Epicor FP&A Financial Statements and Reports

The financial reporting solution that WORKS NATIVELY with Epicor ERP Cloud

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Can you trust your numbers?

Trusting your financial records is crucial to tracking and measuring performance. It is also synonymous with business growth. Without it, it can be difficult to craft the right strategy that can help your business scale.


Luckily, Epicor FP&A Financial Statements and Reports allows you to take ownership and effective control over your data as it boosts reporting transparency and accountability across the organization.

Why do you need Epicor FP&A for reporting when you have your ERP financials?

If you are wondering why you need an add-on product like Epicor FP&A for your reporting needs when you have just invested in an ERP system, this is because an ERP system only provides limited operational reports. In addition, financial statements are not included in its out of the box offerings.


This is where Epicor FP&A comes in handy - Epicor FP&A will allow you to create P&L, Balance sheet, cash flow statements as well as build other custom, on demand reports through its easy to use, drag and drop report wizard. It will even allow you to build more complex reports through its built-in business rules automation engine.

Will Epicor FP&A Financial Statements and Reports replace AFR?

Yes, it will. The AFR product has been pulled out of Epicor´s price list and is now moved to a sustained engineering mode. This means it will only receive bug fixes, no further product enhancements are planned.


Epicor FP&A Financial Statements and Reports offers AFR users an easy and cost-effective migration path to ensure you can continue to enjoy an evolutionary and well supported reporting solution now and in the future.

See it Live in Action

To see is to believe - so we encourage you to take a look at Epicor FP&A on a free live demo with one of our Sales Experts.

Witness its robust reporting capabilities as we show you why Epicor FP&A is the best compliment to your Epicor system.

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Will Epicor FP&A Financial Statements and Reports work only for Cloud ERP deployments?

Epicor FP&A Financial Statements and Reports work with both on-premises and cloud deployments. In fact, it is a reporting solution known to maintain stellar performance regardless of the deployment mode of the ERP system.

What do I get if I purchase Epicor FP&A Financial Statements and Reports?

Epicor FP&A Financial Statements and Reports gives you web financials reporting, the ability to download web reports into Excel, cash flow automation, drill down to transactions, General ledger connection, server-based business rules automation, advanced security and organization setup, advanced scenario management, and standard user management. You also get multi-company, multi-currency, and multi-hierarchical support.

Which ERP systems does Epicor FP&A work with?

Epicor FP&A has native integration with Epicor ERP, Epicor iScala, Epicor Enterprise, and P21. Epicor FP&A also integrates with non-Epicor ERP systems whether on-premises or in the cloud.

Why should I choose Epicor FP&A over the other reporting solutions?

End to End Solution

High Volume Support


Real-time Collaboration


Financial Process Automation

Here are 10 reasons why you should choose Epicor FP&A

  • Epicor FP&A is the only reporting solution with financial process automation as its core architecture.
  • Epicor FP&A is the only reporting solution that is designed to do transactional data processing. Solutions that aren´t designed from the ground up to do transactional data processing encounter performance issues in the long run.
  • Epicor FP&A was designed as a full CPM suite which means reporting is part of its core area of expertise. It also easily becomes a cost-effective choice since it can handle reporting, budgeting, and consolidation in 1 platform.
  • Epicor FP&A is the only reporting solution that is compatible with MS Power BI.
  • Epicor FP&A is the only solution that provides online, real-time collaboration where each member can submit, approve or reject any cell or entire sheets in the workflow thereby minimizing lengthy and inefficient steps in the financial process.
  • Epicor FP&A is the only solution that gives you CAPEX reports with capabilities such as custom depreciation methods, internal rules, straight line or double declining balances, custom schedules, and more.
  • Epicor FP&A is the only reporting solution that will allow you to setup a full user hierarchy that reflects the way your organization is set up. Each user (with long term leave or resignation) can be replaced easily for each task in the process. 
  • Epicor FP&A is the only solution that is confident enough to offer a free 30 day trial or a try before you buy campaign so users can assess for themselves if Epicor FP&A delivers on its promises.
  • Epicor FP&A is a truly scalable solution offering users unlimited upgrade possibilities through its expansive functionality packaging.
  • Epicor FP&A is the only reporting solution that allows you to write back to your Epicor ERP system.

Request A Live Demo

Our consultants will gladly show you a live demo about Epicor FP&A's financial reporting capabilities.

Book A Demo

Download Content Packs List

Further enhance the capabilities of Epicor FP&A with optional add-ons and modules.

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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