Epicor

Epicor FP&A

Epicor FP&A is a cloud solution that empowers you with a new working structure—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.

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Budgeting & Forecasting

Best-of-breed budgeting and forecasting in Epicor FP&A.

  • Unified solution for reporting, budgeting, planning, consolidation
  • One tool that is easy to use and maintain
  • Direct integration with your ERP system, whether deployed in the cloud or on-premises
  • Cost efficient, complete, and effective scalable solution
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Multi-Dimensional Reporting in Epicor FP&A

Epicor FP&A is multi-company, multi-currency, and supports monthly, weekly, quarterly, and yearly accounting periods simultaneously. 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.

  • Wide array of areas covering the full spectrum of financial reporting
  • Combine various dimensions or segments into new or virtually combined multi-segment dimensions
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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.

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Standard and Advanced Consolidation

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

Frequently Asked Questions

Epicor FP&A integrates directly with ERP systems by pulling live financial and operational data into its planning and reporting environment. This integration works whether the ERP is deployed: In the cloud On-premises In a hybrid environment Integration Benefits: Automatic data synchronization Elimination of manual exports/imports Real-time financial updates in reports and dashboards Single source of truth for planning and analysis For Epicor ERP users, integration ensures financial plans align directly with actual operational data, improving forecasting accuracy and reducing reconciliation effort.

Yes. Epicor FP&A is a cloud-based solution delivered through a secure, web-enabled environment. Because it is cloud-native: Users can access financial data from anywhere Updates and enhancements are centrally managed IT infrastructure requirements are reduced Scalability is built into the platform Cloud deployment ensures finance teams always work with the most current data without maintaining on-premises planning infrastructure.

Yes. Epicor FP&A supports multi-company, multi-currency financial consolidation within a unified reporting structure. It enables organizations operating across regions or legal entities to consolidate financial data efficiently and accurately. Consolidation Capabilities: Multi-entity financial reporting Multi-currency support Monthly, quarterly, and annual consolidation Compliance with international accounting standards Automated elimination entries and adjustments This makes it suitable for growing manufacturers and distributors operating across multiple subsidiaries or geographies.

Epicor FP&A is a cloud-based financial planning and analysis (FP&A) solution that helps organizations manage budgeting, forecasting, reporting, and financial consolidation in one unified platform. It is designed to replace manual spreadsheet-driven planning processes with an automated, ERP-integrated system that delivers real-time financial visibility. Key Capabilities: Budgeting and rolling forecasts Multi-dimensional financial reporting Scenario modeling and predictive planning Multi-company and multi-currency consolidation Direct ERP integration for live financial data Epicor FP&A is typically used by CFOs and finance teams seeking better accuracy, faster planning cycles, and improved strategic decision-making.

Epicor FP&A supports multiple accounting standards, including IFRS, US GAAP, and other local GAAP frameworks. This flexibility allows organizations to meet regulatory and financial reporting requirements across different jurisdictions. Supported Frameworks: IFRS (International Financial Reporting Standards) US GAAP Local GAAP standards The platform’s consolidation and reporting tools allow organizations to generate compliant financial statements while maintaining consistent internal performance analysis.

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