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Achieve new levels of business insight

Epicor Data Analytics (EDA), powered by Phocas, is an easy-to-use cloud service with powerful tools to help you reduce costs, identify new opportunities, and speed decision-making.

  • Stay up-to-date with the daily changes of your business
  • Eliminate time-consuming and error-prone manual reporting processes
  • Visualize data across all of your business systems from production to sales
  • Prepare financial statements and deliver accurate revenue forecasts

Financial Statements

Modern Reporting For Data Efficiencies

Get the most out of your ERP data and preserve its integrity with EDA Financial Statements: cloud-based reporting, analysis and visualization. Epicor specifically designed the interface for faster consolidation, seamless exporting, and user customization.

  • Customize financial statements for managers and stakeholders
  • Configure statement data to specific users and proactively manage KPIs
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Budgeting and Forecasting

Cloud Capabilities For Anytime Budgeting

This is how you track and manage budgets on your time, your way. EDA Budgeting and Forecasting combines a workflow-driven approach with cloud capabilities so teams can work together to build, submit, revise and approve budgets.

  • Re-forecast or prepare rolling forecasts with interactive capabilities
  • Access non-financial data in Kinetic (new name for Epicor ERP) and other databases with flexible spreadsheet functions
Download Fact Sheet


Works with any ERP system. Optimized for:  KineticProphet 21 Vision