Tagetik vs Kepion

Last Updated:

Our analysts compared Tagetik 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

Tagetik is a broad all-in-one financial ERP with various modules such as budgeting, planning and forecasting, financial reporting, disclosure management, compliance regulatory reporting and more.

It runs on a unified apparatus that fuses finances and operations while facilitating consolidations and closes, scheduling, analytics and documentation, disclosures and compliance. Its deployments include cloud and on-premise.
read more...
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.
read more...
$50,000 Annually
Get a free price quote
Tailored to your specific needs
$1,800 Monthly
Get a free price quote
Tailored to your specific needs
Small 
i
Medium 
i
Large 
i
Small 
i
Medium 
i
Large 
i
Windows
Mac
Linux
Android
Chromebook
Windows
Mac
Linux
Android
Chromebook
Cloud
On-Premise
Mobile
Cloud
On-Premise
Mobile

Product Assistance

Documentation
In Person
Live Online
Videos
Webinars
Documentation
In Person
Live Online
Videos
Webinars
Email
Phone
Chat
FAQ
Forum
Knowledge Base
24/7 Live Support
Email
Phone
Chat
FAQ
Forum
Knowledge Base
24/7 Live Support

Product Insights

  • Improved Forecasting: Implement real-time simulations and automation in the budgeting, planning and forecasting module to provide users with the flexibility to plan any way they want at any time. This tool helps users react swifter and make faster, well-informed decisions. 
  • Maintain Compliance: Obtain generally accepted accounting principles (GAAP), international financial reporting standards (IFRS) and extensible business reporting language (XBRL) reports to ensure bookkeeping operations meet these and other compliances. The prompt financial functions, validation rules and full audit logs guarantee users have every piece of information necessary and complete process visibility. 
  • Single Source of Truth: Access a centralized location of data in the financial reporting accessory. It moves information into documents such as monthly financial statements, board books, annual reports and more automatically so users can spend more time on high-priority accounting tasks. 
  • Ensure Accuracy: Check data entry at every turn with the disclosure management attribute. Since disclosures appear automatically with the most up-to-date information, this reduces manual data inputting and human errors, ensuring better accuracy and a better snapshot of company information. 
  • Seamless Collaboration: Facilitate reporting for the financial, management, statutory and regulatory departments with effective collaboration and control extensions so it's easier to get in touch with the report writers in case revisions or updates are needed. Users also gain full control and visibility over workflows and audit trails to ensure no stones are unturned and everything is tallied for recordkeeping and compliance purposes. 
  • In-Depth Dashboards: Handle bulk amounts of granular insights and effortlessly convert numbers into practical models, simulations and predictive analytics with the advanced analytics and dashboard appliance. Predictive analytics can help companies better plan for the future while understanding its current status and health.  
read more...
  • 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.
read more...
  • Rolling Forecasts: Develop in-depth rolling forecasts with this function in the budgeting, planning and forecasting module. Users may integrate data from tactical plans, budgets and actuals and make modifications to costs and revenue targets, generating a better estimate for fiscal year outcomes. 
  • Consolidation Cockpit: Access a specific dashboard that enables users to supervise every consolidation step and study results in the consolidation apparatus. The cockpit also exhibits particular data methods that should be performed with consideration to a specific consolidation situation. 
  • Communications: Collaborate with users across departments via comments, instant messaging or email concurrently with managers tracking project progress through dashboards in the collaboration component. 
  • Disclosure Management: Merge with Microsoft Office, ERPs, CRMs and other existing programs with this tool. Users may also coordinate text to numbers with instant narrative adjustments, reduce version overlap with support from other users, receive a centralized location of data and accelerate disclosure with pre-set templates. 
  • Compliance Regulatory Reporting: Obtain every necessary thing to expedite the regulatory reporting process while dwindling reporting sequences. Users can efficiently comply with pre-packaged solutions, diminish hazards with standard calculations and files and modify changes. 
  • Smart Reporting and Analytics: Implement documents and data queries that are equipped with financial intelligence analytical tools. 
  • On-the-Fly Analysis:  Adjust report frameworks and breakdown interior and exterior data to study outcomes rapidly.  
read more...
  • 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. 
read more...

Product Ranking

#32

among all
EPM Software

#36

among all
EPM Software

Find out who the leaders are

Analyst Rating Summary

91
87
100
98
100
98
99
73
Show More Show More
Capital Expenditure Planning
Cash Management
Profitability Modelling and Analysis
Financial Consolidation and Reconciliation
Planning, Budgeting,and Forecasting
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

Tagetik
Kepion
+ Add Product + Add Product
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 100 100 99 99 78 100 76 88 94 96 98 98 98 73 93 66 100 100 75 80 86 96 0 25 50 75 100
100%
0%
0%
100%
0%
0%
100%
0%
0%
100%
0%
0%
100%
0%
0%
73%
0%
27%
100%
0%
0%
93%
0%
7%
77%
0%
23%
69%
0%
31%
100%
0%
0%
100%
0%
0%
83%
0%
17%
100%
0%
0%
88%
0%
12%
75%
0%
25%
100%
0%
0%
80%
0%
20%
100%
0%
0%
86%
0%
14%
100%
0%
0%
100%
0%
0%

Analyst Ratings for Technical Requirements Customize This Data Customize This Data

63%
0%
37%
100%
0%
0%

User Sentiment Summary

we're gathering data
Great User Sentiment 22 reviews
we're gathering data
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.

n/a
4.56 (9)
n/a
4.5 (10)
n/a
3.5 (3)

Awards

SelectHub research analysts have evaluated Tagetik and concluded it earns best-in-class honors for Capital Expenditure Planning and Cash Management.

Capital Expenditure Planning Award
Cash Management 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: Tagetik's automation features, such as its consolidation engine and intercompany reconciliation tools, help expedite the financial close process, saving valuable time and resources for accounting teams.
Enhanced Data Accuracy: The platform's data validation rules and audit trails minimize errors and ensure data integrity, leading to more reliable financial reporting.
Improved Collaboration: Tagetik's centralized platform facilitates communication and collaboration among finance and accounting teams, breaking down silos and promoting a more cohesive work environment.
Regulatory Compliance: Tagetik helps organizations comply with complex financial regulations, such as IFRS and GAAP, by providing pre-built reporting templates and disclosure checklists.
Show more
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.
Show more
Steep Learning Curve: Tagetik's robust functionality comes at the cost of complexity, often requiring extensive training and onboarding for users to become proficient. The interface can feel overwhelming for new users due to the multitude of features and options available.
Customization Challenges: While Tagetik offers a high degree of customization, implementing and managing these customizations can be resource-intensive and may require specialized technical expertise. This can lead to increased implementation time and costs for organizations with unique requirements.
Performance Issues: Some users report experiencing performance slowdowns, particularly when working with large datasets or complex reports. This can impact productivity and user satisfaction, especially during critical financial closing periods.
Show more
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.
Show more

Tagetik, a financial performance management software, has garnered positive feedback for its robust functionality and flexibility. Users appreciate its ability to handle complex financial processes, such as consolidations, budgeting, and forecasting, with ease. Its strength lies in its ability to adapt to unique business requirements, allowing for customization and integration with existing systems. For instance, one user highlighted how Tagetik seamlessly integrated with their ERP system, streamlining data flow and reducing manual effort. This adaptability sets it apart from competitors that offer more rigid solutions. However, some users noted that Tagetik's extensive features can lead to a steeper learning curve. The initial setup and configuration may require more time and effort compared to simpler software options. Additionally, while Tagetik offers comprehensive customer support, some users expressed a desire for more readily available resources and documentation. Despite these challenges, users generally agree that Tagetik's capabilities outweigh its complexities, making it a valuable tool for organizations with intricate financial needs. Tagetik is best suited for mid-sized to large enterprises with complex financial operations and a need for advanced reporting and analytics. Its scalability and adaptability make it an ideal choice for organizations seeking a comprehensive solution to manage their financial performance effectively. While the initial learning curve may require investment, the long-term benefits of improved efficiency, accuracy, and insights make Tagetik a worthwhile consideration for businesses looking to elevate their financial management processes.

Show more

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.

Show more

Screenshots

Top Alternatives in EPM Software


Adaptive Planning

Anaplan

Board

idu-Concept

Jedox

Jirav

Kepion

OneStream

Oracle EPM

Planful

Planning Maestro

Prophix

SAP Analytics Cloud

Unit4 ERP

Related Categories

Head-to-Head Comparison

WE DISTILL IT INTO REAL REQUIREMENTS, COMPARISON REPORTS, PRICE GUIDES and more...

Compare products
Comparison Report
Just drag this link to the bookmark bar.
?
Table settings