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Epicor Financials

Epicor Financials

Smart, Automated, and Compliant Financials

Transform your financial management with Epicor Financials. Move to a user-friendly, cloud-based system that's secure, flexible, and unified to boost your business performance.

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Overview

Recognition

Benefits

Capabilities

Powerful Add-Ons

Resources

Global Financial Management

A strong financial management system is the backbone of a thriving business. At the heart of our solution is Epicor Financials. This cloud-based platform not only streamlines your finance and accounting processes but also offers real-time visibility into your company's financial health. With Epicor Financials, you can extend its functionality with various add-ons to enhance your day-to-day operations further and drive business success.

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Trusted by Over 4,500 Businesses Worldwide

Benefits

Turn your Data into Insights and Insights into Action

Empower your organization to turn raw financial data into valuable insights through automated accounting processes, automated data aggregation and consolidation, accurate reporting, goal-oriented budgeting, forecasting, and real-time KPI monitoring.

Improve Your Operational Efficiency

Automate routine processes, reduce manual effort, and minimize errors to accelerate month-end and year-end closings. Maintain a healthy cash flow, efficiently allocate resources, and mitigate risks to help your business navigate the changing landscape and maintain financial stability.

Learn More About Measuring Efficiency

Embrace the Mobility and Accessibility of the Cloud

Transform your operations, enhance your real-time visibility, and stay competitive by embracing all the benefits of a cloud-based financial management solution.

Learn How We Can Support Your Cloud Strategy

Capabilities

At its heart, Epicor Financials Core includes fundamental capabilities such as General Ledger, Financial Accounting, including Accounts Payable, and Accounts Receivable. Unlock Epicor Financials’ maximum potential by augmenting the core with capabilities that align with your specific needs. Whether you seek additional features, seamless integrations, specialized reporting, or customized workflows, Epicor Financials ensures streamlined operations, real-time insights, enhanced productivity, and global and sustainable scalability.

Learn More About Financials Core

Financial Excellence with Epicor

Capture Transactions
Seamlessly record every financial move, from sales to expenses. Our intuitive interface ensures accuracy and efficiency, allowing you to focus on strategic decision-making.

Master the General Ledger (GL)
Imagine a central hub where debits and credits harmonize effortlessly. The General Ledger serves as your financial compass, guiding you through the complexities of financial management.

Close with Confidence
As the accounting period draws to a close, Epicor provides a systematic process that eliminates last-minute chaos. Say goodbye to rushed reconciliations and incomplete records.

Powerful Reporting
Generate income statements, balance sheets, and cash flow insights. Armed with data-driven reports, you’ll make informed decisions that drive growth.

Navigating Regulatory Waters

Automate all sales and use tax functions
Simplify the entire process from rate research and maintenance to reporting and returns.

Eliminate Complexity
Managing taxes across multiple jurisdictions can be complex. Epicor Financials eliminates this complexity, ensuring accurate tax management and compliance.

User-Friendly Interface
Navigate tax-related tasks effortlessly within Epicor Financials’ easy, intuitive interface.

Detailed Reporting
Access robust, dynamic reports with transaction details down to line-item tax information. Stay informed and make data-driven decisions.

Unlock Financial Intelligence with Epicor BI

Real-Time Insights
Get access to instant and accurate financial insights to make informed and impactful decisions.

Operational Efficiency
Streamlined processes reduce manual effort. Optimize your financial performance using no-code dashboards and comprehensive KPI reports.

Granular Analysis
Fine-tune financial strategy by drilling down into details and uncovering performance trends and anomalies.

Strategic Partnerships
Align financial goals seamlessly with operational objectives and allow financial leaders to collaborate effectively.

Adaptability and Growth
Scale your solution and ensure long-term financial viability through Epicor BI that adapts to evolving business needs.

Elevate Your Financial Strategy

Create Quick and Accurate Reports
Generate financial statements, budgets, plans, and forecasts, whether in the cloud or Excel.

Predict Future Revenues and Profits
Leverage cutting-edge machine learning for precise predictions.

Streamline Processes
Reduce budget cycle time by over 50% and boost productivity.

Monitor KPIs
Use the no-code dashboard to track critical indicators.

Enhance Decision-Making
From financial reporting to operational insights, Epicor FP&A brings financial and operational data together for improved decision-making.

Get a Holistic View of the Business

Comprehensive Financial Health
Reveal and compare performance and challenges across all subsidiaries.

Empowering Decision-Making
Drive investments, expansion, and resource allocation through informed choices.

Regulatory Confidence
Ensure compliance with accounting standards like IFRS and GAAP to drive trust and confidence.

Strategic Tax Optimization
Manage tax liabilities across subsidiaries through effective tax management.

Investor Trust
Draw in investment by maintaining utmost honesty in your financial reporting.

Governance, Risk, and Compliance

Chinese female entrepreneur reading a text message on smart phone while working in the office.

From data integrity to seamless workflows, we empower businesses with:

Consolidated Financial Insights
Gain quick visibility into transactional details.

Transparent Processes
Enhance decision-making through effective governance.

Risk Mitigation
Securely automate and eliminate risks promptly.

Efficient Compliance
Align with industry standards using integrated solutions.

Global Trade Support
Navigate cross-border regulations seamlessly.

Sustainability Benefits
Focus on ESG throughout the supply chain.

AI in Finance

Learn how AI and ML transform financial and operational data and enhance the finance and accounting landscape:

Unlocking Valuable Insights
Uncover complex patterns and trends by leveraging AI in finance.

AI and ML Integration
Utilize AI and ML to deliver reliable budgets, plans, and forecasts helping stakeholders avoid tedious work.

Improved Forecasting Accuracy
Enhance forecasting accuracy by analyzing and monitoring historical data patterns.

Anomaly Detection
Flag anomalies and discrepancies in real-time.

Watch Epicor Financials in Action!

This 5-minute product tour video gives a quick insight into the major capabilities of Epicor Financials. Explore the UI and see how easy it is to navigate across the core financials and add-on solutions.

Powerful Add-Ons

Asset Management

Effectively manage fixed assets with multiple transaction types, calculate financial depreciation with ease, and achieve transparency over CAPEX investments.

Automation Through Integration

Empower extended teams to create integrations faster with access to 1000+ services. Streamline operations and maximize productivity with automated and customizable workflows.

Business Intelligence

Turn data into actionable insights, track trends, and drive strategic decisions through tools that can integrate, transform, and visualize.

Collection Automation

Improve AR efficiency and timely collections by allowing automatic assignment of accounts, task prioritization for collectors, and automated reminders.

Credit Card Payments

Epicor is an authorized payment processor, helping businesses to simplify credit card payments and cut costs, with a service exclusively available to Epicor customers.

Digital Commerce

Grow sales rapidly and provide a full shopping experience to meet customer demands and accelerate online growth.

Document Management

Simplify document management and enhance business processes with a solution that can capture, store, and manage documents while streamlining the process.

Financial Planning and Analysis

Empower the business with real-time insights, reduced cycle times, and increased savings while improving productivity through tools that allow report, budget, and forecast creation in Excel and web browsers with Epicor FP&A.

Global Business Management

Expand your business into new regions and countries, get access to new markets, and increase your profit. Stay compliant and make financial accounting steady in the ever-changing global legal requirements.

Instant Messaging

Maximize efficiency in your organization by using a dynamic messaging platform designed to improve inter-departmental communication and teamwork in Epicor Financials.

Point of Sale (POS)

Enhance the sales experience by streamlining counter sales transactions for a more efficient counter sales and warehouse-focused efficiency.

Project Management

Manage projects efficiently by integrating GL/AP/AR, orders, contracts, and payroll. Enjoy complementary mobile apps for time and expense management, and ensure an organized approach with Work Breakdown Structures (WBS).

Project Management by Precise

Gain detailed visibility and control over project costs for informed decision-making, enabling precise tracking and management of expenditures with Epicor Advanced Project Management (APM).

Requisition Management

Streamline the entire requisition process to reduce purchasing costs and improve visibility.

Service Management

Organize field service tasks and improve asset performance by streamlining asset maintenance through smart case management utilizing a systematic approach for service contracts, equipment, and warranties while keeping long-term customer relations in mind.

Tax Compliance by Avalara

Streamline tax compliance, automate tax-exempt certificates, reduce operational distractions, and ensure accurate tax management.

Web-based Financial Dashboards

Visualize real-time data and drill down to transactions in a web-based environment. Enjoy easy financial statement generation and budget planning in a workflow-driven approval process.

Time and Expense Management

Report costs and time spent with our complimentary mobile apps on the go. A must-have tool for remote or on-site workers!

Customizable Active Home Screen

With Epicor Data Discovery (EDD) you can personalize and customize your home page with live charts, tables, KPIs, external data, and application icons just like a dashboard, meeting your everyday business needs.

Customize Your Application Screens

Get a more streamlined look and feel with Application Studio and turn your application program screens into an easy-to-use interface. Add or change business logic with Business Process Management (BPM).

Electronic Reports

Get data out of your ERP and send it to auditors, investors, advisory companies or to any third parties. Generate XML or other file formats, small or large, frequent transaction-based or annual audit files.

Integrated Business Planning

Unlock your business’s full potential with Epicor’s advanced planning capabilities across all functions.

Multi-Site Management

Optimize Financial Control with Multi-Site Management.

Tax Compliance by Sovos

Automate sales and use tax determination, tax exemption certificate management, and tax filing. Reduce audit risk and scale with confidence.

ADP Workforce Now®

From payroll and HR to talent, benefits, and beyond, ADP Workforce Now’s flexible suite adapts to the way you work. The seamless integration with Epicor Financials is designed to streamline workforce management processes, help enhance operational efficiency, and drive business growth.

IDC CFO Study

Economic challenges and industry shifts are forcing businesses to adapt strategies, emphasizing the critical role of effective financial management.

However, according to a recent IDC study, companies still grapple with challenges related to limited data access and insufficient collaboration between departments. 

Download the Report

Flexibility for Your Changing Business

Are you considering a 2-tier ERP strategy to optimize operations across different regions or subsidiaries? This approach helps you streamline processes while maintaining control at the corporate level. Epicor Financials is built to support this strategy with features focused on scalability, ease of use, and efficient integration.

Epicor Financials for Auditors

We recognize that data is the new currency of business. Accuracy, efficiency, transparency, risk management, and sustainability are vital factors when assessing an organization’s health.

If you’re an auditor or advisor seeking a dependable financial management platform to recommend to your clients, explore Epicor Financials – a cloud-based, AI-driven solution that empowers companies with complete, accurate, and real-time baseline information, laying the groundwork for proactive decision-making.

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Let's Talk

Thousands of enterprises rely on Epicor software to help them grow and scale. Bring us your questions. Tell us what's working and what's not. We'll work with you to curate the right solution for your business.