Skip to main content

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
Explore Capabilities

Benefits

Delivering Real-Time Insights 

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

See Capabilities

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.  

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
LEARN MORE

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
LEARN MORE

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
LEARN MORE

Get In Touch
We’re here to learn about your needs and help you curate the right solution. Drop us a line with your questions or feedback, and we'll be in touch soon. Need support? EpicCare is just a click away.

Fields with an * are required

Epicor values your privacy. Website terms and conditions.