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

Features

• 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