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

    The only solution you will need for your finance department

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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.