Epicor Financial Planner (EFP)
Fact Sheet
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EFP empowers finance teams to gather, analyze and act on massive amounts of data to manage corporate finances effectively. EFP is a streamlined solution allowing finance experts and C-level business leaders to automate financial reporting, budgeting and planning, forecasting, and consolidation. EFP is a hybrid product offering both an Excel add-in and a browser-based interface, supporting real-time collaboration in a workflow-based budget planning environment.
Solution Benefits
Achieve a healthier cash flow and save precious working time with EFP, a cloud supportive SaaS product.
- Microsoft Excel-based and web-based reporting and budget planning experience
- Save time in each financial period, especially at month-end and year-end closings
- Leverage a multi-dimensional environment with easy to define parameters
- Eliminate spreadsheet associated problems by centralizing and storing data securely
- Perform either top-down or bottom-up budgeting, make changes easily and instantaneously
- Create reports within minutes using the drag-and-drop interface or ready-to-use templates
Features
- Easy-to-customize reports with drill-down
- Built-in, advanced consolidation capabilities
- No-code, browser environment with a customizable, multi-page dashboard
- Automated prediction powered by Machine Learning (ML) offering default budget values
- Early alerts to make corrective actions in time


DSPanel
- Headquartered in Stockholm, Sweden
- Market leading provider of complete Corporate Performance Management solutions
- Works with many leading Fortune 500 companies
- EFP is integrated with Kinetic (new name for Epicor ERP) cloud and on-premises systems, Enterprise, iScala, and Prophet 21