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What is Epicor FP&A?

The Value of an Agile, Flexible FP&A Solution

Businesses face a myriad of challenges today: inflation, attrition, and low productivity. Epicor FP&A is a cloud solution that empowers you with a new structure of working—improving your financial reporting processes, enhancing your operations, and helping you adapt to a dynamic environment. With the CFO holding the reins, bolstered by cutting-edge machine learning technology, you can help ensure your business is ready to:

  • Quickly generate reports and ensure you comply with internal and external reporting standards
  • Accurately predict future revenues, profits, and cash flow
  • Make goal-oriented and driver-based plans, while modeling complex financial and operational what-if scenarios 
  • Discover which products, customers, and segments of the business are more profitable 
  • Consolidate reports with ease across entities so you can compare performance
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Benefits

Delivering Real-Time Insights 

Streamlines your processes so you can access insights quickly while supporting effective decision-making across your organization. 

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Reducing Cycle Times

Reduce your budget cycle time by over 50% allowing you to deliver faster data and clearer insights across functions. The machine learning capabilities in Epicor FP&A ensures you have a quick and excellent starting point in your budgeting and forecasting process with numbers you can stand behind.

Increasing Savings and Improving Productivity

Re-engineer reporting and budgeting processes so your teams can increase efficiency and boost productivity, strengthening your bottom line.  

Epicor is honored to be recognized as a Leader in the 2024 Gartner® Magic Quadrant™ for Cloud ERP for Product-Centric Enterprises, for two years running.

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Capabilities

Epicor FP&A As A Unified FP&A Solution

In addition to being a comprehensive reporting and consolidation tool, Epicor FP&A stands out as a robust and complete Financial Planning & Analysis solution. It caters to a wide range of business needs, from the simplest to the most complex, offering four distinct packages.

With a single, unified solution that is both user-friendly and easy to maintain, Epicor FP&A provides a cost-effective and scalable option that evolves alongside your business, whether in terms of headcount, revenue, or process complexity.

  • Unified Solution for Reporting, Budgeting, Planning, Consolidation
  • One tool that is easy to use and maintain
  • Direct Integration with your ERP system whether deployed in the cloud or on-premises
  • Cost efficient, Complete, and Effective Scalable Solution
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Epicor FP&A For Reporting & Consolidation

Epicor FP&A is a reporting and consolidation solution that balances depth, sophistication, and ease of use. It serves as a complete and comprehensive reporting and analytics tool, coupled with a robust consolidation engine. This solution offers flexibility and customization to meet your unique business needs, all while being ready to use out of the box.

  • Out-of-the-box reports and budget templates
  • Easy reports creation from scratch
  • Support for Financial and Non-financial data
  • Direct GL integration with Excel import functionality
  • Flexible and customizable Charts of Accounts Set up
  • Powerful Report Drill capabilities
  • Business rules for sophisticated calculations
  • Report subscription, sharing, and distribution options
  • Web and Excel User Interfaces
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Epicor FP&A for Budgeting & Planning

Epicor FP&A champions effective budgeting and planning practices designed to minimize errors and inconsistencies. By engaging front-line managers, it leverages their unique departmental insights to collaborate with the finance department, seamlessly blending top-down guidelines with bottom-up knowledge.

Epicor FP&A can significantly reduce your budget cycle time by automating specific tasks:

  • Streamlined Budgeting Workflow: Enjoy a streamlined process with approval hierarchy clearly defining tasks and persons responsible
  • Budget Worksheets/Input Sheets: Out-of-the box with smart features that simplify inputs and adjustments
  • Machine Learning in FP&A: generate your budget, plan, or forecast using the built-in ML models in the system
  • Business Rules Engine: Automate complex calculations with ease
  • Live and Rolling Forecasts: Make resource decisions as close to real-time as possible
  • Unlimited What-If Analysis: Model different scenarios effortlessly
  • Team Collaboration: Enjoy features that make team collaboration across locations easier
  • Uncompromising Security: Protect your data integrity
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Epicor FP&A offers user-friendly, role-based access management and it enforces efficient budget workflows for streamlined operations. It standardizes data and processes while allowing customization of business rules to fit unique requirements. The system automates financial tasks, embeds internal controls, and includes prepackaged finance logic for an out-of-the-box experience. Additionally, it features robust ERP-FP&A integration

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