Welcome to Epicor Financial Planner

Financials Automation With You, For You

What is EFP?

EFP is a deep, intelligent, and easy-to-use SaaS solution for reports, budgets, plans, personalized dashboards, and consolidated financial statements.

Free Demo

Frequently Asked Questions

Who are the users of EFP?

Finance users and business users (sales personnel, frontline managers, store managers, regional managers)

What systems does it work with?

Epicor Kinetic 2021.1, E10, E9, Epicor iScala, Epicor Enterprise, P21


Does EFP work with on-premises ERP systems?

Yes, it does.


What processes in finance does it automate?

Customized cash flow, IFRS16, Adjusted EBITDA, Allocation, Account Re-classification, Alternate Account Structures, Bonus & Commissions, Financial Consolidation, and many more.

What is the most affordable EFP subscription to get EFP started?

Financial Reports by EFP 

Can EFP handle budgeting by sales product or do quantity-based budgets based on price list?

Yes, its sales module can handle that.

How much does EFP cost?

To know more about EFP pricing,

please contact your Customer Account Manager or contact us.

Talk to Sales