Optimize Your Financial Strategy With Key Insights

Epicor FP&A supports a wide array of areas covering the full spectrum of financial reporting. True to its multi-dimensional reporting promise, Epicor FP&A offers extraordinary flexibility into financial and operational reporting where you can combine various dimensions or segments into new or virtually combined multi-segment dimensions. You can create and easily modify standard to complex reports using pre-built report templates or its report wizard. Sample reports include P&L, Balance Sheet, Income Statement, Cashflow statement, and trial balance.

Epicor FP&A is multi-company, multi-currency, and supports monthly, weekly, quarterly, yearly accounting periods all at the same time. It pulls live data directly from your ERP system (whether deployed on premises or in the cloud) and automatically updates web and Excel so you always work with the latest figures.

Epicor FP&A upgrades your way of working through a workflow and machine learning-driven budgeting and forecasting process that promote faster speed, improved performance, and improved data analysis. Driver-based budgeting, multiple level approvals, commentary journalism, in-line analytics, input sheet drill power, spreading, and improved graphing are just few of the key budgeting and forecasting capabilities in Epicor FP&A.

With Epicor FP&A, you will always have a single source of truth for all your financial information across all entities. It consolidates all your information in real-time. All the users in your organization can prepare analyses and extract reports if there are changes such as changes during final group closing.

Epicor FP&A supports multiple reporting frameworks such as IFRS, US-GAAP, and other local GAAPs.

Eliminations, Allocations, Adjusted EBITDA, intercompany data collection and consolidation, dynamic report distribution or subscription are few of the Consolidation capabilities you can get within Epicor FP&A.

With Epicor FP&A, you always have a personal and easy to configure multi-page homepage that shows you a visual presentation of the figures that matter to your role. You can have a financial, sales, AR or AP dashboard in order to compartmentalize how these key figures are presented.

Creating and modifying this dashboard requires no coding or external consulting. It is designed for non-technical users.

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.

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. 

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. 

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.  

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.  

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

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. 

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.

FP&A gives you a starting point in the budgeting and forecasting process while requiring almost no effort or configuration at all. For example, it looks at your historical data and fits a set of models to it. The best performing model is then retrained on all historic data and used to make the forecast you will see. To give you a better understanding of your result, you can see what model was used, a short description of it and how it performed on known and unseen data.