Are you still relying on antiquated software or spreadsheets to drive your budgeting and forecasting process?

If you're experiencing any of the following frustrations, we can help.

Manual, time consuming, and error-prone manual reporting process.

Lack of confidence and trust in the accuracy of the data.

Manual consolidation of budgets & reports from multiple spreadsheets.

Duplication of work and time spent checking and validating data.

Fragmented data stored in multiple systems and spreadsheets.

Inflexible security, multiple log-ins, and limited role-based permissions, access, and views.

Limited audit trails and lack of budget version control.

How does Kepion help teams
solve their most pressing budgeting and planning challenges?

Shorten your planning, budgeting, and forecasting processes with a single, combined platform.

With Kepion, teams like sales, finance, operations, marketing, and HR can have apps to suit their business processes. Kepion ties everything together with automated calculations and aggregations for an accurate and complete view of the business.

Budget, forecast, model scenarios, produce financial reporting, and monitor company performance from within one platform.

Kepion connects the planning and reporting processes into an all-in-one solution.

Ensure timely, accurate, and reliable data by connecting all your data sources into one reporting data hub

Combine all your data from different systems such as payroll, finance, CRM, and operational data into a single reporting data hub. Data can be refreshed instantly or scheduled to update at regular intervals.

Kepion resolves one of the biggest challenges in budgeting and planning by combining siloed data.

Reduce reliance on technical skills with Kepion's code-free approach. Build apps in days, not weeks or months.

Kepion’s guided click-through process simplifies the technical effort of building apps.

The user-friendly interface allows you to build powerful and complex budget apps without writing any code. Add dimensions and models, design new page layouts, and automate key business processes.

When ready, instantly deploy the apps to the rest of the team.

Instantly test new scenarios in a familiar environment with real-time write-back capability to Power BI Dashboards.

Built on Microsoft technology, Kepion seamlessly integrates with Microsoft applications, instantly making Kepion data available in a single view, in Power BI.

The real-time data write-back enables you to run what-if scenarios, create multiple versions and analyse your plans within Power BI.

Is this solution the right fit for your business?

Schedule time with us to discuss your organisation's unique business requirements and we'll make our recommendations based on industry knowledge and years of experience implementing solutions across a variety of business. You do not need to sign-up or pay for anything.

If you are ready to start your journey to improved Business Intelligence and Planning capabilities, connect with us and we will work with your availability to take you on the first steps of discovery.

A journey with Professional Advantage.

Helping organisations improve their budgeting and forecasting process.

Choosing the right technology partner and a team that makes you feel comfortable and confident is very important for the outcome of the project. For over 30 years, Professional Advantage has worked hard at building a reputation for trustworthiness and dependability to make this decision easier for our clients.

Our team of talented professionals have a wealth of experience in helping organisations like yours improve their budgeting and planning processes. We are enthusiastic about the solutions we deliver, skilled in project delivery methodologies, and have experience across a variety of industries.

If you are considering starting a project to improve your Budgeting and Planning process, we would welcome the opportunity to explain how we can help.

Learn more about Kepion

We understand that the software selection process takes time and research.
To assist with the journey, we have picked a selection of resources for you to browse through. Please click on the links below to access the resource of choice.

How to improve your budgeting process with Kepion

  • Reduce the number of spreadsheets that you are currently using.
  • Use built-in checks and controls to make sure that your budget data is as accurate as possible.
  • Significantly cut down the time it takes to complete the budget cycle.
  • Increase collaboration across your organisation so budgeting is a team exercise and not just a finance team burden.
  • Use data as the basis of your assumptions to achieve a more effective budget.


Join this 2-hour workshop to learn how Kepion and Power BI not only deliver specialist integrated planning and analytics capability, but also, and importantly, how they house and manage your data effectively.

Register now

Are you preparing a Business Case for budgeting and forecasting technology? This workbook walks you through the components of building a plan to support your initiative.

Download now