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


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.

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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

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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?

Financial Statements and Reports

Made specifically for your financial reporting needs. Best for organizations looking for financial reporting on the web.

FP&A Basic

The most affordable package for basic financial reporting and budgeting. Best for small to medium companies.

FP&A Standard

The most popular package with advanced web and excel features for reporting and budgeting for medium to large companies.

FP&A Enterprise

Premium package with the complete features and advanced capabilities of Epicor FP&A. Best for medium to large companies.








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.

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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.

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The Reporting and Budgeting package with an excellent value for money 

Smart & reliable finance process automation solution 

What is Epicor FP&A Standard?

The most affordable package of is Financial Statements and Reports  but this package is only focused on financial web reporting. Basic is the next most affordable one that contains basic budgeting features.  Standard is the package above Basic.

Majority of Epicor FP&A customers today are on Standard because this package contains all the advanced web and Excel reporting & budgeting features as well as the web & excel consolidation features. 

The capabilities in Standard that do not exist in Basic or Financial Statements and Reports are - Book publisher for distributing Excel/PDF reports, advanced commentary journalism, unlimited reporting currencies, 10 legal entities that can be set up in the system included in the package, advanced Excel input sheets and reports, and the possibility to add modules. With the Standard plan, you also get a production and a test environment.
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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.

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What are the key features of Epicor FP&A?

Ready to use Reports

Take advantage of reports such as P&L, balance sheet, income statement, cash flow, commission reports, trial balance and more that are readily available within Epicor FP&A.

Download Reports and Budgets to Excel

Epicor FP&A has report templates that are ready for you to use. You can also create reports from scratch using its report wizard. One of the key advantages of Epicor FP&A is the power of its report formatting. It is easy to use yet advanced making report formatting a breeze.

Machine learning Forecasts

Epicor FP&A´s budget prediction is powered by machine learning. With just a simple click of a button, you can create predictions based on various models such as 36 months actuals. Epicor FP&A looks at prior data and matches which machine learning model is most suitable to that data set. You can even see which model is used and why and then use that prediction as the user´s first forecast draft for finetuning. This drastically improves your way of budgeting. 

Multi-level approval workflow

Epicor FP&A takes pride in its pragmatic workflow. It is a workflow that is easy to follow and a workflow that makes sense for finance teams. In the approval process, Epicor FP&A offers you multi-level approvals to capture your organization´s way of working.

Scenario management

Epicor FP&A´s scenario management is designed to guide you through uncertainty by allowing you to contemplate on various possibilities. You can have multiple/unlimited scenarios in Epicor FP&A to ensure you can look into all potential paths of possibilities.

Currency / FX handling

Epicor FP&A allows you to report and budget in as many currencies as your business uses. 

Business rules automation

Epicor FP&A allows you to decide which business rules you want to implement across your organization. Epicor FP&A then automates these business rules or business logic to ensure standardization and consistency in its application.

Simple and Advanced Consolidation

Epicor FP&A´s consolidation capability is robust and it ranges from simple consolidation to highly advanced consolidation.

Is Epicor FP&A the right solution for you?

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?

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?

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.

“I wanted to be able to measure customers on a global consolidated level such as sales data, order data, and gross profit and margin not only in a single country. I wanted to measure KPIs such as quality, delivery positions, and number of customer visits among others. All these are possible to measure with Epicor FP&A today."


Why Choose Epicor FP&A?

Complete Finance Process Automation 

Streamlining & automating finance processes is the core of Epicor FP&A

Powerful Business Rules Automation 

Automate complex tasks with rules

Personalized Dashboard 

A curated view to highlight numbers that matter to you

The Best Practices Approach 

Always the ideal way of working

Ease of Use 

Heavy focus on user acceptance and ease of use

Quick Implementation 

Quicker time to productivity

Artificial Intelligence and Machine Learning 

A real step towards the future of FP&A

Power BI Support 

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.

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Words from our CEO

Epicor FP&A is known internally within Epicor as the budgeting and planning solution of choice for on-premises and cloud ERP deployments, but I think many people do not realize that Epicor FP&A is so much more than that. From the get-go, Epicor FP&A was designed to be a full CPM solution. This means that we have been in the financial reporting arena for a very long time, even though we have never actively marketed it as such. We have live customers using Epicor FP&A as a reporting solution for years, and we have learned many things in the last 20 years on improving stability and performance.

Being in the reporting arena for over two decades puts us at a distinct advantage because this area is harder than it seems. Supporting high volumes of data, supporting transactional data processing, and coming forward with smart and automated financial reports are easier said than done. All these being part of  Epicor FP&A´s area of expertise ensures that we can deliver a financial reporting solution with a high degree of confidence that it will fulfill its promises. I am glad we can finally market Epicor FP&A as a robust reporting tool. This is something we have wanted to do for a very long time. I´m excited we are finally here. Please avail of our 30-day trial and see for yourself. There is no better judge for this product than you.”

- Jan Morath, CEO, DSPanel