Configured to Accommodate your Unique Business Needs
Epicor FP&A is a new generation of finance process automation solution that helps finance teams efficiently handle vast amounts of data in a short period of time.
Epicor FP&A works natively with cloud or on premises ERP systems: Kinetic, Epicor ERP, iScala, Enterprise, P21, and other external ERP systems
Packages
Epicor FP&A has four (4) available packages: Financial Statements and Reports, Basic, Standard, and Enterprise. These packages include many features which can later then be upgraded with content packs.
Add Modules for Epicor FP&A
Epicor FP&A Standard and Enterprise allow you to supplement your reporting and budgeting solution. Note that Financial Statements and Reports and Basic DO NOT have add-on modules option. The minimum package for this has to be Epicor FP&A Standard.
Announcement: We have implemented changes to our package names. "Financial Reports by EFP" is now "Financial Statements and Reports", and "The Works" is now "FP&A Enterprise". Please do not hesitate to contact us for inquiries.
What are the SaaS Packages of Epicor FP&A?
REPORTING
DASHBOARDING
BUDGETING
FORECASTING
PREDICTIVE PLANNING
CONSOLIDATION
EPICOR FP&A FINANCIAL STATEMENTS AND REPORTS
The most affordable Web Reporting only package of Epicor FP&A
Smart & reliable finance process automation solution
What is Financial Statements and Reports?
Financial Statements and Reports is the most affordable package in the Epicor FP&A family. This is the perfect package to start out your finance improvement journey with Epicor FP&A.
It is a web reporting only package, but it has everything you need for a quick and accurate generation of financial statements.
With Epicor FP&A Financial Statements and Reports, you can get General ledger connection for a robust web financial reporting, the option to download web reports into Excel, subscribe to reports feature, drill functionality, server-based business rules automation, 1 reporting currency, cash flow automation, 1 reporting currency, 1 legal entity, and 1 production environment.
If you need budgeting functionalities, access to book publisher, support for more than 1 currency, a set-up of more than 1 legal entity in the system or the option to add an additional module, you are better off using Epicor FP&A Basic or Standard.
FP&A BASIC
The basic but full-bodied Epicor FP&A package for Reporting & Budgeting
Smart & reliable finance process automation solution
What is Epicor FP&A Basic?
The most affordable package of Epicor FP&A is Financial Statements and Reports but this package is only focused on financial web reporting. The Basic plan is the next most affordable one that contains budgeting features.
With Basic, you can get financial reporting (both in Web and Excel), in-line analytics in web reports, text comments in reports, 1 reporting currency, 1 legal entity, and 1 production environment.
If you have E7/Enterprise and iScala ERP system, you are better off with SaaS Standard as Basic will not allow native integration to those systems.
FP&A STANDARD
The Reporting and Budgeting package with an excellent value for money
Smart & reliable finance process automation solution
What is Epicor FP&A Standard?
FP&A ENTERPRISE
The premium package of Epicor FP&A
Smart & reliable finance process automation solution
What is Epicor FP&A Enterprise?
The most affordable package of Epicor FP&A is Financial Statements and Reports but this package is only focused on financial web reporting. Basic is the next most affordable one that contains budgeting features. Standard is the package above Basic which contains advanced web and Excel Reporting and Budgeting features.
FP&A Enterprise is the premium package of Epicor FP&A. This package contains all the complete features of Epicor FP&A and is widely used by many finance departments with advanced reporting, budgeting, and consolidation needs.
The capabilities found only in Enterprise are as follows: unlimited reporting and budgeting currencies, unlimited legal entities that can be set up in the system, audit trail, commissions calculation, the ability to add models to extend to any process or data source, Advanced business rules setup, inter-model business logic, unlimited number of source systems supported, 4 Epicor FP&A environments included (prod, test, dev, UA), 5 SaaS instances, native connection to on premises ERP systems E7 and iScala.
What are the key features of Epicor FP&A?
Ready to use Reports
Download Reports and Budgets to Excel
Machine learning Forecasts
Machine learning Forecasts
Multi-level approval workflow
Scenario management
Currency / FX handling
Currency / FX handling
Business rules automation
Simple and Advanced Consolidation
Is Epicor FP&A the right solution for you?
Does SaaS Epicor FP&A only work with SaaS ERP systems?
Does SaaS Epicor FP&A only work with SaaS ERP systems?
No. SaaS Epicor FP&A (whether basic, Standard or Enterprise) work for ERP systems deployed in the cloud or on premises. You do NOT need to have on premises Epicor FP&A if you have your ERP system on premises. In fact, we strongly recommend SaaS Epicor FP&A products because it contains more capabilities than the on premises one.
 |
How does Epicor FP&A work?
How does Epicor FP&A work?
Epicor FP&A pulls data directly from your ERP system (whether deployed in the cloud or on-premises). This means that Epicor FP&A initially follows the account mapping in your general ledger to start with. If you want to change how certain items are mapped, you have the power to do this within Epicor FP&A while leaving your ERP data intact to ensure GL integrity.
 |
Is Epicor FP&A complex to use and implement?
Is Epicor FP&A complex to use and implement?
Epicor FP&A is a deep and feature-packed tool. It is known to solve complex challenges in finance but just because it can handle complex issues with ease does not mean it can solve only complex issues. Epicor FP&A is used by finance customers across industries for issues ranging from very simple to highly complex. Epicor FP&A strikes a balance between ease of use and deep capabilities.
When it comes to implementation, Epicor FP&A has adopted measures to streamline the implementation of Epicor FP&A bringing down the number of hours needed to implement Epicor FP&A ranging from 20 hours – 100 hours depending on scope.
 |
Why Choose Epicor FP&A?
Streamlining & automating finance processes is the core of Epicor FP&A
Automate complex tasks with rules
A curated view to highlight numbers that matter to you
Always the ideal way of working
Heavy focus on user acceptance and ease of use
Quicker time to productivity
A real step towards the future of FP&A
A complete picture of your business
Did you know that there is a growing number of customers shifting to Epicor FP&A for reporting and budgeting?
The reason they shift to Epicor FP&A are as follows:
- Customers realized after a while that Epicor FP&A´s web and Excel reporting capabilities are superior to that of its competitors. Creating reports and formatting reports is quick and easy with Epicor FP&A.
- Dashboards in Epicor FP&A require no coding at all to set up keeping true to its promise of a non-technical solution for finance and business users.
- The budgeting features of Epicor FP&A are deeper and more sophisticated than the alternatives in the market. Capabilities like allocations, machine learning-powered budget predictions, multi-level approval, scenario management, FX and HR budgeting, commissions calculations, consolidation features, and support for IFRS and GAAP are a few of the capabilities in Epicor FP&A not found in other solutions.
- Many solutions in the market claim to be easier and faster to implement than Epicor FP&A which in some cases might be true. However, once the customer starts using them, they quickly stumble into a functionality limitation whereby they cannot do many things they would have wanted to do in terms of reporting and budgeting or consolidation. In Epicor FP&A, hours are streamlined for implementation and the ability to scale is truly wide and far-reaching because of its modular approach.
- Customers with high volume of data suffer from performance lag with other products whereas this is not a problem with Epicor FP&A. It is designed from the ground up to handle transactional data processing making its performance superior to that of its competitors.
