Kepion vs. Stratws Comparison


Kepion	Stratws Siteware	+	+
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		Related Products ClickUp Every day your team loses hours bouncing between disconnected apps. The problem isn't your people. It's that your software was never built to work together. Bundling tools doesn't fix it. You need convergence. ClickUp is one platform where projects, docs, chat, goals, and AI share the same foundation so nothing gets lost. AI Agents handle busywork around the clock. Context is always intact. Your whole operation finally runs like it should. Tasks, 15+ views, automations, real-time docs, built-in chat, time tracking, whiteboards, goals with automatic rollups, and 1,000+ integrations. All connected. All in one place. Enterprise-ready: SOC 2 Type II, SSO/SAML, advanced permissions. Trusted by teams from startups to the Fortune 500. Stop patching a broken system. Get back the hours your team was never supposed to lose. Free Forever plan available. No credit card required. 19,572 Ratings Visit Website Banker's Dashboard Get anytime, anywhere access to your bank or credit union’s financial performance. Get insights into your bank or credit union’s financial performance from anywhere with secure, cloud-based access. Get margin components, branch performance, forecasts and more with point-and-click simplicity. Banker’s Dashboard and Credit Union dashboard integrate seamlessly with your core processor. Quick and easy setup, so you can start improving your bottom line right away. Automate reporting and eliminate errors, freeing you to focus on more value-added tasks. Quickly run and revise multiple forecast scenarios, so you can analyze variances and alternative strategies. Measure and compare branch performance. Institute best practices and hold each branch accountable for better results. 6 Ratings Visit Website Martus Martus Solutions is a purpose-built budgeting, reporting, and forecasting platform for nonprofit organizations and small to mid-sized businesses (SMBs). Say goodbye to cumbersome spreadsheets and streamline your financial planning. Our easy-to-use solution offers collaborative budgeting and flexible reporting features that can help your team make informed, mission-driven decisions. Martus empowers your team to budget efficiently, report seamlessly, and forecast with precision with access to real-time data, cashflow forecasting, personnel budgeting, and automated workflows. Full implementation takes about three weeks, but most users can begin working within the first hour of the kickoff call. With seamless ERP integration and an intuitive interface, Martus delivers powerful financial insights to help your organization grow while staying mission-focused. Join the more than 1,200+ organizations already benefiting from smarter financial management with Martus! 187 Ratings Visit Website Epicor Financials Epicor Financials is a cloud-native financial management solution that helps organizations streamline accounting processes, automate workflows, improve compliance, and gain real-time visibility into financial performance. Built on a modern cloud architecture, the platform combines core accounting, financial reporting, planning, analytics, governance, and AI capabilities within a unified ecosystem. Organizations can extend the core accounting solution through Epicor's broad ecosystem of business applications and ISV solutions. Designed exclusively for the cloud, Epicor Financials benefits from continuous innovation through regular upgrades and a modern CI/CD deployment approach, helping customers stay current without disruptive upgrades. The solution scales globally with support for multiple books, companies, sites, currencies, languages, and legal entities while maintaining centralized financial control. Visit Website Planview Portfolios Planview Portfolios is a Strategic Portfolio Management product that helps organizations translate strategy into results, managing investment trade-offs against capacity and financials, governing delivery against outcomes, and operating from a connected view of strategy, work, resources, and outcomes. Forward Planning • Scenario comparison against priorities, constraints, and dependencies, combining manually built scenarios with AI-generated options • Investment prioritization, capacity planning, and demand management • Program and product funding, roadmapping, and financial planning • Forecast versus actuals tracking Outcome-Led Governance • Connected objectives and key results across portfolio, program, and team levels • Strategic missions translated into specific investments • Program management, project planning, and resource management • Process automation, time reporting, and portfolio reporting and dashboards, with out-of-the-box reports and Power BI integration • A governance and visibility layer across delivery modes, giving a unified strategic view of work happening in other Planview products used for Lean-Agile and collaborative execution Contextual Intelligence • A Connected Work Graph mapping relationships between strategy, dependencies, work, resources, and outcomes • Planview Anvi, the AI built into Portfolios, which generates planning scenarios, surfaces status, risk, and sentiment signals for governance, and identifies patterns across the Connected Work Graph • Anvi available through in-app intelligence, Anvi Chat, and Anvi Home • Connections to systems of record across an organization's existing technology stack through Planview Hub Security and Deployment • SOC 2, ISO 27001, and ISO 27701 certification • Data encryption in storage, transit, and backups • Cloud-hosted or on-premise deployment options • Customer data is not used to train AI models and is not shared with other customers or third parties • Planview Anvi operates within the customer's own Planview environment rather than as an external service 200 Ratings Visit Website Budgyt Budgyt replaces Excel without the learning curve. No broken formulas. No circular references. No #REF error panic before board meetings. It's built on a true database, so your formulas never break and every number traces back to source. Import your chart of accounts and actuals directly from your accounting system. Click any variance to drill down to vendor-level detail instantly. Run rolling reforecasts every month without rebuilding everything from scratch. The interface feels familiar because it works like Excel. Except it actually works. API connections mean you're up and running in hours, not the months other platforms require. Built for multi-department organizations that need real collaboration without emailing spreadsheets around. 291 Ratings Visit Website TIMi The most efficient, sovereign & unified "on-premise" data platform available today. Think about the Azure data platform, but on steroids and 100% Sovereign. TIMi is an ethical solution: Zero Lock-In: We gain your trust through exceptional performance and service, not artificial vendor lock-in Fair price & No hidden fees & No price hikes TIMi is a leader in these fields: Data Preparation/ETL/BPA/BPM/ESB - automate the most complex tasks without code - Connect to everything: Sharepoint, SAP, Salesforce, Facebook, GAds, etc. BigData - 1 TIMi-server is faster than 267 Spark-servers - Process any volumetry at negligible infrastructure cost. Process billions of rows in a matter of seconds on a standard 2K€ server. - manage peta-byte Data Lakes AI/ML: We invented the 1st Auto-ML tool in 2007 TIMi is a horizontal solution used in any industry: Manufacturing, Telecoms, Banks, Supermarket chains, Defense, Gov. Also available in EU-hosted sovereign cloud. 68 Ratings Visit Website SKU Science SKU Science offers a quick and efficient solution for sales forecasting and performance tracking. Start your demand planning process in just two days! Designed by industry experts, it’s tailored for operations managers, S&OP managers, supply chain managers, and demand planners. Harness the power of 644 statistical combinations to create unique sales forecasts at any level. Customize your forecasting further with AI models trained on your specific dataset. Key performance indicators (KPIs) are automatically calculated and prioritized, ensuring your supply chain focuses on the most critical items for your business. Real-time operational dashboards update with every cycle, providing seamless activity tracking and enhanced decision-making. Thanks to its advanced features and user-friendly design, the platform is already trusted by numerous clients across industries such as manufacturing, food and beverage, healthcare, retail and e-commerce. 16 Ratings Visit Website Wrike Wrike’s powerful work management platform enables distributed teams to collaborate in real-time on complex projects. Our versatile, cloud-based software is trusted by top tech companies across the globe, including Siemens and Fitbit. Wrike’s award-winning features include cross-tagging, custom item types, dynamic request forms, and automated workflows. With our 400+ app integrations, you can streamline tasks and keep all your favorite tools in one place. Experience the power of voice commands and smart replies with our Work Intelligence™ software. We also offer pre-built templates designed for specific teams, helping you kick-start your sprint planning, manage Agile projects, assess risks, and adapt to unforeseen changes with ease. Worried about keeping your data secure in the cloud? No problem! Our enterprise-grade security boasts 99.9% uptime, as well as continuous data backup, user authentication, role-based access control, and data encryption. Start your free trial today. 7,635 Ratings Visit Website Planview ProjectAdvantage Planview ProjectAdvantage is a project and portfolio management product for mid-market organizations and early-stage to maturing PMOs. It centralizes projects, programs, resources, financials, and performance data in one platform, replacing spreadsheets and disconnected tools with structured workflows, real-time dashboards, and AI-powered planning. Project and Program Management • Gantt with drag-and-drop scheduling and role-adapted layouts • Project creation via templates, with Excel and MS Project import • Program roll-ups, sub-project hierarchy, dependency management • Phase-gate visibility and critical chain Portfolio and Resource Management • Idea and demand management with approval workflows and scoring models • Portfolio simulation, project ranking, and what-if scenario planning • Resource and capacity management, including request and commitment workflows • Budget and cost management with time-distributed costs and forecasting Adaptive Workflow • No-code, configurable workflows applied to any object in the platform • Waterfall, agile, hybrid, critical chain, and phase-gate methodologies supported side by side • Admins adapt workflows to organizational processes without IT support Collaboration and Reporting • Native Microsoft Teams integration for logging time, updating work items, and managing tasks • Self-service dashboards, native Power BI connector, and PowerPoint export • Risk, issue, and change tracking alongside document management AI Capabilities • AI-generated project plans, including work breakdown structure, phases, and dependencies, from a plain-language description • AI-assisted risk identification based on project data and historical patterns • AI-assisted resource matching based on availability, role fit, and cost • Conversational assistant in Teams for timesheet and work item updates Deployment • Typical implementation time of 8 to 12 weeks with no-code setup • Role-based permissions, single sign-on, and ISO 27001 and SOC 2 compliance • More than 500 organizations and 350,000 users across 100+ countries 121 Ratings Visit Website
About Plan your way with Kepion's CPM software. We are a cloud planning & analytics software company that caters to 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. We help connect organizations' teams under a single view of their business performance, so they can make intelligent financial and operational decisions. Kepion's global offices and partners deliver rapid solutions for mid-size and enterprise customers. We empower them with real-time analytics, what-if scenario modeling, and the ability to model complex scenarios and forecast continuously with built-in smart intelligence. Check out our website if you are looking for business budgeting software, demand planning software, supply chain planning software, or workforce planning software.	About Stratws, by Siteware, is an AI platform for strategic and performance management that gives leaders mastery over their own results. It brings objectives, KPIs, goals, projects, action plans and results review meetings into a single source, so every goal has an owner and a deadline and every deviation becomes a traceable action. More than 800 companies across more than 20 industries entrust their management to Stratws. The platform covers the main areas of management: strategy execution (BSC and OKR), goal and KPI cascading, people performance and development, variable compensation and profit sharing (PLR), continuous improvement, nonconformities and quality, project and portfolio management, and business transformation. The AI connector (MCP) takes Stratws into the AI tool a company already uses: users query, analyze and update their management data by conversation, and confirm before anything is saved. Siteware meets Brazil’s LGPD data protection law and the SOC 2 security stand
Platforms Supported Windows Supported Mac Supported Linux Not Supported Cloud Supported On-Premises Not Supported iPhone Supported iPad Supported Android Supported Chromebook Not Supported	Platforms Supported Windows Not Supported Mac Not Supported Linux Not Supported Cloud Supported On-Premises Not Supported iPhone Not Supported iPad Not Supported Android Not Supported Chromebook Not Supported
Audience Companies of all sizes in many industries	Audience Companies that need to collect and consolidate data in KPIs
Support Phone Support Supported 24/7 Live Support Supported Online Supported	Support Phone Support Supported 24/7 Live Support Not Supported Online Supported
API Offers API Not Supported	API Offers API Not Supported
Screenshots and Videos View more images or videos	Screenshots and Videos View more images or videos
Pricing No information available. Free Version Not Supported Free Trial Not Supported	Pricing No information available. Free Version Not Supported Free Trial Not Supported
Reviews/Ratings Overall 0.0 / 5 ease 0.0 / 5 features 0.0 / 5 design 0.0 / 5 support 0.0 / 5 This software hasn't been reviewed yet. Be the first to provide a review: Review this Software	Reviews/Ratings Overall 0.0 / 5 ease 0.0 / 5 features 0.0 / 5 design 0.0 / 5 support 0.0 / 5 This software hasn't been reviewed yet. Be the first to provide a review: Review this Software

Training Documentation Supported Webinars Supported Live Online Supported In Person Supported	Training Documentation Supported Webinars Supported Live Online Supported In Person Supported
Company Information Kepion Founded: 2009 United States www.kepion.com	Company Information Siteware Founded: 2000 Brazil www.siteware.com.br
Alternatives Sales Analysis & Forecasting Tool SAFIO Solutions	Alternatives Strategypoint
valQ Lumel Technologies Inc	Howwe Howwe Technologies
Workday Adaptive Planning Workday	Align Align Technologies
Pigment	Mereo
Prophix Prophix Software View All	MPOWR Envision mpowr View All
Categories Budgeting Supported Business Performance Management Supported Capital Project Management Supported Dashboard Supported Demand Planning Supported Financial Planning and Analysis (FP&A) Supported Financial Reporting Supported Reporting Supported Sales Forecasting Supported Sales Planning Supported Strategic Planning Supported Workflow Management Supported Workforce Management Supported Workforce Planning Supported	Categories Business Intelligence Supported Business Performance Management Supported Business Plan Supported CAPA Supported Change Management Supported Compensation Management Supported Dashboard Supported Data Analysis Supported Data Visualization Supported Data Warehouse Supported Decision Support Supported Employee Recognition Supported OKR Supported Performance Management Supported Project Planning Supported Strategic Planning Supported Succession Planning Supported Talent Management Supported
Business Performance Management Features Ad hoc Analysis Supported Ad Hoc Reports Supported Budgeting & Forecasting Supported Consolidation / Roll-Up Supported Dashboard Supported Key Performance Indicators Supported Predictive Analytics Supported Qualitative Analysis Supported Quantitative Analysis Supported Scorecarding Supported Strategic Planning Supported Dashboard Features Annotations Supported Data Source Integrations Supported Functions / Calculations Supported Interactive Supported KPIs Supported OLAP Supported Private Dashboards Supported Public Dashboards Supported Scorecards Supported Themes Supported Visual Analytics Supported Widgets Supported Strategic Planning Features Budgeting & Forecasting Supported Dashboard Supported Goal Setting / Tracking Supported Idea Management Supported KPIs Supported Modeling & Simulation Supported Roadmapping Supported Scenario Planning Supported Scorecards Supported Show More Features Budgeting Features "What If" Scenarios Supported Asset Planning Supported Balance Sheet Supported Capital Asset Planning Supported Cash Management Supported Consolidation / Roll-Up Supported Forecasting Supported General Ledger Supported Income Statements Supported Multi-Company Supported Multi-Department / Project Supported Profit / Loss Statement Supported Project Budgeting Supported Run Rate Tracking Supported Version Control Supported Demand Planning Features Capacity Planning Supported Data Visualization Supported Historical Reporting Supported Inventory Optimization Supported Planned vs Actual Tracking Supported Product Introduction Planning Supported Promotions Management Supported Replenishment Management Supported Sales Forecasting Supported Supply Forecasting Supported Financial Reporting Features "What If" Scenarios Supported Audit Trail Supported Balance Sheet Supported Cash Management Supported Consolidation / Roll-Up Supported Forecasting Supported General Ledger Supported Income Statements Supported Multi-Company Supported Multi-Department / Project Supported Profit / Loss Statement Supported Reporting Features Customizable Dashboard Supported Data Source Connectors Supported Drag & Drop Supported Drill Down Supported Email Reports Not Supported Financial Reports Supported Forecasting Supported Marketing Reports Supported OLAP Supported Report Export Supported Sales Reports Supported Scheduled / Automated Reports Supported Sales Forecasting Features Competitor Analysis Supported Correlation Analysis Supported Dashboard Supported Dynamic Modeling Supported Exception Reporting Supported Graphical Data Presentation Supported Modeling & Simulation Supported Performance Metrics Supported Sales Trend Analysis Supported Statistical Analysis Supported Workflow Management Features Access Controls/Permissions Supported Approval Process Control Supported Business Process Automation Supported Calendar Management Supported Compliance Tracking Supported Configurable Workflow Supported Customizable Dashboard Supported Document Management Supported Forms Management Supported Graphical Workflow Editor Supported Mobile Access Supported No-Code Not Supported Task Management Supported Third Party Integrations Supported Workflow Configuration Supported Workforce Management Features Budgeting & Forecasting Supported Contractor Management Supported Employee Lifecycle Management Supported Labor Projection Supported Performance Appraisal Supported Recruiting Management Supported Scheduling Supported Skills Tracking Supported Time & Attendance Supported Variable Workforce Supported	Business Performance Management Features Ad hoc Analysis Supported Ad Hoc Reports Supported Budgeting & Forecasting Supported Consolidation / Roll-Up Supported Dashboard Supported Key Performance Indicators Supported Predictive Analytics Not Supported Qualitative Analysis Supported Quantitative Analysis Supported Scorecarding Supported Strategic Planning Supported Dashboard Features Annotations Not Supported Data Source Integrations Supported Functions / Calculations Supported Interactive Not Supported KPIs Supported OLAP Not Supported Private Dashboards Supported Public Dashboards Not Supported Scorecards Supported Themes Not Supported Visual Analytics Supported Widgets Not Supported Strategic Planning Features Budgeting & Forecasting Not Supported Dashboard Supported Goal Setting / Tracking Supported Idea Management Not Supported KPIs Supported Modeling & Simulation Not Supported Roadmapping Not Supported Scenario Planning Not Supported Scorecards Supported Show More Features Business Intelligence Features Ad Hoc Reports Not Supported Benchmarking Supported Budgeting & Forecasting Not Supported Dashboard Supported Data Analysis Not Supported Key Performance Indicators Not Supported Natural Language Generation (NLG) Not Supported Performance Metrics Supported Predictive Analytics Not Supported Profitability Analysis Not Supported Strategic Planning Supported Trend / Problem Indicators Supported Visual Analytics Supported Business Plan Features Business Plan Templates Not Supported Collaboration Not Supported Dashboard Supported Financial Projections Supported Financial Templates Not Supported Fundraising Management Not Supported Investor Management Not Supported Pitch Presentation Not Supported Social Sharing Not Supported Step-by-Step Wizard Not Supported CAPA Features Audit Management Not Supported CAPA Planning Not Supported Change Management Not Supported Complaint Management Supported Incident Management Supported Nonconformance Tracking Supported Quality Control Supported Risk Management Supported Root Cause Analysis Supported Training Management Not Supported Change Management Features Approval Workflow Not Supported Audit Trail Not Supported Automated Notifications Not Supported Change Calendar Not Supported Change Planning Supported Compliance Management Not Supported Prioritization Supported Release Management Not Supported Task Management Supported Tracking & Reporting Not Supported Training Management Not Supported Compensation Management Features Bonus Management Supported Compensation Assessment Not Supported Compensation Calculation Not Supported Compensation Plan Modeling Supported Compensation Statements Not Supported Employee Reward Programs Not Supported Incentive Programs Not Supported Organizational Charting Supported Salary Planning Not Supported Data Analysis Features Data Discovery Not Supported Data Visualization Supported High Volume Processing Not Supported Predictive Analytics Not Supported Regression Analysis Not Supported Sentiment Analysis Not Supported Statistical Modeling Not Supported Text Analytics Not Supported Data Visualization Features Analytics Supported Content Management Not Supported Dashboard Creation Supported Filtered Views Supported OLAP Not Supported Relational Display Not Supported Simulation Models Not Supported Visual Discovery Not Supported Data Warehouse Features Ad hoc Query Not Supported Analytics Supported Data Integration Supported Data Migration Supported Data Quality Control Not Supported ETL - Extract / Transfer / Load Supported In-Memory Processing Not Supported Match & Merge Not Supported Decision Support Features Application Development Not Supported Budgeting & Forecasting Supported Data Analysis Supported Decision Tree Analysis Supported Monte Carlo Simulation Not Supported Performance Metrics Supported Rules-Based Workflow Not Supported Sensitivity Analysis Not Supported Thematic Mapping Not Supported Version Control Not Supported Employee Recognition Features eCards Not Supported Goals Supported Leaderboards / Activity Tracking Not Supported Manager-to-Peer Recognition Not Supported Mention Management Not Supported Nominations Not Supported Peer-to-Peer Recognition Not Supported Performance Management Supported Rewards Catalog Not Supported Rewards Points Supported Social Recognition Not Supported OKR Features Benchmarking Not Supported Feedback Management Not Supported Goal Management Supported KPIs Supported Prioritization Not Supported Progress Tracking Supported Strategic Planning Supported Performance Management Features 360 Degree Feedback Not Supported Compensation Management Not Supported Custom Rating Scales Supported Customizable Templates Not Supported Individual Development Plans Supported On-going Performance Tracking Supported Peer Appraisals Supported Review Cycle Tracking Supported Self Service Portal Not Supported Self-Appraisals Supported Skills Assessments Not Supported Weighted Performance Measures Supported Project Planning Features Agile Methodologies Not Supported Budget Management Supported Collaboration Tools Not Supported Due Date Tracking Supported Gantt Charts Not Supported Kanban Board Not Supported Prioritization Not Supported Progress Tracking Supported Resource Management Supported Task Management Supported Template Management Not Supported Traditional Methodologies Supported Succession Planning Features "What If" Scenarios Not Supported 360 Degree Feedback Not Supported Career Development Not Supported Competency Scale Not Supported Employee Profile Supported Goal Management Supported Organizational Charting Supported Performance Management Supported Recruiting Management Not Supported Succession Management Not Supported Talent Management Features Career Development Planning Not Supported Compensation Management Not Supported Competency Management Supported Employee Lifecycle Management Not Supported Goal Setting / Tracking Supported Job Description Management Not Supported Onboarding Not Supported Performance Appraisal Not Supported Recruiting Management Not Supported Succession Planning Not Supported Training Management Not Supported
Integrations Microsoft 365 Supported Microsoft Azure Supported Microsoft Excel Supported Microsoft Power BI Supported SAP Business One Supported Sage Intacct Supported Salesforce Supported View All 7 Integrations	Integrations Microsoft 365 Not Supported Microsoft Azure Not Supported Microsoft Excel Not Supported Microsoft Power BI Not Supported SAP Business One Not Supported Sage Intacct Not Supported Salesforce Not Supported
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