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What is Epicor FP&A?

The Value of an Agile, Flexible FP&A Solution

Businesses face a myriad of challenges today: inflation, attrition, and low productivity. Epicor FP&A is a cloud solution that empowers you with a new structure of working—improving your financial reporting processes, enhancing your operations, and helping you adapt to a dynamic environment. With the CFO holding the reins, bolstered by cutting-edge machine learning technology, you can help ensure your business is ready to:

  • Quickly generate reports and ensure you comply with internal and external reporting standards
  • Accurately predict future revenues, profits, and cash flow
  • Make goal-oriented and driver-based plans, while modeling complex financial and operational what-if scenarios 
  • Discover which products, customers, and segments of the business are more profitable 
  • Consolidate reports with ease across entities so you can compare performance
Explore Capabilities

Benefits

Delivering Real-Time Insights 

Streamlines your processes so you can access insights quickly while supporting effective decision-making across your organisation. 

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Reducing Cycle Times

Reduce your budget cycle time by over 50% allowing you to deliver faster data and clearer insights across functions. The machine learning capabilities in Epicor FP&A ensures you have a quick and excellent starting point in your budgeting and forecasting process with numbers you can stand behind.

Increasing Savings and Improving Productivity

Re-engineer reporting and budgeting processes so your teams can increase efficiency and boost productivity, strengthening your bottom line.  

Capabilities

KPI and Metrics Monitoring 

Keep track of the critical indicators of your business by using the FP&A no-code dashboard. Monitor financials, sales, expenses, profits, cash flow, and working capital all in one single, easy-to-understand space.

Financial and Operational Reporting 

Quickly and accurately generate needed financial and operational reports while complying with internal and external reporting standards like IFRS or local GAAPs. Eliminate multiple reporting systems—with FP&A, everything you need for accurate, compliant reports is in one user-friendly platform. 

Projected Financial Statements 

Predict revenue, overhead, margins, cash flows, and working capital by combining several dimensions to specific drivers. FP&A lets you test out different perspectives using the same set of data, so you’re always prepared for what’s next. 

Budgeting and Planning 

Create goal-oriented, driver-based plans that support accurate decision-making. Leverage the rolling forecasting and machine learning capabilities of FP&A to properly assess the composition of your target growth and gain a better understanding of your EBIT margin maintenance.  

Unlimited Scenario Modelling 

Model an unlimited amount of complex financial and operational scenarios, using the built-in scenario management features of FP&A. Leverage advanced predictive planning capabilities to test your assumptions and mitigate risks in all your decisions.  

Direct and Indirect Cash-Flow Forecasting 

Gain the confidence that comes from a clear view of where your business is now as well as where it’s headed. FP&A brings you integrated working capital and cash-flow planning capabilities for short, medium, and long-term horizons.  

Sensitivity and Ratio Analysis 

Predict the outcome of your decision by analysing how target variables are impacted based on changes in other input variables, while gaining insight into your operational efficiency, profitability, and liquidity. 

The Power of Web and Excel  

FP&A offers two interfaces: the user-friendly Web interface and the ever-familiar Excel interface. You can create reports on the Web interface and download them to Excel without worrying about formatting. You will always have these two options available. 

Robust Security

Strong security measures protect your valuable financial data. FP&A offers the needed measures focused on data security, encryption, and compliance with industry standards while affording your business accessibility and collaboration—whether your ERP system is on-premises or in the cloud.

Get In Touch
We’re here to learn about your needs and help you curate the right solution. Drop us a line with your questions or feedback, and we'll be in touch soon. Need support? EpicCare is just a click away.

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