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Why Kiplot

Built for the future of enterprise organizations

Kiplot is the strategic portfolio management platform for the AI era, bringing together financial planning, delivery governance, capacity management, and execution into one integrated system.

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Customer Story

Kiplot powers enterprise transformation

From the 30,000-foot view to the detail that determines success.

Kiplot gives us a 30,000-foot view but also lets us move away from manual processes and dive instantly into the details. We used to spend weeks preparing PowerPoint decks just to report progress. Now, it’s live, always on, and actionable.

Anthony Burrows, Head of Digital Transformation and EPMO at Rakbank
Anthony Burrows · Rakbank
Head of Digital Transformation and EPMO
3×
Profits tripled in three years
98%
Digital transaction volume
Rakbank featured in Fintech Strategy magazine As featured in Fintech Strategy
Why organizations switch

Built for outcomes, not overhead

Six reasons enterprise teams move to Kiplot, and stay.

01

AI is the architecture, not an add-on

Agents, automation, and intelligence are part of the core platform, not a separate SKU or a roadmap promise. Every workflow in Kiplot is AI-augmented from day one.

02

Live in weeks, not months

No external consultants. No multi-quarter transformation programme. Kiplot configures around your operating model in weeks, so the cost of adoption never exceeds the value it delivers.

03

No-code, enterprise-grade configuration

Adapt Kiplot to your hierarchy, your governance, your operating model, without writing a line of code or queueing behind a vendor change request. Your administrators stay in control.

04

The orchestration layer for delivery and finance

Strategic intent flows from the boardroom into Jira. Spend, capacity, and benefits flow back. Kiplot connects what gets decided with what gets done, and what it actually costs.

05

Reporting that’s steering-committee-ready

The view your CFO wants. The detail your portfolio leads need. The audit trail your risk team requires. Out of the box, no PowerPoint exports or custom BI projects.

06

An interface your people will actually use

Adoption is the single biggest predictor of portfolio software ROI. Kiplot is designed so the team you most need to engage, busy delivery leads, picks it up in a single session.

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How Kiplot Compares
Agentic AI for portfolio decisionsAI agents that proactively surface risks, recommend reprioritisation, and keep portfolio decisions aligned to strategy — eliminating administration for project managers so they can focus on value creation and delivery.
AI-native platformArchitected with AI at the core. Intelligence is woven into the data model and workflows.
Bring your own LLM (data sovereignty)Use Kiplot's built-in LLM out of the box, or connect your own — Azure OpenAI in your tenant, AWS Bedrock, a private model, or your enterprise-wide AI platform. Your data never leaves your control.
Purpose-built for finance & deliveryOne platform serving the CFO's investment view and the PMO's delivery view from the same data. No reconciliation between finance and delivery systems.
What-if scenario modellingModel the impact of reprioritisation, budget cuts, or capacity shifts across the portfolio before committing to the change.
Hybrid portfolios (waterfall & agile)Manage waterfall, agile, and hybrid initiatives side-by-side in a single portfolio without forcing teams into one methodology.
Resource & capacity planningAllocation workflows and capacity planning at team, skill, role, and individual level. Supports project-led capacity planning (waterfall) as well as team-led (agile).
Workflow & approvalsConfigurable approval flows, stage gates, and governance checkpoints across intake, business case, funding, and delivery.
Enterprise accountingForecast, budget, accrual, CapEx, and depreciation — modelled across the portfolio with the depth an enterprise finance function expects.
Board-ready reporting out of the boxExecutive dashboards and board reports configured on day one — no 3-month Power BI engagement, no external consultants.
Live in weeks, not monthsTypical Kiplot implementations go live in weeks. Incumbent SPM rollouts typically take 6–18 months, requiring heavy support from systems integrators and consulting firms.
No-code, bi-directional Jira / ADO integrationTwo-way sync with Jira and Azure DevOps, configurable in minutes through the UI — no custom code, no separate connector licence, no systems integrator.
Customer Story

£100M in cost savings: TSB’s transformation story

Initial investment returned in less than 12 months.

We adopted Kiplot’s agile portfolio management platform and integrated it with our delivery tools (Jira) and finance systems (SAP). Kiplot has been a key enabler to our agile transformation agenda, driving efficiency, productivity and speed. We returned our initial investment in less than 1 year.

Samil Salim, Head of EPMO at TSB Bank
Samil Salim · TSB Bank
Head of EPMO
24%
ROI increase per initiative
10,000+
Hours saved in manual processing
TSB Bank transformation story Read the full TSB story

Transformation fails when your tools fight you.

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Knowledge Center

Resources to drive your transformation

Insights, frameworks, and analysis from the Kiplot knowledge center.

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FAQs

Common questions about Kiplot

What sets Kiplot apart from other portfolio management solutions?

Kiplot combines execution, governance, and strategic alignment in one platform, with AI built into the core and without the technical debt of legacy tools. It’s built for financial services organizations, supporting investment cases, CapEx, OpEx, regulatory auditability, and steering-committee reporting out of the box.

Unlike rigid legacy systems or generic tools retrofitted for portfolio management, Kiplot delivers enterprise control without sacrificing adaptability. No restructuring, no vendor dependency, no training overhead. Just a responsive, intuitive platform that evolves with your organization.

Who is Kiplot for?

Kiplot is built for enterprise organizations in financial services and technology that demand control, visibility, and adaptability across complex portfolios. It connects decision-makers setting strategic direction with delivery leaders executing change, eliminating the disconnect between planning and execution.

From C-suite executives to PMO leaders, Kiplot equips every layer of the organization with the insight and flexibility needed to prioritise investments, govern outcomes, and deliver sustained portfolio value.

Why does Strategic Portfolio Management matter for financial services organizations?

In regulated, capital-intensive environments, portfolio decisions carry material risk. Strategic Portfolio Management gives financial services organizations the control and insight to allocate capital effectively, govern investments with precision, and adapt delivery to market shifts.

Kiplot delivers the infrastructure for this discipline, unifying financial controls, delivery execution, and real-time portfolio visibility into a single AI-powered platform. That’s how institutions like TSB Bank saved £100M and increased portfolio ROI by 25%.

How does Kiplot support enterprise transformation at scale?

Kiplot enables enterprise transformation to operate above the constraints of fixed planning cycles. Whether operating within annual funding models or adopting rolling planning, leaders can reallocate investments, adjust delivery, and manage change in real time, without breaking governance.

By connecting strategic intent with live portfolio data and delivery systems, Kiplot equips organizations to steer transformation continuously, with full control and auditability intact.

What business processes does Kiplot support?

Kiplot supports the entire portfolio lifecycle, from strategic planning and investment governance to delivery oversight and transformation tracking. It brings control, visibility, and adaptability to critical enterprise processes:

  • Strategic Investment Planning: prioritise initiatives against business objectives, funding limits, and regulatory obligations.
  • Financial Governance and Control: track CapEx and OpEx, manage budgets across change and run, and reallocate funding with audit-ready transparency.
  • Portfolio Governance: structure approvals, manage risk, and enforce policy without slowing delivery.
  • Capacity and Resource Management: align delivery to strategy, resolve constraints, and model resource impact across portfolios.
  • Scenario Modeling and Replanning: stress-test plans, model trade-offs, and adjust delivery without fragmentation.
  • Delivery Integration and Tracking: link strategic plans to execution systems like Jira and ADO for real-time oversight.
  • Transformation Oversight: monitor strategic initiatives, track portfolio performance, and report value to leadership.

Kiplot enables organizations to govern change with financial precision, without losing speed or control.

Which other systems does Kiplot integrate with?

Kiplot connects with delivery, finance, analytics, and CRM platforms used across complex enterprise environments. This includes Jira, Azure DevOps, GitLab, and Microsoft Project; ERP systems like SAP, Oracle, and Abacus; analytics platforms such as Power BI and Tableau; and CRMs like Salesforce.

Our integration library evolves with customer needs. If you’re looking to connect a specific system, get in touch.

Is Kiplot designed to replace Jira or Azure DevOps?

In most cases, no. Tools like Jira and Azure DevOps are powerful delivery and execution platforms that teams rely on to manage day-to-day work. Kiplot is not designed to replace them. It’s designed to wrap around them.

Kiplot provides the Strategic Portfolio Management layer that integrates with your existing delivery tools to give your organization a single, consolidated view across initiatives. This enables you to orchestrate portfolios, align delivery with strategic objectives, plan and manage financials, resolve resource constraints, and track progress without disrupting how delivery teams work.

Is Kiplot designed to manage traditional / waterfall projects as well as agile initiatives?

Absolutely. This is one of Kiplot’s key differentiators.

Most modern enterprises run a mix of traditional, waterfall-style projects and agile initiatives, often side by side as part of a broader transformation. Kiplot is uniquely designed to support both, offering a flexible framework and powerful underlying technology that enables unified governance, visibility, and control across all types of work.

Rather than forcing agile and traditional delivery into the same mould, Kiplot respects their differences while giving you a consistent view of progress, risk, financials, and resourcing, all in one place.

Capabilities

Explore more Kiplot features

A complete AI-powered platform for strategy, delivery, finance, and intelligence, built on a single source of portfolio truth.

Portfolio Planning

Plan, execute and track your way to strategic success

Financial Control

Forecast, budget, track and maximize financial return on investment

Reporting & Analytics

Empower leaders with insight to steer strategy and performance

Artificial Intelligence

Automate complexity, accelerate outcomes, and scale smarter decisions

Technology & Integration

The cutting edge technology that underpins Kiplot