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Epicor FP&A Packages & Services
Epicor FP&A is a fully scalable solution that covers the full spectrum of financial reporting, analytics, budget planning, forecasting, and consolidated reporting and can be sold to small, mid-sized, and large organizations across all industries or verticals.
Epicor FP&A as a Unified FP&A Solution
Aside from it being a comprehensive reporting and consolidation solution, Epicor FP&A also has budgeting and forecasting. It can support the simplest to the most sophisticated needs of businesses with four different packages to choose from.
Financial Statements and Reports
A quick, cost-effective, and sustainable reporting solution.
Financial Statements and Reports is the entry-level and most affordable of the SaaS packages within the Epicor FP&A family. If you need budgeting and forecasting, there are other packages to choose from depending on what you need.
Financial Statements and Reports is a product within the Epicor FP&A family that specifically addresses your reporting needs. Despite being a light (and more affordable) package within Epicor FP&A, Financial Statements and Reports offers you the unique opportunity to have a solution that you can easily upgrade as you advance your reporting and budgeting requirements.
- It is a mature solution for financial reporting that allows finance departments to effectively report to C-level business leaders. Financial Statements and Reports offers superior report formatting options when compared against its competitors.
- Financial Statements and Reports gives a solid business-relevant mix of analytics and reporting. It offers deep reporting capabilities despite being a more budget- friendly solution. Within 20-36 hours of consulting, you can get Financial Statements and Reports set up for your finance team.
- Financial Statements and Reports also serves as an excellent replacement for Epicor customers who are unhappy with their current reporting solution
Epicor FP&A Packages & Services
Financial Statements & Reports
Financial Statements and Reports is an affordable and entry-level package that offers Web and Excel Financial Reporting only. It’s suitable for one company with the possibility to add more.
On average, Financial Statements & Reports take about 20-36 hours to implement.
FP&A Basic
FP&A Basic includes Web and Excel Reporting plus budgeting and forecasting and standard consolidation. It works with one company with the possibility of adding more.
FP&A Basic takes about 36-52 hours to implement.
FP&A Standard
FP&A Standard includes web and Excel reporting, Budgeting & Forecasting, and Standard Consolidation. It works best for 10 companies with the possibility of adding more. From there, you can also add modules such as Sales, Advanced Financials, and Advanced Consolidation.
FP&A Standard takes about 54-70 hours to implement (possibly longer with add-ons).
FP&A Enterprise
FP&A Enterprise is the full FP&A package and includes full reporting, budgeting & forecasting, and consolidation. It can be used for an unlimited number of companies and includes all available modules such as Sales, Advanced Financials, and Advanced Consolidation.
Implementation time for FP&A Enterprise starts at 116 hours.
Each project will vary depending on business processes and how well the charts of accounts have been set up, but these are the average number of hours needed for implementation.
The Epicor FP&A Advantage
End-to-End Solution | High Volume Support | Real-Time Collaboration | Financial Process Automation.
Epicor FP&A refers to a family of products that offer a unified platform for financial reporting, budgeting and planning, KPI tracking, and financial consolidation. This means you only need one solution—Epicor FP&A—for all your reporting, budgeting, and consolidation needs.
Epicor FP&A aims to streamline and automate time-consuming, error-prone tasks of the finance team so you can focus on high value-yielding responsibilities. Epicor FP&A uses a pragmatic and intelligent workflow that makes reporting and budgeting quicker and more efficient.
Frequently Asked Questions
Why can't I just use my ERP for reporting?
If you are wondering why you need an add-on product like Epicor FP&A for your reporting needs when you have just invested in an ERP system, this is because an ERP system provides limited operational reports. In addition, financial statements are not included in its out-of-box offerings.
This is where Epicor FP&A comes in handy—Epicor FP&A supports the creation of P&L, balance sheets, and cash flow statements. It can build other custom, on-demand reports through easy-to-use templates or the drag-and-drop report wizard. It will even allow you to build more complex reports through its built-in business rules automation engine.
Can Epicor FP&A replace Legacy Reporting and Budgeting solutions?
Yes, it will. Most legacy solutions are on end-of-life-cycle mode, which means they will only receive bug fixes with no further product enhancements planned.
Financial Statements and Reports offer users of legacy solutions an easy and cost-effective migration path for a smooth transition to a well-supported reporting solution.
Which ERP Systems Does Epicor FP&A Work With?
Epicor FP&A has native integration with Epicor Kinetic, Epicor ERP, Epicor iScala, Epicor Enterprise, Epicor Prophet 21 and Epicor Financials. Epicor FP&A also integrates with non-Epicor ERP systems whether on-premises or cloud-based.
Technical Requirements Checklist SaaS
Clients
Web & Mobile
Any of the following browsers in the latest version
• Chrome by Google
• Safari by Apple
• Edge by Microsoft
Excel Client Add-in -Advanced
All the following prerequisites need to be met to install the Advanced Excel client add-in.
ExcelApi 1.1 Office 2016: Version 1509 (Build 4266.1001) required (https://learn.microsoft.com/en-us/javascript/api/requirement-sets/excel/excel-api-1-1-requirement-set?view=common-js-preview)
Epicor ERP (E10, E11) - REST Connect
Epicor FP&A supports all Epicor ERP releases in “Active” support stage as defined by Epicor.
• Note: As of 2020-08-10, the oldest version on Active support is 10.2.300.
For possible support of an Epicor ERP version in Enhanced Sustaining, or Sustaining – contact Epicor Support.
• Note: No version earlier than 10.1.600 can be used with REST Connect.
Epicor ERP (E10, E11) - Azure SQL synchronization
All Epicor ERP (E10, E11) versions are supported.
Microsoft SQL prerequisites
• SQL Azure Data Sync Agent - see prerequisites here:
https://www.microsoft.com/en-us/download/
details.aspx?id=27693
• No earlier versions than Microsoft SQL 2008 R2
Epicor P21 - REST Connect
Epicor FP&A supports all Epicor P21 releases with P21 Middleware installed.
• P21 Middleware needs to be version 2020.2.4151 or higher.
• Microsoft ASP.NET core 3.1.9 installed on P21 middleware server.
Epicor Enterprise (E7) - Azure SQL synchronization
Microsoft SQL prerequisites
• SQL Azure Data Sync Agent - see prerequisites here:
https://www.microsoft.com/en-us/download/details.aspx?id=27693
• No earlier versions than Microsoft SQL 2008 R2
Epicor iScala - Azure SQL synchronization
Microsoft SQL prerequisites
• SQL Azure Data Sync Agent - see prerequisites here:
https://www.microsoft.com/en-us/download/details.aspx?id=27693
• No earlier versions than Microsoft SQL 2008 R2
This printed/ PDF version is created for convenience.
learn.microsoft.com
Excel JavaScript API requirement set 1.1 - Office Add-ins
Details about the ExcelApi 1.1 requirement set. (93 kB)
https://learn.microsoft.com/en-us/javascript/api/requirement-sets/excel/excel-api-1-1-requirement-set?view=common-js-preview
microsoft.com
Download Drivers & Updates for Microsoft, Windows and more - Microsoft Download Center
The official Microsoft Download Center. Featuring the latest software updates and drivers for Windows, Office, Xbox and more. Operating systems include Windows, Mac, Linux, iOS, and Android.
Microsoft Store - Download Center
Download SQL Azure Data Sync Agent from Official Microsoft Download Center
This download is for the on-premises Data Sync Agent that works in conjunction with the SQL Azure Data Sync service. It enables on-premises SQL Server data to be synchronized with SQL Azure databases.
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