Epicor Financial Planner (EFP)

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EFP empowers finance teams to gather, analyze and act on massive amounts of data to manage corporate finances effectively. EFP is a streamlined solution allowing finance experts and C-level business leaders to automate financial reporting, budgeting and planning, forecasting, and consolidation. EFP is a hybrid product offering both an Excel add-in and a browser-based interface, supporting real-time collaboration in a workflow-based budget planning environment.

Solution Benefits

Achieve a healthier cash flow and save precious working time with EFP, a cloud supportive SaaS product.

  • Microsoft Excel-based and web-based reporting and budget planning experience
  • Save time in each financial period, especially at month-end and year-end closings
  • Leverage a multi-dimensional environment with easy to define parameters
  • Eliminate spreadsheet associated problems by centralizing and storing data securely
  • Perform either top-down or bottom-up budgeting, make changes easily and instantaneously
  • Create reports within minutes using the drag-and-drop interface or ready-to-use templates


  • Easy-to-customize reports with drill-down
  • Built-in, advanced consolidation capabilities
  • No-code, browser environment with a customizable, multi-page dashboard
  • Automated prediction powered by Machine Learning (ML) offering default budget values
  • Early alerts to make corrective actions in time





  • Headquartered in Stockholm, Sweden
  • Market leading provider of complete Corporate Performance Management solutions
  • Works with many leading Fortune 500 companies 
  • EFP is integrated with Kinetic (new name for Epicor ERP) cloud and on-premises systems, Enterprise, iScala, and Prophet 21