Home - Epicor Financial Planner

Cloud-based, Quick Install, Self-Provisioning, Optional Consulting,
Smart Workflow, Reasonable Pricing

Epicor Financial Planner brings you a revolutionary change in the way you execute your finance processes.

Epicor Financial Planner brings you modern and industry-tested best practices in financial reporting, budgeting & planning, and financial consolidation that allow you to streamline your end to end processes to achieve transparency, faster pace, and improved overall performance.

Epicor Financial Planner connects natively to Epicor ERP, Epicor Enterprise, Epicor iScala, Prophet 21, and other non-Epicor systems.

*Cloud and on-premises option available

See it in Action

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Improve Productivity

Frees team capacity to give room for creativity

Secure Financial Figures

EFP's multi-layered security approach eliminates security pitfalls

EFP Strong Points

Pragmatic Access
and Workflow Management

Easy workflow access management
Easy role-access management
Easy organizational hierarchy modification
Simplified and pragmatic workflow process
Collaborative approval process
Transparent and well defined task assignments

Multi and Unlimited Support

Multi-currencies support
Multi-companies support
Multi-scenarios support
Multi-modules support
Unlimited upgrade possibilities

Improved Accuracy and Accountability

Self-check mechanisms
Transparent Task Tracking and Management
No formulas stored in Excel
Enforced and Standardized Business Ruless
Cause of Change and Commentary Journalism

Strong System integration

Integrates natively with all Epicor ERP systems
Integrates with non-Epicor ERP systems
Connects to legacy line of business systems
SIE4 support
Excel Load Import Support

See your data live on Epicor Financial Planner!

Connect with us and we'll load your sample data to Epicor Financial Planner. You can test the tool yourself and get priority support from our solution experts. What are you waiting for?

Sign Up for Free 30-Day Trial

Epicor Financial Planner – the Smart and Modern Way of Working

Using EFP within your organization is like employing extra pair of hands and several brains to help you do your accounting work more effectively. It is like having several senior finance consultants in your team. You get high quality output without having to pay for the same amount of hours and dollar value.

Revolutionizing Finance in the Healthcare Industry with EFP

The more I use the product, the more I get those ‘light bulb’ moments where I think - Oh, that’s actually going to be really handy.

Terri McCracken, Finance Manager | Friendly Society Private Hospital

Strengthening the Finance team for Business Growth

Ease of Use, the convenience, and power of MS platform, the benefit of standardized reporting, the strike of a good balance between central control vs end user-creativity, and the ability to define and change business processes.

Jonathan McCoy, General Manager, IT department | WD40

The Road to a more Structured Budgeting Process

If I were to rate the product from 1-10, I would say 10. If there is a customer out there that has a specific functionality need and EFP meets it, I would absolutely recommend it. It does take a bit longer to implement than one thinks, in our case because we had so much customization, but in terms of configuration of the business into EFP, it is really great and powerful.

Allen Lane Chief Financial Officer | Solix Inc

Epicor´s Go-To Subscription Solution for​Financial Reporting, Budgeting & Planning, and ​Financial Consolidation

Cloud-based, Quick Install, Self-Provisioning, Optional Consulting, Smart Workflow, Reasonable Pricing