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Why Switch to Epicor Financials?

Epicor Financials is the flagship, cloud-based financial management solution owned and developed by Epicor. Built on decades of industry and finance software expertise, it delivers a deep, function-rich experience that immediately addresses the limitations increasingly faced by growing businesses using systems like QuickBooks. Its core benefits include:

  • Seamless Integration: Purpose-built to work effortlessly with Propello, ensuring unified financial operations and eliminating manual data entry.
  • Scalability and Flexibility: Designed for growth, it allows you to easily add new modules and supports complex multi-entity and multi-book management.
  • Lower Total Cost of Ownership (TCO): Reduce IT overhead and risk with a secure, cross-platform cloud solution, maximizing your long-term investment.
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Financials Core

Financials Core is the foundation of Epicor Financials—a fast, flexible, modern accounting and reporting system. It automates and integrates daily operations to support business growth. From invoices to payments, gain full control and visibility of your financial processes.

Powerful Add-Ons

The following are optional add-on modules, completing your Epicor Financials suite as your company grows:

Epicor ECM

Epicor ECM is a fully digitized repository with business automation that eliminates the waste and double handling associated with paper, poorly maintained online folders, and never-ending email threads. Epicor ECM empowers your team to capture, store, and manage any document or file from any location on any device. The AP Automation feature in ECM allows companies to process, recognize, and book incoming invoices automatically.
Multi-Book and Multi-Company Management

Epicor Financials’ Multi-Site Management module helps organizations with multiple locations gain unified financial control by managing intercompany activity and setting up distinct legal entities. Each site can run in the cloud or on-premises, offering flexibility and regional fit. The system supports scaling across servers, databases, and countries, enabling a seamless global business experience.

Multi-Site General Ledger

This optional module lets you separate transactions by site within a company, ensuring users only access data relevant to their location, while corporate users retain full GL access. It supports activities like invoices, payments, AP, GL entries, reports, and more. You can run multiple sites independently using the same Chart of Accounts within one legal entity.
Multi-Currency Management

Running a business in an international setting requires  oversight of commercial transactions in multiple currencies. With tools like the Multi-Company Management Module in Epicor Financials, you can manage daily currency exchange rates, purchases, and sales transactions in different currencies; run a periodic currency revaluation; or have a booking currency and reporting currencies in different books in different companies.

Epicor Data Discovery (EDD)

Epicor Data Discovery (EDD) Base provides customizable dashboards and dynamic reports, enabling users to track key business indicators, drill into live data, and get built-in analytics that drive actionable insights directly from their financial system.
Epicor Grow BI

Epicor Grow BI delivers advanced business intelligence, offering deeper analysis and visualization tools that empower organizations to make data-driven decisions and uncover trends across all financial and operational data.
Asset Management

Epicor Asset Management typically enables tracking, depreciation, and lifecycle management of company assets, ensuring accurate financial reporting and compliance with accounting standards.
External Payroll Integration

You can easily connect your ERP to any external, third-party payroll provider whenever you like, receiving the periodic GL journal transactions through a manual file upload.

ADP Workforce Now

With the Epicor ADP Payroll Integration, you have the ability to set up employee pay groups, calculate and edit payable hours, and produce a file pre-formatted and ready for submission to ADP. Then, you can book the GL journal transactions accordingly. For now, the integration only supports the manual file upload.
Cash Management, Petty Cash

Cash Management and Petty Cash modules streamline the handling of daily cash transactions, monitor balances, and automate reconciliations, helping businesses maintain control and visibility over their cash flow.

Payment Instruments and Deferred Revenue Accounting

Epicor Financials streamlines and secures your payment and revenue processes by supporting electronic and check payments, Positive Pay fraud prevention, and MICR check printing. It also automates deferred revenue recognition, lockbox processing for incoming payments, and ACH or direct deposit for accounts payable; this ensures compliance, reduces risk, and improves financial accuracy.

Country Specific Functionality (CSF) and Language Support

Epicor Financials offers country-specific features and multi-language support, so your business stays incompliance with local regulations while enhancing global operations with seamless localization and regional customization.

Migration Path for Propello Customers

Transition seamlessly from QuickBooks to Epicor Financials for enhanced scalability, automation, and integration. Migration tools and services are available for a smooth transition.

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Key Benefits

  • Flexible: Supports both on-premises and cloud-deployed systems
  • Modern Cloud Platform: Enterprise-grade security and reliability
  • Seamless Migration: Tools and services designed for a smooth transition from QuickBooks
  • Scalable: Add new modules as needed and add new sites or companies as your business grows
  • Compliance and Global Readiness: Support for global standards and multi-entity operations
  • Lower Total Cost of Ownership: Reduced IT overhead and risk mitigation

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The Technical Advantage You Get with Epicor Financials

Epicor Financials Core includes key features like Azure cloud options, dashboards, printing, and data tools—no extra cost. Essentials and Plus packages offer robust financial management with low TCO for retail.

Epicor Data Discovery (EDD)

Epicor Data Discovery (EDD) powers the customizable home page in Epicor Financials, where users can tailor the application's start screen to their own needs. You can track key business indicators that matter to your daily business, use dynamic reports, view live charts and BAQs, drill down into data, or start an application program.

Enterprise Search

Enterprise Search brings the Internet search experience to Epicor Financials. It provides embedded search capabilities through tag clouds of Epicor structured data that span all Epicor Financials applications built upon it. It can also extend beyond enterprise data to unstructured data like Word documents, all in a secure manner.

Epicor Learning

Epicor Learning is a complete training experience, a mapped and planned program that includes hands-on exercises and much more. The Epicor Learning license will give you full access to the Epicor Learning Center with a broad catalog of video-based courses and hands-on exercises, role-based learning paths, and the tools to quickly manage your entire training program.

Business Activity Query (BAQ)

With a user-friendly, easy-to-learn query editor, you can create and share live data queries and speed up reviewing transactions. You can also get access to data at your fingertips, helping your team stay more agile, actionable, and responsive.

Business Process Management (BPM)

Business Process Management (BPM) is all about identifying and improving processes to help your business stay efficient, disciplined, and better able to adapt to change. Epicor incorporates the BPM technology, enabling organizations to automate and streamline business processes for continuous improvement.

Epicor Functions

Epicor Functions sit alongside BPM. When you create functions, you set up your own unique ERP method. Both internal and external sources can then call this function to execute these processes (services). For example, a function can be called internally to look up a phone number or called externally from an outside program that attaches documents to part records. The Epicor Functions library is built over time to reuse these functions, eliminating the need to copy and paste this logic to multiple BPM directives.

Application Studio

Application Studio offers an easier, faster way to create your own user interface. Configure screens, fields, row rules, events, page layouts, and more through a visual designer and drag and drop functionality to add components. Best of all, you can build everything in a low code/no code environment.

Epicor Identity

Epicor Identity provides an added layer of security and central management for log-in and authentication across Epicor systems. Users maintain a single log-in to access Kinetic, Prophet 21, Epicor ECM (DocStar), Senior Living Solution, Epicor Ideas, the EpicCare support portal, the EpicWeb product portal, and the Learning Management System (LMS), with additional systems coming soon.

Cloud Business Platform

Epicor Financials in the Cloud delivers pragmatic innovations on a regular basis to keep your business up to date with the latest industry functionality, keeping your business highly competitive. Enable every employee, regardless of tenure or experience with an easy-to-use intuitive cloud-based user experience and embedded learning guides. A cloud-deployed Financials Core can connect to on-premises ERP systems easily. Set up additional pilot or test environments and defer cloud upgrades at your convenience.

Change Data Capture (CDC)

Change Data Capture (CDC) is a method that allows you to synchronize information in real-time between Kinetic and other systems and applications. It identifies and captures data you create, update, and delete from Epicor and makes this change data available for use by different applications.

REST services

Representational state transfer (REST) services are a type of web service based on the architecture of the internet. Through this application program interface (API), these services link applications more easily through Internet-type connections. No code/low code configurations provide flexible solutions to help you stay ahead.

How to Get Started

Ready to upgrade? Contact your Epicor Account Manager or visit the Epicor Financials Product Page for more details.

Learn More
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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. 

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