Epicor FP&A

Epicor Module for Financial Management

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Epicor Financial Planning & Analysis (FP&A) Module

Epicor FP&A helps finance teams plan faster and report with more confidence. It centralizes budgeting, forecasting, consolidation, and dashboards so everyone works from the same numbers, not disconnected spreadsheets.

Streamline Financial Operations with Epicor FP&A and EC Solutions

If you want planning and reporting you can trust, start with a quick needs review. We’ll help you confirm fit, choose the right rollout approach, and connect FP&A to your Epicor environment.

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Benefits of Epicor Financial Planning & Analysis (FP&A)

Data Visibility

Stakeholders can make quick, high-level decisions thanks to comprehensive coverage across the financial lifecycle, real-time and accurate data, and cutting-edge technology from Power BI that automates reporting and budgeting processes.

Reduced Cycle Times

Machine Learning capabilities reduce budget cycle time by up to 50% for clearer and faster insights that cover the different aspects of financial management, from financial statements all the way to analyzing precise profit margins.

Increased Savings

With a complete overview of all financial data, users can pinpoint opportunities for savings and identify inefficient gaps that need improvement.

Improved Productivity

Updated financial planning and budgeting systems mean teams can spend more time on quality projects while outdated functionalities are automated for increased productivity where it matters the most.

Security and Compliance

Epicor’s FP&A module is both AICPA SOC II and GDPR compliant, meaning organizations will have enforced security across the board, whether the user is at the cell-level or role-based level.

Predictive Analytics

Enhanced forecasting helps predict the financial future of your business with data models that are based on historical data, market trends, and key performance indicators.

Key Capabilities of Epicor FP&A

Consolidated Reporting

A state-of-the-art multi-dimensional reporting tool, Epicor FP&A consolidates all reports and analytics into a single source of truth. Core data is consistently updated in real-time and can be narrowed down to specific dates, currencies, statements, and balances to ensure users across the organization can extract accurate information at a moment’s notice.

Core Features Include:
• Personalized Templates
• Direct General Ledger Integration with Excel
• Dynamic Report Drill Functionalities

Budgeting and Planning

Streamline complex financial scenarios by leveraging machine learning technology that takes historical data and subsequently sets up performance models to provide insightful forecasts. No configuration required, Epicor’s financial management tool minimizes errors and establishes best practices for the financial department.

Core Features Include:
• Budgeting Workflows and Worksheets
• Real-Time Forecasts
• What-If Analysis

Accessible Dashboard

Both Excel and Web interfaces are available for users and can easily be interchanged, which means that a user can create a report on the Web and download it to Excel without losing the original format. User-friendly dashboards don’t require any coding for easy setup and are role-based to highlight accurate data visualization for each department, from finance to sales.

Core Features Include:
• No-Code Dashboard
• Role-Based Visualizations
• Excel and Web Interfaces

Aligned Metrics

Stay aligned with all departments across the organization with updated key performance indicators (KPI) that monitor financials, profit margins, cash flow, sales, expenses, and much more – all within one core location. Leverage foundational data capabilities to prepare executives for important decisions as well as mitigate unforeseen risks.

Core Features Include:
• Predictive Analysis on Core Financials
• Unlimited Test Scenarios
• Past, Present, and Future Planning Prospectives

Why Implement Epicor FP&A

Epicor FP&A eliminates manual entry and the swivel-chair approach from siloed financial systems by incorporating powerful tools. Finance professionals will have faster processing time, improved results, and automated tasks to better serve the entire organization from A to Z.

  • Financial Modelling
  • Business Intelligence
  • Enterprise Resource Planning (ERP) Integration
  • Budgeting and Forecasting
  • Data Visualization
  • Collaboration and Communication
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FAQ About Epicor Financial Planning & Analysis (FP&A)

There is no standard fixed price. Cost depends on users, company size, required capabilities (planning, consolidation, dashboards), and implementation needs.

Epicor FP&A can be integrated with Epicor systems, and implementations can also connect to other sources depending on your setup.

You can get training through an Epicor partner like EC Solutions, tailored to your finance team and reporting needs.

The right ERP solution starts with the right conversation.