understanding levers. Mitigate cash flow risk by adjusting investment opportunities.  
  • Scenario Analysis: Analyze every option by planning across multiple case scenarios and assessing key drivers. Bring agility by optimizing current period results. Gain the flexibility to discover deeper insights across a broad range of models. Align executives and business partners with data-driven decisions. Check the impact of plan changes from every level with immediate results. 
  • Rolling Forecasts: Adjust to sudden changes, keep forecasts current and business agile with continually rolling planning periods. Automatically keep tabs on the impact of actuals on forecasted trends. Improve risk analysis by quickly identifying opportunities and risks as business landscapes evolve. Align rolling forecasts by collaborating across different departments. Gain real-time insights to redirect resources and priorities and align them with business objectives.  
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  • Finance
    • Planning, Budgeting and Forecasting: Craft and collaborate on sales plans that align with finance, sales and operation teams. Review new possibilities with real-time analytics. 
    • Dashboards and Scorecards: Reduce discrepancies and merge company performance information with a real-time centralized hub. Allocate key objectives and metrics throughout departments efficiently. 
    • Reporting and Analysis: Answer the hard questions with drilled-down reporting and analytical modules. Publish and share documentation, obtain purchasing information and offer detailed updated commentary. 
  • Sales
    • Revenue Planning: Input volume for automatic gross sales ciphering. Merge revenue plans with CRM or other enterprise systems. 
    • Sales Planning: Include units and pricing details into plans to merge historical and forecasted sales in the same window. Maximize estimates to align with tactical sales objectives, permitting a robust bond between profit outlooks with quota benchmarks. 
    • Sales and Operations Planning: Conduct real-time reporting and analysis on KPIs and actuals with administrative dashboards for timely access. 
  • Supply Chain
    • Supply Planning: Alter demand and supply guidelines for swifter comprehension of changes and inconsistencies in supply chains. Trace distribution workflow amounts, fees and KPIs while maintaining inventory to diminish overstocking. 
    • Demand Planning: Craft collaborative plans for sales, distribution and bookkeeping sectors in one place. Manage product lifecycles with real-time portfolio data. 
    • Project Planning: Establish new projects, modify resources and prices and review real-time layered financial report revisions. Pinpoint tasks and distribute resources quickly. 
  • Workforce/IT
    • Workforce Planning: Merge this system with HR tools to track labor charges and discover how vital assets affect company performance. Gauge numerous financial scenarios to interpret start date adjustment effects, raise assumptions and bonus frameworks. 
    • Expense Planning: Develop several what-if experiments with numerous expense models to better grasp how specific impacts affect organization goals. 
    • Capital Asset Planning: Track asset values after some time automatically. Input new asset items and types into this solution and it will automatically arrange them. 
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Product Ranking

#9

among all
EPM Software

#36

among all
EPM Software

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Analyst Rating Summary

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73
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Reports and Dashboards
Sales Planning
Capital Expenditure Planning
Cash Management
Project Planning
Integration and Extensibility
Profitability Modelling and Analysis
Project Planning
Capital Expenditure Planning
Cash Management

Analyst Ratings for Functional Requirements Customize This Data Customize This Data

Planful
Kepion
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Capital Expenditure Planning Cash Management Financial Consolidation And Reconciliation Planning, Budgeting,and Forecasting Platform Capabilities Profitability Modelling And Analysis Project Planning Reports And Dashboards Revenue Planning Sales Planning Workforce Planning 96 96 85 80 72 94 95 100 94 100 86 98 98 73 93 66 100 100 75 80 86 96 0 25 50 75 100
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Analyst Ratings for Technical Requirements Customize This Data Customize This Data

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User Sentiment Summary

Great User Sentiment 82 reviews
Great User Sentiment 22 reviews
86%
of users recommend this product

Planful has a 'great' User Satisfaction Rating of 86% when considering 82 user reviews from 2 recognized software review sites.

88%
of users recommend this product

Kepion has a 'great' User Satisfaction Rating of 88% when considering 22 user reviews from 3 recognized software review sites.

4.29 (41)
4.56 (9)
4.3 (41)
4.5 (10)
n/a
3.5 (3)

Awards

SelectHub research analysts have evaluated Planful and concluded it earns best-in-class honors for Sales Planning.

Sales Planning Award

SelectHub research analysts have evaluated Kepion and concluded it earns best-in-class honors for Project Planning and Integration and Extensibility.

Project Planning Award
Integration and Extensibility Award

Synopsis of User Ratings and Reviews

Streamlined Financial Close: Planful helps automate routine tasks like data consolidation and report generation, which can significantly reduce the time it takes to close the books each month. This efficiency is often praised by users in fast-paced environments.
Improved Forecasting Accuracy: The platform's forecasting tools leverage historical data and predictive analytics to generate more accurate forecasts. Users appreciate this feature as it allows for better-informed decision-making and resource allocation.
Enhanced Collaboration: Planful provides a centralized platform for finance teams to collaborate on budgeting, forecasting, and reporting. This feature improves communication and transparency within the department, leading to more cohesive financial strategies.
Customizable Reporting: Users frequently highlight the ability to create custom reports tailored to their specific needs. This flexibility allows finance teams to analyze data from multiple angles and gain deeper insights into their financial performance.
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Financial Consolidation and Reporting: Kepion streamlines the process of consolidating financial data from multiple sources, making it easier to generate accurate and timely financial reports.
Budgeting and Forecasting: Users praise Kepion for its robust budgeting and forecasting capabilities, enabling them to create detailed budgets, perform what-if analysis, and forecast future performance with greater accuracy.
Reporting and Dashboards: Kepion offers powerful reporting and dashboarding features, allowing users to create visually appealing and informative reports and dashboards that provide insights into key business metrics.
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Steep Learning Curve: Many users find Planful's interface to be complex and unintuitive, requiring significant time investment to learn the system's intricacies. The abundance of features can be overwhelming for new users, leading to frustration and a slow adoption rate within organizations.
Customization Challenges: While Planful offers customization options, implementing them often requires advanced technical skills or reliance on the vendor's professional services, which can be costly. This limitation can hinder organizations with unique workflows or reporting needs from fully tailoring the software to their specific requirements.
Reporting Limitations: Some users report that generating specific or ad-hoc reports can be cumbersome in Planful. The system's pre-built reports may not always cater to every organization's needs, and creating custom reports may require technical expertise or additional support.
Performance Issues: A segment of users has mentioned experiencing slow loading times and occasional system lags, particularly when working with large datasets or complex reports. This can impact productivity and user satisfaction, especially for organizations with high data volumes or demanding reporting requirements.
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Difficult to Learn: Some users have reported that Kepion has a steep learning curve, especially for those new to corporate performance management (CPM) software. They found the interface to be complex and not intuitive, requiring extensive training to use effectively.
Limited Reporting Capabilities: Users have expressed frustration with Kepion's reporting functionality, citing limitations in customization and formatting options. Generating specific reports or tailoring them to their needs proved to be challenging.
Slow Performance: Performance issues, particularly with large datasets or complex calculations, have been a common complaint among Kepion users. Slow loading times and processing speeds can hinder productivity and efficiency.
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Planful has garnered a reputation for its robust financial reporting and analysis capabilities, particularly excelling in budgeting, forecasting, and consolidation. Users appreciate the software's ability to handle complex financial models and its flexibility in generating custom reports. The platform's intuitive interface and user-friendly design have also been praised, making it accessible to both finance professionals and non-financial users. However, some users have noted that the initial setup and implementation process can be time-consuming and may require significant support from Planful's team. Additionally, while Planful offers a wide range of features, some users have expressed a desire for more advanced functionality in areas such as workforce planning and project accounting. Compared to competitors like Adaptive Insights and Vena Solutions, Planful stands out for its comprehensive financial consolidation capabilities and its ability to handle large volumes of data. Its reporting and analytics tools are also considered to be more user-friendly and customizable. However, Adaptive Insights may be a better choice for organizations seeking a more cloud-based solution with stronger integrations with other business applications. Vena Solutions, on the other hand, may be more suitable for companies with complex financial modeling needs due to its Excel-based interface. Overall, Planful is best suited for mid-sized to large enterprises with complex financial reporting and analysis requirements. Its strengths lie in its budgeting, forecasting, consolidation, and reporting capabilities, making it an ideal choice for organizations looking to streamline their financial processes and gain deeper insights into their financial performance. However, companies with limited IT resources or those seeking a more cloud-based solution may want to consider alternative options.

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User reviews from the past year suggest that Kepion is a strong contender in the EPM software arena, particularly praised for its robust budgeting and forecasting functionalities. Users highlight its intuitive interface as a major strength, making it easier to adopt than more complex platforms like Oracle Hyperion. However, some users have pointed out that Kepion's reporting capabilities, while functional, could benefit from more customization options. A key differentiator is its seamless integration with Microsoft products, a major plus for organizations heavily reliant on the Microsoft ecosystem. This native integration streamlines data flow and enhances user experience, making it a more attractive choice than standalone solutions. Overall, Kepion seems best suited for mid-sized businesses looking for a user-friendly yet powerful EPM solution tightly integrated with Microsoft technologies. Its robust planning features and intuitive design make it a good fit for companies aiming to streamline their budgeting and forecasting processes without a steep learning curve. However, organizations requiring highly customized reporting might need to consider other options or factor in potential development costs.

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